Mercer Global Advisors Inc /adv
CIK Number: 0000853758
Main Sectors:
Top Industries:
| 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% |