Efficient Advisors, LLC
CIK 1542164 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $1.4B
- Posisi
- 58
- Per tanggal
- 31 Maret 2026 Data per Q1 2026
#1.940 dari 9.443 berdasarkan nilai 13F · top 20.5%
Nilai portofolio QoQ: -17.8% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 59,99%
- Bobot 25 kepemilikan teratas
- 93,48%
- Posisi di atas 1%
- 24
- Jumlah posisi efektif
- 21,1
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q1 2026: 0,61% Perkiraan pembelian $9.465.325 · penjualan $319.864.437
Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q1 2026 · 53,2% masih dipegang
- Posisi baru
- 0
- Meningkat
- 8
- Menurun
- 47
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Financials
0,0%
Lainnya/Tidak terpetakan
100,0%
Portofolio lengkap 58 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| BND Vanguard Total Bond Market ETF | $113.667.760 | 8,07% | 1.543.560 | $1.696.598 | Naik ×5 | ||
| BIV | $109.164.141 | 7,75% | 1.414.410 | $2.313.510 | Naik ×3 | ||
| VTI | $106.631.164 | 7,57% | 332.381 | $-19.307.436 | Turun ×2 | ||
| VOO | $96.996.561 | 6,89% | 162.324 | $-15.432.731 | Turun ×2 | ||
| VTV | $96.927.385 | 6,88% | 494.023 | $-14.393.521 | Turun ×2 | ||
| VBR | $86.450.645 | 6,14% | 397.932 | $-33.842.796 | Turun ×2 | ||
| VB | $82.819.142 | 5,88% | 316.200 | $-25.196.779 | Turun ×2 | ||
| VEU | $54.333.805 | 3,86% | 723.486 | $-10.438.770 | Turun ×2 | ||
| BSV | $50.126.697 | 3,56% | 639.290 | $-10.605.879 | Turun ×2 | ||
| VNQ | $47.705.472 | 3,39% | 537.829 | $-5.979.257 | Turun ×1 | ||
| VSS | $41.856.874 | 2,97% | 287.104 | $-8.484.134 | Turun ×1 | ||
| VEA | $40.370.831 | 2,87% | 630.007 | $-8.339.066 | Turun ×2 | ||
| VGK | $40.263.024 | 2,86% | 488.451 | $-8.678.749 | Turun ×1 | ||
| VPL | $39.874.384 | 2,83% | 408.006 | $-7.879.772 | Turun ×5 | ||
| VXUS Vanguard Total International Stock ETF | $39.404.196 | 2,80% | 511.013 | $-8.798.777 | Turun ×2 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $36.910.745 | 2,62% | 738.954 | $1.637.152 | Naik ×3 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $36.444.947 | 2,59% | 459.757 | $965.552 | Naik ×3 | ||
| BNDX Vanguard Total International Bond ETF | $36.111.473 | 2,56% | 751.540 | $1.121.609 | Naik ×3 | ||
| DFAC | $30.399.116 | 2,16% | 782.273 | $-22.104.315 | Turun ×2 | ||
| VWO | $28.575.015 | 2,03% | 528.677 | $-4.510.949 | Turun ×2 | ||
| DUHP | $26.304.541 | 1,87% | 715.575 | $-16.670.780 | Turun ×2 | ||
| AGG | $26.101.655 | 1,85% | 262.936 | $-23.300.673 | Turun ×2 | ||
| DFIC | $22.959.776 | 1,63% | 646.208 | $-17.358.766 | Turun ×2 | ||
| DFIS | $15.059.830 | 1,07% | 447.277 | $-12.635.219 | Turun ×2 | ||
| AVDV | $10.998.908 | 0,78% | 110.143 | $-7.739.042 | Turun ×5 | ||
| DFAT | $9.688.500 | 0,69% | 155.140 | $-152.351 | Turun ×1 | ||
| DIHP | $9.592.775 | 0,68% | 297.727 | $-6.460.235 | Turun ×2 | ||
| DFAS | $9.503.537 | 0,67% | 133.608 | $-176.547 | Turun ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $8.538.673 | 0,61% | 145.860 | $-9.923.786 | Turun ×2 | ||
| DFAE | $8.484.082 | 0,60% | 250.564 | $-4.949.998 | Turun ×2 | ||
| IVE | $5.450.853 | 0,39% | 25.815 | $-197.596 | Turun ×5 | ||
| EFV | $4.554.401 | 0,32% | 61.256 | $-288.939 | Turun ×5 | ||
| DGS | $4.142.995 | 0,29% | 68.935 | $-3.921.720 | Turun ×5 | ||
| DISV | $4.090.644 | 0,29% | 103.718 | $-249.246 | Turun ×1 | ||
| SHY iShares 1-3 Year Treasury Bond ETF | $3.715.193 | 0,26% | 44.994 | $-1.420.357 | Turun ×5 | ||
| TILT | $3.633.864 | 0,26% | 15.055 | $-509.506 | Turun ×5 | ||
| IWC | $2.554.748 | 0,18% | 16.006 | $-201.043 | Turun ×5 | ||
| IVV | $2.507.248 | 0,18% | 3.838 | $-425.266 | Turun ×1 | ||
| EFA | $2.249.986 | 0,16% | 23.165 | $-217.679 | Turun ×5 | ||
| TLTD | $1.927.051 | 0,14% | 20.503 | $-497.791 | Turun ×5 | ||
| SCZ iShares MSCI EAFE Small-Cap ETF | $1.457.066 | 0,10% | 18.583 | $-121.165 | Turun ×5 | ||
| EEM | $1.400.663 | 0,10% | 24.664 | $-97.522 | Turun ×5 | ||
| WTMF | $1.397.276 | 0,10% | 35.208 | $73.407 | Naik ×1 | ||
| VT | $1.370.250 | 0,10% | 9.906 | $-844.308 | Turun ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $651.270 | 0,05% | 2.214 | $-62.125 | |||
| IWL | $622.778 | 0,04% | 3.881 | $-6.193 | Naik ×1 | ||
| VV | $562.889 | 0,04% | 1.884 | $-6.003 | Naik ×1 | ||
| SUB | $535.108 | 0,04% | 5.024 | $-11.224 | Turun ×5 | ||
| RWO | $387.212 | 0,03% | 8.460 | $-55.506 | Turun ×5 | ||
| IEFA | $382.735 | 0,03% | 4.228 | $-15.426 | Turun ×1 | ||
| ITOT | $377.472 | 0,03% | 2.650 | $-38.138 | Turun ×1 | ||
| AOA | $367.434 | 0,03% | 4.152 | $-13.447 | Turun ×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 | Turun ×5 | ||
| MUB | $256.655 | 0,02% | 2.418 | $-8.022 | Turun ×5 | ||
| AOM | $252.972 | 0,02% | 5.340 | $-96.456 | Turun ×2 | ||
| IEMG | $224.969 | 0,02% | 3.225 | $-9.250 | Turun ×5 | ||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| VBR | Dipangkas | -170K | -$33.8M |
| VB | Dipangkas | -103K | -$25.2M |
| AGG | Dipangkas | -232K | -$23.3M |
| DFAC | Dipangkas | -544K | -$22.1M |
| VTI | Dipangkas | -43K | -$19.3M |
| DFIC | Dipangkas | -524K | -$17.4M |
| DUHP | Dipangkas | -414K | -$16.7M |
| VOO | Dipangkas | -17K | -$15.4M |
| VTV | Dipangkas | -89K | -$14.4M |
| DFIS | Dipangkas | -393K | -$12.6M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| TIPX | 30 Sep. 2025 | 210.632 | $4.031.488 | Tidak lagi dilacak |
| STPZ | 30 Sep. 2025 | 74.595 | $4.013.939 | Tidak lagi dilacak |
| IAGG | 30 Sep. 2025 | 43.524 | $2.223.641 | Tidak lagi dilacak |
| GCOW | 30 Sep. 2025 | 45.031 | $1.709.834 | Tidak lagi dilacak |
| IETC | 30 Sep. 2025 | 17.985 | $1.690.607 | Tidak lagi dilacak |
| MGK | 30 Sep. 2025 | 4.505 | $1.649.601 | Tidak lagi dilacak |
| PNQI | 30 Sep. 2025 | 30.290 | $1.581.442 | |
| FXU | 30 Sep. 2025 | 29.686 | $1.258.095 | Tidak lagi dilacak |
| CAH | 30 Sep. 2025 | 5.561 | $934.261 | 50,6% |
| PLTR | 30 Sep. 2025 | 6.619 | $902.302 | -6,2% |
| SGOL | 30 Sep. 2025 | 27.725 | $874.447 | Tidak lagi dilacak |
| LVHI | 30 Sep. 2025 | 25.937 | $844.245 | Tidak lagi dilacak |
| SPLV | 30 Sep. 2025 | 11.524 | $839.189 | Tidak lagi dilacak |
| LGLV | 30 Sep. 2025 | 4.671 | $815.635 | Tidak lagi dilacak |
| BRKB | 30 Sep. 2025 | 1.652 | $802.492 | Tidak lagi dilacak |
| CIBR | 30 Sep. 2025 | 8.921 | $674.252 | |
| EINC | 30 Sep. 2025 | 6.520 | $643.547 | Tidak lagi dilacak |
| VRSN | 30 Sep. 2025 | 2.198 | $634.785 | -0,8% |
| FTNT | 30 Sep. 2025 | 5.846 | $618.039 | 82,8% |
| IAK | 30 Sep. 2025 | 4.504 | $605.608 | Tidak lagi dilacak |
| GWX | 30 Juni 2025 | 16.081 | $513.944 | Tidak lagi dilacak |
| TPLC | 30 Juni 2025 | 12.038 | $510.884 | Tidak lagi dilacak |
| DG | 30 Sep. 2025 | 4.454 | $509.449 | 19,2% |
| TPIF | 30 Juni 2025 | 17.561 | $504.876 | Tidak lagi dilacak |
| HWM | 30 Sep. 2025 | 2.700 | $502.552 | 47,5% |
| NFLX | 30 Sep. 2025 | 353 | $472.713 | -93,3% |
| GDX | 30 Sep. 2025 | 8.898 | $463.230 | Tidak lagi dilacak |
| RTX | 30 Sep. 2025 | 3.096 | $452.078 | 34,8% |
| FFIV | 30 Sep. 2025 | 1.528 | $449.721 | 19,8% |
| FXE | 30 Sep. 2025 | 3.998 | $434.944 | Tidak lagi dilacak |
| FXF | 30 Sep. 2025 | 3.762 | $420.592 | Tidak lagi dilacak |
| DFUS | 31 Maret 2025 | 6.578 | $419.318 | Tidak lagi dilacak |
| MCK | 30 Sep. 2025 | 566 | $414.753 | 11,9% |
| CVS | 30 Sep. 2025 | 5.999 | $413.811 | 26,8% |
| DFUV | 31 Maret 2025 | 10.064 | $411.801 | Tidak lagi dilacak |
| PLMR | 30 Sep. 2025 | 2.662 | $410.614 | 11,0% |
| CHKP | 30 Sep. 2025 | 1.854 | $410.198 | -37,3% |
| KR | 30 Sep. 2025 | 5.619 | $403.051 | -15,5% |
| CCOR | 30 Sep. 2025 | 14.743 | $395.993 | Tidak lagi dilacak |
| PPC | 30 Sep. 2025 | 8.758 | $393.935 | -21,2% |
| COST | 30 Sep. 2025 | 385 | $381.128 | 5,3% |
| BKNG | 30 Sep. 2025 | 58 | $335.776 | -96,0% |
| VCIT | 31 Maret 2025 | 3.537 | $283.885 | |
| SPY | 31 Maret 2025 | 479 | $280.642 | Tidak lagi dilacak |
| TPSC | 30 Juni 2025 | 6.581 | $243.686 | Tidak lagi dilacak |
| SPIP | 30 Juni 2025 | 9.009 | $237.646 | Tidak lagi dilacak |
| ACWI | 31 Maret 2025 | 1.927 | $226.433 | |
| AOR | 31 Des. 2025 | 3.508 | $225.821 | Tidak lagi dilacak |
| GOOGL | 30 Sep. 2025 | 1.228 | $216.411 | 40,6% |
| HYG | 30 Sep. 2025 | 2.537 | $204.591 | Tidak lagi dilacak |
| DOCU | 30 Sep. 2025 | 2.612 | $203.449 | -14,6% |