MAMATHER GROUP, LLC.
Institutional investor · Portfolio as of Q2 2022
Top Holdings373 positions
SCHWAB STRATEGIC TR | 6.8M | $425.3M | 9.7% | $17.43 | +8.87% | 14 qtrssince 2019-Q1 | Increased 62 |
SCHWAB STRATEGIC TR | 7.3M | $420.7M | 9.6% | $12.86 | +10.70% | 14 qtrssince 2019-Q1 | Increased 65 |
VANGUARD INTL EQUITY INDEX F | 6.6M | $350.4M | 8.0% | $45.27 | +2.44% | 14 qtrssince 2019-Q1 | Increased 63 |
VANGUARD SCOTTSDALE FDS | 6.2M | $298.3M | 6.8% | $43.80 | -6.90% | 14 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INTL EQUITY INDEX F | 4.2M | $263.7M | 6.0% | $58.72 | -4.35% | 14 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INDEX FDS | 1.4M | $210.7M | 4.8% | $106.72 | +28.17% | 14 qtrssince 2019-Q1 | Increased 58 |
VANGUARD FTSE EMERGING MARKE | 4.7M | $195.4M | 4.5% | $41.03 | -10.71% | 14 qtrssince 2019-Q1 | Increased 63 |
VANGUARD SCOTTSDALE FDS | 2.4M | $145.9M | 3.3% | $57.39 | -6.98% | 6 qtrssince 2021-Q1 | Increased 59 |
VANGUARD INDEX FDS | 1.1M | $142M | 3.2% | $90.72 | +31.49% | 14 qtrssince 2019-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 4.3M | $133.8M | 3.1% | $28.82 | -3.51% | 14 qtrssince 2019-Q1 | Increased 58 |
VANGUARD INDEX FDS | 590,318 | $131.6M | 3.0% | $34.35 | +5.66% | 14 qtrssince 2019-Q1 | Increased 60 |
VANGUARD INDEX FDS | 652,578 | $128.6M | 2.9% | $201.43 | -4.71% | 14 qtrssince 2019-Q1 | Increased 54 |
SCHWAB STRATEGIC TR | 4.4M | $112.4M | 2.6% | $23.20 | -3.28% | 14 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.7M | $92.2M | 2.1% | $21.68 | -12.62% | 4 qtrssince 2021-Q3 | Increased 59 |
VANGUARD SCOTTSDALE FDS | 1.1M | $80.6M | 1.8% | $66.96 | -2.35% | 14 qtrssince 2019-Q1 | Increased 47 |
VANGUARD SCOTTSDALE FDS | 1M | $72.6M | 1.7% | $71.60 | -16.65% | 6 qtrssince 2021-Q1 | Increased 51 |
VANGUARD WHITEHALL FDS INC | 1.2M | $70.9M | 1.6% | $55.78 | -14.77% | 14 qtrssince 2019-Q1 | Increased 54 |
VANECK VECTORS ETF TR | 1.6M | $42.9M | 1.0% | $21.12 | -1.20% | 12 qtrssince 2019-Q3 | Decreased 0 |
ISHARES TR | 773,415 | $39.1M | 0.9% | $43.73 | -1.35% | 14 qtrssince 2019-Q1 | Increased 42 |
ISHARES TR | 97,950 | $37.1M | 0.8% | $310.14 | +15.14% | 14 qtrssince 2019-Q1 | Increased 42 |
MATHER GROUP, LLC. manages $4.4B across 373 positions as of Q2 2022. Top holdings: SCHV (9.7%), SCHG (9.6%), VGK (8.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2/5.0.
Active quarter - 42 new positions, 112 exits, 213 increased. Top move: SCHG (INCREASED, conviction 65). Portfolio: $4.4B across 373 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