Efficient Advisors

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

  • Top 5 stock holdings are AGG, VBR, VB, BSV, BIV, and represent 35.41% of Efficient Advisors's stock portfolio.
  • Added to shares of these 10 stocks: BIV (+$25M), BND (+$25M), VOO (+$22M), VTI (+$21M), VTV (+$21M), VBR (+$19M), VB (+$18M), VEU (+$12M), BSV (+$11M), VNQ (+$11M).
  • Reduced shares in these 10 stocks: IVV (-$5.2M), IVE, EFV, TILT, IWC, EFA, SCZ, TLTD, EEM, WTMF.
  • Sold out of its positions in QAI.
  • Efficient Advisors was a net buyer of stock by $250M.
  • Efficient Advisors has $1.0B in assets under management (AUM), dropping by 29.72%.
  • Central Index Key (CIK): 0001542164

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Portfolio Holdings for Efficient Advisors

Companies in the Efficient Advisors portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 8.5 $89M +5% 771k 114.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 8.4 $87M +28% 516k 169.26
Vanguard Index Fds Small Cp Etf (VB) 6.4 $67M +37% 305k 218.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 6.3 $66M +19% 804k 81.94
Vanguard Bd Index Fds Intermed Term (BIV) 5.9 $62M +67% 693k 89.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 5.7 $60M +69% 700k 85.45
Vanguard Index Fds Value Etf (VTV) 4.6 $48M +77% 353k 135.37
Vanguard Index Fds Total Stk Mkt (VTI) 4.5 $47M +83% 211k 222.06
Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.3 $45M +91% 114k 394.40
Wisdomtree Tr Intl Smcap Div (DLS) 3.8 $40M 540k 74.24
Ishares Tr 1 3 Yr Treas Bd (SHY) 3.7 $39M +7% 448k 86.15
Flexshares Tr Mornstar Usmkt (TILT) 2.6 $27M -4% 161k 168.80
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $26M -10% 179k 145.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.3 $24M +98% 400k 60.96

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Vanguard Index Fds Real Estate Etf (VNQ) 2.2 $23M +87% 222k 101.78
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.9 $20M +69% 386k 52.58
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.9 $20M +70% 241k 82.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.9 $20M +70% 346k 56.96
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.9 $19M +95% 145k 133.69
Ishares Tr Eafe Value Etf (EFV) 1.8 $19M -6% 379k 50.85
Flexshares Tr M Star Dev Mkt (TLTD) 1.8 $19M -2% 268k 71.78
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.8 $19M +95% 282k 65.61
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.8 $18M +96% 364k 50.49
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.7 $18M +98% 223k 81.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.5 $16M +94% 247k 63.26
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.4 $14M +4% 268k 53.48
Ishares Tr Core S&p500 Etf (IVV) 1.3 $13M -28% 31k 430.81
Ishares Tr Micro-cap Etf (IWC) 1.3 $13M -8% 91k 144.32
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $13M +101% 250k 50.01
Ishares Tr Msci Eafe Etf (EFA) 0.9 $9.5M -7% 122k 78.01
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $6.7M -8% 90k 74.41
Wisdomtree Tr Futre Strat Fd (WTMF) 0.6 $6.4M -5% 156k 40.99
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $5.9M -5% 117k 50.38
Flexshares Tr Mstar Emkt Fac (TLTE) 0.4 $4.0M 66k 60.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.7M -4% 34k 107.56
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.3 $3.4M -2% 67k 51.06
Ishares Tr National Mun Etf (MUB) 0.2 $1.7M -5% 15k 116.20
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $1.5M +8% 55k 26.56
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $1.3M -3% 34k 38.49
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $1.2M -2% 17k 69.79
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $963k -12% 9.3k 103.08
Vanguard Index Fds Large Cap Etf (VV) 0.1 $865k -12% 4.3k 200.93
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $789k 17k 45.66
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $789k -4% 14k 55.50
Ishares Tr Conser Alloc Etf (AOK) 0.1 $741k 19k 39.50
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $725k -12% 8.3k 87.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $673k -6% 6.8k 98.31
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $639k 11k 56.30
Ishares Tr Core Msci Eafe (IEFA) 0.1 $578k -11% 7.8k 74.22
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $562k -12% 18k 31.09
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $494k 5.2k 94.38
Ishares Tr Modert Alloc Etf (AOM) 0.0 $459k -14% 10k 44.73
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $417k -18% 8.2k 50.79
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $346k 7.3k 47.23
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $336k -8% 3.3k 103.38
Wisdomtree Tr Us High Dividend (DHS) 0.0 $333k -4% 4.3k 77.03
Ishares Core Msci Emkt (IEMG) 0.0 $331k -10% 5.4k 61.86
Indexiq Etf Tr Us Rl Est Smcp (ROOF) 0.0 $250k 9.8k 25.50
Ishares Tr Agency Bond Etf (AGZ) 0.0 $227k -42% 1.9k 118.54
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $207k 3.6k 57.56
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $203k -33% 2.8k 73.68

Past Filings by Efficient Advisors

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

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