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CIK: 0002011188
Total reported value
$157.5M
$157.5M
18 檔
85.5%
According to the latest 13F quarterly dataset, Efficient Frontier Advisors LLC managed an equity portfolio of $157.5M at the end of Q3 2024, spanning 18 distinct U.S. exchange-listed positions.
During Q3 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 27.03% | — | +8.43% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 21.46% | — | +1.15% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 18.12% | — | +0.90% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 14.23% | — | +1.10% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.36% | — | — | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 2.97% | — | — | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.72% | — | -6.50% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.47% | — | +0.06% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.67% | — | — | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 1.21% | — | +62.94% | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.59% | — | +108.94% | |
| 12 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.20% | — | +0.73% | |
| 13 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.20% | — | +0.33% | |
| 14 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.18% | — | +0.46% | |
| 15 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.16% | — | — | |
| 16 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.16% | — | +1.52% | |
| 17 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.15% | — | — | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.13% | — | — |
According to official SEC Form 13F filings, Efficient Frontier Advisors LLC reported a total U.S. public equity portfolio value of $157.5M across 18 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, DFUV, DFAT) accounted for 85.5% of total reported equity market value during Q3 2024.
During Q3 2024, Efficient Frontier Advisors LLC's top holdings by market value included SGOV (27.0%)、DFUV (21.5%)、DFAT (18.1%). The largest single position, SGOV, represented 27.0% of total portfolio value.
In Q3 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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