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Efficient Advisors

Latest statistics and disclosures from Efficient Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VBR, VTI, VB, VTV, BND, and represent 32.24% of Efficient Advisors's stock portfolio.
Added to shares of these 10 stocks: BSV, VSS, BIV, AGG, VEU, VWO, BND, DFIC, VGSH, VNQ.
Started 3 new stock positions in TPIF, TPSC, TPLC.
Reduced shares in these 10 stocks: VB, VTI, IVE, TILT, VBR, IWC, VOO, IVV, EFV, AVDV.
Efficient Advisors was a net buyer of stock by $15M.
Efficient Advisors has $1.6B in assets under management (AUM), dropping by 5.26%.
Central Index Key (CIK): 0001542164

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Positions held by Efficient Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Efficient Advisors

Efficient Advisors holds 68 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.4	$115M		598k	191.88	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	6.6	$103M		396k	259.90	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.4	$99M		433k	228.59	View chart
Vanguard Index Fds Value Etf (VTV)	6.0	$94M		574k	162.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	5.9	$93M		1.3M	72.63	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.8	$90M		188k	480.70	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	5.7	$90M	+2%	1.2M	75.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.4	$69M	+2%	706k	97.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	4.1	$64M	+3%	839k	76.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.3	$51M	+3%	869k	58.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.9	$46M		1.4M	31.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	2.8	$44M	+3%	504k	86.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.5	$39M	+4%	336k	116.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.5	$39M	+2%	643k	60.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.4	$38M	+2%	755k	50.17	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.4	$38M	+2%	563k	67.34	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.4	$38M		497k	76.03	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.3	$36M		1.1M	31.61	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.2	$34M	+4%	1.3M	26.75	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$29M	+2%	592k	49.19	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.9	$29M	+2%	604k	47.89	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$29M	+2%	373k	77.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$26M	+6%	626k	41.77	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.7	$26M	-2%	395k	65.86	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.5	$24M	+4%	943k	25.06	View chart
Flexshares Tr Mornstar Usmkt (TILT)	1.5	$23M	-4%	117k	198.39	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.3	$20M	+7%	344k	58.07	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	1.1	$17M		233k	71.66	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.8	$13M	+3%	489k	26.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$11M	-9%	61k	186.81	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$10M	+8%	421k	24.72	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.7	$10M		203k	50.86	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.6	$10M		122k	81.78	View chart
Ishares Tr Eafe Value Etf (EFV)	0.6	$9.1M	-6%	168k	54.40	View chart
Ishares Tr Micro-cap Etf (IWC)	0.3	$5.2M	-12%	43k	121.19	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$5.0M	-11%	9.6k	525.75	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$4.7M	-9%	59k	79.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.2	$3.8M	+10%	70k	54.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.2	$3.7M	+10%	60k	62.34	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.2	$3.4M		66k	51.33	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.2	$3.3M	-9%	87k	37.50	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$3.0M	-6%	48k	63.33	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$2.8M	-4%	69k	41.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.8M		27k	104.73	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$2.8M		65k	42.82	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.1M	-4%	19k	110.50	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$1.6M	+14%	58k	27.19	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$1.3M		12k	107.60	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$795k	-4%	11k	73.46	View chart
Spdr Index Shs Fds S&p Intl Smlcp (GWX)	0.1	$786k	-5%	24k	32.48	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$778k	-4%	6.1k	127.12	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$704k	-4%	2.9k	239.77	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$525k		6.8k	77.73	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$483k	-3%	6.5k	74.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$470k	-19%	4.1k	115.31	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.0	$464k	NEW	11k	42.11	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$439k	-5%	11k	40.90	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.0	$421k	-5%	7.4k	56.98	View chart
Timothy Plan Intl Etf (TPIF)	0.0	$417k	NEW	15k	27.24	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$402k	-12%	20k	20.30	View chart
Spdr Ser Tr Portfli Tips Etf (SPIP)	0.0	$396k		16k	25.62	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$387k		7.0k	55.67	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$381k		4.7k	80.52	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.0	$362k	-11%	8.6k	42.14	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$284k		5.5k	51.60	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.0	$266k	-3%	3.1k	86.66	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$265k	-6%	2.2k	120.99	View chart
Timothy Plan U S Sm Cp Core (TPSC)	0.0	$202k	NEW	5.5k	36.69	View chart

Past Filings by Efficient Advisors

SEC 13F filings are viewable for Efficient Advisors going back to 2011

Efficient Advisors 2024 Q1 filed May 9, 2024
Efficient Advisors 2023 Q4 filed Feb. 8, 2024
Efficient Advisors 2023 Q3 filed Nov. 7, 2023
Efficient Advisors 2023 Q2 filed Aug. 8, 2023
Efficient Advisors 2023 Q1 filed May 9, 2023
Efficient Advisors 2022 Q4 filed Feb. 8, 2023
Efficient Advisors 2022 Q3 filed Nov. 8, 2022
Efficient Advisors 2022 Q2 filed Aug. 5, 2022
Efficient Advisors 2022 Q1 filed May 11, 2022
Efficient Advisors 2021 Q4 filed Jan. 20, 2022
Efficient Advisors 2021 Q3 filed Oct. 21, 2021
Efficient Advisors 2021 Q2 filed July 21, 2021
Efficient Advisors 2021 Q1 filed April 28, 2021
Efficient Advisors 2020 Q4 filed Feb. 2, 2021
Efficient Advisors 2020 Q3 filed Nov. 9, 2020
Efficient Advisors 2020 Q2 filed Aug. 7, 2020

View all past filings

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