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CIK: 0002011188
Total reported value
$157.5M
$157.5M
13 檔
75.2%
As reported in its official Q1 2024 Form 13F filing, Efficient Frontier Advisors LLC's tracked investment portfolio stood at $157.5M with 13 total positions.
During Q1 2024, Efficient Frontier 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 | DFUV | Dimensional US Marketwide Va | ETF-Other | 25.67% | — | +1.83% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 24.67% | — | +2.57% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 24.05% | — | -3.81% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 16.49% | — | +3.44% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.89% | — | +0.04% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.88% | — | — | |
| 7 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.90% | — | — | |
| 8 | DISV | Dimensional International Sm | ETF-Other | 0.45% | — | — | |
| 9 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.23% | — | +0.22% | |
| 10 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.23% | — | +0.52% | |
| 11 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.21% | — | +0.42% | |
| 12 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.18% | — | — | |
| 13 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.17% | — | +0.33% |
According to official SEC Form 13F filings, Efficient Frontier Advisors LLC reported a total U.S. public equity portfolio value of $157.5M across 13 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFUV, DFAT, SGOV) accounted for 75.2% of total reported equity market value during Q1 2024.
During Q1 2024, Efficient Frontier Advisors LLC's top holdings by market value included DFUV (25.7%)、DFAT (24.7%)、SGOV (24.1%). The largest single position, DFUV, represented 25.7% of total portfolio value.
In Q1 2024, Efficient Frontier 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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