MERCER GLOBAL ADVISORS INC /ADV

Est. AUM

$67.04B

13F long equity 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	$3.91B	39,348,759	5.83%	SOLE
2	VANGUARD BD INDEX FDS	SHORT TRM BOND	$3.56B	45,430,446	5.31%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.14B	5,258,941	4.69%	SOLE
4	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.73B	70,292,321	4.07%	SOLE
5	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.29B	35,738,763	3.42%	SOLE
6	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$2.05B	42,337,032	3.06%	SOLE
7	ISHARES TR	MSCI USA MMENTM	$2.01B	8,388,874	3.00%	SOLE
8	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.79B	48,730,938	2.67%	SOLE
9	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.74B	36,281,536	2.60%	SOLE
10	APPLE INC	COM	$1.68B	6,666,360	2.50%	SOLE
11	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.37B	38,461,411	2.04%	SOLE
12	NVIDIA CORPORATION	COM	$1.22B	7,173,521	1.82%	SOLE
13	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$1.17B	22,261,639	1.75%	SOLE
14	ISHARES TR	MSCI INTL MOMENT	$1.15B	24,007,785	1.72%	SOLE
15	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.04B	32,330,961	1.55%	SOLE
16	ISHARES TR	NATIONAL MUN ETF	$993.3M	9,357,674	1.48%	SOLE
17	ISHARES TR	SHRT NAT MUN ETF	$979.4M	9,196,615	1.46%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$925.4M	14,853,773	1.38%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$896.9M	16,593,473	1.34%	SOLE
20	VANGUARD INDEX FDS	SMALL CP ETF	$871.9M	3,328,890	1.30%	SOLE
21	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$796.9M	9,889,366	1.19%	SOLE
22	MICROSOFT CORP	COM	$745.1M	2,018,956	1.11%	SOLE
23	VANGUARD INDEX FDS	TOTAL STK MKT	$664.0M	2,070,334	0.99%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$540.4M	10,832,376	0.81%	SOLE
25	ISHARES TR	CORE S&P500 ETF	$504.7M	772,663	0.75%	SOLE
26	AMAZON COM INC	COM	$461.0M	2,218,763	0.69%	SOLE
27	ALPHABET INC	CAP STK CL A	$443.4M	1,541,986	0.66%	SOLE
28	ISHARES TR	CORE MSCI EAFE	$419.9M	4,638,138	0.63%	SOLE
29	ALPHABET INC	CAP STK CL C	$404.3M	1,411,064	0.60%	SOLE
30	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$400.9M	2,706,655	0.60%	SOLE
31	BROADCOM INC	COM	$363.6M	1,182,352	0.54%	SOLE
32	DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$350.3M	7,027,020	0.52%	SOLE
33	STATE STR SPDR S&P 500 ETF T	TR UNIT	$324.2M	505,779	0.48%	SOLE
34	ISHARES TR	RUS 1000 ETF	$279.8M	784,742	0.42%	SOLE
35	VANGUARD INDEX FDS	EXTEND MKT ETF	$276.0M	1,340,917	0.41%	SOLE
36	META PLATFORMS INC	CL A	$271.1M	475,030	0.40%	SOLE
37	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$270.3M	564,071	0.40%	SOLE
38	EXXON MOBIL CORP	COM	$267.1M	1,574,584	0.40%	SOLE
39	SCHWAB STRATEGIC TR	US LRG CAP ETF	$254.6M	9,928,543	0.38%	SOLE
40	JPMORGAN CHASE & CO	COM	$245.9M	837,325	0.37%	SOLE
41	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$240.7M	3,394,161	0.36%	SOLE
42	WALMART INC	COM	$233.3M	1,876,855	0.35%	SOLE
43	ISHARES TR	MSCI USA QLT FCT	$222.8M	1,161,409	0.33%	SOLE
44	JOHNSON & JOHNSON	COM	$222.7M	911,019	0.33%	SOLE
45	SCHWAB STRATEGIC TR	INTL EQTY ETF	$220.3M	8,901,238	0.33%	SOLE
46	TESLA INC	COM	$217.1M	587,117	0.32%	SOLE
47	INVESCO QQQ TR	UNIT SER 1	$200.1M	347,140	0.30%	SOLE
48	ISHARES TR	ESG AWR US AGRGT	$182.0M	3,828,027	0.27%	SOLE
49	ISHARES TR	RUS 1000 GRW ETF	$174.0M	408,111	0.26%	SOLE
50	ISHARES INC	CORE MSCI EMKT	$168.6M	2,417,521	0.25%	SOLE

1–50 of 3,187

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