Mercer Global Advisors
Latest statistics and disclosures from Mercer Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BSV, VOO, AGG, DFAC, MTUM, and represent 23.06% of Mercer Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$252M), DFUV (+$231M), BSV (+$224M), DUHP (+$221M), SOXX (+$217M), VOO (+$208M), DFIV (+$161M), DFAC (+$135M), VEA (+$126M), BNDX (+$120M).
- Started 182 new stock positions in Schwab Strategic Tr call, GDOT, FIX, IBTE, URA, LYEL, VGLT, FLRN, MVT, CYBR.
- Reduced shares in these 10 stocks: AAPL (-$819M), USMV (-$432M), AVSC (-$343M), AVEM (-$342M), SPY (-$260M), EFAV (-$189M), QQQ (-$161M), AMZN (-$146M), SMMV (-$115M), BRK.B (-$112M).
- Sold out of its positions in AADI, AIR, ADMA, AFL, AGCO, ABT, FAX, BCI, BCD, GLTR.
- Mercer Global Advisors was a net buyer of stock by $87M.
- Mercer Global Advisors has $35B in assets under management (AUM), dropping by 6.01%.
- Central Index Key (CIK): 0000853758
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Portfolio Holdings for Mercer Global Advisors
Mercer Global Advisors holds 1942 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Mercer Global Advisors has 1942 total positions. Only the first 250 positions are shown.
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- Download the Mercer Global Advisors March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.1 | $1.8B | +14% | 24M | 76.67 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.0 | $1.8B | +13% | 3.7M | 480.84 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 4.9 | $1.7B | +17% | 18M | 98.24 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 4.1 | $1.4B | +10% | 45M | 31.95 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.9 | $1.4B | +8% | 7.3M | 187.35 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 3.0 | $1.1B | +27% | 26M | 40.90 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.5 | $878M | +16% | 18M | 50.18 |
|
| Dimensional Etf Trust Us High Profitab (DUHP) | 2.4 | $832M | +36% | 26M | 31.61 |
|
| Microsoft Corporation (MSFT) | 2.3 | $818M | +8% | 1.9M | 421.11 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 2.3 | $818M | +17% | 17M | 49.19 |
|
| Ishares Tr Msci Intl Moment (IMTM) | 1.9 | $669M | +13% | 17M | 39.23 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 1.6 | $569M | +10% | 21M | 26.75 |
|
| Ishares Tr National Mun Etf (MUB) | 1.6 | $563M | +16% | 5.2M | 107.90 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.6 | $560M | +7% | 5.3M | 104.73 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 1.5 | $545M | +41% | 15M | 36.75 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $538M | 691k | 778.03 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $459M | +11% | 2.0M | 228.59 |
|
| Dimensional Etf Trust Intl High Profit (DIHP) | 1.1 | $395M | +39% | 15M | 26.94 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $386M | -3% | 2.3M | 164.35 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $379M | +30% | 419k | 904.12 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $348M | -42% | 664k | 523.30 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $330M | +25% | 627k | 525.79 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.9 | $329M | +17% | 7.8M | 42.02 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.9 | $326M | 5.0M | 65.38 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.9 | $323M | +204% | 1.4M | 225.90 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.9 | $304M | -5% | 2.8M | 108.31 |
|
| Costco Wholesale Corporation (COST) | 0.8 | $278M | +9% | 380k | 732.64 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $253M | +7% | 5.0M | 50.64 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $251M | +11% | 2.1M | 120.98 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $239M | -5% | 3.1M | 77.33 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $236M | -64% | 2.8M | 83.58 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $235M | 814k | 288.28 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.6 | $228M | -6% | 5.6M | 40.85 |
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.6 | $216M | +2% | 3.8M | 56.98 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.6 | $199M | -7% | 7.1M | 28.23 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.6 | $197M | -5% | 5.0M | 39.66 |
|
| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.5 | $187M | +13% | 3.7M | 50.41 |
|
| Raymond James Financial (RJF) | 0.5 | $182M | -6% | 1.4M | 128.42 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $171M | -11% | 505k | 337.78 |
|
| UnitedHealth (UNH) | 0.5 | $161M | 325k | 495.16 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $161M | -3% | 331k | 485.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $159M | +5% | 1.1M | 151.28 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.4 | $155M | -2% | 2.8M | 54.43 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $147M | +419% | 2.4M | 60.94 |
|
| Intel Corporation (INTC) | 0.4 | $147M | 3.3M | 44.17 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $146M | +28% | 957k | 152.45 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.4 | $140M | -3% | 2.9M | 47.44 |
|
| EOG Resources (EOG) | 0.4 | $139M | 1.1M | 127.84 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.4 | $130M | 518k | 250.04 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $129M | +217% | 2.1M | 60.17 |
|
| Home Depot (HD) | 0.4 | $128M | +22% | 333k | 383.82 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $123M | +23% | 616k | 200.41 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $121M | -7% | 1.0M | 116.28 |
|
| Broadcom (AVGO) | 0.3 | $117M | -5% | 88k | 1332.30 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $109M | +2% | 225k | 482.03 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $107M | +13% | 428k | 249.92 |
|
| Johnson & Johnson (JNJ) | 0.3 | $106M | +22% | 670k | 158.19 |
|
| Northrop Grumman Corporation (NOC) | 0.3 | $102M | 214k | 478.66 |
|
|
| Merck & Co (MRK) | 0.3 | $98M | +4% | 746k | 132.03 |
|
| Qualcomm (QCOM) | 0.3 | $96M | +110% | 566k | 169.36 |
|
| Ishares Tr Msci Eafe Min Vl (EFAV) | 0.3 | $95M | -66% | 1.3M | 70.88 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $95M | -25% | 276k | 344.20 |
|
| Procter & Gamble Company (PG) | 0.3 | $93M | +15% | 574k | 162.56 |
|
| S&p Global (SPGI) | 0.3 | $91M | 213k | 425.74 |
|
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.3 | $91M | -2% | 3.7M | 24.72 |
|
| Union Pacific Corporation (UNP) | 0.2 | $87M | 353k | 246.53 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $85M | +12% | 328k | 260.03 |
|
| Chevron Corporation (CVX) | 0.2 | $85M | +16% | 537k | 157.87 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $85M | 1.4M | 62.34 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.2 | $79M | +21% | 1.4M | 58.07 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $79M | +80% | 1.4M | 58.34 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $76M | -2% | 1.5M | 52.26 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $76M | +15% | 414k | 183.03 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.2 | $73M | +13% | 912k | 79.95 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $72M | +7% | 904k | 80.06 |
|
| Visa Com Cl A (V) | 0.2 | $72M | +38% | 259k | 279.13 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.2 | $70M | -2% | 1.4M | 50.69 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $68M | +19% | 197k | 346.83 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $67M | +4% | 1.4M | 48.24 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $65M | +7% | 710k | 91.80 |
|
| O'reilly Automotive (ORLY) | 0.2 | $65M | -7% | 58k | 1128.93 |
|
| Ishares Tr Esg Msci Leadr (SUSL) | 0.2 | $62M | +13% | 665k | 93.85 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.2 | $62M | +18% | 1.3M | 47.06 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.2 | $60M | +11% | 287k | 208.23 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $59M | +44% | 2.4M | 24.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $59M | -5% | 361k | 162.93 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.2 | $58M | +17% | 1.4M | 42.60 |
|
| Ishares Tr Intl Sel Div Etf (IDV) | 0.2 | $58M | +17% | 2.1M | 28.04 |
|
| Abbvie (ABBV) | 0.2 | $58M | +7% | 317k | 182.41 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $57M | -12% | 2.2M | 26.22 |
|
| Oracle Corporation (ORCL) | 0.2 | $57M | +36% | 453k | 125.73 |
|
| Cisco Systems (CSCO) | 0.2 | $55M | +5% | 1.1M | 49.91 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.2 | $54M | -6% | 180k | 302.15 |
|
| Deere & Company (DE) | 0.2 | $54M | +3% | 127k | 423.46 |
|
| Stryker Corporation (SYK) | 0.2 | $53M | 149k | 357.87 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $52M | +15% | 167k | 312.68 |
|
| Trinet (TNET) | 0.1 | $52M | 390k | 132.49 |
|
|
| Emerson Electric (EMR) | 0.1 | $51M | +23% | 453k | 113.42 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $51M | -2% | 509k | 100.86 |
|
| Roper Industries (ROP) | 0.1 | $51M | 89k | 573.87 |
|
|
| salesforce (CRM) | 0.1 | $51M | +126% | 169k | 301.25 |
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $49M | +32% | 2.0M | 23.85 |
|
| D.R. Horton (DHI) | 0.1 | $49M | +6% | 296k | 164.55 |
|
| Tesla Motors (TSLA) | 0.1 | $48M | +4% | 275k | 175.84 |
|
| Lam Research Corporation (LRCX) | 0.1 | $48M | +2% | 49k | 971.96 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $48M | +2% | 412k | 115.30 |
|
| Waters Corporation (WAT) | 0.1 | $47M | 136k | 345.19 |
|
|
| Ishares Tr Msci Usa Smcp Mn (SMMV) | 0.1 | $47M | -71% | 1.2M | 37.45 |
|
| Netflix (NFLX) | 0.1 | $47M | +3% | 77k | 607.33 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $45M | 397k | 114.37 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $45M | +27% | 1.9M | 23.80 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $44M | 207k | 210.31 |
|
|
| Walt Disney Company (DIS) | 0.1 | $44M | +30% | 353k | 123.31 |
|
| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.1 | $43M | +405% | 785k | 54.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $43M | +5% | 573k | 74.69 |
|
| Expedia Group Com New (EXPE) | 0.1 | $43M | 310k | 137.75 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $42M | +34% | 1.7M | 24.90 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $41M | -13% | 480k | 85.93 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $41M | +14% | 357k | 115.17 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $41M | +9% | 275k | 147.62 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $40M | +33% | 556k | 72.64 |
|
| General Electric Com New (GE) | 0.1 | $40M | +141% | 227k | 175.47 |
|
| Pepsi (PEP) | 0.1 | $40M | 226k | 175.03 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $39M | 936k | 42.07 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.1 | $39M | -30% | 784k | 50.10 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $39M | +36% | 1.1M | 36.54 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $38M | +99% | 160k | 239.76 |
|
| Kla Corp Com New (KLAC) | 0.1 | $38M | +5% | 54k | 698.57 |
|
| McDonald's Corporation (MCD) | 0.1 | $37M | +5% | 131k | 282.78 |
|
| International Business Machines (IBM) | 0.1 | $37M | +24% | 193k | 190.97 |
|
| Fiserv (FI) | 0.1 | $37M | +7% | 228k | 159.84 |
|
| Caterpillar (CAT) | 0.1 | $37M | +11% | 100k | 366.59 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $36M | +2% | 215k | 169.37 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $36M | +81% | 832k | 43.35 |
|
| Verizon Communications (VZ) | 0.1 | $36M | +7% | 858k | 42.00 |
|
| ConocoPhillips (COP) | 0.1 | $36M | -12% | 282k | 127.33 |
|
| Pulte (PHM) | 0.1 | $36M | +3% | 297k | 120.62 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $35M | 281k | 125.96 |
|
|
| Nike CL B (NKE) | 0.1 | $35M | +20% | 371k | 93.99 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $35M | 202k | 171.98 |
|
|
| Marathon Petroleum Corp (MPC) | 0.1 | $35M | +73% | 171k | 201.94 |
|
| Coca-Cola Company (KO) | 0.1 | $34M | +11% | 557k | 61.18 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $34M | -16% | 164k | 205.72 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $33M | +30% | 611k | 54.23 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $33M | +2383% | 673k | 49.16 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $33M | -53% | 177k | 185.86 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.1 | $33M | +34% | 756k | 43.40 |
|
| Micron Technology (MU) | 0.1 | $32M | +137% | 269k | 118.28 |
|
| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.1 | $31M | 1.2M | 25.44 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $31M | +91% | 520k | 58.87 |
|
| Teledyne Technologies Incorporated (TDY) | 0.1 | $31M | 71k | 429.32 |
|
|
| Host Hotels & Resorts (HST) | 0.1 | $30M | +12% | 1.5M | 20.68 |
|
| McKesson Corporation (MCK) | 0.1 | $30M | +195% | 56k | 536.86 |
|
| Lowe's Companies (LOW) | 0.1 | $30M | +5% | 118k | 254.86 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $29M | +39% | 249k | 117.76 |
|
| Paccar (PCAR) | 0.1 | $29M | +4% | 236k | 123.89 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $29M | +40% | 520k | 55.07 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $28M | +4% | 225k | 123.18 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.1 | $28M | -28% | 300k | 91.86 |
|
| Hca Holdings (HCA) | 0.1 | $27M | +6% | 82k | 333.52 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $27M | +15% | 286k | 94.41 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $26M | -4% | 554k | 47.06 |
|
| Gilead Sciences (GILD) | 0.1 | $26M | +9% | 356k | 73.26 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $26M | -3% | 197k | 129.95 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $25M | -17% | 50k | 507.50 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $25M | +11% | 143k | 174.67 |
|
| Microchip Technology (MCHP) | 0.1 | $25M | -25% | 276k | 89.71 |
|
| Pfizer (PFE) | 0.1 | $25M | -9% | 892k | 27.77 |
|
| Ishares Tr Ibonds Dec 25 (IBMN) | 0.1 | $25M | +3% | 934k | 26.46 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.1 | $25M | 47k | 524.35 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $24M | +33% | 265k | 91.40 |
|
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.1 | $24M | +5% | 951k | 25.35 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $24M | +3% | 100k | 238.32 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $23M | +678% | 405k | 57.85 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $23M | +18% | 1.0M | 22.41 |
|
| Spdr Ser Tr Bloomberg Short (BWZ) | 0.1 | $23M | -9% | 875k | 26.36 |
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $23M | -25% | 399k | 57.54 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $23M | -30% | 112k | 204.28 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $23M | -3% | 235k | 97.01 |
|
| Ishares Tr Ibonds Dec 27 (IBMP) | 0.1 | $23M | +4% | 899k | 25.17 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $23M | +327% | 329k | 68.73 |
|
| Snap-on Incorporated (SNA) | 0.1 | $23M | 76k | 296.21 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $22M | +6% | 23k | 962.50 |
|
| United Rentals (URI) | 0.1 | $22M | 31k | 721.41 |
|
|
| Consolidated Edison (ED) | 0.1 | $22M | -5% | 244k | 90.81 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $22M | -2% | 266k | 82.87 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $22M | +157% | 371k | 58.11 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $22M | 47k | 454.97 |
|
|
| Cigna Corp (CI) | 0.1 | $22M | +14% | 59k | 365.07 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $21M | +9% | 409k | 51.50 |
|
| Kroger (KR) | 0.1 | $21M | 369k | 57.13 |
|
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $21M | +17% | 465k | 45.25 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $21M | +14% | 261k | 80.51 |
|
| Hartford Financial Services (HIG) | 0.1 | $21M | +9% | 201k | 103.05 |
|
| FedEx Corporation (FDX) | 0.1 | $21M | +14% | 71k | 289.74 |
|
| Nucor Corporation (NUE) | 0.1 | $20M | +3% | 103k | 197.90 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.1 | $20M | -12% | 312k | 63.58 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $20M | +19% | 338k | 58.05 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.1 | $19M | -13% | 423k | 45.61 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $19M | +21% | 20k | 970.90 |
|
| TJX Companies (TJX) | 0.1 | $19M | +9% | 190k | 101.46 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $19M | 380k | 50.45 |
|
|
| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $19M | +16% | 592k | 32.28 |
|
| Nushares Etf Tr Nuveen Esg Smlcp (NUSC) | 0.1 | $19M | +14% | 455k | 41.64 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $19M | +6% | 333k | 56.59 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 0.1 | $19M | NEW | 375k | 49.80 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.1 | $19M | +113% | 409k | 45.59 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $19M | +4% | 481k | 38.47 |
|
| Vistra Energy (VST) | 0.1 | $18M | +88% | 264k | 69.65 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $18M | +510% | 295k | 61.53 |
|
| Intuit (INTU) | 0.1 | $18M | +10% | 28k | 653.32 |
|
| Phillips 66 (PSX) | 0.1 | $18M | +8% | 110k | 163.43 |
|
| Philip Morris International (PM) | 0.1 | $18M | -5% | 195k | 91.76 |
|
| Ishares Tr Ibonds Dec 28 (IBMQ) | 0.1 | $18M | +9% | 703k | 25.27 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.0 | $18M | +184% | 218k | 80.57 |
|
| Ishares Tr Ibonds 24 Trm Ts (IBTE) | 0.0 | $17M | NEW | 725k | 23.94 |
|
| United Parcel Service CL B (UPS) | 0.0 | $17M | -23% | 115k | 148.63 |
|
| Altria (MO) | 0.0 | $17M | +10% | 391k | 43.66 |
|
| Southern Company (SO) | 0.0 | $17M | +35% | 236k | 71.88 |
|
| At&t (T) | 0.0 | $17M | +12% | 957k | 17.62 |
|
| Simon Property (SPG) | 0.0 | $17M | +5% | 108k | 156.49 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $17M | 90k | 186.81 |
|
|
| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $17M | +30% | 358k | 46.89 |
|
| General Mills (GIS) | 0.0 | $16M | +4% | 233k | 69.99 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $16M | +4% | 41k | 399.13 |
|
| Nextera Energy (NEE) | 0.0 | $16M | +9% | 253k | 64.01 |
|
| Honeywell International (HON) | 0.0 | $16M | +4% | 79k | 205.25 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $16M | +13% | 271k | 58.65 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $16M | -7% | 686k | 22.77 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.0 | $16M | -25% | 90k | 173.06 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.0 | $16M | -5% | 149k | 103.79 |
|
| Goldman Sachs (GS) | 0.0 | $15M | +2% | 37k | 417.71 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $15M | 181k | 84.09 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $15M | +27% | 111k | 136.14 |
|
| Morgan Stanley Com New (MS) | 0.0 | $15M | -2% | 160k | 94.16 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $15M | +3% | 26k | 583.78 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $15M | +328% | 158k | 94.63 |
|
| Wabtec Corporation (WAB) | 0.0 | $15M | +2% | 102k | 145.68 |
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $15M | NEW | 1.4M | 10.33 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $15M | +31% | 151k | 96.74 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $15M | 120k | 121.57 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $15M | 213k | 68.14 |
|
|
| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $14M | +11% | 562k | 25.69 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $14M | +14% | 344k | 41.84 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $14M | +33% | 148k | 96.73 |
|
| Toyota Motor Corp Ads (TM) | 0.0 | $14M | +41% | 56k | 251.69 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $14M | +60% | 186k | 75.35 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $14M | +19% | 191k | 72.35 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $14M | +12% | 283k | 48.77 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.0 | $14M | -3% | 535k | 25.49 |
|
Past Filings by Mercer Global Advisors
SEC 13F filings are viewable for Mercer Global Advisors going back to 2019
- Mercer Global Advisors 2024 Q1 filed May 15, 2024
- Mercer Global Advisors 2023 Q4 filed Feb. 15, 2024
- Mercer Global Advisors 2023 Q3 restated filed Nov. 15, 2023
- Mercer Global Advisors 2023 Q2 filed Aug. 14, 2023
- Mercer Global Advisors 2023 Q1 filed May 16, 2023
- Mercer Global Advisors 2022 Q4 filed Feb. 9, 2023
- Mercer Global Advisors 2022 Q3 filed Nov. 15, 2022
- Mercer Global Advisors 2022 Q2 filed Aug. 10, 2022
- Mercer Global Advisors 2022 Q1 filed May 10, 2022
- Mercer Global Advisors 2021 Q4 filed Feb. 4, 2022
- Mercer Global Advisors 2021 Q3 filed Nov. 10, 2021
- Mercer Global Advisors 2021 Q1 restated filed Aug. 10, 2021
- Mercer Global Advisors 2021 Q2 filed Aug. 10, 2021
- Mercer Global Advisors 2021 Q1 filed May 11, 2021
- Mercer Global Advisors 2020 Q4 filed Feb. 12, 2021
- Mercer Global Advisors 2020 Q3 filed Dec. 10, 2020