Efficient Advisors

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

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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 64 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Intermed Term (BIV) 8.3 $95M +4% 1.3M 73.48
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.2 $94M +4% 1.3M 71.33
Vanguard Index Fds Sm Cp Val Etf (VBR) 7.0 $80M 558k 143.40
Vanguard Index Fds Small Cp Etf (VB) 6.0 $69M 404k 170.91
Vanguard Index Fds Value Etf (VTV) 5.9 $68M +3% 550k 123.48
Vanguard Bd Index Fds Short Trm Bond (BSV) 5.9 $67M 899k 74.82
Vanguard Index Fds Total Stk Mkt (VTI) 5.6 $65M 361k 179.47
Ishares Tr Core Us Aggbd Et (AGG) 5.6 $65M 672k 96.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.5 $63M 192k 328.30
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.2 $37M +7% 825k 44.36
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.8 $32M +3% 433k 74.28
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.8 $32M +3% 666k 48.11
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $31M +3% 658k 47.73
Vanguard Index Fds Real Estate Etf (VNQ) 2.6 $30M +2% 374k 80.17

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Ishares Tr 1 3 Yr Treas Bd (SHY) 2.5 $29M 357k 81.21
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.4 $28M +8% 299k 92.81
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.4 $27M +7% 472k 57.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.3 $27M +8% 738k 36.36
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.3 $27M +10% 576k 46.15
Wisdomtree Tr Intl Smcap Div (DLS) 2.1 $24M 460k 51.44
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.0 $23M +7% 505k 45.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $20M +6% 534k 36.49
Flexshares Tr Mornstar Usmkt (TILT) 1.7 $19M -5% 138k 138.28
Flexshares Tr M Star Dev Mkt (TLTD) 1.2 $14M +3% 275k 51.68
Ishares Tr S&p 500 Val Etf (IVE) 1.1 $13M -8% 102k 128.52
Ishares Tr Eafe Value Etf (EFV) 0.9 $11M 272k 38.53
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.8 $9.0M +6% 227k 39.82
Ishares Tr Micro-cap Etf (IWC) 0.5 $6.0M -13% 58k 103.39
Ishares Tr Core S&p500 Etf (IVV) 0.5 $5.9M -11% 16k 358.67
Ishares Tr Msci Eafe Etf (EFA) 0.5 $5.2M 93k 56.01
Wisdomtree Tr Futre Strat Fd (WTMF) 0.4 $4.4M 128k 34.42
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $3.4M 69k 48.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $3.3M -3% 95k 34.88
Flexshares Tr Mstar Emkt Fac (TLTE) 0.3 $3.1M +5% 73k 42.47
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $3.1M 30k 102.65
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.2 $2.3M 60k 38.68
Ishares Tr National Mun Etf (MUB) 0.1 $1.4M 14k 102.55
Oneok (OKE) 0.1 $874k NEW 17k 51.23
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.1 $825k -3% 32k 26.08
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $683k 8.0k 84.90
Ishares Tr Aggres Alloc Etf (AOA) 0.1 $668k 12k 55.46
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $653k NEW 2.4k 267.18
Vanguard Index Fds Large Cap Etf (VV) 0.1 $617k 3.8k 163.49
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $588k 8.2k 71.40
Home BancShares (HOMB) 0.0 $570k NEW 25k 22.52
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $551k -4% 30k 18.70
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.0 $502k +4% 13k 38.16
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $454k 15k 29.59
Ishares Tr Grwt Allocat Etf (AOR) 0.0 $452k -5% 10k 44.73
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $450k +3% 18k 25.35
Dimensional Etf Trust Us Equity Etf (DFUS) 0.0 $438k 11k 38.79
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $436k -8% 5.5k 79.61
Ishares Tr Core Msci Eafe (IEFA) 0.0 $424k +6% 8.0k 52.68
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $409k +3% 5.4k 75.73
One Gas (OGS) 0.0 $394k NEW 5.6k 70.47
Deere & Company (DE) 0.0 $345k 1.0k 333.66
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $337k +26% 3.6k 94.74
Ishares Core Msci Emkt (IEMG) 0.0 $259k +6% 6.0k 42.99
Wisdomtree Tr Us High Dividend (DHS) 0.0 $255k -4% 3.4k 75.80
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $249k 6.4k 38.95
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $247k 5.3k 46.57
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $233k -2% 4.6k 50.22
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $231k NEW 10k 22.26
Entergy Corporation (ETR) 0.0 $201k NEW 2.0k 100.50

Past Filings by Efficient Advisors

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

View all past filings