Efficient Advisors, LLC

CIK 1542164 · View on SEC EDGAR ↗

Portfolio value QoQ: -17.8% 13F does not disclose cash

Top 10 holdings weight59.99%

Top 25 holdings weight93.48%

Positions above 1%24

Effective number of positions21.1

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q1 2026: 0.61% Est. buys $9,465,325 · sells $319,864,437

Median holding: 5.0 quarters Tracked Q1 2025–Q1 2026 · 55.8% still held

New positions0

Increased8

Decreased47

Closed1

Portfolio value $1.4B #2,020 of 9,337 by 13F value · top 21.6%

Positions 58

As of March 31, 2026 Data as of Q1 2026

Sector breakdown

Financials 0.0%

Other/Unmapped 100.0%

Full portfolio 58 positions

					Streak
BND Vanguard Total Bond Market ETF	$113,667,760	8.07%	1,543,560	$1,696,598	Up ×5
BIV VANGUARD BOND INDEX FUNDS	$109,164,141	7.75%	1,414,410	$2,313,510	Up ×3
VTI VANGUARD INDEX FUNDS	$106,631,164	7.57%	332,381	$-19,307,436	Down ×2
VOO VANGUARD INDEX FUNDS	$96,996,561	6.89%	162,324	$-15,432,731	Down ×2
VTV VANGUARD INDEX FUNDS	$96,927,385	6.88%	494,023	$-14,393,521	Down ×2
VBR VANGUARD INDEX FUNDS	$86,450,645	6.14%	397,932	$-33,842,796	Down ×2
VB VANGUARD INDEX FUNDS	$82,819,142	5.88%	316,200	$-25,196,779	Down ×2
VEU VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$54,333,805	3.86%	723,486	$-10,438,770	Down ×2
BSV VANGUARD BOND INDEX FUNDS	$50,126,697	3.56%	639,290	$-10,605,879	Down ×2
VNQ VANGUARD SPECIALIZED FUNDS	$47,705,472	3.39%	537,829	$-5,979,257	Down ×1
VSS VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$41,856,874	2.97%	287,104	$-8,484,134	Down ×1
VEA VANGUARD TAX-MANAGED FUNDS	$40,370,831	2.87%	630,007	$-8,339,066	Down ×2
VGK VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$40,263,024	2.86%	488,451	$-8,678,749	Down ×1
VPL VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$39,874,384	2.83%	408,006	$-7,879,772	Down ×5
VXUS Vanguard Total International Stock ETF	$39,404,196	2.80%	511,013	$-8,798,777	Down ×2
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	$36,910,745	2.62%	738,954	$1,637,152	Up ×3
VCSH Vanguard Short-Term Corporate Bond ETF	$36,444,947	2.59%	459,757	$965,552	Up ×3
BNDX Vanguard Total International Bond ETF	$36,111,473	2.56%	751,540	$1,121,609	Up ×3
DFAC Dimensional ETF Trust	$30,399,116	2.16%	782,273	$-22,104,315	Down ×2
VWO VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$28,575,015	2.03%	528,677	$-4,510,949	Down ×2
DUHP Dimensional ETF Trust	$26,304,541	1.87%	715,575	$-16,670,780	Down ×2
AGG iShares Trust	$26,101,655	1.85%	262,936	$-23,300,673	Down ×2
DFIC Dimensional ETF Trust	$22,959,776	1.63%	646,208	$-17,358,766	Down ×2
DFIS Dimensional ETF Trust	$15,059,830	1.07%	447,277	$-12,635,219	Down ×2
AVDV AMERICAN CENTURY ETF TRUST	$10,998,908	0.78%	110,143	$-7,739,042	Down ×5
DFAT Dimensional ETF Trust	$9,688,500	0.69%	155,140	$-152,351	Down ×1
DIHP Dimensional ETF Trust	$9,592,775	0.68%	297,727	$-6,460,235	Down ×2
DFAS Dimensional ETF Trust	$9,503,537	0.67%	133,608	$-176,547	Down ×1
VGSH Vanguard Short-Term Treasury ETF	$8,538,673	0.61%	145,860	$-9,923,786	Down ×2
DFAE Dimensional ETF Trust	$8,484,082	0.60%	250,564	$-4,949,998	Down ×2
IVE iShares Trust	$5,450,853	0.39%	25,815	$-197,596	Down ×5
EFV iShares Trust	$4,554,401	0.32%	61,256	$-288,939	Down ×5
DGS WisdomTree Trust	$4,142,995	0.29%	68,935	$-3,921,720	Down ×5
DISV Dimensional ETF Trust	$4,090,644	0.29%	103,718	$-249,246	Down ×1
SHY iShares 1-3 Year Treasury Bond ETF	$3,715,193	0.26%	44,994	$-1,420,357	Down ×5
TILT FlexShares Trust	$3,633,864	0.26%	15,055	$-509,506	Down ×5
IWC iShares Trust	$2,554,748	0.18%	16,006	$-201,043	Down ×5
IVV iShares Trust	$2,507,248	0.18%	3,838	$-425,266	Down ×1
EFA iShares Trust	$2,249,986	0.16%	23,165	$-217,679	Down ×5
TLTD FlexShares Trust	$1,927,051	0.14%	20,503	$-497,791	Down ×5
SCZ iShares MSCI EAFE Small-Cap ETF	$1,457,066	0.10%	18,583	$-121,165	Down ×5
EEM iShares, Inc.	$1,400,663	0.10%	24,664	$-97,522	Down ×5
WTMF WisdomTree Trust	$1,397,276	0.10%	35,208	$73,407	Up ×1
VT VANGUARD INTERNATIONAL EQUITY INDEX FUNDS	$1,370,250	0.10%	9,906	$-844,308	Down ×3
JPM JP Morgan Chase & Co. Common Stock	$651,270	0.05%	2,214	$-62,125
IWL iShares Trust	$622,778	0.04%	3,881	$-6,193	Up ×1
VV VANGUARD INDEX FUNDS	$562,889	0.04%	1,884	$-6,003	Up ×1
SUB iShares Trust	$535,108	0.04%	5,024	$-11,224	Down ×5
RWO SPDR INDEX SHARES FUNDS	$387,212	0.03%	8,460	$-55,506	Down ×5
IEFA iShares Trust	$382,735	0.03%	4,228	$-15,426	Down ×1
ITOT iShares Trust	$377,472	0.03%	2,650	$-38,138	Down ×1
AOA iShares Trust	$367,434	0.03%	4,152	$-13,447	Down ×5
SPTM SPDR SERIES TRUST	$302,088	0.02%	3,821	$-13,145
GLD SPDR Gold Shares	$290,397	0.02%	675	$22,944
TLTE FlexShares Trust	$274,050	0.02%	4,078	$-96,383	Down ×5
MUB iShares Trust	$256,655	0.02%	2,418	$-8,022	Down ×5
AOM iShares Trust	$252,972	0.02%	5,340	$-96,456	Down ×2
IEMG iShares, Inc.	$224,969	0.02%	3,225	$-9,250	Down ×5
No matches

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security	Value	% of portfolio	Streak
BND	$113,667,760	8.07%	up ×5
BIV	$109,164,141	7.75%	up ×3
VTIP	$36,910,745	2.62%	up ×3
VCSH	$36,444,947	2.59%	up ×3
BNDX	$36,111,473	2.56%	up ×3

Top movers (QoQ)

Security	Action	Shares Δ	Value Δ
VBR	Trimmed	-170K	-$33.8M
VB	Trimmed	-103K	-$25.2M
AGG	Trimmed	-232K	-$23.3M
DFAC	Trimmed	-544K	-$22.1M
VTI	Trimmed	-43K	-$19.3M
DFIC	Trimmed	-524K	-$17.4M
DUHP	Trimmed	-414K	-$16.7M
VOO	Trimmed	-17K	-$15.4M
VTV	Trimmed	-89K	-$14.4M
DFIS	Trimmed	-393K	-$12.6M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

Security	Quarter	Shares before	Value before	Price since exit
TIPX	Sept. 30, 2025	210,632	$4,031,488
STPZ	Sept. 30, 2025	74,595	$4,013,939
IAGG	Sept. 30, 2025	43,524	$2,223,641
GCOW	Sept. 30, 2025	45,031	$1,709,834
IETC	Sept. 30, 2025	17,985	$1,690,607
MGK	Sept. 30, 2025	4,505	$1,649,601	16.0%
PNQI	Sept. 30, 2025	30,290	$1,581,442
FXU	Sept. 30, 2025	29,686	$1,258,095
CAH	Sept. 30, 2025	5,561	$934,261	45.5%
PLTR	Sept. 30, 2025	6,619	$902,302	3.5%
SGOL	Sept. 30, 2025	27,725	$874,447	7.2%
LVHI	Sept. 30, 2025	25,937	$844,245
SPLV	Sept. 30, 2025	11,524	$839,189
LGLV	Sept. 30, 2025	4,671	$815,635
BRK-B (filed as BRKB)	Sept. 30, 2025	1,652	$802,492	No longer tracked
CIBR	Sept. 30, 2025	8,921	$674,252
EINC	Sept. 30, 2025	6,520	$643,547
VRSN	Sept. 30, 2025	2,198	$634,785	3.1%
FTNT	Sept. 30, 2025	5,846	$618,039	115.2%
IAK	Sept. 30, 2025	4,504	$605,608
GWX	June 30, 2025	16,081	$513,944
TPLC	June 30, 2025	12,038	$510,884
DG	Sept. 30, 2025	4,454	$509,449	15.1%
TPIF	June 30, 2025	17,561	$504,876
HWM	Sept. 30, 2025	2,700	$502,552	17.9%
NFLX	Sept. 30, 2025	353	$472,713	-94.4%
GDX	Sept. 30, 2025	8,898	$463,230	14.9%
RTX	Sept. 30, 2025	3,096	$452,078	10.4%
FFIV	Sept. 30, 2025	1,528	$449,721	40.5%
FXE	Sept. 30, 2025	3,998	$434,944
FXF	Sept. 30, 2025	3,762	$420,592
MCK	Sept. 30, 2025	566	$414,753	16.8%
CVS	Sept. 30, 2025	5,999	$413,811	14.7%
PLMR	Sept. 30, 2025	2,662	$410,614	8.3%
CHKP	Sept. 30, 2025	1,854	$410,198	-37.0%
KR	Sept. 30, 2025	5,619	$403,051	-12.4%
CCOR	Sept. 30, 2025	14,743	$395,993
PPC	Sept. 30, 2025	8,758	$393,935	-32.5%
COST	Sept. 30, 2025	385	$381,128	-0.5%
BKNG	Sept. 30, 2025	58	$335,776	-97.1%
TPSC	June 30, 2025	6,581	$243,686
SPIP	June 30, 2025	9,009	$237,646
AOR	Dec. 31, 2025	3,508	$225,821
GOOGL	Sept. 30, 2025	1,228	$216,411	41.3%
HYG	Sept. 30, 2025	2,537	$204,591
DOCU	Sept. 30, 2025	2,612	$203,449	-4.3%