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CIK: 0001542164
Total reported value
$1.4B
$1.4B
66 檔
36.1%
In Q4 2024, Efficient Advisors, LLC's U.S. equity holdings reached a combined market value of $1.4B, distributed across 66 disclosed stock positions.
During Q4 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 | 7.05% | -0.88% | -4.77% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.94% | +0.22% | -3.73% | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 6.44% | +1.53% | +5.24% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.16% | +1.51% | +5.60% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.10% | +0.33% | -3.02% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 6.06% | -0.43% | -6.23% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 5.90% | +0.38% | -2.31% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 4.01% | +0.01% | +0.42% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.88% | -1.03% | +0.39% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.46% | +0.08% | +6.38% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.14% | -0.90% | -0.07% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.88% | +0.26% | +0.49% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.66% | +0.03% | +6.64% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.63% | -0.01% | +5.61% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.56% | — | +10.19% | |
| 16 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.55% | -0.64% | +2.82% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.55% | +0.03% | +7.54% | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.53% | +0.04% | +6.97% | |
| 19 | DFIC | Dimensional International Co | ETF-Other | 2.38% | -0.72% | +10.15% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.03% | +0.52% | +2.96% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.03% | +0.56% | +2.51% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.03% | +0.52% | +3.13% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.81% | +0.10% | +1.75% | |
| 24 | DFIS | Dimensional International Sm | ETF-Other | 1.64% | -0.55% | +9.99% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.43% | -0.31% | +2.70% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.29% | -0.47% | +3.13% | |
| 27 | DIHP | Dimensional International Hi | ETF-Other | 0.95% | -0.26% | +13.00% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.78% | -0.18% | +8.58% | |
| 29 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.61% | -0.18% | +4.10% | |
| 30 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.57% | +0.02% | -18.80% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.52% | +0.06% | -10.81% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.48% | -0.04% | -6.21% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.43% | +0.04% | -2.76% | |
| 34 | DFAT | Dimensional US Target Value | ETF-Other | 0.41% | +0.12% | +13.48% | |
| 35 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.40% | — | -10.29% | |
| 36 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.40% | +0.11% | +13.46% | |
| 37 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.25% | +0.02% | -13.56% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | +0.02% | +1.28% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | +0.01% | -12.76% | |
| 40 | DISV | Dimensional International Sm | ETF-Other | 0.17% | +0.04% | +27.21% | |
| 41 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.16% | +0.02% | +1.81% | |
| 42 | SUB | Ishares Short-term National | ETF-Other | 0.14% | +0.01% | -8.18% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.14% | +0.01% | -1.48% | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.14% | +0.01% | -4.40% | |
| 45 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | -0.03% | -1.25% | |
| 46 | TLTE | Flexshares Morningstar Emerg | ETF-Other | 0.08% | — | -11.70% | |
| 47 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.07% | — | -12.65% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.06% | — | -9.20% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.05% | +0.01% | -8.81% | |
| 50 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.04% | — | +4.61% |
According to official SEC Form 13F filings, Efficient Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 66 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VBR, VTI, BND) accounted for 36.1% of total reported equity market value during Q4 2024.
During Q4 2024, Efficient Advisors, LLC's top holdings by market value included VBR (7.0%)、VTI (6.9%)、BND (6.4%). The largest single position, VBR, represented 7.0% of total portfolio value.
In Q4 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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