Efficient Advisors, LLC
Portfolio-Wert QoQ: -17.8% 13F gibt keine Barmittel an
Gewichtung der Top-10-Positionen59,99%
Gewichtung der Top-25-Positionen93,48%
Positionen über 1%24
Effektive Anzahl von Positionen21,1
Basiert nur auf 13F-Aktien-Long-Positionen (Barmittel, Anleihen, Leerverkäufe nicht angegeben)
Umsatz Q1 2026: 0,61% Geschätzte Käufe $9.465.325 · Verkäufe $319.864.437
Median-Haltezeit: 5,0 Quartale Verfolgt Q1 2025–Q1 2026 · 55,8% noch gehalten
Neue Positionen0
Erhöht8
Abgenommen47
Geschlossen1
Portfolio-Wert
$1.4B
Positionen
58
Stand
31. März 2026 Daten per Q1 2026
Sektoraufschlüsselung
Gesamtportfolio 58 Positionen
| Typ | Serie | 8-Quartals-Trend | |||||
|---|---|---|---|---|---|---|---|
| BND | $113.667.760 | 8,07% | 1.543.560 | $1.696.598 | Auf ×5 | ||
| BIV | $109.164.141 | 7,75% | 1.414.410 | $2.313.510 | Auf ×3 | ||
| VTI | $106.631.164 | 7,57% | 332.381 | $-19.307.436 | Ab ×2 | ||
| VOO | $96.996.561 | 6,89% | 162.324 | $-15.432.731 | Ab ×2 | ||
| VTV | $96.927.385 | 6,88% | 494.023 | $-14.393.521 | Ab ×2 | ||
| VBR | $86.450.645 | 6,14% | 397.932 | $-33.842.796 | Ab ×2 | ||
| VB | $82.819.142 | 5,88% | 316.200 | $-25.196.779 | Ab ×2 | ||
| VEU | $54.333.805 | 3,86% | 723.486 | $-10.438.770 | Ab ×2 | ||
| BSV | $50.126.697 | 3,56% | 639.290 | $-10.605.879 | Ab ×2 | ||
| VNQ | $47.705.472 | 3,39% | 537.829 | $-5.979.257 | Ab ×1 | ||
| VSS | $41.856.874 | 2,97% | 287.104 | $-8.484.134 | Ab ×1 | ||
| VEA | $40.370.831 | 2,87% | 630.007 | $-8.339.066 | Ab ×2 | ||
| VGK | $40.263.024 | 2,86% | 488.451 | $-8.678.749 | Ab ×1 | ||
| VPL | $39.874.384 | 2,83% | 408.006 | $-7.879.772 | Ab ×5 | ||
| VXUS | $39.404.196 | 2,80% | 511.013 | $-8.798.777 | Ab ×2 | ||
| VTIP | $36.910.745 | 2,62% | 738.954 | $1.637.152 | Auf ×3 | ||
| VCSH | $36.444.947 | 2,59% | 459.757 | $965.552 | Auf ×3 | ||
| BNDX | $36.111.473 | 2,56% | 751.540 | $1.121.609 | Auf ×3 | ||
| DFAC | $30.399.116 | 2,16% | 782.273 | $-22.104.315 | Ab ×2 | ||
| VWO | $28.575.015 | 2,03% | 528.677 | $-4.510.949 | Ab ×2 | ||
| DUHP | $26.304.541 | 1,87% | 715.575 | $-16.670.780 | Ab ×2 | ||
| AGG | $26.101.655 | 1,85% | 262.936 | $-23.300.673 | Ab ×2 | ||
| DFIC | $22.959.776 | 1,63% | 646.208 | $-17.358.766 | Ab ×2 | ||
| DFIS | $15.059.830 | 1,07% | 447.277 | $-12.635.219 | Ab ×2 | ||
| AVDV | $10.998.908 | 0,78% | 110.143 | $-7.739.042 | Ab ×5 | ||
| DFAT | $9.688.500 | 0,69% | 155.140 | $-152.351 | Ab ×1 | ||
| DIHP | $9.592.775 | 0,68% | 297.727 | $-6.460.235 | Ab ×2 | ||
| DFAS | $9.503.537 | 0,67% | 133.608 | $-176.547 | Ab ×1 | ||
| VGSH | $8.538.673 | 0,61% | 145.860 | $-9.923.786 | Ab ×2 | ||
| DFAE | $8.484.082 | 0,60% | 250.564 | $-4.949.998 | Ab ×2 | ||
| IVE | $5.450.853 | 0,39% | 25.815 | $-197.596 | Ab ×5 | ||
| EFV | $4.554.401 | 0,32% | 61.256 | $-288.939 | Ab ×5 | ||
| DGS | $4.142.995 | 0,29% | 68.935 | $-3.921.720 | Ab ×5 | ||
| DISV | $4.090.644 | 0,29% | 103.718 | $-249.246 | Ab ×1 | ||
| SHY | $3.715.193 | 0,26% | 44.994 | $-1.420.357 | Ab ×5 | ||
| TILT | $3.633.864 | 0,26% | 15.055 | $-509.506 | Ab ×5 | ||
| IWC | $2.554.748 | 0,18% | 16.006 | $-201.043 | Ab ×5 | ||
| IVV | $2.507.248 | 0,18% | 3.838 | $-425.266 | Ab ×1 | ||
| EFA | $2.249.986 | 0,16% | 23.165 | $-217.679 | Ab ×5 | ||
| TLTD | $1.927.051 | 0,14% | 20.503 | $-497.791 | Ab ×5 | ||
| SCZ | $1.457.066 | 0,10% | 18.583 | $-121.165 | Ab ×5 | ||
| EEM | $1.400.663 | 0,10% | 24.664 | $-97.522 | Ab ×5 | ||
| WTMF | $1.397.276 | 0,10% | 35.208 | $73.407 | Auf ×1 | ||
| VT | $1.370.250 | 0,10% | 9.906 | $-844.308 | Ab ×3 | ||
| JPM | $651.270 | 0,05% | 2.214 | $-62.125 | |||
| IWL | $622.778 | 0,04% | 3.881 | $-6.193 | Auf ×1 | ||
| VV | $562.889 | 0,04% | 1.884 | $-6.003 | Auf ×1 | ||
| SUB | $535.108 | 0,04% | 5.024 | $-11.224 | Ab ×5 | ||
| RWO | $387.212 | 0,03% | 8.460 | $-55.506 | Ab ×5 | ||
| IEFA | $382.735 | 0,03% | 4.228 | $-15.426 | Ab ×1 | ||
| ITOT | $377.472 | 0,03% | 2.650 | $-38.138 | Ab ×1 | ||
| AOA | $367.434 | 0,03% | 4.152 | $-13.447 | Ab ×5 | ||
| SPTM | $302.088 | 0,02% | 3.821 | $-13.145 | |||
| GLD | $290.397 | 0,02% | 675 | $22.944 | |||
| TLTE | $274.050 | 0,02% | 4.078 | $-96.383 | Ab ×5 | ||
| MUB | $256.655 | 0,02% | 2.418 | $-8.022 | Ab ×5 | ||
| AOM | $252.972 | 0,02% | 5.340 | $-96.456 | Ab ×2 | ||
| IEMG | $224.969 | 0,02% | 3.225 | $-9.250 | Ab ×5 | ||
| Keine Treffer | |||||||
Überzeugungspositionen
Positionen seit 3+ aufeinanderfolgenden Quartalen erhöht.
Aktienanzahlen sind wie in 13F-Einreichungen angegeben (nicht split-bereinigt)
Top-Performer (QoQ)
| Wertpapier | Aktion | Aktien Δ | Wert Δ |
|---|---|---|---|
| VBR | Reduziert | -170K | -$33.8M |
| VB | Reduziert | -103K | -$25.2M |
| AGG | Reduziert | -232K | -$23.3M |
| DFAC | Reduziert | -544K | -$22.1M |
| VTI | Reduziert | -43K | -$19.3M |
| DFIC | Reduziert | -524K | -$17.4M |
| DUHP | Reduziert | -414K | -$16.7M |
| VOO | Reduziert | -17K | -$15.4M |
| VTV | Reduziert | -89K | -$14.4M |
| DFIS | Reduziert | -393K | -$12.6M |
Geschlossene Positionen
Beinhaltet Unternehmensereignisse (Fusionen, Delistings) – nicht alle Abgänge sind Verkäufe
Geschlossene Positionen spiegeln Änderungen in der 13F-Meldung wider; für Indexmanager sind diese oft mechanisch (Delisting, M&A, Index-Neugewichtung) und keine aktiven Entscheidungen.
| Wertpapier | Quartal | Anteile davor | Wert davor | Preis seit Ausstieg |
|---|---|---|---|---|
| TIPX | 30. September 2025 | 210.632 | $4.031.488 | |
| STPZ | 30. September 2025 | 74.595 | $4.013.939 | |
| IAGG | 30. September 2025 | 43.524 | $2.223.641 | |
| GCOW | 30. September 2025 | 45.031 | $1.709.834 | |
| IETC | 30. September 2025 | 17.985 | $1.690.607 | |
| MGK | 30. September 2025 | 4.505 | $1.649.601 | 16,0% |
| PNQI | 30. September 2025 | 30.290 | $1.581.442 | |
| FXU | 30. September 2025 | 29.686 | $1.258.095 | |
| CAH | 30. September 2025 | 5.561 | $934.261 | 45,5% |
| PLTR | 30. September 2025 | 6.619 | $902.302 | 3,5% |
| SGOL | 30. September 2025 | 27.725 | $874.447 | 7,2% |
| LVHI | 30. September 2025 | 25.937 | $844.245 | |
| SPLV | 30. September 2025 | 11.524 | $839.189 | |
| LGLV | 30. September 2025 | 4.671 | $815.635 | |
| BRK-B | 30. September 2025 | 1.652 | $802.492 | Nicht mehr verfolgt |
| CIBR | 30. September 2025 | 8.921 | $674.252 | |
| EINC | 30. September 2025 | 6.520 | $643.547 | |
| VRSN | 30. September 2025 | 2.198 | $634.785 | 3,1% |
| FTNT | 30. September 2025 | 5.846 | $618.039 | 115,2% |
| IAK | 30. September 2025 | 4.504 | $605.608 | |
| GWX | 30. Juni 2025 | 16.081 | $513.944 | |
| TPLC | 30. Juni 2025 | 12.038 | $510.884 | |
| DG | 30. September 2025 | 4.454 | $509.449 | 15,1% |
| TPIF | 30. Juni 2025 | 17.561 | $504.876 | |
| HWM | 30. September 2025 | 2.700 | $502.552 | 17,9% |
| NFLX | 30. September 2025 | 353 | $472.713 | -94,4% |
| GDX | 30. September 2025 | 8.898 | $463.230 | 14,9% |
| RTX | 30. September 2025 | 3.096 | $452.078 | 10,4% |
| FFIV | 30. September 2025 | 1.528 | $449.721 | 40,5% |
| FXE | 30. September 2025 | 3.998 | $434.944 | |
| FXF | 30. September 2025 | 3.762 | $420.592 | |
| MCK | 30. September 2025 | 566 | $414.753 | 16,8% |
| CVS | 30. September 2025 | 5.999 | $413.811 | 14,7% |
| PLMR | 30. September 2025 | 2.662 | $410.614 | 8,3% |
| CHKP | 30. September 2025 | 1.854 | $410.198 | -37,0% |
| KR | 30. September 2025 | 5.619 | $403.051 | -12,4% |
| CCOR | 30. September 2025 | 14.743 | $395.993 | |
| PPC | 30. September 2025 | 8.758 | $393.935 | -32,5% |
| COST | 30. September 2025 | 385 | $381.128 | -0,5% |
| BKNG | 30. September 2025 | 58 | $335.776 | -97,1% |
| TPSC | 30. Juni 2025 | 6.581 | $243.686 | |
| SPIP | 30. Juni 2025 | 9.009 | $237.646 | |
| AOR | 31. Dezember 2025 | 3.508 | $225.821 | |
| GOOGL | 30. September 2025 | 1.228 | $216.411 | 41,3% |
| HYG | 30. September 2025 | 2.537 | $204.591 | |
| DOCU | 30. September 2025 | 2.612 | $203.449 | -4,3% |