Efficient Advisors

Efficient Advisors as of March 31, 2025

Portfolio Holdings for Efficient Advisors

Efficient Advisors holds 148 positions in its portfolio as reported in the March 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) 6.4 $106M 569k 186.29
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.4 $106M 1.4M 73.45
Vanguard Index Fds Total Stk Mkt (VTI) 6.2 $102M 371k 274.84
Vanguard Bd Index Fds Intermed Term (BIV) 6.0 $99M 1.3M 76.57
Vanguard Index Fds Value Etf (VTV) 5.7 $94M 543k 172.74
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.4 $90M 175k 513.91
Vanguard Index Fds Small Cp Etf (VB) 5.4 $89M 401k 221.75
Vanguard Bd Index Fds Short Trm Bond (BSV) 3.8 $63M 798k 78.28
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $60M 610k 98.92
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 3.3 $55M 907k 60.66
Vanguard Index Fds Real Estate Etf (VNQ) 2.9 $48M 525k 90.54
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.9 $47M 1.4M 32.99
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.6 $42M 679k 62.10
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.5 $42M 364k 115.60
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 2.5 $42M 591k 70.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.5 $41M 804k 50.83
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 2.4 $40M 554k 72.46
Dimensional Etf Trust Intl Core Equity (DFIC) 2.3 $39M 1.4M 27.77
Dimensional Etf Trust Us High Profitab (DUHP) 2.3 $38M 1.2M 33.14
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.0 $33M 419k 78.94
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.0 $32M 649k 49.90
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.9 $32M 652k 48.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.8 $29M 638k 45.26
Dimensional Etf Trust Intl Small Cap E (DFIS) 1.6 $27M 1.0M 25.84
Direxion Shs Etf Tr Direxion Hcm (HCMT) 1.3 $22M 737k 30.21
American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $21M 303k 69.74
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $21M 356k 58.69
Dimensional Etf Trust Intl High Profit (DIHP) 0.9 $15M 563k 26.94
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.7 $12M 472k 25.89
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 0.6 $9.5M 124k 76.62
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.5 $9.1M 188k 48.31
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.4 $6.9M 83k 82.73
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $6.7M 35k 190.58
Flexshares Tr Mornstar Usmkt (TILT) 0.4 $6.7M 32k 205.74
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH) 0.4 $5.9M 102k 58.48
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $5.8M 63k 92.47
Ishares Tr Eafe Value Etf (EFV) 0.3 $5.7M 96k 58.94
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $5.5M 107k 51.49
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.3 $5.4M 91k 59.75
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH) 0.3 $5.4M 112k 48.29
Flexshares Tr M Star Dev Mkt (TLTD) 0.3 $5.1M 68k 74.81
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 0.3 $4.6M 238k 19.19
Proshares Tr Pshs Ultra Qqq (QLD) 0.3 $4.3M 48k 88.88
Ishares Tr Msci Eafe Etf (EFA) 0.2 $3.1M 38k 81.73
Ishares Tr Core S&p500 Etf (IVV) 0.2 $3.0M 5.3k 561.93
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $2.7M 91k 29.12
Ishares Tr Micro-cap Etf (IWC) 0.2 $2.6M 24k 110.91
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $2.4M 42k 57.30
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $2.3M 42k 54.02
Wisdomtree Tr Futre Strat Fd (WTMF) 0.1 $2.1M 62k 34.13
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $2.0M 18k 115.95
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $2.0M 19k 105.60
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $1.8M 28k 63.53
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $1.8M 40k 43.70
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.5M 2.8k 532.58
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 0.1 $1.5M 46k 32.37
Legg Mason Etf Invt Franklin Us Low (LVHD) 0.1 $1.3M 32k 40.97
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.1 $1.2M 7.2k 174.04
Vanguard World Mega Grwth Ind (MGK) 0.1 $1.2M 4.0k 308.88
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $1.1M 37k 29.82
Pacer Fds Tr Globl Cash Etf (GCOW) 0.1 $1.0M 28k 36.98
Flexshares Tr Mstar Emkt Fac (TLTE) 0.1 $1.0M 20k 52.49
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.1 $1.0M 6.3k 161.27
Ishares Tr S&p 100 Etf (OEF) 0.1 $1.0M 3.7k 270.83
Vanguard Index Fds Large Cap Etf (VV) 0.1 $992k 3.9k 257.03
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.1 $986k 22k 44.13
FedEx Corporation (FDX) 0.1 $966k 4.0k 243.77
Ishares Tr Core Msci Total (IXUS) 0.1 $923k 13k 69.81
Ishares Tr National Mun Etf (MUB) 0.1 $897k 8.5k 105.44
Cardinal Health (CAH) 0.1 $892k 6.5k 137.77
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 0.1 $881k 20k 43.64
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.1 $852k 18k 47.89
Agf Invts Tr Us Market Netrl (BTAL) 0.1 $831k 40k 20.84
Ishares U S Etf Tr U.s. Tech Indepd (IETC) 0.1 $829k 11k 74.94
Global X Fds S&p 500 Covered (XYLD) 0.0 $818k 21k 39.49
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 0.0 $807k 17k 47.04
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $765k 9.0k 85.07
Merck & Co (MRK) 0.0 $764k 8.5k 89.76
Pepsi (PEP) 0.0 $681k 4.5k 149.93
Fortinet (FTNT) 0.0 $615k 6.4k 96.26
Palantir Technologies Cl A (PLTR) 0.0 $583k 6.9k 84.40
Ishares Tr Faln Angls Usd (FALN) 0.0 $582k 22k 26.79
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $579k 7.6k 76.50
NVIDIA Corporation (NVDA) 0.0 $566k 5.2k 108.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $566k 1.0k 559.54
Group 1 Automotive (GPI) 0.0 $565k 1.5k 381.95
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $554k 5.3k 104.57
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $552k 20k 27.96
Mercantile Bank (MBWM) 0.0 $552k 13k 43.44
Ishares Tr Rus Top 200 Etf (IWL) 0.0 $548k 4.0k 137.41
Deere & Company (DE) 0.0 $547k 1.2k 469.29
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $544k 33k 16.63
Spdr Index Shs Fds S&p Intl Smlcp (GWX) 0.0 $514k 16k 31.96
Timothy Plan Us Lrgmd Cp Core (TPLC) 0.0 $511k 12k 42.44
Timothy Plan Intl Etf (TPIF) 0.0 $505k 18k 28.75
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $502k 5.4k 92.79
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $476k 1.0k 468.79
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.0 $462k 8.1k 57.14
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $459k 10k 45.97
Ishares Tr Agency Bond Etf (AGZ) 0.0 $453k 4.1k 109.43
Home Depot (HD) 0.0 $451k 1.2k 366.61
Vaneck Etf Trust Energy Incme Et (EINC) 0.0 $444k 4.4k 99.98
Chubb (CB) 0.0 $442k 1.5k 301.93
Alphabet Cap Stk Cl A (GOOGL) 0.0 $438k 2.8k 154.64
American Express Company (AXP) 0.0 $433k 1.6k 269.05
Pilgrim's Pride Corporation (PPC) 0.0 $430k 7.9k 54.51
Costco Wholesale Corporation (COST) 0.0 $429k 454.00 945.78
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.0 $425k 8.2k 51.78
Check Point Software Tech Lt Ord (CHKP) 0.0 $423k 1.9k 227.92
Assurant (AIZ) 0.0 $421k 2.0k 209.75
F5 Networks (FFIV) 0.0 $418k 1.6k 266.27
First Tr Exchange Traded Utilities Alph (FXU) 0.0 $416k 10k 41.01
3M Company (MMM) 0.0 $416k 2.8k 146.86
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $413k 5.1k 81.67
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.0 $395k 6.3k 63.00
Ishares Tr Core Msci Eafe (IEFA) 0.0 $374k 4.9k 75.65
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.0 $362k 16k 22.57
Oneok (OKE) 0.0 $360k 3.6k 99.22
Progressive Corporation (PGR) 0.0 $355k 1.3k 283.01
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $353k 15k 24.34
Ishares Tr Core Intl Aggr (IAGG) 0.0 $350k 7.0k 49.99
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $334k 2.7k 122.00
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $297k 7.5k 39.37
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $292k 7.2k 40.76
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $292k 3.7k 78.90
Spdr Gold Tr Gold Shs (GLD) 0.0 $277k 962.00 288.15
Vanguard World Health Car Etf (VHT) 0.0 $274k 1.0k 264.82
Ishares Tr Core 60/40 Balan (AOR) 0.0 $273k 4.7k 57.57
Wells Fargo & Company (WFC) 0.0 $250k 3.5k 71.80
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.0 $248k 4.9k 51.18
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $247k 6.8k 36.15
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $245k 1.9k 128.94
Timothy Plan U S Sm Cp Core (TPSC) 0.0 $244k 6.6k 37.03
AFLAC Incorporated (AFL) 0.0 $242k 2.2k 111.19
Vanguard World Inf Tech Etf (VGT) 0.0 $241k 445.00 542.48
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.0 $238k 9.0k 26.38
Wisdomtree Tr Us Largecap Fund (EPS) 0.0 $233k 3.9k 59.28
International Business Machines (IBM) 0.0 $230k 924.00 248.60
Entergy Corporation (ETR) 0.0 $225k 2.6k 85.49
Yum! Brands (YUM) 0.0 $224k 1.4k 157.38
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $222k 5.2k 42.52
Docusign (DOCU) 0.0 $221k 2.7k 81.40
Ishares Core Msci Emkt (IEMG) 0.0 $220k 4.1k 53.97
Dover Corporation (DOV) 0.0 $211k 1.2k 175.68
Fastenal Company (FAST) 0.0 $210k 2.7k 77.55
Connectone Banc (CNOB) 0.0 $202k 8.3k 24.31
Cion Invt Corp (CION) 0.0 $121k 12k 10.35
Creative Media & Cmnty Tr 0.0 $4.6k 18k 0.25