Mariner, LLC
Institutional investor · Portfolio as of Q3 2021
Top Holdings989 positions
ISHARES TR | 2.6M | $1.1B | 6.0% | $268.52 | +49.67% | 12 qtrssince 2018-Q4 | Increased 68 |
APPLE INC | 4.3M | $603.6M | 3.2% | $60.57 | +127.85% | 12 qtrssince 2018-Q4 | Increased 64 |
VANGUARD TAX-MANAGED FDS | 11.9M | $603.1M | 3.1% | $39.35 | +10.01% | 12 qtrssince 2018-Q4 | Increased 93 |
MICROSOFT CORP | 1.6M | $450.5M | 2.4% | $148.51 | +82.19% | 12 qtrssince 2018-Q4 | Increased 60 |
ISHARES CORE MSCI EAFE ETF | 4.5M | $334.6M | 1.7% | $54.54 | +17.82% | 12 qtrssince 2018-Q4 | Increased 59 |
ISHARES CORE S&P MID-CAP ETF | 1.3M | $331.7M | 1.7% | $43.67 | +12.18% | 12 qtrssince 2018-Q4 | Increased 57 |
VANGUARD INDEX FDS | 2.2M | $297.8M | 1.6% | $98.42 | +22.19% | 12 qtrssince 2018-Q4 | Increased 58 |
STATE STR SPDR S&P 500 ETF T | 687,393 | $295M | 1.5% | $257.25 | +56.02% | 12 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INTL EQUITY INDEX F | 5.4M | $271.8M | 1.4% | $41.86 | +2.99% | 12 qtrssince 2018-Q4 | Increased 78 |
ISHARES MSCI EAFE ETF | 3.5M | $270.6M | 1.4% | $52.03 | +30.64% | 12 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 2.3M | $260.2M | 1.4% | $93.92 | +4.21% | 12 qtrssince 2018-Q4 | Increased 53 |
SCHWAB STRATEGIC TR | 1.6M | $235.8M | 1.2% | $10.27 | +76.23% | 12 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1M | $233M | 1.2% | $179.53 | +15.39% | 12 qtrssince 2018-Q4 | Increased 78 |
VANGUARD INDEX FDS | 731,330 | $212.2M | 1.1% | $29.44 | +59.84% | 12 qtrssince 2018-Q4 | Increased 59 |
VANGUARD INDEX FDS | 535,692 | $211.3M | 1.1% | $345.67 | +6.37% | 12 qtrssince 2018-Q4 | Increased 78 |
AMAZON COM INC | 61,909 | $203.4M | 1.1% | $107.21 | +53.21% | 12 qtrssince 2018-Q4 | Increased 52 |
SCHWAB STRATEGIC TR | 2M | $203.2M | 1.1% | $9.57 | +69.80% | 12 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 2.7M | $203.1M | 1.1% | $52.57 | +36.12% | 12 qtrssince 2018-Q4 | Increased 67 |
PROCTER & GAMBLE CO | 1.3M | $188.1M | 1.0% | $91.33 | +34.62% | 12 qtrssince 2018-Q4 | Increased 46 |
JPMORGAN CHASE & CO | 962,778 | $157.6M | 0.8% | $95.89 | +50.63% | 12 qtrssince 2018-Q4 | Increased 47 |
Mariner, LLC manages $19.2B across 989 positions as of Q3 2021. Top holdings: IVV (6.0%), AAPL (3.2%), VEA (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 122 new positions, 44 exits, 628 increased. Top move: VEA (INCREASED, conviction 93). Portfolio: $19.2B across 989 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
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