Mariner, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,151 positions
ISHARES TR | 2.8M | $1.3B | 5.6% | $278.26 | +60.42% | 13 qtrssince 2018-Q4 | Increased 66 |
APPLE INC | 5M | $895.6M | 3.8% | $77.98 | +122.42% | 13 qtrssince 2018-Q4 | Increased 69 |
VANGUARD TAX-MANAGED FDS | 13.9M | $710.7M | 3.0% | $40.08 | +10.93% | 13 qtrssince 2018-Q4 | Increased 67 |
MICROSOFT CORP | 1.8M | $615.3M | 2.6% | $170.66 | +89.48% | 13 qtrssince 2018-Q4 | Increased 62 |
ISHARES TR | 1.4M | $399.1M | 1.7% | $44.65 | +18.49% | 13 qtrssince 2018-Q4 | Increased 55 |
STATE STR SPDR S&P 500 ETF T | 772,375 | $366.9M | 1.6% | $278.00 | +60.36% | 13 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 4.8M | $356.6M | 1.5% | $55.17 | +18.97% | 13 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 2.3M | $342.1M | 1.4% | $100.21 | +31.24% | 13 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 1.3M | $304.5M | 1.3% | $187.34 | +20.66% | 13 qtrssince 2018-Q4 | Increased 58 |
ISHARES TR | 3.8M | $298.8M | 1.3% | $53.56 | +30.08% | 13 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INTL EQUITY INDEX F | 6M | $294.8M | 1.2% | $41.96 | +2.60% | 13 qtrssince 2018-Q4 | Increased 53 |
ISHARES TR | 3.4M | $283.5M | 1.2% | $57.97 | +39.91% | 13 qtrssince 2018-Q4 | Increased 59 |
ISHARES TR | 2.4M | $271.5M | 1.1% | $94.10 | +3.91% | 13 qtrssince 2018-Q4 | Increased 51 |
VANGUARD INDEX FDS | 595,588 | $260M | 1.1% | $351.98 | +16.05% | 13 qtrssince 2018-Q4 | Increased 54 |
SCHWAB STRATEGIC TR | 1.6M | $258.5M | 1.1% | $10.27 | +95.19% | 13 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO | 1.5M | $246.7M | 1.0% | $97.09 | +49.08% | 13 qtrssince 2018-Q4 | Increased 54 |
VANGUARD INDEX FDS | 766,243 | $245.9M | 1.0% | $30.48 | +71.03% | 13 qtrssince 2018-Q4 | Increased 51 |
AMAZON COM INC | 71,410 | $238.1M | 1.0% | $115.12 | +44.81% | 13 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 2M | $222.5M | 0.9% | $9.58 | +86.33% | 13 qtrssince 2018-Q4 | Increased 43 |
NVIDIA CORPORATION | 681,454 | $200.4M | 0.8% | $11.71 | +150.13% | 13 qtrssince 2018-Q4 | Increased 47 |
Mariner, LLC manages $23.6B across 1151 positions as of Q4 2021. Top holdings: IVV (5.6%), AAPL (3.8%), VEA (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 205 new positions, 43 exits, 686 increased. Top move: AAPL (INCREASED, conviction 69). Portfolio: $23.6B across 1151 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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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