Portfolio (Quarterly)
Guide ↗
Efficient Advisors, LLC
· CIK 0001542164| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VT | VANGUARD INTL EQUITY INDEX F | — | 15,699.0 | $2.2M | 0.13% | -1K | -7.3% | $141.06 | +11.9% |
| 42 | SCZ | ISHARES TR | — | 20,356.0 | $1.6M | 0.09% | -696.0 | -3.3% | $77.53 | +7.7% |
| 43 | EEM | ISHARES TR | — | 27,384.0 | $1.5M | 0.09% | -3K | -11.2% | $54.71 | +22.1% |
| 44 | WTMF | WISDOMTREE TR | — | 34,820.0 | $1.3M | 0.08% | -3K | -7.2% | $38.02 | +11.6% |
| 45 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,214.0 | $713K | 0.04% | — | — | $322.22 | +3.4% |
| 46 | IWL | ISHARES TR | — | 3,686.0 | $629K | 0.04% | -82.0 | -2.2% | $170.64 | +11.5% |
| 47 | VV | VANGUARD INDEX FDS | — | 1,807.0 | $569K | 0.03% | -16.0 | -0.9% | $314.83 | +11.9% |
| 48 | SUB | ISHARES TR | — | 5,120.0 | $546K | 0.03% | -478.0 | -8.5% | $106.71 | -2.0% |
| 49 | RWO | SPDR INDEX SHS FDS | — | 9,834.0 | $443K | 0.03% | -338.0 | -3.3% | $45.02 | +2.6% |
| 50 | ITOT | ISHARES TR | — | 2,795.0 | $416K | 0.02% | +548.0 | +24.4% | $148.70 | +12.1% |
| 51 | IEFA | ISHARES TR | — | 4,451.0 | $398K | 0.02% | +122.0 | +2.8% | $89.45 | +7.3% |
| 52 | AOA | ISHARES TR | — | 4,253.0 | $381K | 0.02% | -1K | -19.1% | $89.56 | +8.5% |
| 53 | TLTE | FLEXSHARES TR | — | 5,801.0 | $370K | 0.02% | -662.0 | -10.2% | $63.86 | +19.0% |
| 54 | AOM | ISHARES TR | — | 7,321.0 | $349K | 0.02% | -290.0 | -3.8% | $47.73 | +2.2% |
| 55 | SPTM | SPDR SERIES TRUST | — | 3,821.0 | $315K | 0.02% | NEW | — | $82.50 | +11.9% |
| 56 | GLD | SPDR GOLD TR | Financial Services | 675.0 | $267K | 0.02% | — | — | $396.23 | -3.4% |
| 57 | MUB | ISHARES TR | — | 2,471.0 | $265K | 0.01% | -304.0 | -10.9% | $107.11 | -5.4% |
| 58 | IEMG | ISHARES INC | — | 3,484.0 | $234K | 0.01% | -116.0 | -3.2% | $67.23 | +20.8% |
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%