Mariner, LLC
Institutional investor · Portfolio as of Q1 2020
Top Holdings701 positions
iShares Core S&P 500 ETF | 2M | $529.8M | 6.6% | $233.86 | +0.72% | 6 qtrssince 2018-Q4 | Increased 68 |
Apple Inc | 883,170 | $224.8M | 2.8% | $43.87 | +39.82% | 6 qtrssince 2018-Q4 | Increased 59 |
SPDR S&P 500 ETF Trust | 680,543 | $175.5M | 2.2% | $241.33 | -2.31% | 6 qtrssince 2018-Q4 | Increased 58 |
Microsoft Corp | 1.1M | $172.5M | 2.2% | $106.09 | +40.64% | 6 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 3.1M | $168.6M | 2.1% | $49.29 | -1.46% | 6 qtrssince 2018-Q4 | Decreased 0 |
iShares MSCI EAFE ETF | 2.7M | $143.7M | 1.8% | $47.64 | -5.35% | 6 qtrssince 2018-Q4 | Decreased 0 |
iShares Core U.S. Aggregate Bond ETF | 1.1M | $131.2M | 1.6% | $88.90 | +7.40% | 6 qtrssince 2018-Q4 | Increased 49 |
Schwab US Large-Cap ETF | 2M | $122.3M | 1.5% | $9.35 | -0.08% | 6 qtrssince 2018-Q4 | Decreased 0 |
Procter & Gamble Co/The | 1.1M | $119.2M | 1.5% | $83.82 | +11.20% | 6 qtrssince 2018-Q4 | Increased 52 |
ISHARES CORE MSCI EAFE ETF | 2.3M | $113.1M | 1.4% | $47.04 | -11.04% | 6 qtrssince 2018-Q4 | Increased 51 |
SCHWAB STRATEGIC TR | 1.4M | $112.5M | 1.4% | $8.64 | +11.80% | 6 qtrssince 2018-Q4 | Increased 54 |
VANGUARD FTSE DEV MKT ETF | 3.4M | $111.8M | 1.4% | $30.79 | -10.42% | 6 qtrssince 2018-Q4 | Increased 52 |
Vanguard Value ETF | 1M | $93.3M | 1.2% | $83.69 | -9.02% | 6 qtrssince 2018-Q4 | Increased 56 |
Visa Inc | 531,357 | $85.6M | 1.1% | $132.23 | +16.26% | 6 qtrssince 2018-Q4 | Decreased 0 |
Johnson & Johnson | 635,362 | $83.4M | 1.0% | $107.74 | +1.82% | 6 qtrssince 2018-Q4 | Increased 48 |
SCHWAB STRATEGIC TR | 3.2M | $82.9M | 1.0% | $11.90 | -9.73% | 6 qtrssince 2018-Q4 | Decreased 0 |
UnitedHealth Group Inc | 331,612 | $82.7M | 1.0% | $217.36 | +2.46% | 6 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 523,088 | $82M | 1.0% | $23.26 | +8.22% | 6 qtrssince 2018-Q4 | Increased 53 |
Amazon.com Inc | 41,690 | $81.3M | 1.0% | $82.47 | +18.21% | 6 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 1.4M | $64.7M | 0.8% | $51.27 | -23.86% | 2 qtrssince 2019-Q4 | Increased 42 |
Mariner, LLC manages $8B across 701 positions as of Q1 2020. Top holdings: IVV (6.6%), AAPL (2.8%), SPY (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 79 new positions, 78 exits, 375 increased. Top move: IVV (INCREASED, conviction 68). Portfolio: $8.0B across 701 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR