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MERCER GLOBAL ADVISORS INC /ADV 13F 持仓明细(2026-03-31) · 小隐寺数据中心
MERCER GLOBAL ADVISORS INC /ADV
报告期 2026-03-31 · CIK 0000853758
持仓数
3,217
前50大市值合计
$45.90B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
AGG
ISHARES TR
CORE US AGGBD ET
$3.91B
39,348,759
8.5%
BSV
VANGUARD BD INDEX FDS
SHORT TRM BOND
$3.56B
45,430,446
7.8%
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS
$3.14B
5,258,941
6.8%
DFAC
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
$2.73B
70,292,321
6.0%
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
$2.29B
35,738,763
5.0%
DFUV
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
$2.05B
42,337,032
4.5%
MTUM
ISHARES TR
MSCI USA MMENTM
$2.01B
8,388,874
4.4%
DUHP
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
$1.79B
48,730,938
3.9%
BNDX
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
$1.74B
36,281,536
3.8%
AAPL
APPLE INC
COM
$1.68B
6,666,360
3.7%
DFIC
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
$1.37B
38,461,411
3.0%
NVDA
NVIDIA CORPORATION
COM
$1.22B
7,173,521
2.7%
DFIV
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
$1.17B
22,261,639
2.6%
IMTM
ISHARES TR
MSCI INTL MOMENT
$1.15B
24,007,785
2.5%
DIHP
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
$1.04B
32,330,961
2.3%
MUB
ISHARES TR
NATIONAL MUN ETF
$993.3M
9,357,674
2.2%
SUB
ISHARES TR
SHRT NAT MUN ETF
$979.4M
9,196,615
2.1%
AVSC
AMERICAN CENTY ETF TR
AVANTIS US SMALL
$925.4M
14,853,773
2.0%
VWO
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
$896.9M
16,593,473
2.0%
VB
VANGUARD INDEX FDS
SMALL CP ETF
$871.9M
3,328,890
1.9%
AVEM
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
$796.9M
9,889,366
1.7%
MSFT
MICROSOFT CORP
COM
$745.1M
2,018,956
1.6%
VTI
VANGUARD INDEX FDS
TOTAL STK MKT
$664.0M
2,070,334
1.4%
VTEB
VANGUARD MUN BD FDS
TAX EXEMPT BD
$540.4M
10,832,376
1.2%
IVV
ISHARES TR
CORE S&P500 ETF
$504.7M
772,663
1.1%
AMZN
AMAZON COM INC
COM
$461.0M
2,218,763
1.0%
GOOGL
ALPHABET INC
CAP STK CL A
$443.4M
1,541,986
1.0%
IEFA
ISHARES TR
CORE MSCI EAFE
$419.9M
4,638,138
0.9%
GOOG
ALPHABET INC
CAP STK CL C
$404.3M
1,411,064
0.9%
VYM
VANGUARD WHITEHALL FDS
HIGH DIV YLD
$400.9M
2,706,655
0.9%
AVGO
BROADCOM INC
COM
$363.6M
1,182,352
0.8%
DFCA
DIMENSIONAL ETF TRUST
CALIF MUN BD ETF
$350.3M
7,027,020
0.8%
SPY
STATE STR SPDR S&P 500 ETF T
TR UNIT
$324.2M
505,779
0.7%
IWB
ISHARES TR
RUS 1000 ETF
$279.8M
784,742
0.6%
VXF
VANGUARD INDEX FDS
EXTEND MKT ETF
$276.0M
1,340,917
0.6%
META
META PLATFORMS INC
CL A
$271.1M
475,030
0.6%
BRK/B
BERKSHIRE HATHAWAY INC DEL
CL B NEW
$270.3M
564,071
0.6%
—
EXXON MOBIL CORP
COM
$267.1M
1,574,584
0.6%
SCHX
SCHWAB STRATEGIC TR
US LRG CAP ETF
$254.6M
9,928,543
0.6%
JPM
JPMORGAN CHASE & CO
COM
$245.9M
837,325
0.5%
DFUS
DIMENSIONAL ETF TRUST
US EQUITY MARKET
$240.7M
3,394,161
0.5%
WMT
WALMART INC
COM
$233.3M
1,876,855
0.5%
QUAL
ISHARES TR
MSCI USA QLT FCT
$222.8M
1,161,409
0.5%
JNJ
JOHNSON & JOHNSON
COM
$222.7M
911,019
0.5%
SCHF
SCHWAB STRATEGIC TR
INTL EQTY ETF
$220.3M
8,901,238
0.5%
TSLA
TESLA INC
COM
$217.1M
587,117
0.5%
QQQ
INVESCO QQQ TR
UNIT SER 1
$200.1M
347,140
0.4%
EAGG
ISHARES TR
ESG AWR US AGRGT
$182.0M
3,828,027
0.4%
IWF
ISHARES TR
RUS 1000 GRW ETF
$174.0M
408,111
0.4%
IEMG
ISHARES INC
CORE MSCI EMKT
$168.6M
2,417,521
0.4%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
39%
前 6 大占比
AGG
8.5%
BSV
7.8%
VOO
6.8%
DFAC
6.0%
VEA
5.0%
DFUV
4.5%
其他
61.5%