Mariner, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings781 positions
ISHARES TR | 2.3M | $877.1M | 6.7% | $250.95 | +38.14% | 9 qtrssince 2018-Q4 | Increased 71 |
APPLE INC | 3.6M | $473.2M | 3.6% | $46.51 | +176.94% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 1.2M | $266M | 2.0% | $113.83 | +86.31% | 9 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 2.1M | $243.5M | 1.9% | $93.30 | +6.69% | 9 qtrssince 2018-Q4 | Increased 51 |
SCHWAB STRATEGIC TR | 1.9M | $242.2M | 1.9% | $10.27 | +52.35% | 9 qtrssince 2018-Q4 | Increased 60 |
STATE STR SPDR S&P 500 ETF T | 617,875 | $231M | 1.8% | $241.33 | +43.50% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.7M | $198.5M | 1.5% | $48.04 | +31.01% | 9 qtrssince 2018-Q4 | Increased 49 |
VANGUARD INDEX FDS | 1.7M | $196.5M | 1.5% | $91.31 | +13.82% | 9 qtrssince 2018-Q4 | Increased 68 |
ISHARES TR | 2.7M | $183.5M | 1.4% | $48.39 | +22.54% | 9 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 2.7M | $183.3M | 1.4% | $49.39 | +25.39% | 9 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 3.8M | $179.1M | 1.4% | $31.28 | +27.27% | 9 qtrssince 2018-Q4 | Increased 50 |
SCHWAB STRATEGIC TR | 1.9M | $176.1M | 1.4% | $9.45 | +48.89% | 9 qtrssince 2018-Q4 | Increased 49 |
PROCTER & GAMBLE CO | 1.2M | $170.9M | 1.3% | $87.40 | +37.43% | 9 qtrssince 2018-Q4 | Increased 51 |
AMAZON COM INC | 50,939 | $165.9M | 1.3% | $94.51 | +72.31% | 9 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 576,652 | $146.1M | 1.1% | $24.37 | +67.93% | 9 qtrssince 2018-Q4 | Increased 49 |
VISA INC | 575,968 | $126M | 1.0% | $137.77 | +52.19% | 9 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 1.9M | $122.8M | 0.9% | $42.64 | +44.30% | 9 qtrssince 2018-Q4 | Increased 69 |
ISHARES TR | 607,288 | $119.1M | 0.9% | $128.78 | +42.20% | 9 qtrssince 2018-Q4 | Increased 46 |
SCHWAB STRATEGIC TR | 2M | $117.3M | 0.9% | $15.01 | +16.83% | 9 qtrssince 2018-Q4 | Increased 56 |
JOHNSON & JOHNSON | 733,620 | $115.5M | 0.9% | $110.59 | +21.51% | 9 qtrssince 2018-Q4 | Increased 47 |
Mariner, LLC manages $13B across 781 positions as of Q4 2020. Top holdings: IVV (6.7%), AAPL (3.6%), MSFT (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 111 new positions, 42 exits, 432 increased. Top move: IVV (INCREASED, conviction 71). Portfolio: $13.0B across 781 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