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Mather Group, LLC.

SEC CIK
0001527641
Latest filing
Jul 27, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 16, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
373
−70 vs. Q1 2022
Portfolio value
$4.38B
−$685.8M (−13.5%) vs. Q1 2022
Filed
Aug 16, 2022
SEC
Holdings of Mather Group, LLC. in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap Value ETF808524409ETF6,813,154$425.3M9.7%+123,225+1.8%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF7,255,472$420.7M9.6%+431,381+6.3%Added–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF6,633,188$350.4M8.0%+284,589+4.5%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF6,238,843$298.3M6.8%+81,874+1.3%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF4,153,993$263.7M6.0%+147,989+3.7%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF1,406,529$210.7M4.8%+44,349+3.3%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF4,692,347$195.4M4.5%+557,398+13.5%Added–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,385,631$145.9M3.3%+123,018+5.4%Added–
Vanguard Morningstar Value ETF922908744ETF1,076,743$142.0M3.2%+63,237+6.2%Added–
Schwab International Small-Cap Equity ETF808524888ETF4,283,847$133.8M3.1%+170,592+4.1%Added–
Vanguard Morningstar Growth ETF922908736ETF590,318$131.6M3.0%+41,973+7.7%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF652,578$128.6M2.9%+32,220+5.2%Added–
Schwab Emerging Markets Equity ETF808524706ETF4,427,508$112.4M2.6%−235,754−5.1%Reduced–
iShares Tr46435G474FALN ANGLS USD3,744,665$92.2M2.1%+512,818+15.9%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,056,385$80.6M1.8%+6,172+0.6%Added–
Vanguard Long-Term Treasury ETF92206C847ETF1,034,573$72.6M1.7%+84,277+8.9%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF1,157,284$70.9M1.6%+159,928+16.0%Added–
VanEck ETF Trust92189F437FALLEN ANGEL HG1,589,377$42.9M1.0%−206,952−11.5%Reduced–
iShares Tr464288646ISHS 1-5YR INVS773,415$39.1M0.9%+13,983+1.8%Added–
iShares Core S&P 500 ETF464287200ETF97,950$37.1M0.8%+3,530+3.7%Added–
iShares Tr4642886613 7 YR TREAS BD267,542$31.9M0.7%−54,088−16.8%Reduced–
iShares Core MSCI Europe ETF46434V738ETF647,831$29.1M0.7%+171,564+36.0%Added–
iShares Tr464288281JPMORGAN USD EMG317,631$27.1M0.6%−39,722−11.1%Reduced–
AAPLApple Inc.Stock155,014$21.2M0.5%−26,975−14.8%ReducedHistory
Dimensional U.S. Core Equity 2 ETF25434V708ETF905,661$21.1M0.5%+41,380+4.8%Added–
iShares Tr464288588MBS ETF189,247$18.4M0.4%+140,902+291.5%Added–
iShares Tr46434V696CORE MSCI PAC353,933$18.4M0.4%+90,360+34.3%Added–
iShares Russell 1000 Growth ETF464287614ETF77,590$17.0M0.4%−1,828−2.3%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD323,247$16.1M0.4%+45,608+16.4%Added–
Dimensional ETF Trust25434V203INTL CORE EQT MK653,163$15.8M0.4%+143,474+28.1%Added–
iShares Tr4642874407-10 YR TRSY BD147,441$15.1M0.3%−21,771−12.9%Reduced–
MSFTMicrosoft CorpStock58,267$15.0M0.3%+3,281+6.0%AddedHistory
VanEck ETF Trust92189H201INTRMDT MUNI ETF303,044$13.8M0.3%+172,455+132.1%Added–
Vanguard Total Bond Market ETF921937835ETF182,249$13.7M0.3%+99,451+120.1%Added–
iShares Tr464288414NATIONAL MUN ETF126,802$13.5M0.3%+58,080+84.5%Added–
ADPAutomatic Data Processing IncStock63,019$13.2M0.3%+2,525+4.2%AddedHistory
CBChubb LtdStock67,205$13.2M0.3%+2,286+3.5%AddedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF69,197$13.1M0.3%+2,293+3.4%Added–
iShares Russell 1000 Value ETF464287598ETF89,755$13.0M0.3%−11,345−11.2%Reduced–
MCDMcDonalds CorpStock52,621$13.0M0.3%+2,360+4.7%AddedHistory
ATOAtmos Energy CorpCOM115,214$12.9M0.3%+696+0.6%AddedHistory
GDGeneral Dynamics CorpStock58,268$12.9M0.3%+301+0.5%AddedHistory
ADMArcher-Daniels-Midland CoStock162,006$12.6M0.3%−7,226−4.3%ReducedHistory
CLColgate Palmolive CoStock152,290$12.2M0.3%+7,086+4.9%AddedHistory
APDAir Products & Chemicals, Inc.Stock50,489$12.1M0.3%+3,592+7.7%AddedHistory
HRLHormel Foods CorpCOM254,829$12.1M0.3%+4,695+1.9%AddedHistory
Victory Portfolios II92647N782VCSHS US 500 ENH187,587$12.1M0.3%+125,853+203.9%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF544,249$11.7M0.3%+105,993+24.2%Added–
AFLAflac IncStock210,065$11.6M0.3%+10,170+5.1%AddedHistory
MMM3M CoStock85,721$11.1M0.3%+7,345+9.4%AddedHistory
ITWIllinois Tool Works IncStock57,671$10.5M0.2%+5,228+10.0%AddedHistory
TROWPrice T Rowe Group IncStock90,155$10.2M0.2%+14,430+19.1%AddedHistory
BENFranklin Templeton IncCOM424,764$9.90M0.2%+46,853+12.4%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF95,769$9.88M0.2%+26,667+38.6%Added–
SPDR Series Trust78464A672ST INTER ETF317,450$9.36M0.2%+262,385+476.5%Added–
Vanguard Total World Stock ETF922042742ETF107,335$9.16M0.2%+3,751+3.6%Added–
SWKStanley Black & Decker, Inc.COM83,998$8.81M0.2%+14,150+20.3%AddedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE268,736$8.49M0.2%+268,736New–
ORCLOracle CorpStock119,813$8.37M0.2%+18,741+18.5%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF170,222$8.35M0.2%+9,677+6.0%Added–
iShares Core MSCI Eafe ETF46432F842ETF133,681$7.87M0.2%+13,376+11.1%Added–
iShares Core S&P Small Cap ETF464287804ETF83,159$7.68M0.2%+14,670+21.4%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF35,611$7.01M0.2%+20,801+140.5%Added–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF95,122$6.89M0.2%+20,835+28.0%Added–
Invesco QQQ Tr04609E107UNIT SER 124,251$6.80M0.2%+24,251New–
BRK.BBerkshire Hathaway IncStock24,873$6.79M0.2%+8,343+50.5%AddedHistory
Dimensional U.S. Targeted Value ETF25434V609ETF167,272$6.73M0.2%+42,823+34.4%Added–
SPDR Series Trust78464A201ST STR SP600GRWO93,689$6.61M0.2%+28,850+44.5%Added–
Vanguard Intermediate-Term Bond ETF921937819ETF83,826$6.51M0.1%+37,364+80.4%Added–
iShares Core S&P Mid-Cap ETF464287507ETF28,465$6.44M0.1%+875+3.2%Added–
iShares U.S. Treasury Bond ETF46429B267ETF267,311$6.39M0.1%+163,284+157.0%Added–
Victory Portfolios II92647N824VCSHS US EQ INCM94,375$6.24M0.1%+67,461+250.7%Added–
XOMExxonMobil Holdings CorpCOM72,542$6.21M0.1%+1,416+2.0%AddedHistory
SPYSPDR S&P 500 ETF TrustETF14,569$5.50M0.1%−554−3.7%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF140,415$5.47M0.1%+30,757+28.0%Added–
SPDR Series Trust78468R721STATE STREET SPD108,548$4.98M0.1%+68,699+172.4%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF70,611$4.96M0.1%−4,106−5.5%Reduced–
Vanguard Total International Bond ETF92203J407ETF97,908$4.85M0.1%+97,908New–
iShares Tr46432F859CORE 1 5 YR USD96,370$4.57M0.1%+84,693+725.3%Added–
iShares Tr464288273EAFE SML CP ETF83,433$4.55M0.1%+79,109+1,829.5%Added–
AMZNAmazon Com IncStock41,792$4.44M0.1%−12,128−22.5%ReducedConverted for a 20-for-1 splitHistory
Vanguard Morningstar Small-Cap ETF922908751ETF23,593$4.16M0.1%+17,494+286.8%Added–
iShares Russell Mid-Cap Value ETF464287473ETF40,861$4.15M0.1%−180.0%Reduced–
Vanguard Real Estate ETF922908553ETF43,820$3.99M0.1%+21,337+94.9%Added–
Vanguard World FD921910733ESG US STK ETF56,902$3.78M0.1%−1,050−1.8%Reduced–
Schwab US Tips ETF808524870ETF65,487$3.65M0.1%+37,014+130.0%Added–
iShares Core MSCI Total International Stock ETF46432F834ETF62,964$3.59M0.1%+62,964New–
ABBVAbbVie Inc.Stock23,405$3.58M0.1%+410+1.8%AddedHistory
GOOGLAlphabet Inc.Stock1,628$3.55M0.1%+426+35.4%AddedHistory
VVisa Inc.Stock17,163$3.38M0.1%+2,362+16.0%AddedHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF145,817$3.38M0.1%+37,740+34.9%Added–
SGOLabrdn Gold ETF TrustETF192,151$3.33M0.1%+146,767+323.4%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE51,836$3.25M0.1%+1,389+2.8%Added–
WisdomTree Tr97717W570US MIDCAP FUND69,930$3.21M0.1%+49,743+246.4%Added–
Vanguard Ftse Developed Markets ETF921943858ETF73,093$2.98M0.1%+53,509+273.2%Added–
iShares Tr464288158SHRT NAT MUN ETF28,448$2.98M0.1%−72,414−71.8%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF59,355$2.96M0.1%+3,221+5.7%Added–
SPDR Series Trust78464A284ST NUVE HIGH ETF57,420$2.95M0.1%+52,282+1,017.6%Added–
Vanguard S&P 500 ETF922908363ETF8,471$2.94M0.1%+198+2.4%Added–
Vanguard Materials ETF92204A801ETF17,726$2.84M0.1%+13,406+310.3%Added–

Sold out since Q1 2022 (112)

Positions held at the end of Q1 2022 that are gone from this filing.

The largest 100 of 112 by value last quarter.

Positions of Mather Group, LLC. sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
LIILennox International IncCOM1,241,383$320.1M6.3%History
Invesco QQQ Trust Series I46090E103ETF27,135$9.84M0.2%–
iShares Inc464286533MSCI EMERG MRKT129,854$7.92M0.2%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF103,370$7.46M0.1%–
Schwab Fundamental U.S. Small Company ETF808524763ETF38,741$2.07M<0.1%–
TGTTarget CorpStock9,525$2.02M<0.1%History
Dimensional ETF Trust25434V807INTERNATNAL VAL38,496$1.29M<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS26,746$1.03M<0.1%History
Vanguard Morningstar Mid-Cap Value ETF922908512ETF6,620$991.0K<0.1%–
HPHelmerich & Payne, Inc.COM21,383$915.0K<0.1%History
Vanguard Index FDS922908652EXTEND MKT ETF5,369$889.0K<0.1%–
EWEdwards Lifesciences CorpStock7,182$846.0K<0.1%History
BLKBlackRock, Inc.COM1,100$841.0K<0.1%History
TTWOTake Two Interactive Software IncCOM5,013$771.0K<0.1%History
RELXRELX PLCSPONSORED ADR24,247$754.0K<0.1%History
SANBanco Santander, S.A.ADR222,491$752.0K<0.1%History
AVTRAvantor, Inc.COM21,728$735.0K<0.1%History
iShares Tr46435G268RUSEL 2500 ETF11,181$697.0K<0.1%–
HZNPHorizon Therapeutics Public Ltd CoSHS5,659$595.0K<0.1%History
DBX ETF Tr233051432XTRACK USD HIGH15,629$590.0K<0.1%–
SNYSanofiSPONSORED ADR10,977$564.0K<0.1%History
ABBNYABB LtdSPONSORED ADR17,361$561.0K<0.1%History
PHParker-Hannifin CorpStock1,903$540.0K<0.1%History
PLDPrologis, Inc.REIT3,327$537.0K<0.1%History
SUSuncor Energy IncStock16,433$536.0K<0.1%History
Dimensional U.S. Small Cap ETF25434V500ETF9,541$535.0K<0.1%–
BPBP PLCADR18,097$532.0K<0.1%History
CTRACoterra Energy Inc.Stock19,314$521.0K<0.1%History
iShares Tr464287630RUS 2000 VAL ETF3,207$518.0K<0.1%–
BNYBank of New York Mellon CorpStock10,169$505.0K<0.1%History
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF11,619$485.0K<0.1%–
ICEIntercontinental Exchange, Inc.Stock3,643$481.0K<0.1%History
JWNNordstrom IncStock17,477$474.0K<0.1%History
CTSHCognizant Technology Solutions CorpCL A4,948$444.0K<0.1%History
CDNSCadence Design Systems IncStock2,617$430.0K<0.1%History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF22,321$425.0K<0.1%–
DEDeere & CoStock998$415.0K<0.1%History
CDWCDW CorpCOM2,266$405.0K<0.1%History
IPGInterpublic Group of Companies, Inc.COM11,157$396.0K<0.1%History
NUENucor CorpCOM2,584$384.0K<0.1%History
CRWDCrowdStrike Holdings, Inc.Stock1,681$382.0K<0.1%History
DHIHorton D R IncCOM5,125$382.0K<0.1%History
DOVDOVER CorpCOM2,366$371.0K<0.1%History
MCHPMicrochip Technology IncStock4,753$357.0K<0.1%History
FERGFerguson Enterprises Inc.SHS2,660$357.0K<0.1%History
KDPKeurig Dr Pepper Inc.COM9,138$346.0K<0.1%History
SESea LtdSPONSORD ADS2,771$332.0K<0.1%History
LKQLKQ CorpCOM7,223$328.0K<0.1%History
Vanguard Communication Services ETF92204A884ETF2,714$326.0K<0.1%–
ALGNAlign Technology IncCOM740$323.0K<0.1%History
QRVOQorvo, Inc.Stock2,539$315.0K<0.1%History
iShares Tr46435G425ESG AWR MSCI USA3,057$310.0K<0.1%–
BHPBHP Group LtdADR3,994$309.0K<0.1%History
WisdomTree Tr97717W760INTL SMCAP DIV4,427$304.0K<0.1%–
DFSDiscover Financial ServicesCOM2,586$285.0K<0.1%History
AVYAvery Dennison CorpCOM1,628$283.0K<0.1%History
AFGAmerican Financial Group IncCOM1,936$282.0K<0.1%History
SAPSAP SEADR2,482$275.0K<0.1%History
FBINFortune Brands Innovations, Inc.COM3,694$274.0K<0.1%History
MFCManulife Financial CorpCOM12,574$268.0K<0.1%History
FRTFederal Realty Investment TrustSH BEN INT NEW2,172$265.0K<0.1%History
LLoews CorpCOM4,076$264.0K<0.1%History
LDOSLeidos Holdings, Inc.COM2,437$263.0K<0.1%History
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR41,726$262.0K<0.1%History
ANETArista Networks, Inc.COM1,876$261.0K<0.1%History
EXRExtra Space Storage Inc.COM1,258$259.0K<0.1%History
MRVLMarvell Technology, Inc.COM3,584$257.0K<0.1%History
FFord Motor CoStock15,168$256.0K<0.1%History
PNWPinnacle West Capital CorpCOM3,272$256.0K<0.1%History
Schwab Fundamental Emerging Markets Equity ETF808524730ETF8,823$255.0K<0.1%–
PANWPalo Alto Networks IncStock408$254.0K<0.1%History
HALHalliburton CoStock6,452$244.0K<0.1%History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF2,205$243.0K<0.1%–
Vanguard S&P 500 Growth ETF921932505ETF875$241.0K<0.1%–
BBYBest Buy Co IncStock2,638$240.0K<0.1%History
VNOVornado Realty TrustSH BEN INT5,219$237.0K<0.1%History
iShares Tips Bond ETF464287176ETF1,896$236.0K<0.1%–
FNDFloor & Decor Holdings, Inc.CL A2,884$234.0K<0.1%History
BJBJ's Wholesale Club Holdings, Inc.COM3,429$232.0K<0.1%History
IVZInvesco Ltd.Stock9,918$229.0K<0.1%History
TMUST-Mobile US, Inc.Stock1,735$223.0K<0.1%History
BAXBaxter International IncStock2,865$222.0K<0.1%History
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,019$221.0K<0.1%–
NTAPNetApp, Inc.Stock2,663$221.0K<0.1%History
PKGPackaging Corp of AmericaStock1,404$219.0K<0.1%History
MTCHMatch Group, Inc.COM2,009$218.0K<0.1%History
PUKPrudential PLCADR7,362$218.0K<0.1%History
J P Morgan Exchange Traded F46641Q373BETABUILDERS I3,866$215.0K<0.1%–
iShares MSCI India ETF46429B598ETF4,801$214.0K<0.1%–
CMECME Group Inc.COM898$214.0K<0.1%History
CHTRCharter Communications, Inc.CL A392$214.0K<0.1%History
CBRECbre Group, Inc.CL A2,342$214.0K<0.1%History
CHKPCheck Point Software Technologies LtdORD1,550$214.0K<0.1%History
TEAMAtlassian CorpCL A727$214.0K<0.1%History
IDXXIDEXX Laboratories IncCOM389$213.0K<0.1%History
RIORio Tinto PLCADR2,623$211.0K<0.1%History
EXPOExponent IncCOM1,948$211.0K<0.1%History
CNPCenterpoint Energy IncCOM6,887$211.0K<0.1%History
APHAmphenol CorpCL A2,775$209.0K<0.1%History
iShares Tr46434V381FUTU EXPO TE ETF3,544$209.0K<0.1%–