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CIK: 0000853758
Total reported value
$80.9B
$80.9B
1942 檔
10.0%
As reported in its official Q1 2024 Form 13F filing, Mercer Global Advisors Inc /adv's tracked investment portfolio stood at $80.9B with 1942 total positions.
During Q1 2024, Mercer Global Advisors Inc /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1942 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.15% | -0.39% | +14.07% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.02% | -0.01% | +13.32% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.93% | -0.28% | +17.03% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.09% | -0.03% | +10.34% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.91% | +0.46% | +8.81% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.00% | -0.09% | +27.98% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.50% | -0.17% | +16.76% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.36% | +0.01% | +36.23% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.10% | +8.89% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.32% | -0.23% | +17.26% | |
| 11 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.90% | -0.01% | +13.91% | |
| 12 | DFIC | Dimensional International Co | ETF-Other | 1.62% | -0.11% | +10.62% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.60% | -0.09% | +16.60% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.59% | -0.08% | +7.89% | |
| 15 | DFIV | Dimensional International Va | ETF-Other | 1.55% | -0.14% | +41.99% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.53% | +0.04% | -1.16% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.31% | -0.01% | +11.99% | |
| 18 | DIHP | Dimensional International Hi | ETF-Other | 1.12% | -0.04% | +39.07% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.10% | -0.02% | -3.45% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.08% | +0.09% | +30.13% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.99% | +0.03% | -42.74% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.43% | +25.10% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.94% | -0.11% | +17.37% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.92% | +0.01% | +204.72% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.89% | -0.03% | -0.91% | |
| 26 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.86% | +0.03% | -5.86% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.02% | +9.91% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.72% | -0.08% | +7.82% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.71% | -0.03% | +11.81% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.68% | -0.01% | -5.29% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.67% | -0.02% | -64.64% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.67% | -0.04% | -0.48% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.65% | -0.03% | -6.55% | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.61% | +0.04% | +2.67% | |
| 35 | IVLU | Ishares Msci International V | ETF-Other | 0.57% | -0.02% | -7.15% | |
| 36 | IQLT | Ishares Msci International Q | ETF-Other | 0.56% | -0.02% | -5.95% | |
| 37 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.53% | -0.04% | +13.56% | |
| 38 | RJF | Raymond James Financial Inc | Stock-Financials | 0.52% | -0.02% | -6.13% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.49% | -0.01% | -11.42% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.04% | +1.93% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.03% | -3.67% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.45% | +0.05% | +5.46% | |
| 43 | DFAT | Dimensional US Target Value | ETF-Other | 0.44% | +0.01% | -2.35% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.42% | -0.03% | +419.37% | |
| 45 | INTC | Intel CORP | Stock-Tech | 0.42% | +0.16% | +1.93% | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.05% | +28.83% | |
| 47 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.40% | -0.03% | -3.67% | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.39% | -0.03% | -0.62% | |
| 49 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.37% | -0.01% | +0.15% | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.07% | +217.08% |
According to official SEC Form 13F filings, Mercer Global Advisors Inc /adv reported a total U.S. public equity portfolio value of $80.9B across 1942 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BSV, VOO, AGG) accounted for 10.0% of total reported equity market value during Q1 2024.
During Q1 2024, Mercer Global Advisors Inc /adv's top holdings by market value included BSV (5.2%)、VOO (5.0%)、AGG (4.9%). The largest single position, BSV, represented 5.2% of total portfolio value.
In Q1 2024, Mercer Global Advisors Inc /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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