Mercer Global Advisors INC /adv — Q1 2020 13F 持股

Name: Mercer Global Advisors INC /adv — 13F Holdings, Q1 2020
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0000853758

申报总市值

US$675.8亿

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本季完整持股清单

仅显示前 200 大持股（共 1097 只）

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	MTUM	Ishares Msci USA Momentum Fa	ETF-其他	3.62%	-0.01%	+15.00%
2	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	3.27%	—	+27.12%
3	QUAL	Ishares Msci USA Quality Fac	ETF-其他	2.94%	—	+31.06%
4	AAPL	Apple INC	股票-科技	2.78%	-0.25%	+1.63%
5	AGG	Ishares Core U.s. Aggregate	ETF-其他	2.67%	+0.26%	+6.75%
6	VLUE	Ishares Msci USA Value Facto	ETF-其他	2.38%	—	+24.80%
7	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	2.25%	—	-2.03%
8	SHM	Ss Spdr N Ice St Muni ETF	ETF-其他	2.21%	—	+18.32%
9	SCHZ	Schwab US Aggregate Bond ETF	ETF-其他	2.06%	—	-14.99%
10	BSV	Vanguard Short-term Bond ETF	ETF-其他	2.02%	+0.29%	+17.91%
11	IMTM	Ishares Msci Intl Momentum F	ETF-其他	1.56%	+0.04%	+25.43%
12	IQLT	Ishares Msci International Q	ETF-其他	1.50%	—	+26.48%
13	IWF	Ishares Russell 1000 Growth	ETF-其他	1.42%	—	+5.02%
14	SMLF	Ishares US Smallcap Equity F	ETF-其他	1.39%	—	+25.92%
15	MSFT	Microsoft CORP	股票-科技	1.38%	-0.35%	+7.27%
16	IVLU	Ishares Msci International V	ETF-其他	1.36%	—	+30.77%
17	MUB	Ishares National Muni Bond E	ETF-其他	1.18%	+0.07%	+17.19%
18	VIG	Vanguard Dividend Apprec ETF	ETF-其他	1.15%	-0.07%	-0.90%
19	VUG	Vanguard Growth ETF	ETF-其他	1.14%	—	-3.20%
20	EMGF	Ishares Emerging Markets Equ	ETF-新兴市场	1.12%	—	+28.56%
21	EOG	Eog Resources INC	股票-能源	1.01%	-0.07%	+645.76%
22	SCHO	Schwab Short-term US Treas	ETF-其他	0.96%	—	+10.20%
23	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股与成长	0.91%	-0.08%	-1.06%
24	VTV	Vanguard Value ETF	ETF-其他	0.88%	—	+3.25%
25	XOM	Exxon Mobil CORP	股票-能源	0.82%	+0.12%	-5.31%
26	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.82%	—	-8.03%
27	AMZN	Amazon.com INC	股票-周期性消费	0.71%	—	+14.95%
28	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.63%	—	+0.69%
29	VEA	Vanguard Ftse Developed ETF	ETF-其他	0.63%	+0.07%	-1.25%
30	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.62%	—	+5.81%
31	SCHM	Schwab US Mid Cap ETF	ETF-其他	0.60%	—	+3.01%
32	IWD	Ishares Russell 1000 Value E	ETF-其他	0.59%	—	+47.13%
33	T	At&t INC	股票-通信服务	0.58%	—	+17.05%
34	BKLN	Invesco Senior Loan ETF	ETF-其他	0.58%	—	+0.65%
35	SCHF	Schwab Intl Equity ETF	ETF-其他	0.54%	—	-8.26%
36	SCHG	Schwab US Large-cap Growth	ETF-其他	0.54%	—	-8.86%
37	JNJ	Johnson & Johnson	股票-医疗保健	0.53%	+0.07%	+18.42%
38	SCHA	Schwab US Small-cap ETF	ETF-其他	0.49%	—	+2.04%
39	INTC	Intel CORP	股票-科技	0.49%	—	+59.08%
40	GSY	Invesco Ultra Short Duration	ETF-其他	0.47%	—	—
41	META	Meta Platforms Inc-class A	股票-通信服务	0.47%	—	-0.68%
42	SCHD	Schwab US Dvd Equity ETF	ETF-其他	0.47%	—	+10.53%
43	PG	Procter & Gamble Co/the	股票-非周期性消费	0.47%	—	+8.58%
44	RKLB	Rocket Lab Corporation	股票-工业	0.46%	—	—
45	VZ	Verizon Communications INC	股票-通信服务	0.42%	—	+16.25%
46	V	Visa Inc-class A Shares	股票-金融	0.40%	—	+13.39%
47	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.40%	—	+93.34%
48	BWZ	State Street Spdr Bloomberg	ETF-其他	0.40%	—	+41.52%
49	EFA	Ishares Msci Eafe ETF	ETF-其他	0.38%	—	+37.77%
50	IWB	Ishares Russell 1000 ETF	ETF-其他	0.38%	—	+228.14%

1–50 of 200

本季持股变动

Mercer Global Advisors INC /adv 于截至 Q1 2020 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	VCSH	Vanguard S/t CORP Bond ETF	+0.9%	+27.12%	加仓
2	EOG	Eog Resources INC	+0.7%	+645.76%	加仓
3	SHM	Ss Spdr N Ice St Muni ETF	+0.5%	+18.32%	加仓
4	BSV	Vanguard Short-term Bond ETF	+0.5%	+17.91%	加仓
5	AGG	Ishares Core U.s. Aggregate	+0.5%	+6.75%	加仓
6	GLD	Spdr Gold Shares	+0.4%	+1266.38%	加仓
7	MUB	Ishares National Muni Bond E	+0.3%	+17.19%	加仓
8	IWB	Ishares Russell 1000 ETF	+0.3%	+228.14%	加仓
9	BSCK	Invesco Bulletshares 2020 Co	+0.2%	+2203.19%	加仓
10	INTC	Intel CORP	+0.2%	+59.08%	加仓
11	XMLV	Invesco S&p Midcap Low Volat	+0.2%	+731.99%	加仓
12	IWF	Ishares Russell 1000 Growth	0%	+5.02%	加仓
13	SMLF	Ishares US Smallcap Equity F	-0.1%	+25.92%	加仓
14	VLUE	Ishares Msci USA Value Facto	-0.1%	+24.80%	加仓
15	AAPL	Apple INC	-0.1%	+1.63%	加仓
16	SCHG	Schwab US Large-cap Growth	-0.1%	-8.86%	减仓
17	VUG	Vanguard Growth ETF	-0.1%	-3.20%	减仓
18	SCHZ	Schwab US Aggregate Bond ETF	-0.1%	-14.99%	减仓
19	SRLN	Ss Blackstone Sr Loan ETF	-0.1%	-21.33%	减仓
20	VIG	Vanguard Dividend Apprec ETF	-0.1%	-0.90%	减仓
21	IWV	Ishares Russell 3000 ETF	-0.1%	-17.58%	减仓
22	RWX	State Street Spdr Dow Jones	-0.1%	-19.54%	减仓
23	PSX	Phillips 66	-0.1%	-3.35%	减仓
24	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-1.06%	减仓
25	VEA	Vanguard Ftse Developed ETF	-0.1%	-1.25%	减仓
26	JHML	John Hancock Multi Fact Lrg	-0.1%	-15.26%	减仓
27	SCHH	Schwab US Reit ETF	-0.1%	-20.41%	减仓
28	BA	Boeing Co/the	-0.1%	-0.73%	减仓
29	SLB	Slb LTD	-0.1%	-29.99%	减仓
30	SCHM	Schwab US Mid Cap ETF	-0.2%	+3.01%	加仓
31	SCHA	Schwab US Small-cap ETF	-0.2%	+2.04%	加仓
32	CVX	Chevron CORP	-0.2%	-8.02%	减仓
33	DGRW	Wisdomtree U.s. Quality Divi	-0.2%	-20.74%	减仓
34	VTV	Vanguard Value ETF	-0.2%	+3.25%	加仓
35	SCHF	Schwab Intl Equity ETF	-0.2%	-8.26%	减仓
36	DWX	State Street Spdr S&p Intern	-0.2%	-20.31%	减仓
37	DIS	Walt Disney Co/the	-0.3%	-36.80%	减仓
38	VOE	Vanguard Mid-cap Value ETF	-0.3%	-97.07%	减仓
39	IVV	Ishares Core S&p 500 ETF	-0.4%	-2.03%	减仓
40	XOM	Exxon Mobil CORP	-0.6%	-5.31%	减仓
41	GSY	Invesco Ultra Short Duration	—	NEW	新建仓
42	POWA	Invesco Bloomberg Pricing Po	—	NEW	新建仓
43	RSPS	Invesco S&p 500 Equal Weight	—	NEW	新建仓
44	IHF	Ishares U.s. Healthcare Prov	—	NEW	新建仓
45	DDWM	Wisdomtree Dy Inter Eq Fd-us	—	EXIT	清仓
46	KYN	Kayne Anderson Energy Infra	—	NEW	新建仓
47	MLPAUSD	Global X Mlp ETF	—	EXIT	清仓
48	SUB	Ishares Short-term National	—	NEW	新建仓
49	ITA	Ishares U.s. Aerospace & Def	—	NEW	新建仓
50	IHI	Ishares U.s. Medical Devices	—	NEW	新建仓