MERCER GLOBAL ADVISORS INC /ADV

Est. AUM

$67.0M

13F long equity, this entity only

Positions

3,187

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE US AGGBD ET	$3.9M	39348759	5.83%	SOLE
2	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.6M	45430446	5.31%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.1M	5258941	4.69%	SOLE
4	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.7M	70292321	4.07%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.3M	35738763	3.42%	SOLE
6	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.1M	42337032	3.06%	SOLE
7	ISHARES TR	MSCI USA MMENTM	$2.0M	8388874	3.00%	SOLE
8	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.8M	48730938	2.67%	SOLE
9	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.7M	36281536	2.60%	SOLE
10	APPLE INC	COM	$1.7M	6666360	2.50%	SOLE
11	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.4M	38461411	2.04%	SOLE
12	NVIDIA CORPORATION	COM	$1.2M	7173521	1.82%	SOLE
13	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.2M	22261639	1.75%	SOLE
14	ISHARES TR	MSCI INTL MOMENT	$1.2M	24007785	1.72%	SOLE
15	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.0M	32330961	1.55%	SOLE
16	ISHARES TR	NATIONAL MUN ETF	$993K	9357674	1.48%	SOLE
17	ISHARES TR	SHRT NAT MUN ETF	$979K	9196615	1.46%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$925K	14853773	1.38%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$896K	16593473	1.34%	SOLE
20	VANGUARD INDEX FDS	SMALL CP ETF	$871K	3328890	1.30%	SOLE
21	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$796K	9889366	1.19%	SOLE
22	MICROSOFT CORP	COM	$745K	2018956	1.11%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$663K	2070334	0.99%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$540K	10832376	0.81%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$504K	772663	0.75%	SOLE
26	AMAZON COM INC	COM	$461K	2218763	0.69%	SOLE
27	ALPHABET INC	CAP STK CL A	$443K	1541986	0.66%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$419K	4638138	0.63%	SOLE
29	ALPHABET INC	CAP STK CL C	$404K	1411064	0.60%	SOLE
30	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$400K	2706655	0.60%	SOLE
31	BROADCOM INC	COM	$363K	1182352	0.54%	SOLE
32	DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$350K	7027020	0.52%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$324K	505779	0.48%	SOLE
34	ISHARES TR	RUS 1000 ETF	$279K	784742	0.42%	SOLE
35	VANGUARD INDEX FDS	EXTEND MKT ETF	$275K	1340917	0.41%	SOLE
36	META PLATFORMS INC	CL A	$271K	475030	0.40%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$270K	564071	0.40%	SOLE
38	EXXON MOBIL CORP	COM	$267K	1574584	0.40%	SOLE
39	SCHWAB STRATEGIC TR	US LRG CAP ETF	$254K	9928543	0.38%	SOLE
40	JPMORGAN CHASE & CO	COM	$245K	837325	0.37%	SOLE
41	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$240K	3394161	0.36%	SOLE
42	WALMART INC	COM	$233K	1876855	0.35%	SOLE
43	ISHARES TR	MSCI USA QLT FCT	$222K	1161409	0.33%	SOLE
44	JOHNSON & JOHNSON	COM	$222K	911019	0.33%	SOLE
45	SCHWAB STRATEGIC TR	INTL EQTY ETF	$220K	8901238	0.33%	SOLE
46	TESLA INC	COM	$217K	587117	0.32%	SOLE
47	INVESCO QQQ TR	UNIT SER 1	$200K	347140	0.30%	SOLE
48	ISHARES TR	ESG AWR US AGRGT	$182K	3828027	0.27%	SOLE
49	ISHARES TR	RUS 1000 GRW ETF	$174K	408111	0.26%	SOLE
50	ISHARES INC	CORE MSCI EMKT	$168K	2417521	0.25%	SOLE

1–50 of 3,187

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.