Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Efficient Advisors

Latest statistics and disclosures from Efficient Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VBR, VTI, VOO, BND, VB, and represent 33.30% of Efficient Advisors's stock portfolio.
Added to shares of these 10 stocks: BIV (+$6.8M), BSV, BND, VNQ, VTV, BNDX, VTIP, VCSH, VGK, DUHP.
Started 2 new stock positions in JPM, AOM.
Reduced shares in these 10 stocks: TIPX, , IAGG, AVDV, GCOW, IETC, MGK, PNQI, , TILT.
Sold out of its positions in SGOL, GOOGL, BRK.B, BKNG, CVS, CAH, COST, DOCU, DG, FFIV.
Efficient Advisors was a net buyer of stock by $13M.
Efficient Advisors has $1.8B in assets under management (AUM), dropping by 5.68%.
Central Index Key (CIK): 0001542164

Tip: Access up to 7 years of quarterly data

Positions held by Efficient Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Efficient Advisors

Efficient Advisors holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Sm Cp Val Etf (VBR)	7.2	$128M		615k	208.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.1	$126M		385k	328.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$112M		183k	612.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.3	$112M	+3%	1.5M	74.37	View chart
Vanguard Index Fds Small Cp Etf (VB)	6.3	$112M		440k	254.28	View chart
Vanguard Index Fds Value Etf (VTV)	6.2	$109M	+3%	587k	186.49	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	6.0	$107M	+6%	1.4M	78.09	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.7	$66M	+6%	842k	78.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.6	$64M	+3%	892k	71.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.5	$62M	+2%	621k	100.25	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	3.5	$62M	+2%	1.6M	38.57	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.0	$54M	+6%	589k	91.42	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	2.8	$50M	+4%	1.3M	37.77	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.8	$49M		345k	142.55	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.7	$48M		650k	73.46	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.6	$47M		533k	87.84	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.6	$47M	+3%	781k	59.92	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.6	$46M	+6%	581k	79.80	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.6	$46M	+3%	1.4M	32.79	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$35M	+9%	710k	49.46	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.0	$35M	+9%	693k	50.63	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.0	$35M	+8%	439k	79.93	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.9	$34M	+2%	632k	54.18	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.8	$32M		1.0M	31.63	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.3	$23M	+6%	397k	58.85	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	1.3	$22M	-7%	252k	89.03	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.0	$18M	+7%	602k	30.39	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.9	$16M	+4%	498k	31.53	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.6	$10M		179k	57.10	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$8.4M	+18%	145k	58.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$8.4M	+19%	122k	68.46	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.4	$6.3M		76k	82.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$6.0M	-11%	29k	206.51	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$4.8M	-12%	71k	67.83	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.2	$4.2M	-21%	18k	242.29	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.2	$3.7M	+17%	103k	35.69	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$2.9M	-16%	20k	149.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.8M	-12%	4.2k	669.30	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$2.6M	-11%	28k	93.37	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.1	$2.4M	-24%	27k	88.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$2.3M	-7%	17k	137.80	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.6M	-12%	31k	53.40	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.6M	-12%	21k	76.72	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.1	$1.4M	-19%	38k	37.88	View chart
JPMorgan Chase & Co. (JPM)	0.0	$698k	NEW	2.2k	315.43	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$626k	-6%	3.8k	166.09	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$598k	-22%	5.6k	106.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$561k	-6%	1.8k	307.78	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.0	$466k	-17%	10k	45.77	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$464k	-17%	5.3k	88.14	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.0	$408k	-30%	6.5k	63.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$378k	-3%	4.3k	87.31	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$362k	NEW	7.6k	47.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$327k	-13%	2.2k	145.65	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$296k	-19%	2.8k	106.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$240k		676.00	355.52	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$237k	-6%	3.6k	65.92	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$226k	-25%	3.5k	64.37	View chart

Past Filings by Efficient Advisors

SEC 13F filings are viewable for Efficient Advisors going back to 2011

Efficient Advisors 2025 Q3 filed Nov. 10, 2025
Efficient Advisors 2025 Q2 filed Aug. 7, 2025
Efficient Advisors 2025 Q1 filed May 6, 2025
Efficient Advisors 2025 Q1 restated filed May 6, 2025
Efficient Advisors 2024 Q4 filed Feb. 7, 2025
Efficient Advisors 2024 Q3 filed Nov. 12, 2024
Efficient Advisors 2024 Q2 filed Aug. 5, 2024
Efficient Advisors 2024 Q1 filed May 9, 2024
Efficient Advisors 2023 Q4 filed Feb. 8, 2024
Efficient Advisors 2023 Q3 filed Nov. 7, 2023
Efficient Advisors 2023 Q2 filed Aug. 8, 2023
Efficient Advisors 2023 Q1 filed May 9, 2023
Efficient Advisors 2022 Q4 filed Feb. 8, 2023
Efficient Advisors 2022 Q3 filed Nov. 8, 2022
Efficient Advisors 2022 Q2 filed Aug. 5, 2022
Efficient Advisors 2022 Q1 filed May 11, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z