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CIK: 0001542164
Total reported value
$1.4B
$1.4B
68 檔
35.7%
As reported in its official Q1 2024 Form 13F filing, Efficient Advisors, LLC's tracked investment portfolio stood at $1.4B with 68 total positions.
During Q1 2024, Efficient Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.36% | -0.88% | -0.80% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.60% | +0.22% | -1.24% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-Other | 6.36% | -0.43% | -1.90% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 6.00% | +0.38% | -0.23% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.94% | +1.53% | +1.67% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.78% | +0.33% | -0.79% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 5.75% | +1.51% | +2.09% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.43% | -1.03% | +2.65% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.12% | +0.01% | +3.43% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.27% | +0.08% | +3.55% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.92% | -0.90% | +0.95% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.79% | +0.26% | +3.23% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.52% | +0.03% | +4.98% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.49% | -0.01% | +3.00% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.43% | +0.03% | +2.28% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.43% | — | +2.26% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.43% | +0.04% | +1.80% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.30% | -0.64% | +0.76% | |
| 19 | DFIC | Dimensional International Co | ETF-Other | 2.17% | -0.72% | +4.38% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.87% | +0.52% | +2.65% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.86% | +0.56% | +2.74% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.85% | +0.52% | +2.16% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.68% | +0.10% | +6.67% | |
| 24 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.67% | -0.31% | -2.22% | |
| 25 | DFIS | Dimensional International Sm | ETF-Other | 1.52% | -0.55% | +4.57% | |
| 26 | TILT | Flexshares Morningstar US Ma | ETF-Other | 1.49% | +0.02% | -4.19% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.28% | -0.47% | +7.32% | |
| 28 | TLTD | Flexshares Morningstar Devel | ETF-Other | 1.07% | — | -1.55% | |
| 29 | DIHP | Dimensional International Hi | ETF-Other | 0.84% | -0.26% | +3.49% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.73% | +0.06% | -9.36% | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.67% | -0.18% | +8.07% | |
| 32 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.66% | -0.18% | +0.54% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.64% | -0.04% | -0.27% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.59% | +0.04% | -6.58% | |
| 35 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.33% | +0.02% | -12.55% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | -11.68% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | +0.02% | -9.27% | |
| 38 | DFAT | Dimensional US Target Value | ETF-Other | 0.25% | +0.12% | +10.49% | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.24% | +0.11% | +10.17% | |
| 40 | TLTE | Flexshares Morningstar Emerg | ETF-Other | 0.22% | — | +0.58% | |
| 41 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.21% | +0.02% | -9.87% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.19% | +0.01% | -6.56% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.18% | +0.01% | -4.32% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.18% | +0.01% | +1.78% | |
| 45 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.18% | — | -0.59% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | -0.03% | -4.63% | |
| 47 | DISV | Dimensional International Sm | ETF-Other | 0.10% | +0.04% | +14.43% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.08% | — | -0.28% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.05% | +0.01% | -4.92% | |
| 50 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.05% | — | -5.64% |
According to official SEC Form 13F filings, Efficient Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 68 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VBR, VTI, VB) accounted for 35.7% of total reported equity market value during Q1 2024.
During Q1 2024, Efficient Advisors, LLC's top holdings by market value included VBR (7.4%)、VTI (6.6%)、VB (6.4%). The largest single position, VBR, represented 7.4% of total portfolio value.
In Q1 2024, Efficient Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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