Mercer Investments LLC

Mercer Investments LLC latest Q4_2020 13F filings reported $7,443,000 in market value on this 2021-02-16 report date . The portfolio quarterly return is 12.30%. This fund has 2 securities concentrations of 100% weights.

Mercer Investments LLC largest holding is Vanguard S&P 500 ETF with weight of 83.15% and $6,189,000 in market value. The portfolio return is computed based on the amount invested in the new quarter. The following shows the portfolio details.

Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-02-162020-12-31Q4_202013F-HR2$7,443,00012.30%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
VANGUARD INDEX FDSVOOINCR$6,18912.63%83.15%$343.66-99.18%18,009
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVIGINCR$1,25410.68%16.85%$141.17-99.09%8,883