Efficient Advisors

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

  • Top 5 stock holdings are AGG, VBR, BSV, VB, DLS, and represent 38.72% of Efficient Advisors's stock portfolio.
  • Added to shares of these 10 stocks: BND (+$11M), BIV (+$10M), VTI (+$9.0M), VOO (+$8.7M), VTV (+$8.5M), VEU, VNQ, VSS, VGK, VEA.
  • Reduced shares in these 10 stocks: AGG (-$8.5M), DLS, TILT, SHY, VBR, TLTD, DGS, WTMF, IWC, EFV.
  • Sold out of its positions in GLD.
  • Efficient Advisors was a net buyer of stock by $43M.
  • Efficient Advisors has $729M in assets under management (AUM), dropping by 11.29%.
  • 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Efficient Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 10.9 $79M -9% 697k 113.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 9.1 $66M -4% 399k 165.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 7.1 $52M -2% 632k 82.19
Vanguard Index Fds Small Cp Etf (VB) 6.2 $45M 211k 214.08
Wisdomtree Tr Intl Smcap Div (DLS) 5.5 $40M -10% 551k 72.23
Ishares Tr 1 3 Yr Treas Bd (SHY) 4.7 $34M -9% 398k 86.25
Vanguard Bd Index Fds Intermed Term (BIV) 4.2 $31M +51% 346k 88.73
Ishares Tr S&p 500 Val Etf (IVE) 4.0 $29M 207k 141.24
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.0 $29M +60% 342k 84.72
Flexshares Tr Mornstar Usmkt (TILT) 3.8 $28M -13% 174k 159.46
Vanguard Index Fds Value Etf (VTV) 3.1 $23M +61% 171k 131.46
Ishares Tr Eafe Value Etf (EFV) 2.9 $21M -5% 412k 50.97
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $20M +81% 97k 206.69
Flexshares Tr M Star Dev Mkt (TLTD) 2.7 $19M -12% 277k 69.99

Setup an alert

Efficient Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $18M +96% 49k 364.29
Ishares Tr Core S&p500 Etf (IVV) 2.4 $18M 44k 397.81
Ishares Tr Micro-cap Etf (IWC) 2.1 $16M -8% 106k 146.95
Wisdomtree Tr Emg Mkts Smcap (DGS) 1.8 $13M -13% 259k 51.29
Ishares Tr Msci Eafe Etf (EFA) 1.4 $10M -6% 136k 75.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.4 $9.9M +96% 163k 60.68
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.3 $9.8M +56% 191k 51.54
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.3 $9.7M +57% 118k 82.50
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 1.3 $9.6M +57% 168k 57.12
Vanguard Index Fds Real Estate Etf (VNQ) 1.3 $9.1M +81% 99k 91.86
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.1 $7.8M +96% 61k 128.37
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 1.0 $7.5M +96% 119k 63.00
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.0 $7.4M +96% 151k 49.11
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 1.0 $7.4M +95% 90k 81.66
Ishares Tr Eafe Sml Cp Etf (SCZ) 1.0 $7.3M -7% 101k 71.84
Wisdomtree Tr Futre Strat Fd (WTMF) 1.0 $7.0M -22% 180k 38.97
Ishares Tr Msci Emg Mkt Etf (EEM) 0.9 $6.8M -8% 127k 53.34
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.9 $6.5M +101% 104k 62.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.7 $5.2M +93% 100k 52.05
Flexshares Tr Mstar Emkt Fac (TLTE) 0.6 $4.2M -15% 68k 61.64
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $3.6M -10% 34k 107.83
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.5 $3.3M -6% 70k 47.23
Ishares Tr National Mun Etf (MUB) 0.2 $1.7M -17% 15k 116.04
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.2 $1.3M -15% 35k 37.37
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $1.2M -14% 18k 66.93
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $1.1M -8% 11k 94.74
Vanguard Index Fds Large Cap Etf (VV) 0.1 $959k -9% 5.2k 185.28
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.1 $832k -29% 9.5k 87.17
Ishares Tr Grwt Allocat Etf (AOR) 0.1 $805k -31% 15k 53.56
Ishares Tr Conser Alloc Etf (AOK) 0.1 $792k -23% 21k 38.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $738k -14% 8.1k 91.56
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $719k -14% 18k 41.11
Ishares Tr Core Msci Eafe (IEFA) 0.1 $653k -9% 9.1k 72.06
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.1 $649k -60% 13k 50.81
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.1 $648k -14% 12k 55.79
Ishares Tr Modert Alloc Etf (AOM) 0.1 $631k -19% 15k 43.56
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.1 $624k -27% 20k 30.53
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $483k -63% 7.0k 69.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $480k -37% 5.2k 92.93
Ishares Core Msci Emkt (IEMG) 0.1 $402k -10% 6.2k 64.37
Ishares Tr Agency Bond Etf (AGZ) 0.1 $387k -4% 3.3k 117.77
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $369k -41% 3.6k 101.21
Wisdomtree Tr Us High Dividend (DHS) 0.1 $367k -38% 4.8k 76.32
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.0 $349k -62% 11k 31.84
Indexiq Etf Tr Us Rl Est Smcp (ROOF) 0.0 $237k -30% 9.8k 24.10

Past Filings by Efficient Advisors

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

View all past filings