StockDriftsStockDriftsTop 50 Mercer Global Advisors INC Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 5.78% | 39.35M | $3.91B | +8.52%(+3.09M) | $100.15(-1.54%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 5.27% | 45.43M | $3.56B | +9.62%(+3.99M) | $78.23(-0.62%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.65% | 5.26M | $3.14B | -2.30%(-123.73K) | $446.18(+53.49%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.04% | 70.29M | $2.73B | +9.22%(+5.93M) | $30.28(+46.15%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.39% | 35.74M | $2.29B | +2.57%(+894.58K) | $49.40(+43.34%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.04% | 42.34M | $2.05B | +6.21%(+2.47M) | $38.03(+44.23%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.98% | 8.39M | $2.01B | +7.21%(+563.98K) | $162.80(+94.42%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 2.65% | 48.73M | $1.79B | +8.79%(+3.94M) | $30.45(+36.57%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.58% | 36.28M | $1.74B | +4.47%(+1.55M) | $49.77(-3.08%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.48% | 6.67M | $1.68B | +0.98%(+64.58K) | $175.76(+75.59%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.81% | +32.42% |
| Top 20 Holdings Unweighted | +11.13% | +37.24% |
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