$53.5 Million is the total value of Mercer Investments LLC's 5 reported holdings in Q3 2017. The portfolio turnover from Q2 2017 to Q3 2017 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
BND | Sell | VANGUARD TOTAL BOND MARKET ETFetf | $15,223,285,000 | -6.2% | 185,740 | -6.3% | 28.44% | -21.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD SPECIALIZED PORTFOL | 39 | Q3 2023 | 34.4% |
VANGUARD S&P 500 ETF NEW | 38 | Q3 2023 | 84.6% |
ISHARES TR | 19 | Q1 2019 | 36.8% |
VANGUARD TOTAL BOND MARKET ETF | 15 | Q3 2018 | 64.0% |
ISHARES ETF CURRENCY HEDGED MSCI EAFE | 12 | Q4 2017 | 71.7% |
Vanguard MSCI European ETF | 12 | Q4 2016 | 9.3% |
FOMENTO ECONOMICO MEX SP ADR | 11 | Q3 2023 | 48.6% |
CIA CERVECERIAS UNI SPON ADR | 11 | Q3 2023 | 17.3% |
Vanguard MSCI Pacific ETF | 11 | Q4 2016 | 7.9% |
VANGUARD INTL EQUITY INDEX F | 10 | Q2 2021 | 42.2% |
View Mercer Investments LLC's complete holdings history.
Latest significant ownerships (13-D/G)
Filed | Shares | Percentage | |
---|---|---|---|
Audax Credit BDC Inc. | February 08, 2023 | 46,898,842 | 99.0% |
View Mercer Investments LLC's complete significant-ownership history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-12 |
SC 13G/A | 2024-02-08 |
13F-HR | 2023-11-09 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-11 |
13F-HR | 2023-02-10 |
SC 13G/A | 2023-02-08 |
13F-HR | 2022-11-03 |
13F-HR | 2022-07-26 |
View Mercer Investments LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.