MERCER GLOBAL ADVISORS INC /ADV - Portfolio overview
MERCER GLOBAL ADVISORS INC /ADV has 3390 reported holdings in this dataset, with the latest filing dated 2026-05-15.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Financial Services.
Largest reported holdings by portfolio allocation
- AGG - ISHARES TR, 5.76%
- BSV - VANGUARD BD INDEX FDS, 5.25%
- VOO - VANGUARD INDEX FDS, 4.63%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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