Holdings Channel
Size ($ in 1000's)
At 09/30/2019: $4,252,195
At 06/30/2019: $3,772,807

Mercer Global Advisors Inc. ADV holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Mercer Global Advisors Inc. ADV 13F filings. Link to 13F filings: SEC filings

Mercer Global Advisors Inc. ADV Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR USA MOMENTUM FCT (MTUM) 1,072,378 +217,206 $127,881
     MTUM1,072,378+217,206$127,881
ISHARES TR CORE S&P500 ETF (IVV) 411,543 -9,231 $122,853
     IVV411,543-9,231$122,853
ISHARES TR CORE US AGGBD ET (AGG) 894,413 +115,696 $101,220
     AGG894,413+115,696$101,220
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (VCSH) 1,218,398 +480,257 $98,751
     VCSH1,218,398+480,257$98,751
ISHARES TR USA QUALITY FCTR (QUAL) 1,026,012 +237,371 $94,803
     QUAL1,026,012+237,371$94,803
SCHWAB STRATEGIC TR US AGGREGATE B 1,740,516 -100,063 $93,726
     SCHZ1,740,516-100,063$93,726
APPLE INC COM 403,669 +29,223 $90,409
     AAPL403,669+29,223$90,409
ISHARES TR EDGE MSCI USA VL (VLUE) 1,005,952 +225,263 $82,528
     VLUE1,005,952+225,263$82,528
EXXON MOBIL CORP COM 1,074,144 -17,417 $75,845
     XOM1,074,144-17,417$75,845
SPDR SERIES TRUST NUVEEN BLMBRG SR (SHM) 1,449,405 +267,726 $71,006
     SHM1,449,405+267,726$71,006
ISHARES TR RUS 1000 GRW ETF (IWF) 424,892 -30,347 $67,825
     IWF424,892-30,347$67,825
VANGUARD BD INDEX FD INC SHORT TRM BOND (BSV) 820,901 +93,464 $66,320
     BSV820,901+93,464$66,320
VANGUARD GROUP DIV APP ETF (VIG) 522,648 -11,135 $62,498
     VIG522,648-11,135$62,498
VANGUARD INDEX FDS GROWTH ETF (VUG) 349,185 +103,287 $58,062
     VUG349,185+103,287$58,062
ISHARES TR MULTIFACTOR USA (SMLF) 1,330,945 +320,471 $53,091
     SMLF1,330,945+320,471$53,091
ISHARES TR INTL QLTY FACTOR (IQLT) 1,697,013 +380,021 $50,367
     IQLT1,697,013+380,021$50,367
ISHARES TR INTL MOMENTUM FT (IMTM) 1,688,945 +409,965 $49,621
     IMTM1,688,945+409,965$49,621
ISHARES TR INTL VALUE FACTR (IVLU) 2,133,370 +549,343 $48,619
     IVLU2,133,370+549,343$48,619
VANGUARD INDEX FDS VALUE ETF (VTV) 434,124 +215,303 $48,456
     VTV434,124+215,303$48,456
MICROSOFT CORP COM 347,554 +19,678 $48,320
     MSFT347,554+19,678$48,320
ISHARES TR SH TR CRPORT ETF (IGSB) 781,167 +679,329 $41,925
     IGSB781,167+679,329$41,925
SCHWAB STRATEGIC TR SHT TM US TRES 775,262 -42,064 $39,220
     SCHO775,262-42,064$39,220
ISHARES TR NATIONAL MUN ETF (MUB) 332,013 +47,018 $37,882
     MUB332,013+47,018$37,882
ISHARES INC MLT FCTR EMG MKT (EMGF) 919,503 +173,161 $37,589
     EMGF919,503+173,161$37,589
SCHWAB STRATEGIC TR US MID CAP ETF (SCHM) 630,867 +44,536 $35,669
     SCHM630,867+44,536$35,669
BERKSHIRE HATHAWAY INC DEL CL B NEW      $34,815
     BRK.B146,381+5,998$30,450
     BRK.A14+1$4,365
SCHWAB STRATEGIC TR INTL EQTY ETF (SCHF) 1,051,188 +158,292 $33,490
     SCHF1,051,188+158,292$33,490
ISHARES TR MSCI MIN VOL ETF (USMV) 459,791 +2,100 $29,472
     USMV459,791+2,100$29,472
SCHWAB STRATEGIC TR US SML CAP ETF (SCHA) 420,500 +6,621 $29,321
     SCHA420,500+6,621$29,321
SCHWAB STRATEGIC TR US LCAP GR ETF (SCHG) 348,813 +137,035 $29,303
     SCHG348,813+137,035$29,303
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (VEA) 708,368 +475,072 $29,099
     VEA708,368+475,072$29,099
INVESCO EXCHNG TRADED FD TR SR LN ETF (BKLN) 1,253,206 -30,187 $28,309
     BKLN1,253,206-30,187$28,309
AT&T INC COM 699,717 +75,634 $26,477
     T699,717+75,634$26,477
SPDR INDEX SHS FDS S&P INTL ETF (DWX) 620,823 -36,113 $24,181
     DWX620,823-36,113$24,181
WISDOMTREE TR US QTLY DIV GRT 531,642 -29,587 $23,971
     DGRW531,642-29,587$23,971
SCHWAB STRATEGIC TR US DIVIDEND EQ 436,953 +26,289 $23,936
     SCHD436,953+26,289$23,936
AMAZON COM INC COM 13,701 +1,822 $23,783
     AMZN13,701+1,822$23,783
ISHARES TR RUSSELL 3000 ETF (IWV) 132,698 -11,297 $23,058
     IWV132,698-11,297$23,058
FACEBOOK INC CL A 127,440 -1,988 $22,694
     FB127,440-1,988$22,694
JOHN HANCOCK ETF TRUST MLTFCTR LRG CAP (JHML) 589,113 -48,492 $22,639
     JHML589,113-48,492$22,639
SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) 319,010 -15,488 $22,627
     SCHX319,010-15,488$22,627
PROCTER & GAMBLE CO COM 173,525 -457 $21,583
     PG173,525-457$21,583
ISHARES TR SELECT DIVID ETF (DVY) 206,217 +14,399 $21,023
     DVY206,217+14,399$21,023
SCHWAB STRATEGIC TR US LCAP VA ETF (SCHV) 356,993 +57,474 $20,252
     SCHV356,993+57,474$20,252
JOHNSON & JOHNSON COM 154,263 +12,940 $19,958
     JNJ154,263+12,940$19,958
SPDR S&P 500 ETF TR TR UNIT (SPY) 67,037 +1,841 $19,894
     SPY67,037+1,841$19,894
SSGA ACTIVE ETF TR BLKSTN GSOSRLN (SRLN) 427,739 -23,630 $19,812
     SRLN427,739-23,630$19,812
SCHWAB STRATEGIC TR US REIT ETF (SCHH) 412,063 +6,031 $19,437
     SCHH412,063+6,031$19,437
CHEVRON CORP NEW COM 161,498 +8,750 $19,153
     CVX161,498+8,750$19,153
DISNEY WALT CO COM DISNEY 144,094 +13,335 $18,778
     DIS144,094+13,335$18,778

See Full List: All Stocks Held By Mercer Global Advisors Inc. ADV
— Including:
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     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Mercer Global Advisors Inc. ADV

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