EF
| |
Efficient Frontier Advisors LLC13F | |
| Efficient Frontier Advisors LLC | |
| Last update 2025-04-09 | 21 Stocks (4 new) |
| Value $154.00 Mil | Turnover 1 % |
Efficient Frontier Advisors LL... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGOV | iShares 0-3 Month Treasury Bond ETF | 406,851 | 40,957.7 | -0.15% | 26.640 | -0.04% | 0.100 | +1.08% | +2.17% | 49,722.2 | ||
DFUV | Dimensional US Marketwide Value ETF | 803,399 | 33,108.1 | +0.01% | 21.540 | 0% | 0.290 | +10.42% | +6.47% | 11,820.2 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 500,077 | 25,749.0 | +0.43% | 16.750 | +0.07% | 0.260 | +16.94% | +2.01% | 11,144.8 | ||
DFIV | Dimensional International Value ETF | 588,401 | 23,159.5 | -0.24% | 15.070 | -0.03% | 0.240 | +14.68% | +24.56% | 12,240.9 | ||
VTI | Vanguard Total Stock Market ETF | 35,446 | 9,742.1 | +1.72% | 6.340 | +0.11% | 0.000 | +17.05% | +6.98% | 450,247.8 | ||
GDX | VanEck Gold Miners ETF | 100,842 | 4,635.7 | -6.61% | 3.020 | -0.16% | 0.030 | +15.73% | +56.03% | 15,766.5 | ||
DFSV | Dimensional US Small Cap Value ETF | 148,899 | 4,191.5 | 0% | 2.730 | 0% | 0.100 | +18.21% | +1.01% | 4,909.8 | ||
DFAS | Dimensional U.S. Small Cap ETF | 59,025 | 3,526.7 | +0.06% | 2.290 | 0% | 0.040 | +16.49% | +1.71% | 10,558.0 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 37,293 | 2,600.8 | +2.07% | 1.690 | +0.03% | 0.030 | +19.97% | +25.54% | 9,791.2 | ||
DISV |
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
| 64,108 | 1,866.8 | 0% | 1.210 | 0% | 0.070 | +18.55% | +27.35% | 3,240.3 |
Efficient Frontier Advisors LLC's Historical Top Holdings Breakdowns
Efficient Frontier 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | New Buy New Buy | +0.41% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | New holding | 1,237 | 1,237 | |
VPL | Vanguard FTSE Pacific ETF | 2025-03-31 | New Buy New Buy | +0.23% | 69.87 ($73.28) 75.62 | $82.38 | 12.42% | New holding | 4,977 | 4,977 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | New Buy New Buy | +0.19% | 47.4 ($50.6) 52.99 | $57.22 | 13.08% | New holding | 5,599 | 5,599 | |
GDX | VanEck Gold Miners ETF | 2025-03-31 | Reduce Reduce | -0.16% | 34.58 ($40.44) 45.97 | $52.91 | 30.84% | Reduce -6.61% | 100,842 | -7,136 | |
VGK | Vanguard FTSE Europe ETF | 2025-03-31 | New Buy New Buy | +0.15% | 63.07 ($68.94) 73.5 | $77.75 | 12.78% | New holding | 3,389 | 3,389 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.11% | 271.18 ($290.53) 303.12 | $308.03 | 6.02% | Add 1.72% | 35,446 | 601 | |
DFAT | Dimensional U.S. Targeted Value ETF | 2025-03-31 | Add Add | +0.07% | 50.44 ($55.03) 58.1 | $56.35 | 2.40% | Add 0.43% | 500,077 | 2,153 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.04% | 100.34 ($100.51) 100.68 | $100.42 | -0.09% | Reduce -0.15% | 406,851 | -628 | |
AVES | Avantis Emerging Markets Value ETF | 2025-03-31 | Add Add | +0.03% | 44.71 ($46.85) 48.65 | $54.38 | 16.07% | Add 16.65% | 5,730 | 818 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-03-31 | Add Add | +0.03% | 63.74 ($67.91) 71.96 | $80.19 | 18.08% | Add 2.07% | 37,293 | 757 |
Efficient Frontier Advisors LLC Total Holding History ($B)
Efficient Frontier Advisors LLC's Asset Allocation
Efficient Frontier 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 Frontier Advisors LLC's Hypothetical Growth since 2025-03-31
Efficient Frontier Advisors LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Efficient Frontier Advisors LLC's Holdings Heat Map
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Efficient Frontier Advisors LLC's Holdings Bubble Chart
Efficient Frontier Advisors LLC News
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