HolderBook

Efficient Advisors, LLC

Reported holdings as of Q1 2026, from 30 quarterly filings.

This filer last reported in Q1 2026; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.

CIK
1542164
Reported value
$1.4B
Positions
58
Top 10 weight
60.0%
Filed
2026-04-29
Days after quarter end
29

Holdings

SecurityTickerValue SharesWeightWeight change Held Change
VANGUARD BD INDEX FDSBND$113.7M1,543,5608.07%+1.54pp22q+2.1%+$2.3M
VANGUARD BD INDEX FDSBIV$109.2M1,414,4107.75%+1.51pp30q+3.1%+$3.3M
VANGUARD INDEX FDSVTI$106.6M332,3817.57%+0.22pp30q-11.5%-$13.9M
VANGUARD INDEX FDSVOO$97.0M162,3246.89%+0.33pp22q-9.5%-$10.1M
VANGUARD INDEX FDSVTV$96.9M494,0236.88%+0.39pp30q-15.2%-$17.4M
VANGUARD INDEX FDSVBR$86.5M397,9326.14%-0.88pp30q-29.9%-$36.9M
VANGUARD INDEX FDSVB$82.8M316,2005.88%-0.42pp30q-24.5%-$26.9M
VANGUARD INTL EQUITY INDEX FVEU$54.3M723,4863.86%+0.08pp22q-17.8%-$11.8M
VANGUARD BD INDEX FDSBSV$50.1M639,2903.56%+0.01pp30q-17.0%-$10.3M
VANGUARD INDEX FDSVNQ$47.7M537,8293.39%+0.25pp30q-11.3%-$6.1M
VANGUARD INTL EQUITY INDEX FVSS$41.9M287,1042.97%+0.03pp22q-18.3%-$9.3M
VANGUARD TAX-MANAGED FDSVEA$40.4M630,0072.87%+0.02pp22q-19.2%-$9.6M
VANGUARD INTL EQUITY INDEX FVGK$40.3M488,4512.86%flat22q-16.6%-$8.0M
VANGUARD INTL EQUITY INDEX FVPL$39.9M408,0062.83%+0.04pp22q-22.8%-$11.8M
VANGUARD STAR FDSVXUS$39.4M511,0132.80%-0.02pp22q-20.0%-$9.9M
VANGUARD MALVERN FDSVTIP$36.9M738,9542.62%+0.56pp13q+3.6%+$1.3M
VANGUARD SCOTTSDALE FDSVCSH$36.4M459,7572.59%+0.52pp13q+3.3%+$1.2M
VANGUARD CHARLOTTE FDSBNDX$36.1M751,5402.56%+0.52pp13q+3.8%+$1.3M
DIMENSIONAL ETF TRUSTDFAC$30.4M782,2732.16%-0.91pp15q-41.0%-$21.1M
VANGUARD INTL EQUITY INDEX FVWO$28.6M528,6772.03%+0.10pp22q-14.1%-$4.7M
DIMENSIONAL ETF TRUSTDUHP$26.3M715,5751.87%-0.64pp14q-36.7%-$15.2M
ISHARES TRAGG$26.1M262,9361.85%-1.03pp30q-46.8%-$23.0M
DIMENSIONAL ETF TRUSTDFIC$23.0M646,2081.63%-0.72pp14q-44.8%-$18.6M
DIMENSIONAL ETF TRUSTDFIS$15.1M447,2771.07%-0.55pp14q-46.8%-$13.2M
AMERICAN CENTY ETF TRAVDV$11.0M110,1430.78%-0.31pp12q-44.8%-$8.9M
DIMENSIONAL ETF TRUSTDFAT$9.7M155,1400.69%+0.11pp18q-6.1%-$633.3K
DIMENSIONAL ETF TRUSTDIHP$9.6M297,7270.68%-0.26pp14q-41.3%-$6.7M
DIMENSIONAL ETF TRUSTDFAS$9.5M133,6080.67%+0.11pp20q-3.8%-$379.4K
VANGUARD SCOTTSDALE FDSVGSH$8.5M145,8600.61%-0.47pp13q-53.6%-$9.9M
DIMENSIONAL ETF TRUSTDFAE$8.5M250,5640.60%-0.18pp14q-39.3%-$5.5M
ISHARES TRIVE$5.5M25,8150.39%+0.06pp30q-3.1%-$173.1K
ISHARES TREFV$4.6M61,2560.32%+0.04pp30q-9.7%-$488.3K
WISDOMTREE TRDGS$4.1M68,9350.29%-0.18pp30q-51.1%-$4.3M
DIMENSIONAL ETF TRUSTDISV$4.1M103,7180.29%+0.04pp14q-9.2%-$413.7K
ISHARES TRSHY$3.7M44,9940.26%-0.04pp30q-27.4%-$1.4M
FLEXSHARES TRTILT$3.6M15,0550.26%+0.02pp30q-9.6%-$387.6K
ISHARES TRIWC$2.6M16,0060.18%+0.02pp30q-8.4%-$234.5K
ISHARES TRIVV$2.5M3,8380.18%+0.01pp30q-10.3%-$289.4K
ISHARES TREFA$2.2M23,1650.16%+0.02pp30q-9.9%-$245.9K
FLEXSHARES TRTLTD$1.9M20,5030.14%flat30q-21.6%-$530.7K
ISHARES TRSCZ$1.5M18,5830.10%+0.01pp30q-8.7%-$139.0K
ISHARES TREEM$1.4M24,6640.10%+0.01pp30q-9.9%-$154.5K
WISDOMTREE TRWTMF$1.4M35,2080.10%+0.02pp30q+1.1%+$15.4K
VANGUARD INTL EQUITY INDEX FVT$1.4M9,9060.10%-0.03pp13q-36.9%-$801.3K
JPMORGAN CHASE & COJPM$651.3K2,2140.05%flat3qHELD
ISHARES TRIWL$622.8K3,8810.04%+0.01pp30q+5.3%+$31.3K
VANGUARD INDEX FDSVV$562.9K1,8840.04%+0.01pp30q+4.3%+$23.0K
ISHARES TRSUB$535.1K5,0240.04%+0.01pp30q-1.9%-$10.2K
SPDR INDEX SHS FDSRWO$387.2K8,4600.03%flat30q-14.0%-$62.9K
ISHARES TRIEFA$382.7K4,2280.03%flat30q-5.0%-$20.2K
ISHARES TRITOT$377.5K2,6500.03%flat30q-5.2%-$20.7K
ISHARES TRAOA$367.4K4,1520.03%flat30q-2.4%-$8.9K
SPDR SERIES TRUSTSPTM$302.1K3,8210.02%flat2qHELD
SPDR GOLD TRGLD$290.4K6750.02%+0.01pp4qHELD
FLEXSHARES TRTLTE$274.1K4,0780.02%flat30q-29.7%-$115.8K
ISHARES TRMUB$256.7K2,4180.02%flat30q-2.1%-$5.6K
ISHARES TRAOM$253.0K5,3400.02%flat3q-27.1%-$93.8K
ISHARES INCIEMG$225.0K3,2250.02%flat30q-7.4%-$18.1K

By sector

Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.

Banks & Lending 0.0%Other sectors 0.0%Not classified 99.9%
 
SectorValueShare
Banks & Lending$651.3K0.0%
Other sectors$290.4K0.0%
Not classified$1.4B99.9%

Quarter by quarter

QuarterValuePositions NewAddedTrimmed ExitedTop 10 Days to file
Q1 2026$1.4B580847060.0%29
Q4 2025$1.7B5811340157.0%21
Q3 2025$1.8B58228244056.3%41
Q2 2025$1.7B96401636555.3%38
Q1 2025$1.5B610744555.9%36
Q4 2024$1.6B6622829256.0%38
Q3 2024$1.6B6601638056.0%43
Q2 2024$1.5B6602139255.8%36
Q1 2024$1.6B6833031055.6%39
Q4 2023$1.5B6501348255.7%44
Q3 2023$1.5B6702736456.3%38
Q2 2023$1.5B7123530156.5%39
Q1 2023$1.4B7062133155.6%39
Q4 2022$983.9M65102133957.6%39
Q3 2022$1.1B6463223461.2%39
Q2 2022$1.2B6222532060.9%36
Q1 2022$1.3B6012035259.6%41
Q4 2021$1.4B6113519159.4%20
Q3 2021$1.0B6102532158.3%21
Q2 2021$806.3M6232632057.8%21
Q1 2021$729.3M5901841159.4%28
Q4 2020$655.3M6012839064.5%33
Q3 2020$544.7M480738177.8%40
Q2 2020$540.3M4901926177.7%38
Q1 2020$478.1M5001931076.6%45
Q4 2019$574.5M5001428074.9%27
Q3 2019$547.1M5001337074.3%38
Q2 2019$572.7M5011134072.3%38
Q1 2019$572.0M4911623071.8%39
Q4 2018$537.4M48000072.3%29

Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.

Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.

Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.