Mercer Global Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Mercer Global Advisors Inc. reported 2,143 stock positions worth $43.6 billion. Its top holding was iShares Core U.S. Aggregate (AGG) at 5.9% of the portfolio, followed by Vanguard Short-Term Bond ETF (BSV, 5.7%) and Vanguard S&P 500 ETF (VOO, 5.1%). Compared with Q4 2024, it opened 168 new positions, sold out of 139, added to 1,120 and reduced 819. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +14%) and the biggest sale Broadcom (AVGO, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0000853758
- Portfolio Value
- $43.6B (Q1 2025)
- SEC Filing
- 0000853758-25-000005 ↗ filed May 15, 2025
Holdings Value
Holdings 2,143 stocks · $43.6B
| AGG iShares Core U.S. Aggregate | 5.94% | 26,159,713 | $2.6B | Add +11.7% |
| BSV Vanguard Short-Term Bond ETF | 5.68% | 31,632,611 | $2.5B | Add +9.5% |
| VOO Vanguard S&P 500 ETF | 5.05% | 4,284,070 | $2.2B | Add +7.6% |
| DFAC Dimensional US Core Equity 2 | 4.07% | 53,776,312 | $1.8B | Add +15.7% |
| MTUM iShares MSCI USA Momentum Fa | 3.44% | 7,423,029 | $1.5B | Add +7.4% |
| VEA Vanguard Ftse Developed ETF | 3.31% | 28,419,354 | $1.4B | Add +14.0% |
| DFUV Dimensional US Marketwide Va | 3.24% | 34,232,617 | $1.4B | Add +8.7% |
| DUHP Dimensional US High Profi Et | 2.89% | 38,061,156 | $1.3B | Add +6.7% |
| BNDX Vanguard Total Intl Bond ETF | 2.74% | 24,470,734 | $1.2B | Add +14.0% |
| AAPL Apple Inc. | 2.56% | 5,063,620 | $1.1B | Add +1.5% |
| DFIC Dimensional International Co. | 1.97% | 30,896,623 | $858.0M | Add +12.7% |
| IMTM iShares MSCI Intl Momentum F | 1.82% | 19,891,735 | $794.5M | Add +10.2% |
| DFIV Dimensional International Va | 1.72% | 19,100,299 | $751.8M | Add +7.4% |
| MUB iShares National Muni Bond E | 1.65% | 6,801,267 | $717.1M | Add +5.7% |
| SUB iShares Short-Term National | 1.59% | 6,571,424 | $693.9M | Add +5.1% |
| DIHP Dimensional International Hi | 1.50% | 24,353,247 | $656.1M | Add +9.2% |
| AVSC Avantis US Small Cap Equity | 1.40% | 12,627,209 | $611.2M | Add +9.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.34% | 2,634,913 | $584.3M | Add +11.1% |
| NVDA Nvidia Corp. | 1.25% | 5,409,314 | $544.5M | Add +6.6% |
| AVEM Avantis Emerging Markets Eq | 1.23% | 8,891,846 | $535.0M | Add +10.8% |
| MSFT Microsoft Corp. | 1.22% | 1,426,336 | $533.6M | Add +1.9% |
| VWO Vanguard Ftse Emerging Marke | 1.22% | 11,755,709 | $532.1M | Add +12.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 1,384,395 | $380.3M | Add +17.3% |
| IVV iShares Core S&P 500 ETF | 0.81% | 631,455 | $354.8M | Add +5.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.72% | 6,311,011 | $313.2M | Add +7.4% |
| AMZN Amazon.com Inc. | 0.71% | 1,634,888 | $310.9M | Add +6.2% |
| IWB iShares Russell 1000 ETF | 0.71% | 1,010,730 | $310.0M | Add +30.4% |
| VYM Vanguard High DVD Yield ETF | 0.69% | 2,329,714 | $300.4M | Add +6.5% |
| SCHX Schwab US Large-Cap ETF | 0.59% | 11,714,878 | $258.7M | Reduce -1.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.58% | 457,130 | $251.3M | Add +0.4% |
| QUAL iShares MSCI USA Quality Fac | 0.51% | 1,289,584 | $220.4M | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 412,598 | $219.7M | Reduce -0.9% |
| META Meta Platforms Inc. Class A | 0.48% | 366,518 | $211.2M | Add +4.0% |
| DFCA Dimensional Calfornia MB ETF | 0.48% | 4,201,497 | $208.4M | Add +9.5% |
| SCHF Schwab Intl Equity ETF | 0.46% | 10,069,548 | $199.2M | Reduce -1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.43% | 723,746 | $186.1M | Add +9.8% |
| GOOG Alphabet Inc. Class C | 0.37% | 1,041,719 | $161.8M | Reduce -5.4% |
| VLUE iShares MSCI USA Value Facto | 0.36% | 1,455,099 | $155.2M | Reduce -4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 418,422 | $154.4M | Add +26.9% |
| GOOGL Alphabet Inc. Class A | 0.35% | 979,248 | $151.4M | Add +2.2% |
| DFUS Dimensional US Eq MKT ETF | 0.34% | 2,486,268 | $150.4M | Add +44.9% |
| RJF Raymond James Financial Inc. | 0.33% | 1,049,456 | $145.8M | Reduce -11.3% |
| NFLX Netflix Inc. | 0.33% | 155,674 | $145.1M | Add +3.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.33% | 1,529,810 | $143.3M | Reduce -9.9% |
| JPM JPMorgan Chase & Co. | 0.32% | 575,474 | $141.1M | Add +2.1% |
| IWF iShares Russell 1000 Growth | 0.32% | 390,444 | $141.0M | Add +1.5% |
| WMT Walmart Inc. | 0.31% | 1,547,918 | $135.9M | Add +1.2% |
| EOG EOG Resources Inc. | 0.31% | 1,057,483 | $135.6M | Add +8.0% |
| IVLU iShares MSCI International V | 0.30% | 4,374,696 | $132.6M | Reduce -3.7% |
| AVGO Broadcom Inc. | 0.30% | 778,565 | $129.5M | Reduce -6.7% |
| IQLT iShares MSCI International Q | 0.29% | 3,230,666 | $128.2M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.29% | 1,067,861 | $127.0M | Add +1.9% |
| HD Home Depot Inc. | 0.28% | 328,760 | $120.5M | Reduce -1.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.27% | 2,461,237 | $117.2M | Reduce -5.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 1,511,273 | $114.3M | Add +0.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 659,649 | $113.9M | Add +31.7% |
| JNJ Johnson & Johnson | 0.26% | 685,996 | $113.8M | Add +2.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.26% | 1,421,420 | $112.2M | Reduce -11.4% |
| V Visa Inc. Class A | 0.25% | 307,837 | $107.9M | Add +18.5% |
| COST Costco Wholesale Corp. | 0.24% | 110,580 | $104.2M | Add +1.2% |
| EFA iShares MSCI Eafe ETF | 0.24% | 1,270,983 | $103.9M | Add +9.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 218,410 | $102.4M | Add +24.3% |
| ESGD iShares Trust iShares ESG Aw | 0.23% | 1,229,253 | $100.4M | Add +1.9% |
| EAGG iShares ESG Aware US Aggrega | 0.23% | 2,096,217 | $99.5M | Add +8.8% |
| QCOM Qualcomm Inc. | 0.21% | 600,637 | $92.3M | Add +4.4% |
| LLY Eli Lilly & Co. | 0.21% | 112,315 | $91.3M | Add +0.7% |
| USFR Wisdomtree Floating Rate Tre | 0.21% | 1,786,567 | $89.9M | Add +79.7% |
| DFAT Dimensional US Target Value | 0.21% | 1,740,360 | $89.6M | Add +15.5% |
| PG The Procter & Gamble Co. | 0.20% | 513,566 | $87.5M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 446,466 | $86.6M | Reduce -4.0% |
| IDV iShares International Select | 0.19% | 2,662,185 | $82.6M | Add +4.8% |
| TSLA Tesla Inc. | 0.19% | 316,426 | $82.0M | Reduce -7.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.18% | 1,904,915 | $80.7M | Add +1.1% |
| AVDE Avantis International Equity | 0.18% | 1,175,937 | $77.9M | Add +94.0% |
| SUSL iShares ESG MSCI USA Leaders | 0.18% | 810,133 | $77.6M | Reduce -5.0% |
| UNH Unitedhealth Group Inc. | 0.17% | 143,736 | $75.3M | Reduce -3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 441,358 | $74.5M | Add +30.6% |
| SPOT Spotify Technology SA | 0.16% | 128,073 | $69.9M | Add +1.0% |
| ABBV Abbvie Inc. | 0.16% | 331,589 | $68.9M | Reduce -0.9% |
| INTC Intel Corp. | 0.16% | 2,987,935 | $67.9M | Reduce -0.0% |
| IWV iShares Russell 3000 ETF | 0.15% | 211,735 | $67.3M | Add +3.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.15% | 81 | $64.7M | Add +305.0% |
| SYK Stryker Corp. | 0.15% | 172,988 | $64.4M | Reduce -3.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.14% | 2,573,674 | $62.3M | Add +16.9% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.14% | 2,464,751 | $62.0M | Add +13.5% |
| CVX Chevron Corp. | 0.14% | 372,349 | $61.7M | Add +0.8% |
| APGE Apogee Therapeutics Inc. | 0.14% | 1,640,180 | $61.3M | Add +127.8% |
| DFAS Dimensional US Small Cap ETF | 0.14% | 1,022,951 | $61.1M | Add +28.5% |
| AVUS Avantis U.S. Equity ETF | 0.14% | 657,924 | $60.8M | Add +49.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.14% | 2,508,278 | $60.7M | Add +17.9% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.14% | 2,361,388 | $59.8M | Add +19.4% |
| VGSH Vanguard Short-Term Treasury | 0.14% | 1,008,471 | $59.2M | Add +99.0% |
| ACN Accenture PLC Class A | 0.13% | 199,584 | $58.4M | Reduce -4.4% |
| IAU iShares Gold Trust | 0.13% | 971,068 | $57.3M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.13% | 406,629 | $56.8M | Reduce -5.1% |
| BNDW Vanguard Total World Bond Et | 0.13% | 824,723 | $56.7M | Add +502.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.13% | 2,449,807 | $56.7M | Add +18.6% |
| MRK Merck & Co. Inc. | 0.13% | 621,578 | $55.8M | Reduce -1.8% |
| IJH iShares Core S&P Midcap ETF | 0.12% | 931,985 | $54.4M | Add +5.7% |
| SCHA Schwab US Small-Cap ETF | 0.12% | 2,313,118 | $54.2M | Reduce -3.6% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $408K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| DISH NETWORK CORP (DISH 3.375 08/15/26) | NOTE 3.375% 8/1 · principal | 400,000 | $335K | New |
| AFFIRM HOLDINGS INC (AFRM 0 11/15/26) | NOTE 11/1 · principal | 26,000 | $24K | New |
| OXBRW Oxbridge Re Holdings-CW24 | *W EXP 03/26/202 | 47,500 | $18K | No change |
| SNAP INC (SNAP 0 05/01/27) | NOTE 5/0 · principal | 18,000 | $16K | New |
| RWT HOLDINGS INC (RWT 5.75 10/01/25) | NOTE 5.750%10/0 · principal | 15,000 | $15K | New |
Total filed on the 13F, all lines: $43.6B.
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -6.7% | 0.30% | −0.16 |
| TSLA Tesla Inc. | Reduce -7.3% | 0.19% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -5.4% | 0.37% | −0.14 |
| RJF Raymond James Financial Inc. | Reduce -11.3% | 0.33% | −0.11 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.5% | 0.59% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.9% | 0.51% | −0.08 |
| KO The Coca-Cola Co. | Reduce -47.2% | 0.09% | −0.07 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -11.4% | 0.26% | −0.05 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -81.8% | 0.01% | −0.04 |
| ORCL Oracle Corp. | Reduce -5.1% | 0.13% | −0.04 |
| HD Home Depot Inc. | Reduce -1.8% | 0.28% | −0.04 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -9.9% | 0.33% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -18.3% | 0.08% | −0.04 |
| USHY iShares Broad Usd High Yield | Reduce -27.6% | 0.08% | −0.04 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -5.0% | 0.18% | −0.04 |
| VLUE iShares MSCI USA Value Facto | Reduce -4.0% | 0.36% | −0.03 |
| IGEB iShares Investment Grade SYS | Reduce -91.3% | 0.00% | −0.03 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.2% | 0.27% | −0.03 |
| ACN Accenture PLC Class A | Reduce -4.4% | 0.13% | −0.03 |
| LEN Lennar Corp. Class A | Reduce -35.3% | 0.03% | −0.03 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -23.0% | 0.08% | −0.03 |
| ETN Eaton Corp. PLC | Reduce -3.5% | 0.09% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -76.5% | 0.01% | −0.03 |
| CRM Salesforce Inc. | Reduce -0.0% | 0.09% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -64.0% | 0.01% | −0.03 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.6% | 0.12% | −0.03 |
| JKHY Jack Henry & Associates Inc. | Reduce -72.5% | 0.01% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.8% | 0.13% | −0.03 |
| AFL Aflac Inc. | Reduce -24.9% | 0.08% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -17.8% | 0.09% | −0.02 |
| VIG Vanguard Dividend Apprec ETF | Reduce -4.0% | 0.20% | −0.02 |
| APP AppLovin Corp. Class A | Reduce -28.0% | 0.03% | −0.02 |
| ALTR Altair Engineering Inc. Class A | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -4.0% | 0.10% | −0.02 |
| AMLP Alerian MLP ETF | Reduce -62.1% | 0.01% | −0.02 |
| EMR Emerson Electric Co. | Reduce -0.2% | 0.08% | −0.02 |
| XLK SS Technology Select Sector | Reduce -8.7% | 0.05% | −0.02 |
| SMLF iShares US Smallcap Equity F | Reduce -23.7% | 0.03% | −0.02 |
| AFRM Affirm Holdings Inc. | Reduce -67.6% | 0.00% | −0.01 |
| CAT Caterpillar Inc. | Reduce -0.5% | 0.09% | −0.01 |
| FHN First Horizon Corp. | Reduce -92.9% | 0.00% | −0.01 |
| ESGU iShares ESG Aware MSCI USA | Reduce -3.3% | 0.09% | −0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -11.8% | 0.03% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.1% | 0.04% | −0.01 |
| SMBC Southern Missouri Bancorp | Sold out | 0.00% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -4.3% | 0.06% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.7% | 0.09% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -0.3% | 0.10% | −0.01 |
| TTD Trade Desk Inc./the Class A | Reduce -18.8% | 0.01% | −0.01 |
| PHM Pultegroup Inc. | Reduce -4.8% | 0.07% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +14.0% | 3.31% | +0.41 |
| AGG iShares Core U.S. Aggregate | Add +11.7% | 5.94% | +0.40 |
| DFIC Dimensional International Co. | Add +12.7% | 1.97% | +0.24 |
| BSV Vanguard Short-Term Bond ETF | Add +9.5% | 5.68% | +0.24 |
| DFIV Dimensional International Va | Add +7.4% | 1.72% | +0.18 |
| IMTM iShares MSCI Intl Momentum F | Add +10.2% | 1.82% | +0.18 |
| BNDX Vanguard Total Intl Bond ETF | Add +14.0% | 2.74% | +0.17 |
| DFAC Dimensional US Core Equity 2 | Add +15.7% | 4.07% | +0.15 |
| DIHP Dimensional International Hi | Add +9.2% | 1.50% | +0.13 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +305.0% | 0.15% | +0.12 |
| BNDW Vanguard Total World Bond Et | Add +502.6% | 0.13% | +0.11 |
| IWB iShares Russell 1000 ETF | Add +30.4% | 0.71% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +12.0% | 1.22% | +0.09 |
| DFUV Dimensional US Marketwide Va | Add +8.7% | 3.24% | +0.09 |
| AVDE Avantis International Equity | Add +94.0% | 0.18% | +0.09 |
| USFR Wisdomtree Floating Rate Tre | Add +79.7% | 0.21% | +0.08 |
| DFUS Dimensional US Eq MKT ETF | Add +44.9% | 0.34% | +0.08 |
| AVEM Avantis Emerging Markets Eq | Add +10.8% | 1.23% | +0.08 |
| VGSH Vanguard Short-Term Treasury | Add +99.0% | 0.14% | +0.06 |
| APGE Apogee Therapeutics Inc. | Add +127.8% | 0.14% | +0.06 |
| VXF Vanguard Extended Market ETF | Add +333.9% | 0.08% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +31.7% | 0.26% | +0.05 |
| AVLC Avantis US LG Cap Eq ETF | Add +95.1% | 0.12% | +0.05 |
| V Visa Inc. Class A | Add +18.5% | 0.25% | +0.05 |
| DFEM Dimensional Emrg MRKT Core | Add +77.6% | 0.10% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +17.3% | 0.87% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +84.1% | 0.09% | +0.04 |
| AVUS Avantis U.S. Equity ETF | Add +49.3% | 0.14% | +0.04 |
| DBEF Xtrackers MSCI Eafe Hedged E | Add +4059.4% | 0.03% | +0.03 |
| OEF iShares S&P 100 ETF | Add +106.1% | 0.07% | +0.03 |
| NEM Newmont Corp. | Add +751.3% | 0.03% | +0.03 |
| MDT Medtronic PLC | Add +34.6% | 0.08% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +30.6% | 0.17% | +0.03 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +26.9% | 0.35% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +9.5% | 0.24% | +0.02 |
| JNJ Johnson & Johnson | Add +2.2% | 0.26% | +0.02 |
| HCA HCA Healthcare Inc. | Add +24.6% | 0.09% | +0.02 |
| CAH Cardinal Health Inc. | Add +178.8% | 0.03% | +0.02 |
| RMD Resmed Inc. | Add +231.7% | 0.03% | +0.02 |
| SPOT Spotify Technology SA | Add +1.0% | 0.16% | +0.02 |
| VEU Vanguard Ftse All-World Ex-U | Add +41.0% | 0.07% | +0.02 |
| T AT&T Inc. | Add +6.0% | 0.11% | +0.02 |
| IDV iShares International Select | Add +4.8% | 0.19% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | Add +139.6% | 0.04% | +0.02 |
| EOG EOG Resources Inc. | Add +8.0% | 0.31% | +0.02 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +19.4% | 0.14% | +0.02 |
| TRV The Travelers Cos Inc. | Add +39.2% | 0.06% | +0.02 |
| VPC Virtus Private Credit Strate | New | 0.02% | +0.02 |
| CORT Corcept Therapeutics Inc. | Add +17.7% | 0.03% | +0.02 |
| DFAI Dimensional International Co. | Add +34.6% | 0.06% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| DISH NETWORK CORP (DISH 3.375 08/15/26) | NOTE 3.375% 8/1 · principal | New | 400,000 | $335K |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Sold out | 248 | $303Kbefore exit |
| AFFIRM HOLDINGS INC (AFRM 0 11/15/26) | NOTE 11/1 · principal | New | 26,000 | $24K |
| SNAP INC (SNAP 0 05/01/27) | NOTE 5/0 · principal | New | 18,000 | $16K |
| RWT HOLDINGS INC (RWT 5.75 10/01/25) | NOTE 5.750%10/0 · principal | New | 15,000 | $15K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 3,573 | $80.9B | AGG, BSV, VOO, DFAC, MTUM |
| Q1 2026 | 3,206 | $67.6B | AGG, BSV, VOO, DFAC, VEA |
| Q4 2025 | 2,835 | $65.6B | AGG, BSV, VOO, DFAC, VEA |
| Q3 2025 | 2,628 | $59.9B | AGG, VOO, BSV, DFAC, VEA |
| Q2 2025 | 2,212 | $44.5B | AGG, BSV, VOO, DFAC, MTUM |
| Q1 2025 | 2,143 | $43.6B | AGG, BSV, VOO, DFAC, MTUM |
| Q4 2024 | 2,113 | $41.0B | AGG, BSV, VOO, DFAC, MTUM |
| Q3 2024 | 1,949 | $42.7B | BSV, AGG, VOO, DFAC, MTUM |
| Q2 2024 | 1,964 | $36.7B | BSV, VOO, AGG, DFAC, MTUM |
| Q1 2024 | 1,938 | $35.2B | BSV, VOO, AGG, DFAC, MTUM |