Efficient Frontier Advisors LLC
Nilai portofolio QoQ: +2.5% 13F tidak mengungkapkan kas
Bobot 10 kepemilikan teratas96,85%
Bobot 25 kepemilikan teratas100,00%
Posisi di atas 1%10
Jumlah posisi efektif5,9
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2025: 1,1% Perkiraan pembelian $1.709.947 · penjualan $5.187.746
Posisi baru1
Meningkat14
Menurun5
Tertutup0
Nilai Portofolio
$157.5M
Posisi
22
Per tanggal
30 Juni 2025 Data per Q2 2025
Rincian sektor
Portofolio lengkap 22 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SGOV | $42.078.311 | 26,71% | 417.900 | $1.120.661 | Naik ×1 | ||
| DFUV | $32.028.519 | 20,33% | 757.534 | $-1.079.567 | Turun ×1 | ||
| DFAT | $25.158.460 | 15,97% | 466.243 | $-590.493 | Turun ×1 | ||
| DFIV | $24.753.249 | 15,71% | 577.942 | $1.593.782 | Turun ×2 | ||
| VTI | $10.834.092 | 6,88% | 35.647 | $1.091.985 | Naik ×2 | ||
| GDX | $4.631.100 | 2,94% | 88.957 | $-4.606 | Turun ×2 | ||
| DFSV | $4.483.454 | 2,85% | 152.343 | $291.947 | Naik ×1 | ||
| DFAS | $3.404.271 | 2,16% | 53.434 | $-122.444 | Turun ×1 | ||
| AVDV | $2.963.258 | 1,88% | 37.377 | $362.424 | Naik ×2 | ||
| DISV | $2.214.185 | 1,41% | 67.280 | $347.360 | Naik ×1 | ||
| DFEV | $988.920 | 0,63% | 32.975 | $96.946 | |||
| VOO | $703.836 | 0,45% | 1.239 | $68.349 | Naik ×1 | ||
| AVEE | $430.366 | 0,27% | 7.143 | $55.208 | |||
| VPL | $409.952 | 0,26% | 4.988 | $49.316 | Naik ×1 | ||
| PDN | $359.112 | 0,23% | 9.228 | $53.060 | Naik ×2 | ||
| PRFZ | $328.079 | 0,21% | 7.762 | $15.245 | Naik ×2 | ||
| VEA | $320.153 | 0,20% | 5.616 | $35.537 | Naik ×1 | ||
| AVES | $311.071 | 0,20% | 5.810 | $40.835 | Naik ×2 | ||
| AVUV | $305.629 | 0,19% | 3.355 | Naik ×1 | |||
| PRF | $276.280 | 0,18% | 6.793 | $20.156 | Naik ×2 | ||
| PXH | $268.809 | 0,17% | 11.492 | $20.641 | Naik ×1 | ||
| VGK | $266.489 | 0,17% | 3.439 | $28.515 | Naik ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| AVUV | $305.629 | 3.355 | 0,19% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFIV | Dipangkas | -10K | +$1.6M |
| SGOV | Beli lebih banyak | +11K | +$1.1M |
| VTI | Beli lebih banyak | +201 | +$1.1M |
| DFUV | Dipangkas | -46K | -$1.1M |
| DFAT | Dipangkas | -34K | -$590K |
| AVDV | Beli lebih banyak | +84 | +$362K |
| DISV | Beli lebih banyak | +3K | +$347K |
| DFSV | Beli lebih banyak | +3K | +$292K |
| DFAS | Dipangkas | -6K | -$122K |
| DFEV | Hanya pergerakan harga | +0 | +$97K |