Efficient Advisors, LLC Investment Portfolio — 13F Data

CIK: 0001542164

Diversified strategySector-focusedMomentum follower

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 58

Efficient Advisors, LLC disclosed 58 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 20.5%.

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Personality snowflake

Concentration: 18.92
Portfolio Stability: 20.54
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 86.68

Efficient Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.047 — mathematically equivalent to about 21 equally-sized positions, well below its 58 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.

Position sizes vary widely across the portfolio (a coefficient of variation of 1.33), with a handful of outsized bets alongside many smaller positions.

Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 2.4 percentage-point tilt) — a pattern consistent with a momentum-following approach.

Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.

Recent moves

Add BND
+2.1%　$1.7M
Add BIV
+3.1%　$2.3M
Trim AGG
-46.8%　-$23.3M
Trim DFAC
-41.0%　-$22.1M
Trim VBR
-29.9%　-$33.8M
Trim DFIC
-44.8%　-$17.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BND	Vanguard Total Bond Market	ETF-Other	8.07%	+1.53%	+2.11%
2	BIV	Vanguard Intermediate-term B	ETF-Other	7.75%	+1.51%	+3.09%
3	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	7.57%	+0.22%	-11.51%
4	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.89%	+0.33%	-9.46%
5	VTV	Vanguard Value ETF	ETF-Other	6.88%	+0.38%	-15.24%
6	VBR	Vanguard Small-cap Value ETF	ETF-Other	6.14%	-0.88%	-29.94%
7	VB	Vanguard Small-cap ETF	ETF-Other	5.88%	-0.43%	-24.49%
8	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	3.86%	+0.08%	-17.84%
9	BSV	Vanguard Short-term Bond ETF	ETF-Other	3.56%	+0.01%	-17.04%
10	VNQ	Vanguard Real Estate ETF	ETF-Other	3.39%	+0.26%	-11.35%
11	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	2.97%	+0.03%	-18.26%
12	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.87%	+0.03%	-19.20%
13	VGK	Vanguard Ftse Europe ETF	ETF-Other	2.86%	—	-16.56%
14	VPL	Vanguard Ftse Pacific ETF	ETF-Other	2.83%	+0.04%	-22.76%
15	VXUS	Vanguard Total Intl Stock	ETF-Other	2.80%	-0.01%	-20.02%
16	VTIP	Vanguard Short-term Tips	ETF-Other	2.62%	+0.56%	+3.61%
17	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.59%	+0.52%	+3.32%
18	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	2.56%	+0.52%	+3.79%
19	DFAC	Dimensional US Core Equity 2	ETF-Other	2.16%	-0.90%	-41.01%
20	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.03%	+0.10%	-14.10%
21	DUHP	Dimensional US High Profi Et	ETF-Other	1.87%	-0.64%	-36.68%
22	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.85%	-1.03%	-46.84%
23	DFIC	Dimensional International Co	ETF-Other	1.63%	-0.72%	-44.77%
24	DFIS	Dimensional International Sm	ETF-Other	1.07%	-0.55%	-46.80%
25	AVDV	Avantis Intl S/c Value ETF	ETF-Other	0.78%	-0.31%	-44.76%
26	DFAT	Dimensional US Target Value	ETF-Other	0.69%	+0.12%	-6.14%
27	DIHP	Dimensional International Hi	ETF-Other	0.68%	-0.26%	-41.27%
28	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.67%	+0.11%	-3.84%
29	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.61%	-0.47%	-53.60%
30	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	0.60%	-0.18%	-39.25%
31	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.39%	+0.06%	-3.08%
32	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.32%	+0.04%	-9.68%
33	DGS	Wisdomtree Em Small Cap	ETF-Small Cap	0.29%	-0.18%	-51.07%
34	DISV	Dimensional International Sm	ETF-Other	0.29%	+0.04%	-9.19%
35	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.26%	-0.04%	-27.44%
36	TILT	Flexshares Morningstar US Ma	ETF-Other	0.26%	+0.02%	-9.64%
37	IWC	Ishares Micro-cap ETF	ETF-Other	0.18%	+0.02%	-8.41%
38	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.18%	+0.01%	-10.35%
39	EFA	Ishares Msci Eafe ETF	ETF-Other	0.16%	+0.02%	-9.85%
40	TLTD	Flexshares Morningstar Devel	ETF-Other	0.14%	—	-21.59%
41	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.10%	+0.01%	-8.71%
42	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.10%	+0.01%	-9.93%
43	WTMF	Wisdomtree Mgd Futures Strat	ETF-Other	0.10%	+0.02%	+1.11%
44	VT	Vanguard Tot World Stk ETF	ETF-Other	0.10%	-0.03%	-36.90%
45	JPM	Jpmorgan Chase & Co	Stock-Financials	0.05%	+0.01%	—
46	IWL	Ishares Russell Top 200 ETF	ETF-Other	0.04%	—	+5.29%
47	VV	Vanguard Large-cap ETF	ETF-Other	0.04%	—	+4.26%
48	SUB	Ishares Short-term National	ETF-Other	0.04%	—	-1.88%
49	RWO	State Street Spdr Dow Jones	ETF-Other	0.03%	—	-13.97%
50	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.03%	—	-5.01%

1–50 of 58

Portfolio Performance

Performance for Q3 2026

+2%

Performance Last 4 Quarters

+16.1%

Based on 75% of reported portfolio value with available pricing

Stdev: +8.9%
Beta: +0.57
Alpha: +1.1%
Max Drawdown: -5.4%
Annualized Perf: +11.9%
Batting Avg vs S&P: +38.9%
Sortino: +2.38
Stutzer: +0.38
Treynor: +0.2
Sterling: +0.82
Calmar: +2.18
Information Ratio: -0.92
Tracking Error: +7.4%
Stdev Down: +4.9%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +20.8%
Worst 12 Months: +5.7%
Efficiency Ratio: +0.48
Sharpe: +1.31
Stdev Sectors: 0%
Skewness: -0.3
Kurtosis: -0.36
Upside Potential: +4.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	58	$1.4B	21	1BND 2BIV 3VTI Top holdings2026-03-31 1.BND 2.BIV 3.VTI 4.VOO 5.VTV 6.VBR 7.VB 8.VEU 9.BSV 10.VNQ
2025-12-31	58	$1.7B	5	1VTI 2VBR 3VOO Top holdings2025-12-31 1.VTI 2.VBR 3.VOO 4.BND 5.VTV 6.VB 7.BIV 8.VEU 9.BSV 10.VNQ
2025-09-30	58	$1.8B	21	1VBR 2VTI 3VOO Top holdings2025-09-30 1.VBR 2.VTI 3.VOO 4.BND 5.VB 6.VTV 7.BIV 8.BSV 9.VEU 10.AGG
2025-06-30	96	$1.7B	0	1VBR 2VTI 3BND Top holdings2025-06-30 1.VBR 2.VTI 3.BND 4.VOO 5.VB 6.VTV 7.BIV 8.BSV 9.AGG 10.VEU
2025-03-31	148	$1.6B	100	1VBR 2BND 3VTI Top holdings2025-03-31 1.VBR 2.BND 3.VTI 4.BIV 5.VTV 6.VOO 7.VB 8.BSV 9.AGG 10.VEU
2024-12-31	66	$1.6B	0	1VBR 2VTI 3BND Top holdings2024-12-31 1.VBR 2.VTI 3.BND 4.BIV 5.VOO 6.VB 7.VTV 8.BSV 9.AGG 10.VEU
2024-09-30	66	$1.6B	0	1VBR 2VTI 3BND Top holdings2024-09-30 1.VBR 2.VTI 3.BND 4.VB 5.VTV 6.VOO 7.BIV 8.BSV 9.AGG 10.VEU
2024-06-30	66	$1.5B	0	1VBR 2VTI 3BND Top holdings2024-06-30 1.VBR 2.VTI 3.BND 4.VB 5.VOO 6.BIV 7.VTV 8.AGG 9.BSV 10.VEU
2024-03-31	68	$1.6B	0	1VBR 2VTI 3VB Top holdings2024-03-31 1.VBR 2.VTI 3.VB 4.VTV 5.BND 6.VOO 7.BIV 8.AGG 9.BSV 10.VEU
2023-12-31	65	$1.5B	0	1VBR 2VTI 3VB Top holdings2023-12-31 1.VBR 2.VTI 3.VB 4.BND 5.BIV 6.VTV 7.VOO 8.AGG 9.BSV 10.VEU
2023-09-30	67	$1.5B	0	1BND 2BIV 3VBR Top holdings2023-09-30 1.BND 2.BIV 3.VBR 4.VTI 5.VB 6.VTV 7.VOO 8.BSV 9.AGG 10.VEU
2023-06-30	71	$1.5B	0	1VBR 2BND 3BIV Top holdings2023-06-30 1.VBR 2.BND 3.BIV 4.VTI 5.VB 6.VTV 7.VOO 8.BSV 9.AGG 10.VEU
2023-03-31	70	$1.4B	0	1BIV 2BND 3VBR Top holdings2023-03-31 1.BIV 2.BND 3.VBR 4.VB 5.VTI 6.VOO 7.VTV 8.BSV 9.AGG 10.VEU
2022-12-31	65	$983.9M	0	1VBR 2VB 3VTV Top holdings2022-12-31 1.VBR 2.VB 3.VTV 4.VTI 5.VOO 6.VEU 7.VNQ 8.AGG 9.DFAC 10.VSS
2022-09-30	64	$1.1B	0	1BIV 2BND 3VBR Top holdings2022-09-30 1.BIV 2.BND 3.VBR 4.VB 5.VTV 6.BSV 7.VTI 8.AGG 9.VOO 10.VEU
2022-06-30	62	$1.2B	0	1BIV 2BND 3VBR Top holdings2022-06-30 1.BIV 2.BND 3.VBR 4.VB 5.VTV 6.AGG 7.BSV 8.VTI 9.VOO 10.VEU
2022-03-31	60	$1.3B	0	1VBR 2BIV 3BND Top holdings2022-03-31 1.VBR 2.BIV 3.BND 4.VB 5.VTV 6.AGG 7.VTI 8.VOO 9.BSV 10.VEU
2021-12-31	61	$1.4B	0	1VBR 2BIV 3BND Top holdings2021-12-31 1.VBR 2.BIV 3.BND 4.AGG 5.VB 6.VTV 7.VTI 8.BSV 9.VOO 10.DLS
2021-09-30	61	$1.0B	0	1AGG 2VBR 3VB Top holdings2021-09-30 1.AGG 2.VBR 3.VB 4.BSV 5.BIV 6.BND 7.VTV 8.VTI 9.VOO 10.DLS
2021-06-30	62	$806.3M	95	1AGG 2VBR 3BSV Top holdings2021-06-30 1.AGG 2.VBR 3.BSV 4.VB 5.DLS 6.BIV 7.SHY 8.BND 9.IVE 10.TILT
2021-03-31	59	$729.3M	20	1AGG 2VBR 3BSV Top holdings2021-03-31 1.AGG 2.VBR 3.BSV 4.VB 5.DLS 6.SHY 7.BIV 8.IVE 9.BND 10.TILT
2020-12-31	60	$655.3M	29	1AGG 2VBR 3BSV Top holdings2020-12-31 1.AGG 2.VBR 3.BSV 4.DLS 5.VB 6.SHY 7.TILT 8.IVE 9.BIV 10.TLTD
2020-09-30	48	$544.7M	2	1AGG 2BSV 3VBR Top holdings2020-09-30 1.AGG 2.BSV 3.VBR 4.SHY 5.DLS 6.VB 7.TILT 8.IVE 9.TLTD 10.EFV
2020-06-30	49	$540.3M	14	1AGG 2BSV 3VBR Top holdings2020-06-30 1.AGG 2.BSV 3.VBR 4.SHY 5.DLS 6.VB 7.TILT 8.IVE 9.EFV 10.TLTD
2020-03-31	50	$478.1M	19	1AGG 2BSV 3SHY Top holdings2020-03-31 1.AGG 2.BSV 3.SHY 4.VBR 5.DLS 6.IVE 7.TILT 8.VB 9.EFV 10.TLTD
2019-12-31	50	$574.5M	6	1AGG 2BSV 3VBR Top holdings2019-12-31 1.AGG 2.BSV 3.VBR 4.DLS 5.SHY 6.IVE 7.TILT 8.VB 9.EFV 10.TLTD
2019-09-30	50	$547.1M	7	1AGG 2BSV 3VBR Top holdings2019-09-30 1.AGG 2.BSV 3.VBR 4.DLS 5.SHY 6.IVE 7.TILT 8.VB 9.EFV 10.TLTD
2019-06-30	50	$572.7M	2	1AGG 2BSV 3DLS Top holdings2019-06-30 1.AGG 2.BSV 3.DLS 4.VBR 5.IVE 6.SHY 7.TILT 8.EFV 9.VB 10.TLTD
2019-03-31	49	$572.0M	7	1AGG 2BSV 3DLS Top holdings2019-03-31 1.AGG 2.BSV 3.DLS 4.VBR 5.IVE 6.TILT 7.SHY 8.EFV 9.TLTD 10.VB
2018-12-31	48	$537.4M	17	1AGG 2BSV 3DLS Top holdings2018-12-31 1.AGG 2.BSV 3.DLS 4.VBR 5.IVE 6.SHY 7.TILT 8.EFV 9.WTMF 10.TLTD
2018-09-30	45	$584.1M	2	1AGG 2BSV 3DLS Top holdings2018-09-30 1.AGG 2.BSV 3.DLS 4.IVE 5.VBR 6.TILT 7.SHY 8.EFV 9.TLTD 10.VB
2018-06-30	53	$588.0M	3	1AGG 2BSV 3DLS Top holdings2018-06-30 1.AGG 2.BSV 3.DLS 4.VBR 5.IVE 6.TILT 7.SHY 8.EFV 9.TLTD 10.VB
2018-03-31	52	$592.9M	3	1AGG 2BSV 3DLS Top holdings2018-03-31 1.AGG 2.BSV 3.DLS 4.IVE 5.VBR 6.TILT 7.SHY 8.EFV 9.TLTD 10.VB
2017-12-31	45	$600.3M	3	1AGG 2BSV 3DLS Top holdings2017-12-31 1.AGG 2.BSV 3.DLS 4.IVE 5.VBR 6.TILT 7.EFV 8.SHY 9.TLTD 10.VB
2017-09-30	45	$581.9M	18	1AGG 2BSV 3DLS Top holdings2017-09-30 1.AGG 2.BSV 3.DLS 4.IVE 5.VBR 6.TILT 7.EFV 8.SHY 9.TLTD 10.VB
2017-06-30	54	$679.5M	7	1AGG 2TILT 3BSV Top holdings2017-06-30 1.AGG 2.TILT 3.BSV 4.DLS 5.TLTD 6.IVE 7.VBR 8.SHY 9.EFV 10.VB
2017-03-31	54	$714.7M	5	1AGG 2TILT 3BSV Top holdings2017-03-31 1.AGG 2.TILT 3.BSV 4.DLS 5.TLTD 6.IVE 7.VBR 8.SHY 9.EFV 10.VB
2016-12-31	63	$698.4M	7	1AGG 2TILT 3BSV Top holdings2016-12-31 1.AGG 2.TILT 3.BSV 4.DLS 5.TLTD 6.IVE 7.VBR 8.SHY 9.EFV 10.VB
2016-09-30	74	$680.1M	38	1AGG 2BSV 3TILT Top holdings2016-09-30 1.AGG 2.BSV 3.TILT 4.DLS 5.IVE 6.VBR 7.TLTD 8.SHY 9.EFV 10.VB
2016-06-30	64	$629.1M	14	1AGG 2BSV 3DLS Top holdings2016-06-30 1.AGG 2.BSV 3.DLS 4.IVE 5.SHY 6.VBR 7.EFV 8.46431W 9.VB 10.TILT
2016-03-31	58	$555.8M	21	1AGG 2DLS 3BSV Top holdings2016-03-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.46431W 9.IVV 10.46431W
2015-12-31	43	$458.4M	3	1AGG 2DLS 3BSV Top holdings2015-12-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2015-09-30	43	$447.2M	8	1AGG 2DLS 3BSV Top holdings2015-09-30 1.AGG 2.DLS 3.BSV 4.SHY 5.IVE 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2015-06-30	42	$479.0M	3	1AGG 2DLS 3BSV Top holdings2015-06-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.IWC 10.VB
2015-03-31	32	$469.8M	7	1AGG 2DLS 3BSV Top holdings2015-03-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2014-12-31	29	$437.1M	2	1AGG 2DLS 3BSV Top holdings2014-12-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.IWC 10.VB
2014-09-30	29	$432.5M	4	1AGG 2DLS 3BSV Top holdings2014-09-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2014-06-30	29	$438.6M	7	1AGG 2DLS 3BSV Top holdings2014-06-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2014-03-31	22	$414.3M	10	1AGG 2DLS 3BSV Top holdings2014-03-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.VB 9.IWC 10.EFA
2013-12-31	20	$413.2M	7	1AGG 2DLS 3BSV Top holdings2013-12-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.IWC 10.VB
2013-09-30	22	$390.0M	9	1AGG 2DLS 3BSV Top holdings2013-09-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2013-06-30	21	$358.2M	0	1AGG 2DLS 3BSV Top holdings2013-06-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC

Holding changes this quarter

Efficient Advisors, LLC's most significant position changes for 2026-03-31: Add: Vanguard Total Bond Market (BND) — shares +2.11%; Add: Vanguard Intermediate-term B (BIV) — shares +3.09%; Trim: Ishares Core U.s. Aggregate (AGG) — shares -46.84%; Trim: Dimensional US Core Equity 2 (DFAC) — shares -41.01%; Trim: Vanguard Small-cap Value ETF (VBR) — shares -29.94%.

Position changes disclosed by Efficient Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BND	Vanguard Total Bond Market	+1.5%	+2.11%	Add
2	BIV	Vanguard Intermediate-term B	+1.5%	+3.09%	Add
3	VTIP	Vanguard Short-term Tips	+0.6%	+3.61%	Add
4	BNDX	Vanguard Total Intl Bond ETF	+0.5%	+3.79%	Add
5	VCSH	Vanguard S/t CORP Bond ETF	+0.5%	+3.32%	Add
6	VTV	Vanguard Value ETF	+0.4%	-15.24%	Trim
7	VOO	Vanguard S&p 500 ETF	+0.3%	-9.46%	Trim
8	VNQ	Vanguard Real Estate ETF	+0.3%	-11.35%	Trim
9	VTI	Vanguard Total Stock Mkt ETF	+0.2%	-11.51%	Trim
10	DFAT	Dimensional US Target Value	+0.1%	-6.14%	Trim
11	DFAS	Dimensional US Small Cap ETF	+0.1%	-3.84%	Trim
12	VWO	Vanguard Ftse Emerging Marke	+0.1%	-14.10%	Trim
13	VEU	Vanguard Ftse All-world Ex-u	+0.1%	-17.84%	Trim
14	IVE	Ishares S&p 500 Value ETF	+0.1%	-3.08%	Trim
15	VPL	Vanguard Ftse Pacific ETF	0%	-22.76%	Trim
16	EFV	Ishares Msci Eafe Value ETF	0%	-9.68%	Trim
17	DISV	Dimensional International Sm	0%	-9.19%	Trim
18	VSS	Vanguard Ftse All Wo X-us Sc	0%	-18.26%	Trim
19	VEA	Vanguard Ftse Developed ETF	0%	-19.20%	Trim
20	TILT	Flexshares Morningstar US Ma	0%	-9.64%	Trim
21	EFA	Ishares Msci Eafe ETF	0%	-9.85%	Trim
22	IWC	Ishares Micro-cap ETF	0%	-8.41%	Trim
23	WTMF	Wisdomtree Mgd Futures Strat	0%	+1.11%	Add
24	BSV	Vanguard Short-term Bond ETF	0%	-17.04%	Trim
25	IVV	Ishares Core S&p 500 ETF	0%	-10.35%	Trim
26	SCZ	Ishares Msci Eafe Small-cap	0%	-8.71%	Trim
27	EEM	Ishares Msci Emerging Market	0%	-9.93%	Trim
28	JPM	Jpmorgan Chase & Co	0%	—	Unchanged
29	ITOT	Ishares Core S&p Total U.s.	0%	-5.19%	Trim
30	VGK	Vanguard Ftse Europe ETF	—	-16.56%	Trim
31	TLTD	Flexshares Morningstar Devel	—	-21.59%	Trim
32	AOM	Ishares Core 40/60 Moderate	—	-27.06%	Trim
33	TLTE	Flexshares Morningstar Emerg	—	-29.70%	Trim
34	RWO	State Street Spdr Dow Jones	—	-13.97%	Trim
35	GLD	Spdr Gold Shares	—	—	Unchanged
36	VXUS	Vanguard Total Intl Stock	0%	-20.02%	Trim
37	VT	Vanguard Tot World Stk ETF	0%	-36.90%	Trim
38	SHY	Ishares 1-3 Year Treasury Bo	0%	-27.44%	Trim
39	DFAE	Dimensional Emerging Core Eq	-0.2%	-39.25%	Trim
40	DGS	Wisdomtree Em Small Cap	-0.2%	-51.07%	Trim
41	DIHP	Dimensional International Hi	-0.3%	-41.27%	Trim
42	AVDV	Avantis Intl S/c Value ETF	-0.3%	-44.76%	Trim
43	VB	Vanguard Small-cap ETF	-0.4%	-24.49%	Trim
44	VGSH	Vanguard Short-term Treasury	-0.5%	-53.60%	Trim
45	DFIS	Dimensional International Sm	-0.6%	-46.80%	Trim
46	DUHP	Dimensional US High Profi Et	-0.6%	-36.68%	Trim
47	DFIC	Dimensional International Co	-0.7%	-44.77%	Trim
48	VBR	Vanguard Small-cap Value ETF	-0.9%	-29.94%	Trim
49	DFAC	Dimensional US Core Equity 2	-0.9%	-41.01%	Trim
50	AGG	Ishares Core U.s. Aggregate	-1%	-46.84%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-29	13F-HR	View on EDGAR
2025-12-31	2026-01-21	Amendment	View on EDGAR
2025-12-31	2026-01-08	13F-HR	View on EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-07	13F-HR	View on EDGAR
2025-03-31	2025-05-06	13F-HR	View on EDGAR
2025-03-31	2025-05-06	Amendment	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-05	13F-HR	View on EDGAR
2024-03-31	2024-05-09	13F-HR	View on EDGAR
2023-12-31	2024-02-13	Amendment	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-07	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-09	13F-HR	View on EDGAR
2022-12-31	2023-02-08	13F-HR	View on EDGAR
2022-09-30	2022-11-08	13F-HR	View on EDGAR
2022-06-30	2022-08-05	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-01-20	13F-HR	View on EDGAR
2021-09-30	2021-10-21	13F-HR	View on EDGAR
2021-06-30	2021-07-21	13F-HR	View on EDGAR
2021-03-31	2021-04-28	13F-HR	View on EDGAR
2020-12-31	2021-02-02	13F-HR	View on EDGAR
2020-09-30	2020-11-09	13F-HR	View on EDGAR
2020-06-30	2020-08-07	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-01-27	13F-HR	View on EDGAR
2019-09-30	2019-11-07	13F-HR	View on EDGAR
2019-06-30	2019-08-07	13F-HR	View on EDGAR
2019-03-31	2019-05-09	13F-HR	View on EDGAR
2018-12-31	2019-01-29	13F-HR	View on EDGAR
2018-09-30	2018-11-05	13F-HR	View on EDGAR
2018-06-30	2018-08-20	13F-HR	View on EDGAR
2018-03-31	2018-05-01	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-16	13F-HR	View on EDGAR
2017-06-30	2017-07-31	13F-HR	View on EDGAR
2017-03-31	2017-05-11	13F-HR	View on EDGAR
2016-12-31	2017-02-15	13F-HR	View on EDGAR
2016-09-30	2016-11-22	13F-HR	View on EDGAR
2016-06-30	2016-07-25	13F-HR	View on EDGAR
2016-03-31	2016-06-02	13F-HR	View on EDGAR
2015-12-31	2016-01-19	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-07-08	13F-HR	View on EDGAR
2015-03-31	2015-05-06	13F-HR	View on EDGAR
2014-12-31	2015-02-03	13F-HR	View on EDGAR
2014-09-30	2014-10-21	13F-HR	View on EDGAR
2014-06-30	2014-07-28	13F-HR	View on EDGAR
2014-03-31	2014-05-08	13F-HR	View on EDGAR
2013-12-31	2014-02-06	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR

FAQ

What is Efficient Advisors, LLC and what type of investor is it?

Efficient Advisors, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 58 disclosed positions.

What are Efficient Advisors, LLC's largest equity positions?

Based on the latest 13F filing, Efficient Advisors, LLC's top holdings by market value are: 1. Vanguard Total Bond Market (BND) — $113.7M (8.1%) 2. Vanguard Intermediate-term B (BIV) — $109.2M (7.8%) 3. Vanguard Total Stock Mkt ETF (VTI) — $106.6M (7.6%) 4. Vanguard S&p 500 ETF (VOO) — $97.0M (6.9%) 5. Vanguard Value ETF (VTV) — $96.9M (6.9%)

What changes did Efficient Advisors, LLC make in its most recent portfolio filing?

In the latest reported quarter, Efficient Advisors, LLC made 48 notable position adjustments: 0 new positions were initiated, 6 existing holdings were added to, 42 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Vanguard Total Bond Market (BND) — shares +2.11%; Add: Vanguard Intermediate-term B (BIV) — shares +3.09%; Trim: Ishares Core U.s. Aggregate (AGG) — shares -46.84%; Trim: Dimensional US Core Equity 2 (DFAC) — shares -41.01%; Trim: Vanguard Small-cap Value ETF (VBR) — shares -29.94%

What sectors does Efficient Advisors, LLC focus on?

Efficient Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Financials: 100.0%

Peer Institutions

Institutions with a similar AUM

Insigneo Advisory Services, LLC

CIK 0001964958

Total reported value

$1.4B

745 stks

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Concentration6.8

Portfolio Stability18.4

Sector conviction57.0

AUM within 0.0% of this institution

View detail

Quent Capital, LLC

CIK 0001912338

Total reported value

$1.4B

1,534 stks

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Concentration10.7

Portfolio Stability15.0

Sector conviction79.2

AUM within 0.1% of this institution

View detail

Sava Infond d.o.o.

CIK 0002055882

Total reported value

$1.4B

306 stks

2026-06-30

Concentration13.0

Portfolio Stability73.5

Sector conviction100.0

AUM within 0.1% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Vanguard Advisers INC

CIK 0000947529

Total reported value

$25.5B

668 stks

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Concentration94.4

Portfolio Stability0.0

Sector conviction71.9

3 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF

View detail

Nadler Financial Group, Inc.

CIK 0001541787

Total reported value

$1.0B

135 stks

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Concentration19.4

Portfolio Stability14.7

Sector conviction70.7

3 of the top 5 holdings overlap, including Vanguard Value ETF

View detail

First PREMIER Bank

CIK 0001653926

Total reported value

$618.6M

561 stks

2026-06-30

Concentration10.6

Portfolio Stability38.1

Sector conviction45.6

3 of the top 5 holdings overlap, including Vanguard Total Stock Mkt ETF

View detail

Efficient Advisors, LLC Investment Portfolio — 13F Data

CIK: 0001542164

Diversified strategySector-focusedMomentum follower

Total reported value

$1.4B

Reporting period: 2026-03-31 · Number of holdings: 58

Efficient Advisors, LLC disclosed 58 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.4B and a quarterly turnover rate of 20.5%.

Browse other institutions with $1B to $10B AUM Browse other institutions starting with "E"

Personality snowflake

Concentration: 18.92
Portfolio Stability: 20.54
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 86.68

Position sizes vary widely across the portfolio (a coefficient of variation of 1.33), with a handful of outsized bets alongside many smaller positions.

Recent moves

Add BND
+2.1%　$1.7M
Add BIV
+3.1%　$2.3M
Trim AGG
-46.8%　-$23.3M
Trim DFAC
-41.0%　-$22.1M
Trim VBR
-29.9%　-$33.8M
Trim DFIC
-44.8%　-$17.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	BND	Vanguard Total Bond Market	ETF-Other	8.07%	+1.53%	+2.11%
2	BIV	Vanguard Intermediate-term B	ETF-Other	7.75%	+1.51%	+3.09%
3	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	7.57%	+0.22%	-11.51%
4	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	6.89%	+0.33%	-9.46%
5	VTV	Vanguard Value ETF	ETF-Other	6.88%	+0.38%	-15.24%
6	VBR	Vanguard Small-cap Value ETF	ETF-Other	6.14%	-0.88%	-29.94%
7	VB	Vanguard Small-cap ETF	ETF-Other	5.88%	-0.43%	-24.49%
8	VEU	Vanguard Ftse All-world Ex-u	ETF-Other	3.86%	+0.08%	-17.84%
9	BSV	Vanguard Short-term Bond ETF	ETF-Other	3.56%	+0.01%	-17.04%
10	VNQ	Vanguard Real Estate ETF	ETF-Other	3.39%	+0.26%	-11.35%
11	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	2.97%	+0.03%	-18.26%
12	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.87%	+0.03%	-19.20%
13	VGK	Vanguard Ftse Europe ETF	ETF-Other	2.86%	—	-16.56%
14	VPL	Vanguard Ftse Pacific ETF	ETF-Other	2.83%	+0.04%	-22.76%
15	VXUS	Vanguard Total Intl Stock	ETF-Other	2.80%	-0.01%	-20.02%
16	VTIP	Vanguard Short-term Tips	ETF-Other	2.62%	+0.56%	+3.61%
17	VCSH	Vanguard S/t CORP Bond ETF	ETF-Corp Bonds	2.59%	+0.52%	+3.32%
18	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	2.56%	+0.52%	+3.79%
19	DFAC	Dimensional US Core Equity 2	ETF-Other	2.16%	-0.90%	-41.01%
20	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	2.03%	+0.10%	-14.10%
21	DUHP	Dimensional US High Profi Et	ETF-Other	1.87%	-0.64%	-36.68%
22	AGG	Ishares Core U.s. Aggregate	ETF-Other	1.85%	-1.03%	-46.84%
23	DFIC	Dimensional International Co	ETF-Other	1.63%	-0.72%	-44.77%
24	DFIS	Dimensional International Sm	ETF-Other	1.07%	-0.55%	-46.80%
25	AVDV	Avantis Intl S/c Value ETF	ETF-Other	0.78%	-0.31%	-44.76%
26	DFAT	Dimensional US Target Value	ETF-Other	0.69%	+0.12%	-6.14%
27	DIHP	Dimensional International Hi	ETF-Other	0.68%	-0.26%	-41.27%
28	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.67%	+0.11%	-3.84%
29	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.61%	-0.47%	-53.60%
30	DFAE	Dimensional Emerging Core Eq	ETF-Emerging Markets	0.60%	-0.18%	-39.25%
31	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	0.39%	+0.06%	-3.08%
32	EFV	Ishares Msci Eafe Value ETF	ETF-Other	0.32%	+0.04%	-9.68%
33	DGS	Wisdomtree Em Small Cap	ETF-Small Cap	0.29%	-0.18%	-51.07%
34	DISV	Dimensional International Sm	ETF-Other	0.29%	+0.04%	-9.19%
35	SHY	Ishares 1-3 Year Treasury Bo	ETF-Gov Bonds	0.26%	-0.04%	-27.44%
36	TILT	Flexshares Morningstar US Ma	ETF-Other	0.26%	+0.02%	-9.64%
37	IWC	Ishares Micro-cap ETF	ETF-Other	0.18%	+0.02%	-8.41%
38	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.18%	+0.01%	-10.35%
39	EFA	Ishares Msci Eafe ETF	ETF-Other	0.16%	+0.02%	-9.85%
40	TLTD	Flexshares Morningstar Devel	ETF-Other	0.14%	—	-21.59%
41	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.10%	+0.01%	-8.71%
42	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.10%	+0.01%	-9.93%
43	WTMF	Wisdomtree Mgd Futures Strat	ETF-Other	0.10%	+0.02%	+1.11%
44	VT	Vanguard Tot World Stk ETF	ETF-Other	0.10%	-0.03%	-36.90%
45	JPM	Jpmorgan Chase & Co	Stock-Financials	0.05%	+0.01%	—
46	IWL	Ishares Russell Top 200 ETF	ETF-Other	0.04%	—	+5.29%
47	VV	Vanguard Large-cap ETF	ETF-Other	0.04%	—	+4.26%
48	SUB	Ishares Short-term National	ETF-Other	0.04%	—	-1.88%
49	RWO	State Street Spdr Dow Jones	ETF-Other	0.03%	—	-13.97%
50	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	0.03%	—	-5.01%

1–50 of 58

Portfolio Performance

Performance for Q3 2026

+2%

Performance Last 4 Quarters

+16.1%

Based on 75% of reported portfolio value with available pricing

Stdev: +8.9%
Beta: +0.57
Alpha: +1.1%
Max Drawdown: -5.4%
Annualized Perf: +11.9%
Batting Avg vs S&P: +38.9%
Sortino: +2.38
Stutzer: +0.38
Treynor: +0.2
Sterling: +0.82
Calmar: +2.18
Information Ratio: -0.92
Tracking Error: +7.4%
Stdev Down: +4.9%
Winning Months %: +72.2%
Losing Months %: +27.8%
Best 12 Months: +20.8%
Worst 12 Months: +5.7%
Efficiency Ratio: +0.48
Sharpe: +1.31
Stdev Sectors: 0%
Skewness: -0.3
Kurtosis: -0.36
Upside Potential: +4.02

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	58	$1.4B	21	1BND 2BIV 3VTI Top holdings2026-03-31 1.BND 2.BIV 3.VTI 4.VOO 5.VTV 6.VBR 7.VB 8.VEU 9.BSV 10.VNQ
2025-12-31	58	$1.7B	5	1VTI 2VBR 3VOO Top holdings2025-12-31 1.VTI 2.VBR 3.VOO 4.BND 5.VTV 6.VB 7.BIV 8.VEU 9.BSV 10.VNQ
2025-09-30	58	$1.8B	21	1VBR 2VTI 3VOO Top holdings2025-09-30 1.VBR 2.VTI 3.VOO 4.BND 5.VB 6.VTV 7.BIV 8.BSV 9.VEU 10.AGG
2025-06-30	96	$1.7B	0	1VBR 2VTI 3BND Top holdings2025-06-30 1.VBR 2.VTI 3.BND 4.VOO 5.VB 6.VTV 7.BIV 8.BSV 9.AGG 10.VEU
2025-03-31	148	$1.6B	100	1VBR 2BND 3VTI Top holdings2025-03-31 1.VBR 2.BND 3.VTI 4.BIV 5.VTV 6.VOO 7.VB 8.BSV 9.AGG 10.VEU
2024-12-31	66	$1.6B	0	1VBR 2VTI 3BND Top holdings2024-12-31 1.VBR 2.VTI 3.BND 4.BIV 5.VOO 6.VB 7.VTV 8.BSV 9.AGG 10.VEU
2024-09-30	66	$1.6B	0	1VBR 2VTI 3BND Top holdings2024-09-30 1.VBR 2.VTI 3.BND 4.VB 5.VTV 6.VOO 7.BIV 8.BSV 9.AGG 10.VEU
2024-06-30	66	$1.5B	0	1VBR 2VTI 3BND Top holdings2024-06-30 1.VBR 2.VTI 3.BND 4.VB 5.VOO 6.BIV 7.VTV 8.AGG 9.BSV 10.VEU
2024-03-31	68	$1.6B	0	1VBR 2VTI 3VB Top holdings2024-03-31 1.VBR 2.VTI 3.VB 4.VTV 5.BND 6.VOO 7.BIV 8.AGG 9.BSV 10.VEU
2023-12-31	65	$1.5B	0	1VBR 2VTI 3VB Top holdings2023-12-31 1.VBR 2.VTI 3.VB 4.BND 5.BIV 6.VTV 7.VOO 8.AGG 9.BSV 10.VEU
2023-09-30	67	$1.5B	0	1BND 2BIV 3VBR Top holdings2023-09-30 1.BND 2.BIV 3.VBR 4.VTI 5.VB 6.VTV 7.VOO 8.BSV 9.AGG 10.VEU
2023-06-30	71	$1.5B	0	1VBR 2BND 3BIV Top holdings2023-06-30 1.VBR 2.BND 3.BIV 4.VTI 5.VB 6.VTV 7.VOO 8.BSV 9.AGG 10.VEU
2023-03-31	70	$1.4B	0	1BIV 2BND 3VBR Top holdings2023-03-31 1.BIV 2.BND 3.VBR 4.VB 5.VTI 6.VOO 7.VTV 8.BSV 9.AGG 10.VEU
2022-12-31	65	$983.9M	0	1VBR 2VB 3VTV Top holdings2022-12-31 1.VBR 2.VB 3.VTV 4.VTI 5.VOO 6.VEU 7.VNQ 8.AGG 9.DFAC 10.VSS
2022-09-30	64	$1.1B	0	1BIV 2BND 3VBR Top holdings2022-09-30 1.BIV 2.BND 3.VBR 4.VB 5.VTV 6.BSV 7.VTI 8.AGG 9.VOO 10.VEU
2022-06-30	62	$1.2B	0	1BIV 2BND 3VBR Top holdings2022-06-30 1.BIV 2.BND 3.VBR 4.VB 5.VTV 6.AGG 7.BSV 8.VTI 9.VOO 10.VEU
2022-03-31	60	$1.3B	0	1VBR 2BIV 3BND Top holdings2022-03-31 1.VBR 2.BIV 3.BND 4.VB 5.VTV 6.AGG 7.VTI 8.VOO 9.BSV 10.VEU
2021-12-31	61	$1.4B	0	1VBR 2BIV 3BND Top holdings2021-12-31 1.VBR 2.BIV 3.BND 4.AGG 5.VB 6.VTV 7.VTI 8.BSV 9.VOO 10.DLS
2021-09-30	61	$1.0B	0	1AGG 2VBR 3VB Top holdings2021-09-30 1.AGG 2.VBR 3.VB 4.BSV 5.BIV 6.BND 7.VTV 8.VTI 9.VOO 10.DLS
2021-06-30	62	$806.3M	95	1AGG 2VBR 3BSV Top holdings2021-06-30 1.AGG 2.VBR 3.BSV 4.VB 5.DLS 6.BIV 7.SHY 8.BND 9.IVE 10.TILT
2021-03-31	59	$729.3M	20	1AGG 2VBR 3BSV Top holdings2021-03-31 1.AGG 2.VBR 3.BSV 4.VB 5.DLS 6.SHY 7.BIV 8.IVE 9.BND 10.TILT
2020-12-31	60	$655.3M	29	1AGG 2VBR 3BSV Top holdings2020-12-31 1.AGG 2.VBR 3.BSV 4.DLS 5.VB 6.SHY 7.TILT 8.IVE 9.BIV 10.TLTD
2020-09-30	48	$544.7M	2	1AGG 2BSV 3VBR Top holdings2020-09-30 1.AGG 2.BSV 3.VBR 4.SHY 5.DLS 6.VB 7.TILT 8.IVE 9.TLTD 10.EFV
2020-06-30	49	$540.3M	14	1AGG 2BSV 3VBR Top holdings2020-06-30 1.AGG 2.BSV 3.VBR 4.SHY 5.DLS 6.VB 7.TILT 8.IVE 9.EFV 10.TLTD
2020-03-31	50	$478.1M	19	1AGG 2BSV 3SHY Top holdings2020-03-31 1.AGG 2.BSV 3.SHY 4.VBR 5.DLS 6.IVE 7.TILT 8.VB 9.EFV 10.TLTD
2019-12-31	50	$574.5M	6	1AGG 2BSV 3VBR Top holdings2019-12-31 1.AGG 2.BSV 3.VBR 4.DLS 5.SHY 6.IVE 7.TILT 8.VB 9.EFV 10.TLTD
2019-09-30	50	$547.1M	7	1AGG 2BSV 3VBR Top holdings2019-09-30 1.AGG 2.BSV 3.VBR 4.DLS 5.SHY 6.IVE 7.TILT 8.VB 9.EFV 10.TLTD
2019-06-30	50	$572.7M	2	1AGG 2BSV 3DLS Top holdings2019-06-30 1.AGG 2.BSV 3.DLS 4.VBR 5.IVE 6.SHY 7.TILT 8.EFV 9.VB 10.TLTD
2019-03-31	49	$572.0M	7	1AGG 2BSV 3DLS Top holdings2019-03-31 1.AGG 2.BSV 3.DLS 4.VBR 5.IVE 6.TILT 7.SHY 8.EFV 9.TLTD 10.VB
2018-12-31	48	$537.4M	17	1AGG 2BSV 3DLS Top holdings2018-12-31 1.AGG 2.BSV 3.DLS 4.VBR 5.IVE 6.SHY 7.TILT 8.EFV 9.WTMF 10.TLTD
2018-09-30	45	$584.1M	2	1AGG 2BSV 3DLS Top holdings2018-09-30 1.AGG 2.BSV 3.DLS 4.IVE 5.VBR 6.TILT 7.SHY 8.EFV 9.TLTD 10.VB
2018-06-30	53	$588.0M	3	1AGG 2BSV 3DLS Top holdings2018-06-30 1.AGG 2.BSV 3.DLS 4.VBR 5.IVE 6.TILT 7.SHY 8.EFV 9.TLTD 10.VB
2018-03-31	52	$592.9M	3	1AGG 2BSV 3DLS Top holdings2018-03-31 1.AGG 2.BSV 3.DLS 4.IVE 5.VBR 6.TILT 7.SHY 8.EFV 9.TLTD 10.VB
2017-12-31	45	$600.3M	3	1AGG 2BSV 3DLS Top holdings2017-12-31 1.AGG 2.BSV 3.DLS 4.IVE 5.VBR 6.TILT 7.EFV 8.SHY 9.TLTD 10.VB
2017-09-30	45	$581.9M	18	1AGG 2BSV 3DLS Top holdings2017-09-30 1.AGG 2.BSV 3.DLS 4.IVE 5.VBR 6.TILT 7.EFV 8.SHY 9.TLTD 10.VB
2017-06-30	54	$679.5M	7	1AGG 2TILT 3BSV Top holdings2017-06-30 1.AGG 2.TILT 3.BSV 4.DLS 5.TLTD 6.IVE 7.VBR 8.SHY 9.EFV 10.VB
2017-03-31	54	$714.7M	5	1AGG 2TILT 3BSV Top holdings2017-03-31 1.AGG 2.TILT 3.BSV 4.DLS 5.TLTD 6.IVE 7.VBR 8.SHY 9.EFV 10.VB
2016-12-31	63	$698.4M	7	1AGG 2TILT 3BSV Top holdings2016-12-31 1.AGG 2.TILT 3.BSV 4.DLS 5.TLTD 6.IVE 7.VBR 8.SHY 9.EFV 10.VB
2016-09-30	74	$680.1M	38	1AGG 2BSV 3TILT Top holdings2016-09-30 1.AGG 2.BSV 3.TILT 4.DLS 5.IVE 6.VBR 7.TLTD 8.SHY 9.EFV 10.VB
2016-06-30	64	$629.1M	14	1AGG 2BSV 3DLS Top holdings2016-06-30 1.AGG 2.BSV 3.DLS 4.IVE 5.SHY 6.VBR 7.EFV 8.46431W 9.VB 10.TILT
2016-03-31	58	$555.8M	21	1AGG 2DLS 3BSV Top holdings2016-03-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.46431W 9.IVV 10.46431W
2015-12-31	43	$458.4M	3	1AGG 2DLS 3BSV Top holdings2015-12-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2015-09-30	43	$447.2M	8	1AGG 2DLS 3BSV Top holdings2015-09-30 1.AGG 2.DLS 3.BSV 4.SHY 5.IVE 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2015-06-30	42	$479.0M	3	1AGG 2DLS 3BSV Top holdings2015-06-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.IWC 10.VB
2015-03-31	32	$469.8M	7	1AGG 2DLS 3BSV Top holdings2015-03-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2014-12-31	29	$437.1M	2	1AGG 2DLS 3BSV Top holdings2014-12-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.IWC 10.VB
2014-09-30	29	$432.5M	4	1AGG 2DLS 3BSV Top holdings2014-09-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2014-06-30	29	$438.6M	7	1AGG 2DLS 3BSV Top holdings2014-06-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2014-03-31	22	$414.3M	10	1AGG 2DLS 3BSV Top holdings2014-03-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.VB 9.IWC 10.EFA
2013-12-31	20	$413.2M	7	1AGG 2DLS 3BSV Top holdings2013-12-31 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.IWC 10.VB
2013-09-30	22	$390.0M	9	1AGG 2DLS 3BSV Top holdings2013-09-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC
2013-06-30	21	$358.2M	0	1AGG 2DLS 3BSV Top holdings2013-06-30 1.AGG 2.DLS 3.BSV 4.IVE 5.SHY 6.VBR 7.EFV 8.IVV 9.VB 10.IWC

Holding changes this quarter

Position changes disclosed by Efficient Advisors, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BND	Vanguard Total Bond Market	+1.5%	+2.11%	Add
2	BIV	Vanguard Intermediate-term B	+1.5%	+3.09%	Add
3	VTIP	Vanguard Short-term Tips	+0.6%	+3.61%	Add
4	BNDX	Vanguard Total Intl Bond ETF	+0.5%	+3.79%	Add
5	VCSH	Vanguard S/t CORP Bond ETF	+0.5%	+3.32%	Add
6	VTV	Vanguard Value ETF	+0.4%	-15.24%	Trim
7	VOO	Vanguard S&p 500 ETF	+0.3%	-9.46%	Trim
8	VNQ	Vanguard Real Estate ETF	+0.3%	-11.35%	Trim
9	VTI	Vanguard Total Stock Mkt ETF	+0.2%	-11.51%	Trim
10	DFAT	Dimensional US Target Value	+0.1%	-6.14%	Trim
11	DFAS	Dimensional US Small Cap ETF	+0.1%	-3.84%	Trim
12	VWO	Vanguard Ftse Emerging Marke	+0.1%	-14.10%	Trim
13	VEU	Vanguard Ftse All-world Ex-u	+0.1%	-17.84%	Trim
14	IVE	Ishares S&p 500 Value ETF	+0.1%	-3.08%	Trim
15	VPL	Vanguard Ftse Pacific ETF	0%	-22.76%	Trim
16	EFV	Ishares Msci Eafe Value ETF	0%	-9.68%	Trim
17	DISV	Dimensional International Sm	0%	-9.19%	Trim
18	VSS	Vanguard Ftse All Wo X-us Sc	0%	-18.26%	Trim
19	VEA	Vanguard Ftse Developed ETF	0%	-19.20%	Trim
20	TILT	Flexshares Morningstar US Ma	0%	-9.64%	Trim
21	EFA	Ishares Msci Eafe ETF	0%	-9.85%	Trim
22	IWC	Ishares Micro-cap ETF	0%	-8.41%	Trim
23	WTMF	Wisdomtree Mgd Futures Strat	0%	+1.11%	Add
24	BSV	Vanguard Short-term Bond ETF	0%	-17.04%	Trim
25	IVV	Ishares Core S&p 500 ETF	0%	-10.35%	Trim
26	SCZ	Ishares Msci Eafe Small-cap	0%	-8.71%	Trim
27	EEM	Ishares Msci Emerging Market	0%	-9.93%	Trim
28	JPM	Jpmorgan Chase & Co	0%	—	Unchanged
29	ITOT	Ishares Core S&p Total U.s.	0%	-5.19%	Trim
30	VGK	Vanguard Ftse Europe ETF	—	-16.56%	Trim
31	TLTD	Flexshares Morningstar Devel	—	-21.59%	Trim
32	AOM	Ishares Core 40/60 Moderate	—	-27.06%	Trim
33	TLTE	Flexshares Morningstar Emerg	—	-29.70%	Trim
34	RWO	State Street Spdr Dow Jones	—	-13.97%	Trim
35	GLD	Spdr Gold Shares	—	—	Unchanged
36	VXUS	Vanguard Total Intl Stock	0%	-20.02%	Trim
37	VT	Vanguard Tot World Stk ETF	0%	-36.90%	Trim
38	SHY	Ishares 1-3 Year Treasury Bo	0%	-27.44%	Trim
39	DFAE	Dimensional Emerging Core Eq	-0.2%	-39.25%	Trim
40	DGS	Wisdomtree Em Small Cap	-0.2%	-51.07%	Trim
41	DIHP	Dimensional International Hi	-0.3%	-41.27%	Trim
42	AVDV	Avantis Intl S/c Value ETF	-0.3%	-44.76%	Trim
43	VB	Vanguard Small-cap ETF	-0.4%	-24.49%	Trim
44	VGSH	Vanguard Short-term Treasury	-0.5%	-53.60%	Trim
45	DFIS	Dimensional International Sm	-0.6%	-46.80%	Trim
46	DUHP	Dimensional US High Profi Et	-0.6%	-36.68%	Trim
47	DFIC	Dimensional International Co	-0.7%	-44.77%	Trim
48	VBR	Vanguard Small-cap Value ETF	-0.9%	-29.94%	Trim
49	DFAC	Dimensional US Core Equity 2	-0.9%	-41.01%	Trim
50	AGG	Ishares Core U.s. Aggregate	-1%	-46.84%	Trim

Filing History

Period	Filed	Type	EDGAR
2026-03-31	2026-04-29	13F-HR	View on EDGAR
2025-12-31	2026-01-21	Amendment	View on EDGAR
2025-12-31	2026-01-08	13F-HR	View on EDGAR
2025-09-30	2025-11-10	13F-HR	View on EDGAR
2025-06-30	2025-08-07	13F-HR	View on EDGAR
2025-03-31	2025-05-06	13F-HR	View on EDGAR
2025-03-31	2025-05-06	Amendment	View on EDGAR
2024-12-31	2025-02-07	13F-HR	View on EDGAR
2024-09-30	2024-11-12	13F-HR	View on EDGAR
2024-06-30	2024-08-05	13F-HR	View on EDGAR
2024-03-31	2024-05-09	13F-HR	View on EDGAR
2023-12-31	2024-02-13	Amendment	View on EDGAR
2023-12-31	2024-02-08	13F-HR	View on EDGAR
2023-09-30	2023-11-07	13F-HR	View on EDGAR
2023-06-30	2023-08-08	13F-HR	View on EDGAR
2023-03-31	2023-05-09	13F-HR	View on EDGAR
2022-12-31	2023-02-08	13F-HR	View on EDGAR
2022-09-30	2022-11-08	13F-HR	View on EDGAR
2022-06-30	2022-08-05	13F-HR	View on EDGAR
2022-03-31	2022-05-11	13F-HR	View on EDGAR
2021-12-31	2022-01-20	13F-HR	View on EDGAR
2021-09-30	2021-10-21	13F-HR	View on EDGAR
2021-06-30	2021-07-21	13F-HR	View on EDGAR
2021-03-31	2021-04-28	13F-HR	View on EDGAR
2020-12-31	2021-02-02	13F-HR	View on EDGAR
2020-09-30	2020-11-09	13F-HR	View on EDGAR
2020-06-30	2020-08-07	13F-HR	View on EDGAR
2020-03-31	2020-05-15	13F-HR	View on EDGAR
2019-12-31	2020-01-27	13F-HR	View on EDGAR
2019-09-30	2019-11-07	13F-HR	View on EDGAR
2019-06-30	2019-08-07	13F-HR	View on EDGAR
2019-03-31	2019-05-09	13F-HR	View on EDGAR
2018-12-31	2019-01-29	13F-HR	View on EDGAR
2018-09-30	2018-11-05	13F-HR	View on EDGAR
2018-06-30	2018-08-20	13F-HR	View on EDGAR
2018-03-31	2018-05-01	13F-HR	View on EDGAR
2017-12-31	2018-02-14	13F-HR	View on EDGAR
2017-09-30	2017-11-16	13F-HR	View on EDGAR
2017-06-30	2017-07-31	13F-HR	View on EDGAR
2017-03-31	2017-05-11	13F-HR	View on EDGAR
2016-12-31	2017-02-15	13F-HR	View on EDGAR
2016-09-30	2016-11-22	13F-HR	View on EDGAR
2016-06-30	2016-07-25	13F-HR	View on EDGAR
2016-03-31	2016-06-02	13F-HR	View on EDGAR
2015-12-31	2016-01-19	13F-HR	View on EDGAR
2015-09-30	2015-11-12	13F-HR	View on EDGAR
2015-06-30	2015-07-08	13F-HR	View on EDGAR
2015-03-31	2015-05-06	13F-HR	View on EDGAR
2014-12-31	2015-02-03	13F-HR	View on EDGAR
2014-09-30	2014-10-21	13F-HR	View on EDGAR
2014-06-30	2014-07-28	13F-HR	View on EDGAR
2014-03-31	2014-05-08	13F-HR	View on EDGAR
2013-12-31	2014-02-06	13F-HR	View on EDGAR
2013-09-30	2013-11-14	13F-HR	View on EDGAR
2013-06-30	2013-08-13	13F-HR	View on EDGAR