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CIK: 0000853758
Total reported value
$80.9B
$80.9B
1968 檔
10.7%
During the Q2 2024 filing period, Mercer Global Advisors Inc /adv (CIK: 0000853758) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $80.9B across 1968 reported positions.
During Q2 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 1968 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.28% | -0.39% | +7.61% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.20% | -0.01% | +8.03% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.07% | -0.28% | +9.66% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 4.03% | -0.03% | +5.80% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.99% | +0.46% | +2.91% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.00% | -0.09% | +12.30% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.59% | -0.17% | +10.63% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.51% | +0.01% | +16.39% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.47% | -0.10% | +8.30% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.41% | -0.23% | +10.12% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.20% | +0.03% | +126.11% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.91% | -0.01% | +6.75% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.76% | -0.09% | +16.56% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.72% | -0.08% | +13.00% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | +0.04% | +0.39% | |
| 16 | DFIC | Dimensional International Co | ETF-Other | 1.66% | -0.11% | +9.71% | |
| 17 | DFIV | Dimensional International Va | ETF-Other | 1.51% | -0.14% | +12.65% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.49% | +0.09% | +958.20% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.29% | -0.01% | +8.79% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 1.24% | -0.04% | +18.61% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.02% | -0.11% | +9.56% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.99% | -0.02% | +0.96% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | +0.43% | +3.85% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.94% | +0.01% | +1.79% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.02% | +2.27% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.83% | -0.03% | -4.84% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.77% | -0.08% | +12.81% | |
| 28 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.71% | +0.03% | -9.62% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | -0.03% | +7.39% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.65% | -0.04% | -1.91% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | -0.01% | -7.41% | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.58% | +0.04% | -4.39% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.57% | -0.03% | -2.28% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | +0.05% | +9.07% | |
| 35 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.54% | -0.04% | +7.52% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.04% | +19.63% | |
| 37 | IQLT | Ishares Msci International Q | ETF-Other | 0.50% | -0.02% | -5.12% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.03% | +9.82% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.50% | -0.02% | -23.34% | |
| 40 | IVLU | Ishares Msci International V | ETF-Other | 0.49% | -0.02% | -6.42% | |
| 41 | RJF | Raymond James Financial Inc | Stock-Financials | 0.45% | -0.02% | -5.17% | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.05% | +10.04% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.41% | +0.03% | +246.67% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.07% | +3.03% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | -0.01% | -1.19% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.38% | -0.03% | +1.04% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.37% | +0.01% | -6.92% | |
| 48 | EOG | Eog Resources Inc | Stock-Energy | 0.37% | -0.03% | +0.40% | |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.37% | -0.03% | -3.15% | |
| 50 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.37% | -0.01% | +0.04% |
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 1968 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BSV, VOO, AGG) accounted for 10.7% of total reported equity market value during Q2 2024.
During Q2 2024, Mercer Global Advisors Inc /adv's top holdings by market value included BSV (5.3%)、VOO (5.2%)、AGG (5.1%). The largest single position, BSV, represented 5.3% of total portfolio value.
In Q2 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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