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Efficient Advisors

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

Top 5 stock holdings are BND, BIV, VTI, VOO, VTV, and represent 37.17% of Efficient Advisors's stock portfolio.
Added to shares of these 8 stocks: BIV, BND, BNDX, VTIP, VCSH, IWL, VV, WTMF.
Reduced shares in these 10 stocks: VBR (-$37M), VB (-$27M), AGG (-$23M), DFAC (-$21M), DFIC (-$19M), VTV (-$17M), DUHP (-$15M), VTI (-$14M), DFIS (-$13M), VEU (-$12M).
Efficient Advisors was a net seller of stock by $-310M.
Efficient Advisors has $1.4B in assets under management (AUM), dropping by -17.80%.
Central Index Key (CIK): 0001542164

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

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Portfolio Holdings for Efficient Advisors

Efficient Advisors holds 58 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	8.1	$114M	+2%	1.5M	73.64	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	7.8	$109M	+3%	1.4M	77.18	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	7.6	$107M	-11%	332k	320.81	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.9	$97M	-9%	162k	597.55	View chart
Vanguard Index Fds Value Etf (VTV)	6.9	$97M	-15%	494k	196.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	6.1	$87M	-29%	398k	217.25	View chart
Vanguard Index Fds Small Cp Etf (VB)	5.9	$83M	-24%	316k	261.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	3.9	$54M	-17%	724k	75.10	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.6	$50M	-17%	639k	78.41	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	3.4	$48M	-11%	538k	88.70	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	3.0	$42M	-18%	287k	145.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.9	$40M	-19%	630k	64.08	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	2.9	$40M	-16%	489k	82.43	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	2.8	$40M	-22%	408k	97.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.8	$39M	-20%	511k	77.11	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.6	$37M	+3%	739k	49.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	2.6	$36M	+3%	460k	79.27	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.6	$36M	+3%	752k	48.05	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$30M	-41%	782k	38.86	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$29M	-14%	529k	54.05	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	1.9	$26M	-36%	716k	36.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$26M	-46%	263k	99.27	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.6	$23M	-44%	646k	35.53	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.1	$15M	-46%	447k	33.67	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.8	$11M	-44%	110k	99.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$9.7M	-6%	155k	62.45	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.7	$9.6M	-41%	298k	32.22	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.7	$9.5M	-3%	134k	71.13	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$8.5M	-53%	146k	58.54	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$8.5M	-39%	251k	33.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$5.5M	-3%	26k	211.15	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$4.6M	-9%	61k	74.35	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.3	$4.1M	-51%	69k	60.10	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.3	$4.1M	-9%	104k	39.44	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$3.7M	-27%	45k	82.57	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.3	$3.6M	-9%	15k	241.37	View chart
Ishares Tr Micro-cap Etf (IWC)	0.2	$2.6M	-8%	16k	159.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$2.5M	-10%	3.8k	653.27	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$2.2M	-9%	23k	97.13	View chart
Flexshares Tr M Star Dev Mkt (TLTD)	0.1	$1.9M	-21%	21k	93.99	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.5M	-8%	19k	78.41	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.4M	-9%	25k	56.79	View chart
Wisdomtree Tr Futre Strat Fd (WTMF)	0.1	$1.4M		35k	39.69	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.4M	-36%	9.9k	138.33	View chart
JPMorgan Chase & Co. (JPM)	0.0	$651k		2.2k	294.16	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.0	$623k	+5%	3.9k	160.47	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$563k	+4%	1.9k	298.77	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$535k		5.0k	106.51	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.0	$387k	-13%	8.5k	45.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$383k	-5%	4.2k	90.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$378k	-5%	2.7k	142.44	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$367k	-2%	4.2k	88.50	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$302k		3.8k	79.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$290k		675.00	430.22	View chart
Flexshares Tr Mstar Emkt Fac (TLTE)	0.0	$274k	-29%	4.1k	67.20	View chart
Ishares Tr National Mun Etf (MUB)	0.0	$257k	-2%	2.4k	106.14	View chart
Ishares Tr Core 40/60 Moder (AOM)	0.0	$253k	-27%	5.3k	47.37	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$225k	-7%	3.2k	69.76	View chart

Past Filings by Efficient Advisors

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

Efficient Advisors 2026 Q1 filed April 29, 2026
Efficient Advisors 2025 Q4 restated filed Jan. 21, 2026
Efficient Advisors 2025 Q4 filed Jan. 8, 2026
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

View all past filings

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