EA
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Efficient Advisors, LLC13F | |
| Efficient Advisors, LLC | |
| Last update 2025-05-06 | 61 Stocks (0 new) |
| Value $1.54 Bil | Turnover 1 % |
Efficient Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBR | Vanguard Small Cap Value ETF | 567,895 | 105,793.1 | +2.78% | 6.890 | +0.19% | 0.370 | +19.97% | +1.71% | 28,257.0 | ||
BND | Vanguard Total Bond Market ETF | 1,404,135 | 103,133.7 | +0.99% | 6.720 | +0.07% | 0.080 | +0.85% | +3.26% | 127,042.1 | ||
VTI | Vanguard Total Stock Market ETF | 369,452 | 101,540.3 | -0.68% | 6.610 | -0.05% | 0.020 | +23.77% | +6.14% | 469,536.3 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 1,283,302 | 98,262.4 | +0.20% | 6.400 | +0.01% | 0.440 | +1.37% | +4.46% | 23,037.0 | ||
VTV | Vanguard Value ETF | 541,239 | 93,493.6 | +0.07% | 6.090 | 0% | 0.070 | +15.11% | +6.45% | 132,254.0 | ||
VOO | Vanguard S&P 500 ETF | 173,629 | 89,229.9 | -1.28% | 5.810 | -0.08% | 0.020 | +23.47% | +6.60% | 651,674.4 | ||
VB | Vanguard Small Cap ETF | 399,930 | 88,684.5 | +2.07% | 5.780 | +0.12% | 0.150 | +21.34% | +0.89% | 60,432.7 | ||
BSV | Vanguard Short-Term Bond ETF | 797,399 | 62,420.4 | -1.14% | 4.060 | -0.05% | 0.180 | +0.94% | +3.12% | 38,386.4 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 609,875 | 60,328.8 | -1.94% | 3.930 | -0.08% | 0.050 | +0.90% | +3.25% | 127,801.9 | ||
VEU | Vanguard FTSE All-World ex-US ETF | 904,069 | 54,840.8 | -3.28% | 3.570 | -0.11% | 0.140 | +23.17% | +17.46% | 43,613.0 |
Efficient Advisors, LLC's Historical Top Holdings Breakdowns
Efficient Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Add Add | +0.19% | 182.99 ($197.54) 207.75 | $199.33 | 0.91% | Add 2.78% | 567,895 | 15,376 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-03-31 | Reduce Reduce | -0.16% | 63.74 ($67.91) 71.96 | $79.24 | 16.68% | Reduce -11.36% | 302,579 | -38,760 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | Reduce Reduce | -0.15% | 63.07 ($68.94) 73.5 | $77.20 | 11.98% | Reduce -5.87% | 589,112 | -36,732 | |
VNQ | Vanguard Real Estate Index Fund ETF | 2025-03-31 | Add Add | +0.13% | 85.55 ($90.76) 94.34 | $89.25 | -1.66% | Add 4.29% | 522,760 | 21,503 | |
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +0.12% | 217.89 ($238.81) 252.64 | $240.64 | 0.77% | Add 2.07% | 399,930 | 8,128 | |
TILT |
FlexShares Morningstar US Market Factors Tilt Index Fund
FlexShares Morningstar US Market Factors Tilt Index Fund
| 2025-03-31 | Reduce Reduce | -0.12% | 202.06 ($216.75) 225.8 | $225.99 | 4.26% | Reduce -20.79% | 32,446 | -8,518 | |
EFV | iShares MSCI EAFE Value ETF | 2025-03-31 | Reduce Reduce | -0.11% | 51.88 ($56.57) 60.73 | $63.12 | 11.58% | Reduce -24.46% | 96,080 | -31,110 | |
VEU | Vanguard FTSE All-World ex-US ETF | 2025-03-31 | Reduce Reduce | -0.11% | 56.51 ($60.25) 62.98 | $66.75 | 10.79% | Reduce -3.28% | 904,069 | -30,613 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Reduce Reduce | -0.10% | 185.78 ($193.5) 198.58 | $197.20 | 1.91% | Reduce -18.9% | 34,570 | -8,054 | |
TLTD |
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
| 2025-03-31 | Reduce Reduce | -0.10% | 67.85 ($72.96) 77.32 | $83.04 | 13.82% | Reduce -25.22% | 68,187 | -22,999 |
Efficient Advisors, LLC Total Holding History ($B)
Efficient Advisors, LLC's Asset Allocation
Efficient Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Efficient Advisors, LLC's Hypothetical Growth since 2025-03-31
Efficient Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Efficient Advisors, LLC's Holdings Heat Map
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Efficient Advisors, LLC's Holdings Bubble Chart
Efficient Advisors, LLC News
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