Mercer Global Advisors Inc /adv

CIK Number: 0000853758

43.59B
Market Value
2,022
# of Holdings
13 months
Avg. Holding Period
Win Rate
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 AGG iShares Core U....
99.08
+0.28% 23.41M +3.92% 2.27B 100.47 5.53%
2 BSV Vanguard Short-...
78.66
+0.17% 28.88M -0.89% 2.23B 77.92 5.44%
3 VOO Vanguard 500 In...
564.28
+0.81% 3.98M -4.34% 2.15B 413.97 5.23%
4 DFAC Dimensional U.S...
35.55
+1.01% 46.5M -7.18% 1.61B 27.77 3.92%
5 MTUM iShares MSCI US...
237.23
+0.86% 6.91M -12.71% 1.43B 147.65 3.49%
6 DFUV Dimensional US ...
42.08
+0.97% 31.49M -10.76% 1.29B 36.72 3.14%
7 AAPL Apple Inc.
201.21
-0.18% 4.99M +100.00% 1.24B 250.42 3.01%
8 DUHP Dimensional US ...
35.15
+0.47% 35.69M -5.65% 1.21B 29.24 2.94%
9 VEA Vanguard Develo...
56.48
+1.10% 24.93M +15.39% 1.19B 46.87 2.91%
10 BNDX Vanguard Total ...
49.48
+0.11% 21.47M -0.56% 1.05B 50.22 2.57%
11 DFIC Dimensional Int...
30.78
+1.32% 27.41M +6.51% 708.4M 24.84 1.73%
12 MUB iShares Nationa...
104.33
+0.13% 6.44M -0.1% 685.7M 108.27 1.67%
13 IMTM iShares MSCI In...
45.27
+1.21% 18.05M -7.39% 674.99M 33.58 1.65%
14 SUB iShares Short-T...
106.25
+0.02% 6.25M -0.97% 659.36M 104.91 1.61%
15 NVDA NVIDIA Corporat...
155.10
+0.51% 5.07M -0.07% 636.42M 56.23 1.55%
16 DFIV Dimensional Int...
42.48
+1.11% 17.79M -8.24% 631.24M 34.56 1.54%
17 AVSC Avantis U.S. Sm...
51.53
+1.74% 11.48M +100.00% 624.28M 54.36 1.52%
18 MSFT Microsoft Corpo...
497.50
+1.06% 1.4M -35.98% 587.74M 305.46 1.43%
19 VB Vanguard Small ...
237.05
+1.40% 2.37M -1.07% 569.84M 202.13 1.39%
20 DIHP Dimensional Int...
29.18
+1.09% 22.29M +0.66% 562.47M 25.58 1.37%
21 AVEM Avantis Emergin...
68.37
+0.62% 8.03M +100.00% 471.97M 58.79 1.15%
22 VWO Vanguard Emergi...
49.45
+0.69% 10.49M +12.01% 462.1M 41.76 1.13%
23 IVV iShares Core S&...
614.96
+0.82% 597.82K -4.72% 351.92M 398.03 0.86%
24 VTI Vanguard Total ...
302.04
+0.90% 1.18M +216.55% 342.02M 265.46 0.83%
25 AMZN Amazon.com, Inc...
217.26
+2.49% 1.54M +100.00% 338.07M 219.39 0.82%
26 VTEB Vanguard Tax-Ex...
48.95
+0.09% 5.87M -1.43% 294.48M 50 0.72%
27 VYM Vanguard High D...
132.15
+0.88% 2.19M -6.25% 279.12M 100.33 0.68%
28 SCHX Schwab U.S. Lar...
24.23
+0.81% 11.9M -14.51% 275.78M 20.38 0.67%
29 SPY SPDR S&P 500 ET...
611.96
+0.80% 455.16K -69.92% 265M 499.54 0.65%
30 IWB iShares Russell...
336.34
+0.86% 774.88K -1.39% 249.64M 223.35 0.61%
31 QUAL iShares MSCI US...
180.45
+0.60% 1.34M -26.03% 238.85M 105.14 0.58%
32 GOOG Alphabet Inc.
174.38
+1.69% 1.1M -4.67% 208.57M 132.94 0.51%
33 META Meta Platforms,...
726.45
+2.51% 352.29K -8.71% 206.27M 264.2 0.50%
34 DFCA Dimensional ETF...
49.20
+0.06% 3.84M -13.92% 192.04M 49.46 0.47%
35 SCHF Schwab Internat...
21.89
+1.08% 10.25M -7.53% 189.7M 18.99 0.46%
36 BRK-B Berkshire Hatha...
485.71
-0.1% 416.32K +100.00% 188.71M 453.28 0.46%
37 AVGO Broadcom Inc.
270.21
+2.10% 834.52K -12.34% 187.15M 132.74 0.46%
38 RJF Raymond James F...
152.72
+0.65% 1.18M -10.2% 183.79M 105.79 0.45%
39 GOOGL Alphabet Inc.
173.50
+1.65% 957.79K -21.42% 181.31M 130.04 0.44%
40 VO Vanguard Mid Ca...
277.93
+0.78% 659.32K +29.78% 174.15M 226.76 0.42%
41 VLUE iShares MSCI US...
112.45
+0.93% 1.52M -14.75% 160.1M 85.45 0.39%
42 IWF iShares Russell...
419.42
+0.96% 384.56K -11.37% 154.43M 203.56 0.38%
43 USMV iShares MSCI US...
92.69
+0.37% 1.7M -11.72% 150.77M 72.83 0.37%
44 WMT Walmart Inc.
96.16
-1.13% 1.53M -33.5% 138.23M 50.84 0.34%
45 TSLA Tesla, Inc.
326.14
-0.43% 341.5K +9.27% 137.61M 189.53 0.34%
46 JPM JPMorgan Chase ...
288.83
+1.68% 563.54K -20.27% 135.09M 154.38 0.33%
47 VUG Vanguard Growth...
433.78
+0.82% 329.82K +15.71% 134.47M 258.72 0.33%
48 NFLX Netflix, Inc.
1306.80
+2.47% 150.24K +81.88% 133.91M 628.42 0.33%
49 HD The Home Depot,...
363.71
+0.51% 334.73K -5.92% 130.21M 305.27 0.32%
50 VCSH Vanguard Short-...
79.41
+0.18% 1.6M -12.7% 125.19M 81.65 0.31%
51 IVLU iShares Edge MS...
32.58
+1.02% 4.54M -13.49% 123.17M 22.23 0.30%
52 SHM SPDR Nuveen Blo...
47.78
+0.05% 2.6M -5.87% 123.09M 49.25 0.30%
53 IQLT iShares MSCI In...
42.80
+0.93% 3.26M -14.2% 121.06M 32.25 0.30%
54 EOG EOG Resources, ...
121.07
+1.04% 979.03K -7.19% 120.01M 49.2 0.29%
55 XOM Exxon Mobil Cor...
110.07
+1.57% 1.05M -6.07% 112.71M 88.84 0.28%
56 DFUS Dimensional U.S...
66.42
+0.87% 1.72M -51.04% 109.39M 47.3 0.27%
57 IEFA iShares Core MS...
82.55
+1.22% 1.5M +198.55% 105.58M 70.58 0.26%
58 COST Costco Wholesal...
983.03
-0.36% 109.29K -72.25% 99.44M 627.46 0.24%
59 JNJ Johnson & Johns...
152.17
-0.07% 671.28K -8.32% 97.08M 157.06 0.24%
60 ESGD iShares ESG Awa...
88.26
+1.12% 1.21M +6.56% 91.81M 73.74 0.22%
61 VIG Vanguard Divide...
203.59
+0.62% 465.23K -6.1% 91.11M 143.67 0.22%
62 QQQ Invesco QQQ Tru...
546.29
+0.95% 175.66K +100.00% 89.8M 511.23 0.22%
63 EAGG iShares ESG U.S...
47.48
+0.29% 1.93M +10.91% 89.51M 48.19 0.22%
64 QCOM QUALCOMM Incorp...
158.18
+1.44% 575.1K +2.23% 88.35M 142.48 0.22%
65 SUSL iShares ESG MSC...
107.41
+0.72% 853.16K +3.26% 87.91M 81.34 0.21%
66 EFA iShares MSCI EA...
88.55
+1.13% 1.16M +39.86% 87.8M 72.38 0.21%
67 PG The Procter & G...
158.66
-0.19% 514.89K -11.15% 86.32M 135.92 0.21%
68 VTV Vanguard Value ...
176.23
+0.72% 500.93K +45.28% 84.81M 134.66 0.21%
69 LLY Eli Lilly and C...
795.71
+0.43% 111.58K -84.12% 84.77M 540.57 0.21%
70 DFAT Dimensional U.S...
53.88
+1.69% 1.51M -33.08% 83.84M 44.49 0.20%
71 V Visa Inc.
346.26
+0.29% 259.74K -9.11% 82.09M 222.44 0.20%
72 SHYG iShares 0-5 Yea...
43.03
+0.26% 1.88M +15.22% 80.29M 42.85 0.20%
73 UNH UnitedHealth Gr...
302.52
+0.17% 148.3K -61.82% 75.02M 457.09 0.18%
74 ORCL Oracle Corporat...
213.02
+1.09% 428.5K -2.41% 71.4M 93.33 0.17%
75 IDV iShares Interna...
34.27
+0.69% 2.54M +6.77% 69.52M 27.48 0.17%
76 IWV iShares Russell...
348.00
+0.88% 203.73K +26.77% 68.1M 254.76 0.17%
77 ACN Accenture plc
296.02
+0.48% 208.68K -7.48% 67.73M 296.06 0.17%
78 KO The Coca-Cola C...
69.48
-0.21% 1.05M -5.5% 65.44M 61.67 0.16%
79 SYK Stryker Corpora...
390.56
-0.43% 179.13K +16.08% 64.49M 290.8 0.16%
80 MRK Merck & Co., In...
78.92
-0.94% 633.21K -17.91% 62.99M 96.68 0.15%
81 SCHA Schwab U.S. Sma...
25.27
+1.59% 2.4M -19.83% 62.03M 23.44 0.15%
82 INTC Intel Corporati...
22.50
+1.37% 2.99M -5.75% 59.93M 39.31 0.15%
83 ABBV AbbVie Inc.
186.97
+0.85% 334.48K -5.99% 59.44M 128.88 0.14%
84 RSP Invesco S&P 500...
180.32
+0.81% 337.99K +55.72% 59.23M 159.07 0.14%
85 SPOT Spotify Technol...
775.90
+5.38% 126.76K +1.81K% 56.71M 439.91 0.14%
86 IJH iShares Core S&...
61.88
+1.38% 881.91K -63.88% 54.95M 53.97 0.13%
87 IBDQ iShares iBonds ...
25.15
+0.04% 2.17M -3.69% 54.41M 25 0.13%
88 CVX Chevron Corpora...
144.42
+0.83% 369.58K -35.78% 53.05M 143.93 0.13%
89 IBDR iShares iBonds ...
24.23
+0.08% 2.2M +3.23% 53.02M 23.87 0.13%
90 DFAS Dimensional U.S...
63.59
+1.49% 795.82K -38.43% 51.79M 56.9 0.13%
91 IBDS iShares iBonds ...
24.26
+0.21% 2.13M +5.06% 50.95M 23.71 0.12%
92 BAC Bank of America...
47.51
+1.40% 1.14M +100.00% 50.12M 43.95 0.12%
93 USFR WisdomTree Floa...
50.29
0.00% 994.27K +1.02K% 50.03M 50.31 0.12%
94 AMAT Applied Materia...
183.53
+0.25% 307.27K +100.00% 49.97M 162.63 0.12%
95 SCHE Schwab Emerging...
30.16
+0.72% 1.86M -3.13% 49.63M 28.73 0.12%
96 IBDT iShares iBonds ...
25.39
+0.15% 1.98M +4.94% 49.24M 24.68 0.12%
97 EFAV iShares MSCI EA...
83.25
+0.84% 695.15K -23.73% 49.15M 68.35 0.12%
98 USHY iShares Broad U...
37.40
+0.24% 1.33M +3.32% 48.95M 37.29 0.12%
99 IAU iShares Gold Tr...
62.80
-0.09% 986.4K +1.54% 48.84M 35.03 0.12%
100 IJR iShares Core S&...
109.20
+1.52% 422.26K -17.78% 48.65M 104.43 0.12%
101 CRM Salesforce, Inc...
270.60
+1.06% 144.93K -7.87% 48.45M 258.3 0.12%
102 ETN Eaton Corporati...
348.68
+1.85% 145.32K -11.74% 48.23M 159.62 0.12%
103 APH Amphenol Corpor...
97.03
+0.01% 691.76K +100.00% 48.04M 69.45 0.12%
104 SCHO Schwab Short-Te...
24.37
+0.08% 1.98M -4.57% 47.73M 24.56 0.12%
105 IBDU iShares iBonds ...
23.32
+0.26% 2.07M +100.00% 47.09M 22.8 0.11%
106 BND Vanguard Total ...
73.52
+0.29% 652.17K +38.77% 46.9M 76.36 0.11%
107 AGGY WisdomTree Yiel...
43.53
+0.31% 1.09M +10.01% 46.8M 44.39 0.11%
108 IBM International B...
292.32
+0.43% 218.47K +2.70% 45.93M 151.24 0.11%
109 WFC Wells Fargo & C...
79.98
+1.15% 651.57K +3.82% 45.77M 52.77 0.11%
110 SCHB Schwab U.S. Bro...
23.61
+0.92% 2.01M +42.70% 45.54M 20.7 0.11%
111 CSCO Cisco Systems, ...
68.97
+1.15% 766.12K -18.22% 45.35M 50.54 0.11%
112 SCHM Schwab U.S. Mid...
27.86
+1.18% 1.6M -11.55% 44.36M 26.06 0.11%
113 AXP American Expres...
311.66
+0.99% 147.29K +100.00% 43.71M 296.79 0.11%
114 MA Mastercard Inco...
546.24
-0.63% 99.77K -59.93% 42.84M 398.19 0.10%
115 AVUS Avantis U.S. Eq...
99.92
+1.07% 440.77K +100.00% 42.72M 96.93 0.10%
116 IWM iShares Russell...
215.50
+1.67% 192.86K -8.26% 42.61M 175.45 0.10%
117 AFL Aflac Incorpora...
104.00
+1.48% 409.99K +100.00% 42.41M 103.44 0.10%
118 ITOT iShares Core S&...
133.78
+0.92% 327.74K -19.29% 42.15M 92.89 0.10%
119 ESGU iShares ESG Awa...
133.79
+0.79% 319.22K -5.29% 41.12M 90.3 0.10%
120 CAT Caterpillar Inc...
382.01
+2.81% 113.35K -19.59% 41.12M 231.73 0.10%
121 TFLO iShares Treasur...
50.62
0.00% 790.23K +18.35% 39.88M 50.49 0.10%
122 SCHD Schwab U.S. Div...
26.39
+0.71% 1.44M +62.04% 39.26M 26.04 0.10%
123 EMR Emerson Electri...
132.87
+2.65% 311.85K -30.1% 38.65M 89.46 0.09%
124 GLD SPDR Gold Share...
306.79
-0.11% 160.93K -2.39% 38.44M 174.58 0.09%
125 GE General Electri...
251.50
+0.64% 227.29K +14.58% 37.91M 122.65 0.09%
126 FI Fiserv, Inc.
171.40
+0.61% 183.79K +13.50% 37.76M 131.05 0.09%
127 ABT Abbott Laborato...
133.70
-2.69% 329.7K +100.00% 37.29M 113.11 0.09%
128 AVDE Avantis Interna...
73.33
+1.40% 606.12K +100.00% 37.2M 61.37 0.09%
129 IVW iShares S&P 500...
108.89
+0.98% 359.22K -4.84% 36.47M 67.03 0.09%
130 MCD McDonald's Corp...
285.78
+0.08% 125.16K -9.58% 36.28M 234.99 0.09%
131 VBR Vanguard Small ...
195.46
+1.41% 181.39K +9.94% 35.95M 160.13 0.09%
132 SCHG Schwab U.S. Lar...
28.88
+0.87% 1.28M +28.57% 35.62M 22.87 0.09%
133 T AT&T Inc.
28.04
+0.41% 1.55M -40.57% 35.23M 19.08 0.09%
134 LOW Lowe's Companie...
221.42
+0.33% 142.59K +10.76% 35.19M 192.84 0.09%
135 IEMG iShares Core MS...
59.96
+0.69% 673.84K +185.84% 35.19M 52.94 0.09%
136 PEP PepsiCo, Inc.
128.20
+0.14% 223.63K -4.98% 34.01M 158.92 0.08%
137 IWD iShares Russell...
192.93
+0.76% 180.94K -5.31% 33.5M 149.27 0.08%
138 APGE Apogee Therapeu...
43.78
+1.85% 720.1K +100.00% 32.62M 45.3 0.08%
139 DFAE Dimensional Eme...
28.91
+0.61% 1.28M -19.9% 32.53M 23.38 0.08%
140 MO Altria Group, I...
58.81
-0.22% 621.65K -3.17% 32.51M 48.55 0.08%
141 SHYD VanEck Short Hi...
22.59
+0.07% 1.43M +4.82% 32.14M 22.48 0.08%
142 PHM PulteGroup, Inc...
104.37
+0.78% 292.56K -8.82% 31.86M 57.63 0.08%
143 KLAC KLA Corporation
903.10
+1.08% 49.8K -11.35% 31.38M 331.85 0.08%
144 PWZ Invesco Califor...
23.26
-0.21% 1.25M +100.00% 30.86M 24.7 0.08%
145 AMGN Amgen Inc.
279.05
-0.47% 116.54K +100.00% 30.37M 260.64 0.07%
146 LRCX Lam Research Co...
96.86
+0.88% 418.45K +100.00% 30.22M 72.23 0.07%
147 VGSH Vanguard Short-...
58.76
+0.10% 506.63K -73.81% 29.48M 58.49 0.07%
148 BOND PIMCO Active Bo...
91.99
+0.21% 323.02K +66.00% 29.21M 101.96 0.07%
149 UNP Union Pacific C...
229.69
+1.27% 126.65K -64.3% 28.88M 233.5 0.07%
150 ISRG Intuitive Surgi...
534.45
+2.46% 55.27K +5.47% 28.85M 350.24 0.07%