Philadelphia, PA, based Investment company Efficient Advisors, LLC (Current Portfolio) buys IQ Hedge MultiIQ Hedge Multi-Strategy Tracker, iShares Edge MSCI Min Vol USA, sells SPDR Gold Trust during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Efficient Advisors, LLC. As of 2020Q1, Efficient Advisors, LLC owns 42 stocks with a total value of $419 million. These are the details of the buys and sells.
- Added Positions: VBR, VB, DLS, DGS, IWC, EFV, USMV, QAI, VTV, RWO, AOK, HYG, FLOT, DHS, VNQ, AGZ, AOM,
- Reduced Positions: AGG, BSV, IVE, IVV, EFA, BIV, SHY, SUB, EEM, SCZ, VTI, MUB, GWX, GLD, ITOT, VV, VCIT, IEFA, VNQI, VYM, VTEB, SCHH, IEMG, AOR, AOA,
For the details of Efficient Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/efficient+advisors%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Efficient Advisors, LLC- iShares Core U.S. Aggregate Bond (AGG) - 870,876 shares, 24.00% of the total portfolio. Shares reduced by 1.99%
- Vanguard Short-Term Bond (BSV) - 657,793 shares, 12.91% of the total portfolio. Shares reduced by 3.59%
- iShares 1-3 Year Treasury Bond ETF (SHY) - 450,945 shares, 9.34% of the total portfolio. Shares reduced by 1.1%
- Vanguard Small-Cap Value (VBR) - 397,117 shares, 8.42% of the total portfolio. Shares added by 13.68%
- WisdomTree International SmallCap Fund (DLS) - 685,582 shares, 7.87% of the total portfolio. Shares added by 6.29%
Efficient Advisors, LLC added to a holding in iShares Edge MSCI Min Vol USA by 22.34%. The purchase prices were between $46.61 and $69.67, with an estimated average price of $63.87. The stock is now traded at around $58.16. The impact to a portfolio due to this purchase was 0.06%. The holding were 25,926 shares as of .
Added: IQ Hedge MultiIQ Hedge Multi-Strategy Tracker (QAI)Efficient Advisors, LLC added to a holding in IQ Hedge MultiIQ Hedge Multi-Strategy Tracker by 26.27%. The purchase prices were between $26.67 and $31.05, with an estimated average price of $30.14. The stock is now traded at around $29.32. The impact to a portfolio due to this purchase was 0.06%. The holding were 40,549 shares as of .
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