Mariner, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings1,379 positions
iShares Core S&P 500 ETF | 2.9M | $1.3B | 5.0% | $285.07 | +49.43% | 14 qtrssince 2018-Q4 | Increased 65 |
Apple Inc | 6M | $1B | 3.9% | $92.70 | +84.22% | 14 qtrssince 2018-Q4 | Increased 69 |
VANGUARD FTSE DEV MKT ETF | 16.8M | $804.5M | 3.0% | $40.38 | +3.73% | 14 qtrssince 2018-Q4 | Increased 69 |
Microsoft Corp | 2.1M | $649.8M | 2.5% | $187.33 | +58.57% | 14 qtrssince 2018-Q4 | Increased 62 |
ISHARES CORE S&P MID-CAP ETF | 1.6M | $422.1M | 1.6% | $45.23 | +11.22% | 14 qtrssince 2018-Q4 | Increased 55 |
SPDR S&P 500 ETF Trust | 895,724 | $404.6M | 1.5% | $298.27 | +42.56% | 14 qtrssince 2018-Q4 | Increased 57 |
Vanguard Value ETF | 2.6M | $378.8M | 1.4% | $103.24 | +28.65% | 14 qtrssince 2018-Q4 | Increased 54 |
ISHARES CORE MSCI EAFE ETF | 5.4M | $372.6M | 1.4% | $55.93 | +11.10% | 14 qtrssince 2018-Q4 | Increased 55 |
Apollo Global Management Inc | 5.7M | $353.6M | 1.3% | $57.22 | 0.00% | 1 qtr | New 71 |
VANGUARD EMERGING MARKETS ETF | 7.2M | $334.3M | 1.3% | $41.66 | -3.34% | 14 qtrssince 2018-Q4 | Increased 59 |
Amazon.com Inc | 98,648 | $321.6M | 1.2% | $128.34 | +27.00% | 14 qtrssince 2018-Q4 | Increased 64 |
VANGUARD TOTAL STOCK MARKET ETF | 1.3M | $304.7M | 1.1% | $188.86 | +13.21% | 14 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 3.9M | $300.3M | 1.1% | $60.21 | +23.18% | 14 qtrssince 2018-Q4 | Increased 56 |
iShares Core U.S. Aggregate Bond ETF | 2.5M | $268.5M | 1.0% | $94.00 | -2.06% | 14 qtrssince 2018-Q4 | Increased 51 |
Berkshire Hathaway Inc | 753,486 | $265.9M | 1.0% | $293.22 | +20.35% | 14 qtrssince 2018-Q4 | Increased 78 |
iShares MSCI EAFE ETF | 3.6M | $265.8M | 1.0% | $53.56 | +23.62% | 14 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD S&P500 INDEX ETF | 620,232 | $257.5M | 1.0% | $353.49 | +10.26% | 14 qtrssince 2018-Q4 | Increased 45 |
VANGUARD INDEX FDS | 891,904 | $256.5M | 1.0% | $32.77 | +42.70% | 14 qtrssince 2018-Q4 | Increased 50 |
Procter & Gamble Co/The | 1.6M | $246.6M | 0.9% | $99.63 | +36.44% | 14 qtrssince 2018-Q4 | Increased 46 |
SCHWAB STRATEGIC TR | 3.1M | $231.2M | 0.9% | $10.27 | +78.52% | 14 qtrssince 2018-Q4 | Increased 69 |
Mariner, LLC manages $26.5B across 1379 positions as of Q1 2022. Top holdings: IVV (5.0%), AAPL (3.9%), VEA (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 269 new positions, 41 exits, 851 increased. Top move: BRK/B (INCREASED, conviction 78). Portfolio: $26.5B across 1379 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
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