EA

Efficient Advisors, LLC

13F
Efficient Advisors, LLC
Last update 2024-11-12 66 Stocks (0 new)
Value $1.59 Bil Turnover 1 %
Countries:
Top Holdings: VBR(7.31%)VTI(6.86%)BND(6.22%)VB(6.22%)VTV(6.06%)
Portfolio Report
Summary Stock Picks Current Portfolio
Efficient Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VBR 		Vanguard Small Cap Value ETF
580,223
116497.270
-0.90%
7.310
-0.06%
0.410
-0.75%
-1.50%
29821.979
 
VTI 		Vanguard Total Stock Market ETF
386,391
109410.430
-2.49%
6.860
-0.17%
0.030
+1.52%
-0.87%
428154.700
 
BND 		Vanguard Total Bond Market ETF
1,321,074
99225.870
-0.95%
6.220
-0.06%
0.090
-2.87%
-0.93%
116973.570
 
VB 		Vanguard Small Cap ETF
417,826
99112.420
-3.06%
6.220
-0.19%
0.180
+1.66%
-0.90%
58857.673
 
VTV 		Vanguard Value ETF
553,641
96649.050
-4.12%
6.060
-0.25%
0.080
-3.31%
-0.93%
125337.449
 
VOO 		Vanguard S&P 500 ETF
181,355
95695.530
-3.13%
6.000
-0.19%
0.020
+1.14%
-0.91%
528294.358
 
BIV 		Vanguard Intermediate-Term Bond ETF
1,212,837
95050.060
-2.14%
5.960
-0.13%
0.490
-3.21%
-1.08%
19815.159
 
BSV 		Vanguard Short-Term Bond ETF
803,215
63204.950
-2.86%
3.960
-0.12%
0.190
-0.64%
-0.38%
33402.894
 
AGG 		iShares Core U.S. Aggregate Bond ETF
619,502
62736.980
-6.04%
3.940
-0.25%
0.050
-2.93%
-0.99%
118817.651
 
VEU 		Vanguard FTSE All-World ex-US ETF
878,614
55352.670
+0.33%
3.470
+0.01%
0.140
-7.26%
-1.25%
38987.476
 

Efficient Advisors, LLC's Historical Top Holdings Breakdowns

Efficient Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2023-03-31Add
+6.83%
●
73.22 ($75.21) 76.83
$73.92
-1.72%
Add 3790.95%
1,310,940
1,277,248
BND 		Vanguard Total Bond Market ETF2023-03-31Add
+6.81%
●
70.98 ($72.65) 74.04
$71.24
-1.94%
Add 11025.92%
1,335,889
1,323,882
BSV 		Vanguard Short-Term Bond ETF2023-03-31Add
+3.41%
●
74.4 ($75.39) 76.48
$76.98
2.11%
Add 253.28%
891,871
639,419
VTIP 		Vanguard Short-Term Inflation-Protected Securities2023-03-31New Buy
+2.32%
●
46.59 ($47.05) 47.8
$48.45
2.98%
New holding
694,721
694,721
BNDX 		Vanguard Total International Bond ETF2023-03-31New Buy
+2.30%
●
47.38 ($48.24) 49.09
$48.53
0.60%
New holding
673,959
673,959
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-03-31New Buy
+2.29%
●
74.39 ($75.2) 76.03
$77.79
3.44%
New holding
430,976
430,976
AGG 		iShares Core U.S. Aggregate Bond ETF2023-03-31Add
+2.24%
●
95.84 ($98.11) 100.04
$95.94
-2.21%
Add 89.95%
681,847
322,884
DLS 		WisdomTree International SmallCap Dividend Fund2023-06-30Reduce
-1.70%
●
57.56 ($59.86) 61.33
$61.20
2.24%
Reduce -93.26%
28,828
-398,936
AVDV 		Avantis International Small Cap Value ETF2023-06-30New Buy
+1.50%
●
54.98 ($57.57) 58.96
$63.86
10.93%
New holding
398,076
398,076
VGSH 		Vanguard Short-Term Government Bond ETF2023-03-31New Buy
+1.18%
●
57.04 ($57.66) 58.48
$58.09
0.75%
New holding
288,907
288,907

Efficient Advisors, LLC Total Holding History ($B)

To

Efficient Advisors, LLC's Asset Allocation

To

Efficient Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Efficient Advisors, LLC's Hypothetical Growth since 2024-09-30

Efficient Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Efficient Advisors, LLC's Holdings Heat Map

Size field:

Efficient Advisors, LLC's Holdings Bubble Chart

Efficient Advisors, LLC News

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