Portfolio (Quarterly)
Guide ↗
Efficient Advisors, LLC
· CIK 0001542164| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VBR | VANGUARD INDEX FDS | — | 615,422.0 | $128.4M | 7.24% | NEW | — | $208.71 | +11.4% |
| 2 | VTI | VANGUARD INDEX FDS | — | 384,885.0 | $126.3M | 7.12% | NEW | — | $328.17 | +14.3% |
| 3 | VOO | VANGUARD INDEX FDS | — | 183,356.0 | $112.3M | 6.33% | NEW | — | $612.38 | +14.7% |
| 4 | BND | VANGUARD BD INDEX FDS | — | 1,507,023.0 | $112.1M | 6.32% | NEW | — | $74.37 | -5.8% |
| 5 | VB | VANGUARD INDEX FDS | — | 440,196.0 | $111.9M | 6.31% | NEW | — | $254.28 | +12.7% |
| 6 | VTV | VANGUARD INDEX FDS | — | 586,881.0 | $109.4M | 6.17% | NEW | — | $186.49 | +16.2% |
| 7 | BIV | VANGUARD BD INDEX FDS | — | 1,364,931.0 | $106.6M | 6.01% | NEW | — | $78.09 | -6.8% |
| 8 | BSV | VANGUARD BD INDEX FDS | — | 842,022.0 | $66.4M | 3.74% | NEW | — | $78.91 | -3.3% |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | — | 891,577.0 | $63.6M | 3.59% | NEW | — | $71.37 | +15.6% |
| 10 | AGG | ISHARES TR | — | 620,891.0 | $62.2M | 3.51% | NEW | — | $100.25 | -5.8% |
| 11 | DFAC | DIMENSIONAL ETF TRUST | — | 1,601,452.0 | $61.8M | 3.48% | NEW | — | $38.57 | +15.8% |
| 12 | VNQ | VANGUARD INDEX FDS | — | 589,426.0 | $53.9M | 3.04% | NEW | — | $91.42 | -2.5% |
| 13 | DUHP | DIMENSIONAL ETF TRUST | — | 1,322,236.0 | $49.9M | 2.81% | NEW | — | $37.77 | +11.6% |
| 14 | VSS | VANGUARD INTL EQUITY INDEX F | — | 345,432.0 | $49.2M | 2.77% | NEW | — | $142.55 | +8.1% |
| 15 | VXUS | VANGUARD STAR FDS | — | 650,241.0 | $47.8M | 2.69% | NEW | — | $73.46 | +15.0% |
| 16 | VPL | VANGUARD INTL EQUITY INDEX F | — | 533,141.0 | $46.8M | 2.64% | NEW | — | $87.84 | +32.4% |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | — | 780,934.0 | $46.8M | 2.64% | NEW | — | $59.92 | +17.2% |
| 18 | VGK | VANGUARD INTL EQUITY INDEX F | — | 580,918.0 | $46.4M | 2.61% | NEW | — | $79.80 | +7.1% |
| 19 | DFIC | DIMENSIONAL ETF TRUST | — | 1,400,170.0 | $45.9M | 2.59% | NEW | — | $32.79 | +13.7% |
| 20 | BNDX | VANGUARD CHARLOTTE FDS | — | 709,505.0 | $35.1M | 1.98% | NEW | — | $49.46 | -5.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
100.0%