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CIK: 0000853758
Total reported value
$80.9B
$80.9B
1952 檔
12.4%
According to the latest 13F quarterly dataset, Mercer Global Advisors Inc /adv managed an equity portfolio of $80.9B at the end of Q3 2024, spanning 1952 distinct U.S. exchange-listed positions.
In Q3 2024, Mercer Global Advisors Inc /adv displayed an active expansion posture, initiating 3 new positions and adding to 136 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1952 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.36% | -0.39% | +14.53% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.34% | -0.28% | +16.46% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.09% | -0.01% | +4.90% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.99% | -0.03% | +5.10% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.74% | +0.46% | +4.84% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.43% | -0.09% | +21.82% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.00% | +0.01% | +23.50% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.65% | -0.17% | +11.54% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.55% | -0.23% | +17.96% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.15% | -0.10% | +3.85% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.01% | +0.03% | +0.72% | |
| 12 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.83% | -0.01% | +7.07% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.79% | — | +1075.85% | |
| 14 | DFIV | Dimensional International Va | ETF-Other | 1.72% | -0.14% | +16.05% | |
| 15 | DFIC | Dimensional International Co | ETF-Other | 1.69% | -0.11% | +10.30% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.64% | -0.09% | +5.86% | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 1.57% | -0.08% | +4.50% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.04% | +1.26% | |
| 19 | DIHP | Dimensional International Hi | ETF-Other | 1.43% | -0.04% | +27.49% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.39% | +0.09% | +14.42% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.32% | -0.01% | +9.64% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.21% | -0.01% | +2316.34% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.11% | +9.19% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.84% | +0.43% | -3.63% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.02% | +1.32% | |
| 26 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.77% | +0.01% | +500.00% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.73% | -0.03% | +193.78% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.71% | -0.08% | +5.67% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.69% | -0.03% | +4.78% | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.65% | -0.02% | -23.49% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.57% | -0.04% | -1.52% | |
| 32 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.04% | -0.04% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.53% | -0.03% | +103.10% | |
| 34 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.53% | -0.04% | +11.72% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.03% | +6.27% | |
| 36 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.50% | +0.04% | -3.36% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.05% | +6.40% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.05% | +9.68% | |
| 39 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.45% | +0.03% | -29.80% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.07% | +3.87% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.02% | -11.16% | |
| 42 | RJF | Raymond James Financial Inc | Stock-Financials | 0.38% | -0.02% | -1.67% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | -0.01% | -13.11% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | +0.03% | +213.73% | |
| 45 | IQLT | Ishares Msci International Q | ETF-Other | 0.37% | -0.02% | -19.51% | |
| 46 | IVLU | Ishares Msci International V | ETF-Other | 0.36% | -0.02% | -20.47% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.35% | -0.03% | +0.27% | |
| 48 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.35% | -0.01% | +0.17% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | +0.02% | +10.36% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.34% | -0.01% | -35.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.7% | +1075.85% | Add |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +1.2% | +2316.34% | Add |
| 3 | DUHP | Dimensional US High Profi Et | +0.5% | +23.50% | Add |
| 4 | DFUV | Dimensional US Marketwide Va | +0.4% | +21.82% | Add |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.3% | +16.46% | Add |
| 6 | DFIV | Dimensional International Va | +0.2% | +16.05% | Add |
| 7 | DIHP | Dimensional International Hi | +0.2% | +27.49% | Add |
| 8 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +17.96% | Add |
| 9 | BSV | Vanguard Short-term Bond ETF | +0.1% | +14.53% | Add |
| 10 | GILD | Gilead Sciences Inc | +0.1% | +151.91% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +11.54% | Add |
| 12 | QCOM | Qualcomm Inc | +0.1% | +1.15% | Add |
| 13 | HD | Home Depot Inc | +0.1% | +2.84% | Add |
| 14 | CSHI | Neos Enhanced Income 1-3 Mon | +0.1% | +12.83% | Add |
| 15 | VWO | Vanguard Ftse Emerging Marke | 0% | +9.19% | Add |
| 16 | JPM | Jpmorgan Chase & Co | 0% | +10.36% | Add |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | +0.25% | Add |
| 18 | IGEB | Ishares Investment Grade Sys | 0% | +10.08% | Add |
| 19 | DFIC | Dimensional International Co | 0% | +10.30% | Add |
| 20 | VB | Vanguard Small-cap ETF | 0% | +9.64% | Add |
| 21 | WMT | Walmart Inc | 0% | +3.87% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +5.23% | Add |
| 23 | VIG | Vanguard Dividend Apprec ETF | 0% | -2.54% | Trim |
| 24 | ORCL | Oracle CORP | 0% | +3.14% | Add |
| 25 | KO | Coca-cola Co/the | 0% | +21.55% | Add |
| 26 | V | Visa Inc-class A Shares | 0% | -1.46% | Trim |
| 27 | T | At&t Inc | 0% | -81.61% | Trim |
| 28 | TLT | Ishares 20+ Year Treasury Bd | 0% | +21.64% | Add |
| 29 | MDT | Medtronic plc | 0% | +122.88% | Add |
| 30 | LMT | Lockheed Martin CORP | 0% | +22.62% | Add |
| 31 | MO | Altria Group Inc | 0% | +36.93% | Add |
| 32 | TEL | TE Connectivity plc | 0% | NEW | New buy |
| 33 | MU | Micron Technology Inc | 0% | -0.49% | Trim |
| 34 | META | Meta Platforms Inc-class A | 0% | +6.27% | Add |
| 35 | VGSH | Vanguard Short-term Treasury | 0% | +24.64% | Add |
| 36 | TSLA | Tesla Inc | 0% | -0.62% | Trim |
| 37 | ACN | Accenture plc | 0% | -27.88% | Trim |
| 38 | IBM | Intl Business Machines CORP | 0% | +6.44% | Add |
| 39 | PHM | Pultegroup Inc | 0% | +4.48% | Add |
| 40 | VBR | Vanguard Small-cap Value ETF | 0% | +2.20% | Add |
| 41 | CB | Chubb Limited | 0% | +57.46% | Add |
| 42 | ECL | Ecolab Inc | 0% | +253.87% | Add |
| 43 | FERG | Ferguson Enterprises Inc | 0% | NEW | New buy |
| 44 | ANGL | Vaneck Fallen Angel High Yld | 0% | +0.33% | Add |
| 45 | KMB | Kimberly-clark CORP | 0% | +228.06% | Add |
| 46 | ETR | Entergy CORP | 0% | +80.03% | Add |
| 47 | GDDY | Godaddy Inc - Class A | 0% | +576.71% | Add |
| 48 | VIGI | Vanguard Int Div App Indx Fd | 0% | -4.77% | Trim |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | +54.02% | Add |
| 50 | RSG | Republic Services Inc | 0% | +130.04% | Add |
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 1952 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BSV, AGG, VOO) accounted for 12.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
TEL
市值: $13.3M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $47.9M
During Q3 2024, Mercer Global Advisors Inc /adv's top holdings by market value included BSV (5.4%)、AGG (5.3%)、VOO (5.1%). The largest single position, BSV, represented 5.4% of total portfolio value.
In Q3 2024, Mercer Global Advisors Inc /adv made 200 total portfolio adjustments, initiating 3 new buys, adding to 136 positions, trimming 57 holdings, and fully liquidating 4 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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