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CIK: 0001542164
Total reported value
$1.4B
$1.4B
58 檔
41.3%
The Q4 2025 SEC filing reveals that Efficient Advisors, LLC held a total portfolio value of $1.4B, covering 58 public equity positions.
In Q4 2025, Efficient Advisors, LLC adopted a defensive or profit-taking posture, trimming 35 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VBR, VOO) accounted for 41.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPTM
市值: $315.2K
Top Position Liquidated / Trimmed
AOR
前期市值: $225.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.35% | +0.22% | -2.40% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 7.02% | -0.88% | -7.71% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.56% | +0.33% | -2.23% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.54% | +1.53% | +0.31% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 6.50% | +0.38% | -0.68% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 6.31% | -0.43% | -4.87% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-Other | 6.24% | +1.51% | +0.52% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.78% | +0.08% | -1.24% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.55% | +0.01% | -8.48% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.13% | +0.26% | +2.93% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 3.06% | -0.90% | -17.19% | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.94% | +0.03% | +1.68% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.88% | -1.03% | -20.34% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 2.86% | — | +0.76% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.84% | +0.03% | -0.15% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.81% | -0.01% | -1.74% | |
| 17 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 2.79% | +0.04% | -0.92% | |
| 18 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.51% | -0.64% | -14.54% | |
| 19 | DFIC | Dimensional International Co | ETF-Other | 2.35% | -0.72% | -16.44% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.07% | +0.52% | +1.38% | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.06% | +0.56% | +2.90% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.04% | +0.52% | +2.06% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.93% | +0.10% | -2.64% | |
| 24 | DFIS | Dimensional International Sm | ETF-Other | 1.62% | -0.55% | -16.26% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.09% | -0.31% | -20.92% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.08% | -0.47% | -20.82% | |
| 27 | DIHP | Dimensional International Hi | ETF-Other | 0.94% | -0.26% | -15.76% | |
| 28 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.78% | -0.18% | -17.09% | |
| 29 | DFAT | Dimensional US Target Value | ETF-Other | 0.57% | +0.12% | +14.05% | |
| 30 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.57% | +0.11% | +13.50% | |
| 31 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.47% | -0.18% | -21.43% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | +0.06% | -7.98% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.30% | -0.04% | -18.08% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.28% | +0.04% | -4.81% | |
| 35 | DISV | Dimensional International Sm | ETF-Other | 0.25% | +0.04% | +10.79% | |
| 36 | TILT | Flexshares Morningstar US Ma | ETF-Other | 0.24% | +0.02% | -4.97% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.17% | +0.01% | +2.22% | |
| 38 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.16% | +0.02% | -11.22% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.14% | +0.02% | -6.96% | |
| 40 | TLTD | Flexshares Morningstar Devel | ETF-Other | 0.14% | — | -4.23% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.13% | -0.03% | -7.31% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.09% | +0.01% | -3.31% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.09% | +0.01% | -11.25% | |
| 44 | WTMF | Wisdomtree Mgd Futures Strat | ETF-Other | 0.08% | +0.02% | -7.21% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.04% | +0.01% | — | |
| 46 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.04% | — | -2.18% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-Other | 0.03% | +0.01% | -0.88% | |
| 48 | SUB | Ishares Short-term National | ETF-Other | 0.03% | +0.01% | -8.54% | |
| 49 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.03% | — | -3.32% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.02% | +0.01% | +24.39% |
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 Q4 2025.
During Q4 2025, Efficient Advisors, LLC's top holdings by market value included VTI (7.3%)、VBR (7.0%)、VOO (6.6%). The largest single position, VTI, represented 7.3% of total portfolio value.
In Q4 2025, Efficient Advisors, LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 13 positions, trimming 35 holdings, and fully liquidating 1 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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