$679 Million is the total value of Efficient Advisors, LLC's 54 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AGG | Buy | ISHARES TRcore us aggbd et | $99,825,000 | +1.7% | 911,561 | +0.7% | 14.69% | +7.0% |
| IWL | Buy | ISHARESrus top 200 etf | $9,888,000 | +6.2% | 177,546 | +2.8% | 1.46% | +11.7% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $9,195,000 | +5.6% | 82,822 | +2.8% | 1.35% | +11.1% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $7,410,000 | +8.7% | 155,387 | +7.3% | 1.09% | +14.4% |
| IEFA | Buy | ISHARES TRcore msci eafe | $6,559,000 | +9.1% | 107,712 | +3.8% | 0.96% | +14.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $4,023,000 | +8.0% | 80,387 | +3.1% | 0.59% | +13.6% |
| FLOT | Buy | ISHARES TRfltg rate bd etf | $1,489,000 | +2.3% | 29,248 | +2.2% | 0.22% | +7.4% |
| XVZ | Buy | BARCLAYS BK PLCipath dynm vix | $1,408,000 | -0.9% | 58,782 | +11.5% | 0.21% | +4.0% |
| IMLP | Buy | BARCLAYS BK PLCipath s&p mlp | $1,375,000 | -2.6% | 71,779 | +6.7% | 0.20% | +2.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $1,350,000 | +3.1% | 6,866 | +0.0% | 0.20% | +8.7% |
| AOR | Buy | ISHARESgrwt allocat etf | $1,102,000 | +3.7% | 25,261 | +0.7% | 0.16% | +8.7% |
| JJPFF | Buy | BARCLAYS BANK PLCetn djubs pmet38 | $538,000 | -2.2% | 9,548 | +1.3% | 0.08% | +2.6% |
| VDE | Buy | VANGUARD WORLD FDSenergy etf | $526,000 | -0.9% | 5,941 | +8.2% | 0.08% | +4.1% |
| AOK | Buy | ISHARESconser alloc etf | $519,000 | +7.2% | 15,285 | +5.2% | 0.08% | +11.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-31
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 21.0% |
| VANGUARD BD INDEX FDS | 42 | Q3 2023 | 11.3% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 9.2% |
| WISDOMTREE TRUST | 42 | Q3 2023 | 11.9% |
| ISHARES TR | 42 | Q3 2023 | 9.0% |
| ISHARES TR | 42 | Q3 2023 | 9.8% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 7.9% |
| ISHARES TR | 42 | Q3 2023 | 7.8% |
| ISHARES TR | 42 | Q3 2023 | 4.5% |
| ISHARES TR | 42 | Q3 2023 | 4.2% |
View Efficient Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-08 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-11 |
View Efficient Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.