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CIK: 0000853758
Total reported value
$80.9B
$80.9B
2115 檔
12.0%
In Q4 2024, Mercer Global Advisors Inc /adv's U.S. equity holdings reached a combined market value of $80.9B, distributed across 2115 disclosed stock positions.
Mercer Global Advisors Inc /adv executed strategic sector rebalancing during Q4 2024, establishing 46 new positions while fully exiting 3 holdings and trimming 106 positions.
Showing top 200 holdings (of 2115 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.53% | -0.28% | +3.92% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.44% | -0.39% | -0.89% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.23% | -0.01% | -4.34% | |
| 4 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.92% | -0.03% | -7.18% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 3.49% | +0.46% | -12.71% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.14% | -0.09% | -10.76% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.01% | +0.02% | — | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.94% | +0.01% | -5.65% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.91% | -0.17% | +15.39% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.57% | -0.23% | -0.56% | |
| 11 | DFIC | Dimensional International Co | ETF-Other | 1.73% | -0.11% | +6.51% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-Other | 1.67% | -0.09% | -0.10% | |
| 13 | IMTM | Ishares Msci Intl Momentum F | ETF-Other | 1.65% | -0.01% | -7.39% | |
| 14 | SUB | Ishares Short-term National | ETF-Other | 1.61% | -0.08% | -0.97% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.55% | +0.09% | -0.07% | |
| 16 | DFIV | Dimensional International Va | ETF-Other | 1.54% | -0.14% | -8.24% | |
| 17 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 1.52% | +0.01% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.43% | -0.10% | -35.98% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 1.39% | -0.01% | -1.07% | |
| 20 | DIHP | Dimensional International Hi | ETF-Other | 1.37% | -0.04% | +0.66% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.15% | +0.01% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.13% | -0.11% | +12.01% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.43% | -4.72% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.83% | -0.28% | +216.55% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.04% | — | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.72% | -0.08% | -1.43% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.68% | -0.03% | -6.25% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.67% | -0.03% | -14.51% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.03% | -69.92% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.61% | -0.04% | -1.39% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | -0.02% | -26.03% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.05% | -4.67% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.03% | -8.71% | |
| 34 | DFCA | Dimensional Calfornia Mb ETF | ETF-Other | 0.47% | -0.04% | -13.92% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | -0.03% | -7.53% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | -0.03% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.03% | -12.34% | |
| 38 | RJF | Raymond James Financial Inc | Stock-Financials | 0.45% | -0.02% | -10.20% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.05% | -21.42% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | -0.02% | +29.78% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.39% | +0.03% | -14.75% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.38% | -0.01% | -11.37% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.37% | -0.02% | -11.72% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.07% | -33.50% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | +0.02% | +9.27% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.02% | -20.27% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.33% | — | +15.71% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.33% | -0.09% | +81.88% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.32% | +0.01% | -5.92% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.31% | -0.01% | -12.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +3% | NEW | New buy |
| 2 | AVSC | Avantis US Small Cap Equity | +1.5% | NEW | New buy |
| 3 | AVEM | Avantis Emerging Markets Eq | +1.2% | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | +0.8% | NEW | New buy |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +216.55% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | NEW | New buy |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.3% | +15.39% | Add |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | NEW | New buy |
| 9 | NFLX | Netflix Inc | +0.2% | +81.88% | Add |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.2% | +3.92% | Add |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +198.55% | Add |
| 12 | NVDA | Nvidia CORP | +0.2% | -0.07% | Trim |
| 13 | TSLA | Tesla Inc | +0.2% | +9.27% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | -4.34% | Trim |
| 15 | SPOT | Spotify Technology S.A. | +0.1% | +1805.61% | Add |
| 16 | BAC | Bank Of America CORP | +0.1% | NEW | New buy |
| 17 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 18 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 19 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | NEW | New buy |
| 20 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +1022.97% | Add |
| 21 | AXP | American Express Co | +0.1% | NEW | New buy |
| 22 | VO | Vanguard Mid-cap ETF | +0.1% | +29.78% | Add |
| 23 | AVUS | Avantis U.s. Equity ETF | +0.1% | NEW | New buy |
| 24 | AFL | Aflac Inc | +0.1% | NEW | New buy |
| 25 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 26 | AVDE | Avantis International Equity | +0.1% | NEW | New buy |
| 27 | AVGO | Broadcom Inc | +0.1% | -12.34% | Trim |
| 28 | BSV | Vanguard Short-term Bond ETF | +0.1% | -0.89% | Trim |
| 29 | APGE | Apogee Therapeutics Inc | +0.1% | NEW | New buy |
| 30 | PWZ | Invesco California Amt-free | +0.1% | NEW | New buy |
| 31 | VUG | Vanguard Growth ETF | +0.1% | +15.71% | Add |
| 32 | AMGN | Amgen Inc | +0.1% | NEW | New buy |
| 33 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 34 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | New buy |
| 35 | AVLC | Avantis US Lg Cap Eq ETF | +0.1% | NEW | New buy |
| 36 | VTV | Vanguard Value ETF | +0.1% | +45.28% | Add |
| 37 | RJF | Raymond James Financial Inc | +0.1% | -10.20% | Trim |
| 38 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +12.01% | Add |
| 39 | ADP | Automatic Data Processing | +0.1% | NEW | New buy |
| 40 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 41 | IEMG | Ishares Core Msci Emerging | +0.1% | +185.84% | Add |
| 42 | GOOG | Alphabet Inc-cl C | +0.1% | -4.67% | Trim |
| 43 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 44 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +55.72% | Add |
| 45 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +359.46% | Add |
| 46 | EFA | Ishares Msci Eafe ETF | +0.1% | +39.86% | Add |
| 47 | VNQ | Vanguard Real Estate ETF | +0.1% | +294.95% | Add |
| 48 | IWV | Ishares Russell 3000 ETF | +0.1% | +26.77% | Add |
| 49 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 50 | ELV | Elevance Health Inc | 0% | NEW | New buy |
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 2115 disclosed positions in Q4 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 AGG, BSV, VOO) accounted for 12.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
AAPL
市值: $1.2B
Top Position Liquidated / Trimmed
VCLT
前期市值: $10.5M
During Q4 2024, Mercer Global Advisors Inc /adv's top holdings by market value included AGG (5.5%)、BSV (5.4%)、VOO (5.2%). The largest single position, AGG, represented 5.5% of total portfolio value.
In Q4 2024, Mercer Global Advisors Inc /adv made 200 total portfolio adjustments, initiating 46 new buys, adding to 45 positions, trimming 106 holdings, and fully liquidating 3 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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