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CIK: 0001542164
Total reported value
$1.4B
$1.4B
58 檔
42.0%
During the Q3 2025 filing period, Efficient Advisors, LLC (CIK: 0001542164) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 58 reported positions.
In Q3 2025, Efficient Advisors, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 16 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.24% | -0.88% | +0.78% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.12% | +0.22% | +0.27% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.33% | +0.33% | +1.24% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.32% | +1.53% | +3.31% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 6.31% | -0.43% | +1.41% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 6.17% | +0.38% | +3.18% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.01% | +1.51% | +6.85% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.74% | +0.01% | +6.32% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.59% | +0.08% | +3.44% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.51% | -1.03% | +2.24% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.48% | -0.90% | +2.34% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.04% | +0.26% | +6.83% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.81% | -0.64% | +4.52% | |
| 14 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.77% | +0.03% | +0.92% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.69% | -0.01% | +1.52% | |
| 16 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.64% | +0.04% | -0.28% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.64% | +0.03% | +3.11% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.61% | — | +6.11% | |
| 19 | DFIC | Dimensional International Co | ETF-Other | 2.59% | -0.72% | +3.61% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.98% | +0.52% | +9.23% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.98% | +0.56% | +9.12% | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.98% | +0.52% | +8.79% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.93% | +0.10% | +2.45% | |
| 24 | DFIS | Dimensional International Sm | ETF-Other | 1.79% | -0.55% | +1.54% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.32% | -0.47% | +6.68% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.26% | -0.31% | -7.54% | |
| 27 | DIHP | Dimensional International Hi | ETF-Other | 1.03% | -0.26% | +7.55% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.88% | -0.18% | +4.39% | |
| 29 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.58% | -0.18% | -0.86% | |
| 30 | DFAT | Dimensional US Target Value | ETF-Other | 0.48% | +0.12% | +18.54% | |
| 31 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.47% | +0.11% | +19.68% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.04% | -0.25% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | +0.06% | -11.08% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.27% | +0.04% | -12.07% | |
| 35 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.24% | +0.02% | -21.27% | |
| 36 | DISV | Dimensional International Sm | ETF-Other | 0.21% | +0.04% | +17.33% | |
| 37 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.17% | +0.02% | -16.16% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.16% | +0.01% | -12.42% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.15% | +0.02% | -11.03% | |
| 40 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.14% | — | -24.69% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | -0.03% | -7.78% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.09% | +0.01% | -12.21% | |
| 43 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | +0.01% | -12.91% | |
| 44 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.08% | +0.02% | -19.68% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | +0.01% | — | |
| 46 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.04% | — | -6.45% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.03% | +0.01% | -22.27% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.03% | +0.01% | -6.66% | |
| 49 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.03% | — | -17.25% | |
| 50 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.03% | +0.01% | -17.18% |
According to official SEC Form 13F filings, Efficient Advisors, LLC reported a total U.S. public equity portfolio value of $1.4B across 58 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VBR, VTI, VOO) accounted for 42.0% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
HCMT
前期市值: $22.3M
During Q3 2025, Efficient Advisors, LLC's top holdings by market value included VBR (7.2%)、VTI (7.1%)、VOO (6.3%). The largest single position, VBR, represented 7.2% of total portfolio value.
In Q3 2025, Efficient Advisors, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 21 positions, trimming 13 holdings, and fully liquidating 16 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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