Mercer Investments LLC 13F Holdings · last filed Q1 2024
Mercer Investments LLC reported 9 securities worth $62.55M in its SEC 13F filing for Q1 2024 (period ended 2024-03-31). Top holdings: FMX (31.59%), VIG (24.31%), VOO (15.99%). Among its top 25 positions this quarter: 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FMX | FOMENTO ECONOMICO MEX SP | $19.8M | 31.59% | 151,678 | Trimmed |
| 2 | VIG | Vanguard Dividend Appreciation ETF | $15.2M | 24.31% | 83,921 | Trimmed |
| 3 | VOO | Vanguard S&P 500 ETF | $10.0M | 15.99% | 20,814 | Trimmed |
| 4 | FNV | FRANCO NEVADA CORP | $8.6M | 13.71% | 71,980 | Trimmed |
| 5 | MELI | MERCADOLIBRE INC | $4.0M | 6.47% | 2,675 | Trimmed |
| 6 | CCU | CIA CERVECERIAS UNI SPON | $2.7M | 4.37% | 227,899 | Trimmed |
| 7 | ISRA | VanEck Israel ETF | $1.1M | 1.77% | 29,480 | Trimmed |
| 8 | ESGD | iShares ESG Aware MSCI EAFE ETF | $995,921 | 1.59% | 12,463 | Trimmed |
| 9 | STIP | iShares 0-5 Year TIPS Bond ETF | $123,697 | 0.20% | 1,244 | Trimmed |
Source: SEC Form 13F filings · as of 2024-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR