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CIK: 0002011188
Total reported value
$157.5M
$157.5M
17 檔
84.1%
During the Q4 2024 filing period, Efficient Frontier Advisors LLC (CIK: 0002011188) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $157.5M across 17 reported positions.
During Q4 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% | — | -1.72% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 21.74% | — | +1.01% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 18.33% | — | -1.04% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 13.84% | — | +2.12% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.68% | — | +0.45% | |
| 6 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 3.03% | — | — | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.54% | — | +0.07% | |
| 8 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 2.42% | — | +2.24% | |
| 9 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.57% | — | +0.26% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 1.13% | — | — | |
| 11 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.56% | — | — | |
| 12 | AVEE | Avantis Em Mkt Sm Cap Eq ETF | ETF-Other | 0.25% | — | +83.50% | |
| 13 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-Other | 0.21% | — | +0.55% | |
| 14 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 0.19% | — | +1.07% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.19% | — | +0.49% | |
| 16 | PXH | Inves Rafi Emer Mrkt-usd Inc | ETF-Other | 0.16% | — | +6.80% | |
| 17 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.15% | — | +3.08% |
According to official SEC Form 13F filings, Efficient Frontier Advisors LLC reported a total U.S. public equity portfolio value of $157.5M across 17 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SGOV, DFUV, DFAT) accounted for 84.1% of total reported equity market value during Q4 2024.
During Q4 2024, Efficient Frontier Advisors LLC's top holdings by market value included SGOV (27.0%)、DFUV (21.7%)、DFAT (18.3%). The largest single position, SGOV, represented 27.0% of total portfolio value.
In Q4 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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