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Asset Manager ← All Institutions

MATHER GROUP, LLC.

353 N. CLARK STREET SUITE 2775, CHICAGO, IL 60654 • 630-537-1078

Q2 2025 · Filed 2025-07-15
Market Value
$9.4B
+8.2%
Holdings
1,757
-83
New Purchases
6
Added To
248
Closed
1,157
Reduced
293
Top 10 Concentration
56.8%
Turnover
66.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VGK 6.90% 1.94% +4.96% $646M
VMBS 3.20% 0.06% +3.15% $300M
DISV 2.05% 0.00% +2.05% $192M
SCHG 13.19% 11.71% +1.48% $1.2B
VPL 5.18% 4.10% +1.08% $485M
VCIT 0.77% 0.00% +0.77% $72M
DFAE 3.75% 3.19% +0.56% $351M
DFSV 2.03% 1.63% +0.40% $190M
VUG 2.57% 2.28% +0.29% $240M
SUB 0.19% 0.02% +0.18% $18M
NVDA 0.31% 0.22% +0.09% $29M
MSFT 0.46% 0.38% +0.09% $43M
JMUB 0.19% 0.11% +0.09% $18M
ITM 0.22% 0.16% +0.06% $20M
AVGO 0.15% 0.10% +0.05% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPEU 0.10% 5.16% -5.06% $9M
FALN 0.03% 3.14% -3.11% $3M
DFIS 0.59% 3.41% -2.82% $55M
USIG 0.03% 0.83% -0.80% $3M
VBK 1.81% 2.34% -0.53% $169M
SCHV 9.75% 10.14% -0.38% $913M
LII 6.53% 6.91% -0.38% $611M
AAPL 0.41% 0.59% -0.18% $39M
FBND 1.88% 2.03% -0.16% $176M
SPTI 3.18% 3.34% -0.16% $298M
HYMB 0.02% 0.17% -0.15% $2M
SPTL 2.02% 2.14% -0.12% $189M
VTEB 0.45% 0.56% -0.11% $42M
MUB 0.12% 0.23% -0.10% $11M
BIV 2.60% 2.69% -0.10% $243M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 91.4%
Technology 2.4%
Industrials 1.2%
Consumer Defensive 1.0%
Healthcare 0.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 80 $1.1B 11.4%
Large Cap 878 $7.0B 74.8%
Mid Cap 536 $1.2B 13.3%
Small Cap 220 $50M 0.5%
Micro Cap 43 $2M 0.0%

Portfolio Analytics

Avg Market Cap
$60.2B
Median Market Cap
$11.7B
Avg P/E
32.3
Median P/E
22.1
Avg Dividend Yield
0.03%
Avg Beta
0.98
# Stocks
1,299
# ETFs / Funds
458

Top Holdings (1,757 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SCHG 13.19% 42,286,978 $1.2B $29.21 $222M +1,836,380 +4.5%
2 SCHV 9.75% 32,992,117 $913M $27.67 $36M +7,333 +0.0%
3 VGK 6.90% 8,332,294 $646M $77.50 $478M +5,947,219 +249.3%
4 LII 6.53% 1,065,657 $611M $573.24 $13M -1
5 VPL 5.18% 5,903,156 $485M $82.18 $130M +1,004,450 +20.5%
6 DFAE 3.75% 12,129,964 $351M $28.95 $75M +1,481,138 +13.9%
7 VMBS 3.20% 6,470,848 $300M $46.34 $295M +6,364,981 +6012.2%
8 SPTI 3.18% 10,349,392 $298M $28.77 $9M +245,597 +2.4%
9 BIV 2.60% 3,141,376 $243M $77.34 $10M +98,133 +3.2%
10 VUG 2.57% 548,423 $240M $438.40 $44M +17,575 +3.3%
11 VTV 2.34% 1,238,954 $219M $176.74 $9M +25,034 +2.1%
12 DISV 2.05% 5,844,562 $192M $32.91 $192M +5,843,278 +455084.0%
13 DFSV 2.03% 6,462,729 $190M $29.43 $49M +1,452,290 +29.0%
14 SPTL 2.02% 7,114,951 $189M $26.58 $4M +311,058 +4.6%
15 VCSH 2.01% 2,367,109 $188M $79.50 $8M +90,015 +4.0%
16 FBND 1.88% 3,839,198 $176M $45.75 -$339K -15,833 -0.4%
17 VBR 1.82% 873,500 $170M $195.01 $7M -3,139 -0.4%
18 VBK 1.81% 611,559 $169M $276.94 -$33M -191,239 -23.8%
19 IAGG 1.23% 2,245,717 $115M $51.09 $4M +37,086 +1.7%
20 VWO 0.92% 1,746,213 $86M $49.46 $4M -63,484 -3.5%
21 VCIT 0.77% 864,660 $72M $82.92 $72M +864,643 +5086135.3%
22 IEUR 0.72% 1,021,996 $68M $66.20 $5M -16,773 -1.6%
23 SCHE 0.68% 2,114,862 $64M $30.14 $5M +1,074 +0.1%
24 VWOB 0.61% 879,462 $57M $65.35 $2M +22,379 +2.6%
25 DFIS 0.59% 1,843,614 $55M $29.84 -$240M -9,572,222 -83.8%
26 SCHC 0.53% 1,160,858 $49M $42.59 $8M +3,688 +0.3%
27 IVV 0.48% 72,972 $45M $620.91 $1M -5,030 -6.5%
28 AGG 0.48% 455,368 $45M $99.20 $4M +40,313 +9.7%
29 IPAC 0.48% 653,467 $45M $68.70 $8M +53,769 +9.0%
30 PG 0.47% 276,415 $44M $159.32 -$2M +5,699 +2.1%
31 MSFT 0.46% 87,351 $43M $497.41 $11M +592 +0.7%
32 VTEB 0.45% 865,400 $42M $49.03 -$6M -109,680 -11.2%
33 VEU 0.45% 622,577 $42M $67.22 $4M -1,725 -0.3%
34 AAPL 0.41% 188,180 $39M $205.17 -$13M -42,257 -18.3%
35 VOO 0.40% 65,584 $37M $568.04 $5M +2,259 +3.6%
36 DFAI 0.38% 1,040,919 $36M $34.57 $4M +24,590 +2.4%
37 DFLV 0.37% 1,106,184 $34M $31.02 $2M +57,851 +5.5%
38 IOO 0.32% 277,577 $30M $107.81 $3M +2,679 +1.0%
39 ESGV 0.31% 267,797 $29M $109.64 $5M +20,908 +8.5%
40 NVDA 0.31% 185,548 $29M $157.99 $10M +8,109 +4.6%
41 VXF 0.31% 149,460 $29M $192.71 $4M +2,706 +1.8%
42 DFAC 0.30% 792,365 $28M $35.84 $920K -40,563 -4.9%
43 VT 0.30% 215,884 $28M $128.52 $3M +328 +0.1%
44 VGIT 0.29% 456,605 $27M $59.81 -$3M -59,095 -11.5%
45 VTI 0.29% 89,333 $27M $303.93 $923K -6,097 -6.4%
46 DFUV 0.27% 590,903 $25M $42.28 -$688K -32,034 -5.1%
47 IWF 0.22% 49,090 $21M $424.58 $3M -1,099 -2.2%
48 ITM 0.22% 447,121 $20M $45.47 $7M +148,426 +49.7%
49 VSS 0.20% 139,518 $19M $134.39 $500K -18,355 -11.6%
50 SUB 0.19% 171,641 $18M $106.34 $17M +158,721 +1228.5%
51 JMUB 0.19% 365,641 $18M $49.64 $9M +179,685 +96.6%
52 ESGD 0.19% 197,096 $18M $89.22 $2M +2,482 +1.3%
53 META 0.19% 23,562 $17M $738.10 $4M +740 +3.2%
54 MGK 0.18% 46,313 $17M $366.16 $2M -1,583 -3.3%
55 CINF 0.17% 106,061 $16M $148.92 -$289K -2,818 -2.6%
56 VEA 0.17% 275,685 $16M $57.01 $582K -22,065 -7.4%
57 PEP 0.17% 118,853 $16M $132.04 -$1M +7,121 +6.4%
58 BND 0.17% 212,549 $16M $73.63 -$782K -11,170 -5.0%
59 MCD 0.17% 52,987 $15M $292.17 -$1M -1,251 -2.3%
60 BRK-B 0.16% 31,771 $15M $485.77 -$2M -49 -0.1%
61 ITW 0.16% 62,113 $15M $247.25 $469K +2,081 +3.5%
62 AMZN 0.16% 69,831 $15M $219.39 $4M +8,327 +13.5%
63 GD 0.16% 51,588 $15M $291.66 $307K -2,486 -4.6%
64 AFL 0.16% 140,655 $15M $105.46 -$889K -751 -0.5%
65 PPG 0.15% 125,616 $14M $113.75 $941K +3,551 +2.9%
66 APD 0.15% 50,526 $14M $282.06 $108K +2,571 +5.4%
67 ATO 0.15% 90,523 $14M $154.11 -$769K -4,699 -4.9%
68 HRL 0.15% 459,709 $14M $30.25 -$477K -5,180 -1.1%
69 TROW 0.15% 143,261 $14M $96.50 $1M +7,690 +5.7%
70 AVGO 0.15% 49,739 $14M $275.65 $5M -998 -2.0%
71 AOS 0.14% 206,507 $14M $65.57 $262K +3,350 +1.6%
72 TGT 0.14% 135,004 $13M $98.65 $1M +21,330 +18.8%
73 V 0.14% 36,772 $13M $355.06 $264K +270 +0.7%
74 VOOV 0.14% 67,298 $13M $188.71 -$42K -1,878 -2.7%
75 QQQ 0.13% 22,530 $12M $551.62 $2M +499 +2.3%
76 VIG 0.13% 60,567 $12M $204.67 $246K -2,068 -3.3%
77 SPY 0.12% 18,341 $11M $617.84 $1M +203 +1.1%
78 MUB 0.12% 108,051 $11M $104.48 -$8M -76,574 -41.5%
79 BF-B 0.12% 418,183 $11M $26.91 -$3M +10,180 +2.5%
80 DFAT 0.11% 195,912 $11M $53.96 -$3M -74,707 -27.6%
81 GOOGL 0.11% 57,958 $10M $176.23 $1M +1,457 +2.6%
82 BRK-A 0.11% 14 $10M $728,800.00 -$975K
83 IWD 0.11% 51,645 $10M $194.23 $74K -1,272 -2.4%
84 IEMG 0.11% 165,012 $10M $60.03 $2M +9,558 +6.2%
85 EAGG 0.11% 206,916 $10M $47.54 $1M +22,273 +12.1%
86 SLYG 0.10% 107,602 $10M $88.75 -$357K -11,753 -9.8%
87 XOM 0.10% 88,443 $10M $107.80 -$2M -5,416 -5.8%
88 IEFA 0.10% 113,636 $9M $83.48 $858K -421 -0.4%
89 SPEU 0.10% 192,661 $9M $48.46 -$437M -9,946,512 -98.1%
90 GOOG 0.09% 49,654 $9M $177.39 $1M +2,071 +4.3%
91 JPIE 0.09% 176,310 $8M $46.32 $23K -468 -0.3%
92 VGLT 0.08% 136,415 $8M $56.12 -$796K -10,291 -7.0%
93 CAT 0.08% 19,450 $8M $388.20 $3M +6,976 +55.9%
94 TSLA 0.08% 23,741 $8M $317.66 $3M +4,707 +24.7%
95 COST 0.08% 7,517 $7M $990.02 $168K -173 -2.2%
96 UCON 0.08% 289,129 $7M $24.89 $101K +2,434 +0.8%
97 NFLX 0.08% 5,245 $7M $1,339.03 $3M +464 +9.7%
98 USMV 0.07% 74,791 $7M $93.87 $14K -22 -0.0%
99 DFIV 0.07% 163,359 $7M $42.83 $544K -576 -0.3%
100 SLYV 0.07% 87,666 $7M $79.76 $11K -1,386 -1.6%

Options Breakdown

0 Calls $0 Call Value 4 Puts $176K Put Value

Top Puts

SymbolSharesValueStatus
AXON 1,500 $99K NEW
WAB 6,000 $39K NEW
AAPL 5,000 $26K NEW
MSFT 2,600 $12K NEW

New Positions

SymbolValue% Port
DFCF $4M 0.04%
DMBS $4M 0.04%
VCEB $2M 0.02%
TAFI $508K 0.01%
RPV $318K —%
CDE $99K —%

Sold Out Positions

SymbolValue% Port
OGS —%
ABM —%
PAC —%
AVB —%
FMX —%
CPA —%
NVT —%
EXPD —%
ALB —%
HRB —%
APAM —%
IBP —%
NFG —%
ATR —%
GLW —%
View SEC EDGAR Filings for MATHER GROUP, LLC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms