$1.31 Billion is the total value of Efficient Advisors, LLC's 60 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 4.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $94,453,000 | -2.8% | 1,153,269 | +4.0% | 7.21% | +4.7% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $93,026,000 | -2.4% | 1,169,553 | +4.0% | 7.10% | +5.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $75,397,000 | -4.0% | 331,169 | +1.8% | 5.75% | +3.3% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $39,649,000 | -0.8% | 688,479 | +5.5% | 3.03% | +6.7% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $31,135,000 | -1.4% | 398,708 | +2.6% | 2.38% | +6.1% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $30,958,000 | -2.2% | 249,884 | +5.7% | 2.36% | +5.3% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $30,955,000 | -0.7% | 590,301 | +4.4% | 2.36% | +6.9% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $29,715,000 | -1.1% | 618,684 | +5.1% | 2.27% | +6.4% |
| VPL | Buy | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $29,470,000 | +3.1% | 397,976 | +8.6% | 2.25% | +10.9% |
| VGK | Buy | VANGUARD INTL EQUITY INDEX Fftse europe etf | $29,421,000 | -4.6% | 472,402 | +4.6% | 2.24% | +2.7% |
| VXUS | Buy | VANGUARD STAR FDSvg tl intl stk f | $25,208,000 | -0.9% | 421,967 | +5.5% | 1.92% | +6.7% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $20,142,000 | -0.3% | 436,634 | +6.9% | 1.54% | +7.3% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $718,000 | -5.8% | 28,830 | +99.3% | 0.06% | +1.9% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $676,000 | -4.4% | 8,216 | +1.0% | 0.05% | +4.0% |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $634,000 | -1.7% | 12,202 | +2.0% | 0.05% | +4.3% |
| IEFA | Buy | ISHARES TRcore msci eafe | $550,000 | -6.5% | 7,910 | +0.4% | 0.04% | 0.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $459,000 | -6.3% | 5,339 | +1.1% | 0.04% | 0.0% |
| DFUS | Buy | DIMENSIONAL ETF TRUSTus equity etf | $409,000 | -4.7% | 8,350 | +0.6% | 0.03% | +3.3% |
| IEMG | Buy | ISHARES INCcore msci emkt | $316,000 | -5.4% | 5,693 | +1.9% | 0.02% | 0.0% |
| ROOF | Buy | INDEXIQ ETF TRus rl est smcp | $259,000 | -0.8% | 9,848 | +0.5% | 0.02% | +5.3% |
| DFAT | Buy | DIMENSIONAL ETF TRUSTus targeted vlu | $228,000 | -2.1% | 4,904 | +0.1% | 0.02% | 0.0% |
| GLD | New | SPDR GOLD TR | $221,000 | – | 1,221 | +100.0% | 0.02% | – |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $228,000 | -6.2% | 4,061 | +0.3% | 0.02% | 0.0% |
| AGZ | Buy | ISHARES TRagency bond etf | $209,000 | -1.9% | 1,859 | +2.3% | 0.02% | +6.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-11
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.