Efficient Frontier Advisors LLC
CIK 2011188 · View on SEC EDGAR ↗
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Sector breakdown
Other/Unmapped
100.0%
Full portfolio 22 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SGOV iShares 0-3 Month Treasury Bond ETF | $42,078,311 | 26.71% | 417,900 | $1,120,661 | Up ×1 | ||
| DFUV | $32,028,519 | 20.33% | 757,534 | $-1,079,567 | Down ×1 | ||
| DFAT | $25,158,460 | 15.97% | 466,243 | $-590,493 | Down ×1 | ||
| DFIV | $24,753,249 | 15.71% | 577,942 | $1,593,782 | Down ×2 | ||
| VTI | $10,834,092 | 6.88% | 35,647 | $1,091,985 | Up ×2 | ||
| GDX GDX | $4,631,100 | 2.94% | 88,957 | $-4,606 | Down ×2 | ||
| DFSV | $4,483,454 | 2.85% | 152,343 | $291,947 | Up ×1 | ||
| DFAS | $3,404,271 | 2.16% | 53,434 | $-122,444 | Down ×1 | ||
| AVDV | $2,963,258 | 1.88% | 37,377 | $362,424 | Up ×2 | ||
| DISV | $2,214,185 | 1.41% | 67,280 | $347,360 | Up ×1 | ||
| DFEV | $988,920 | 0.63% | 32,975 | $96,946 | |||
| VOO | $703,836 | 0.45% | 1,239 | $68,349 | Up ×1 | ||
| AVEE | $430,366 | 0.27% | 7,143 | $55,208 | |||
| VPL | $409,952 | 0.26% | 4,988 | $49,316 | Up ×1 | ||
| PDN | $359,112 | 0.23% | 9,228 | $53,060 | Up ×2 | ||
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | $328,079 | 0.21% | 7,762 | $15,245 | Up ×2 | ||
| VEA | $320,153 | 0.20% | 5,616 | $35,537 | Up ×1 | ||
| AVES | $311,071 | 0.20% | 5,810 | $40,835 | Up ×2 | ||
| AVUV | $305,629 | 0.19% | 3,355 | Up ×1 | |||
| PRF | $276,280 | 0.18% | 6,793 | $20,156 | Up ×2 | ||
| PXH | $268,809 | 0.17% | 11,492 | $20,641 | Up ×1 | ||
| VGK | $266,489 | 0.17% | 3,439 | $28,515 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| AVUV | $305,629 | 3,355 | 0.19% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DFIV | Trimmed | -10K | +$1.6M |
| SGOV | Bought more | +11K | +$1.1M |
| VTI | Bought more | +201 | +$1.1M |
| DFUV | Trimmed | -46K | -$1.1M |
| DFAT | Trimmed | -34K | -$590K |
| AVDV | Bought more | +84 | +$362K |
| DISV | Bought more | +3K | +$347K |
| DFSV | Bought more | +3K | +$292K |
| DFAS | Trimmed | -6K | -$122K |
| DFEV | Price move only | +0 | +$97K |