test

Spencer Ferguson

@Mercer Global Advisors Inc Adv

Latest period2024 - Q3ReportedManaged Assets$42.731BTotal holdings1952
Assets growth rate16.5%Assets growth rate (2-Q avg)10.38%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Mercer Global Advisors Inc Adv's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1952 positions.

Assets under management

The assets under management (AUM) of Mercer Global Advisors Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 42.731B in assets, with a quarterly growth rate of 16.5% and a 2-quarter average growth rate of 10.38%. The portfolio is managed by Spencer Ferguson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VBVanguard Index Fds
Recent Activity
Increased 9.64%
1.32%
$563.041M
2.397M shares@ $234.87 avg price
SHYIshares Tr
Recent Activity
Increased 2316.35%
1.21%
$515.359M
6.214M shares@ $82.94 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Increased 9.2%
1.06%
$451.525M
9.368M shares@ $48.21 avg price
IVVIshares Tr
Recent Activity
Decreased -3.62%
0.84%
$358.675M
627,404 shares@ $571.69 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.33%
0.81%
$345.792M
393,817 shares@ $878.06 avg price
SOXXIshares Tr
Recent Activity
Increased 500.01%
0.77%
$327.17M
8.741M shares@ $37.43 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 193.79%
0.74%
$313.505M
13.917M shares@ $22.53 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 5.68%
0.72%
$304.735M
5.959M shares@ $51.14 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 4.79%
0.69%
$294.771M
2.333M shares@ $126.34 avg price
QUALIshares Tr
Recent Activity
Decreased -23.48%
0.66%
$279.748M
1.813M shares@ $154.28 avg price