EA

Efficient Advisors, LLC

13F
Efficient Advisors, LLC
Last update 2024-08-05 66 Stocks (0 new)
Value $1.54 Bil Turnover 1 %
Countries:
Top Holdings: VBR(6.93%)VTI(6.88%)BND(6.23%)VB(6.10%)VOO(6.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
Efficient Advisors, LLC Top Holdings of 2024-06-30 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
585,468
106859.670
-2.04%
6.930
-0.15%
-
+10.76%
+12.48%
30560.084
 
VTI 		Vanguard Total Stock Market ETF
396,238
105997.750
+0.12%
6.880
+0.01%
-
+11.80%
+20.27%
423658.824
 
BND 		Vanguard Total Bond Market ETF
1,333,768
96098.010
+4.66%
6.230
+0.28%
-
-1.80%
-0.75%
112315.442
 
VB 		Vanguard Small Cap ETF
431,021
93979.840
-0.55%
6.100
-0.03%
-
+12.14%
+12.90%
59967.782
 
VOO 		Vanguard S&P 500 ETF
187,211
93629.670
-0.16%
6.070
-0.01%
-
+11.55%
+21.36%
493529.539
 
BIV 		Vanguard Intermediate-Term Bond ETF
1,239,314
92812.210
+4.33%
6.020
+0.25%
-
-2.22%
-0.77%
18819.192
 
VTV 		Vanguard Value ETF
577,409
92622.110
+0.61%
6.010
+0.04%
-
+8.51%
+16.10%
122992.041
 
AGG 		iShares Core U.S. Aggregate Bond ETF
659,300
63998.210
-6.55%
4.150
-0.29%
-
-1.89%
-0.90%
118578.483
 
BSV 		Vanguard Short-Term Bond ETF
826,875
63421.310
-1.41%
4.110
-0.06%
-
-0.81%
+0.55%
33159.949
 
VEU 		Vanguard FTSE All-World ex-US ETF
875,682
51349.990
+0.75%
3.330
+0.02%
-
+8.15%
+8.78%
39645.308
 

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
AGG 		iShares Core U.S. Aggregate Bond ETF2024-06-30Reduce
-0.29%
●
95.11 ($96.53) 97.92
$98.36
1.90%
Reduce -6.55%
659,300
-46,239
BND 		Vanguard Total Bond Market ETF2024-06-30Add
+0.28%
●
70.55 ($71.62) 72.66
$73.00
1.93%
Add 4.66%
1,333,768
59,328
BIV 		Vanguard Intermediate-Term Bond ETF2024-06-30Add
+0.25%
●
73.13 ($74.31) 75.43
$75.79
1.99%
Add 4.33%
1,239,314
51,422
AVDV 		Avantis International Small Cap Value ETF2024-06-30Reduce
-0.21%
●
63.81 ($66.03) 68.36
$67.65
2.45%
Reduce -12.51%
345,773
-49,430
VNQ 		Vanguard Real Estate Index Fund ETF2024-06-30Add
+0.19%
●
78.61 ($82.58) 85.97
$95.38
15.50%
Add 6.99%
538,671
35,201
VBR 		Vanguard Small Cap Value ETF2024-06-30Reduce
-0.15%
●
177.65 ($184.73) 191.11
$202.43
9.58%
Reduce -2.04%
585,468
-12,217
IVE 		iShares S&P 500 Value ETF2024-06-30Reduce
-0.12%
●
176.58 ($182.13) 186.7
$196.35
7.81%
Reduce -16.68%
50,819
-10,173
VPL 		Vanguard FTSE Pacific ETF2024-06-30Add
+0.12%
●
71.43 ($73.93) 75.61
$75.33
1.89%
Add 5.03%
522,212
24,987
TILT 		FlexShares Morningstar US Market Factors Tilt Index Fund2024-06-30Reduce
-0.11%
●
186.32 ($195.39) 200.65
$213.90
9.47%
Reduce -7.07%
108,746
-8,270
EFV 		iShares MSCI EAFE Value ETF2024-06-30Reduce
-0.10%
●
52.34 ($54.36) 56.41
$55.90
2.83%
Reduce -16.95%
139,373
-28,450

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 2024-06-30

Efficient Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Efficient Advisors, LLC's Holdings Heat Map

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Efficient Advisors, LLC's Holdings Bubble Chart

Efficient Advisors, LLC News

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