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The Analysis of Efficient Advisors, LLC's Holdings & P&L

Currently, Efficient Advisors, LLC holds 58 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BIV (+42.4K shares, valued at $3.3M), BND (+31.9K shares, valued at $2.3M), BNDX (+27.4K shares, valued at $1.3M); decreased their positions in VBR (-170.1K shares, valued at $36.9M), VB (-102.5K shares, valued at $26.9M), AGG (-231.7K shares, valued at $23.0M).

1M P&L

+25.6M+1.87%

3M P&L

+14.4M+1.04%

HY P&L

+112.2M+8.74%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.3B

100.0%

2Banks - Diversified651.3K

0.0%

Top Industries by Stock Count

1N/A56 stocks

98.2%

2Banks - Diversified1 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS1.5M shares2.11%2026-03-312026-04-29

BIV VANGUARD BD INDEX FDS1.4M shares3.09%2026-03-312026-04-29

VTI VANGUARD INDEX FDS332.4K shares-11.51%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS162.3K shares-9.46%2026-03-312026-04-29

VTV VANGUARD INDEX FDS494.0K shares-15.24%2026-03-312026-04-29

VBR VANGUARD INDEX FDS397.9K shares-29.94%2026-03-312026-04-29

VB VANGUARD INDEX FDS316.2K shares-24.49%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F723.5K shares-17.84%2026-03-312026-04-29

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BSV VANGUARD BD INDEX FDS639.3K shares-17.04%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS537.8K shares-11.35%2026-03-312026-04-29

VSS VANGUARD INTL EQUITY INDEX F287.1K shares-18.26%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS630.0K shares-19.20%2026-03-312026-04-29

VGK VANGUARD INTL EQUITY INDEX F488.5K shares-16.56%2026-03-312026-04-29

VPL VANGUARD INTL EQUITY INDEX F408.0K shares-22.76%2026-03-312026-04-29

VXUS VANGUARD STAR FDS511.0K shares-20.02%2026-03-312026-04-29

VTIP VANGUARD MALVERN FDS739.0K shares3.61%2026-03-312026-04-29

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VCSH VANGUARD SCOTTSDALE FDS459.8K shares3.32%2026-03-312026-04-29

BNDX VANGUARD CHARLOTTE FDS751.5K shares3.79%2026-03-312026-04-29

DFAC DIMENSIONAL ETF TRUST782.3K shares-41.01%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F528.7K shares-14.10%2026-03-312026-04-29

DUHP DIMENSIONAL ETF TRUST715.6K shares-36.68%2026-03-312026-04-29

AGG ISHARES TR262.9K shares-46.84%2026-03-312026-04-29

DFIC DIMENSIONAL ETF TRUST646.2K shares-44.77%2026-03-312026-04-29

DFIS DIMENSIONAL ETF TRUST447.3K shares-46.80%2026-03-312026-04-29

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AVDV AMERICAN CENTY ETF TR110.1K shares-44.76%2026-03-312026-04-29

DFAT DIMENSIONAL ETF TRUST155.1K shares-6.14%2026-03-312026-04-29

DIHP DIMENSIONAL ETF TRUST297.7K shares-41.27%2026-03-312026-04-29

DFAS DIMENSIONAL ETF TRUST133.6K shares-3.84%2026-03-312026-04-29

VGSH VANGUARD SCOTTSDALE FDS145.9K shares-53.60%2026-03-312026-04-29

DFAE DIMENSIONAL ETF TRUST250.6K shares-39.25%2026-03-312026-04-29

IVE ISHARES TR25.8K shares-3.08%2026-03-312026-04-29

EFV ISHARES TR61.3K shares-9.68%2026-03-312026-04-29

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DGS WISDOMTREE TR68.9K shares-51.07%2026-03-312026-04-29

DISV DIMENSIONAL ETF TRUST103.7K shares-9.18%2026-03-312026-04-29

SHY ISHARES TR45.0K shares-27.44%2026-03-312026-04-29

TILT FLEXSHARES TR15.1K shares-9.64%2026-03-312026-04-29

IWC ISHARES TR16.0K shares-8.41%2026-03-312026-04-29

IVV ISHARES TR3.8K shares-10.35%2026-03-312026-04-29

EFA ISHARES TR23.2K shares-9.85%2026-03-312026-04-29

TLTD FLEXSHARES TR20.5K shares-21.59%2026-03-312026-04-29

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SCZ ISHARES TR18.6K shares-8.71%2026-03-312026-04-29

EEM ISHARES TR24.7K shares-9.93%2026-03-312026-04-29

WTMF WISDOMTREE TR35.2K shares1.11%2026-03-312026-04-29

VT VANGUARD INTL EQUITY INDEX F9.9K shares-36.90%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO2.2K shares0.00%2026-03-312026-04-29

IWL ISHARES TR3.9K shares5.29%2026-03-312026-04-29

VV VANGUARD INDEX FDS1.9K shares4.26%2026-03-312026-04-29

SUB ISHARES TR5.0K shares-1.88%2026-03-312026-04-29

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RWO SPDR INDEX SHS FDS8.5K shares-13.97%2026-03-312026-04-29

IEFA ISHARES TR4.2K shares-5.01%2026-03-312026-04-29

ITOT ISHARES TR2.6K shares-5.19%2026-03-312026-04-29

AOA ISHARES TR4.2K shares-2.37%2026-03-312026-04-29

SPTM SPDR SERIES TRUST3.8K shares0.00%2026-03-312026-04-29

GLD SPDR GOLD TR675 shares0.00%2026-03-312026-04-29

TLTE FLEXSHARES TR4.1K shares-29.70%2026-03-312026-04-29

MUB ISHARES TR2.4K shares-2.14%2026-03-312026-04-29

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AOM ISHARES TR5.3K shares-27.06%2026-03-312026-04-29

IEMG ISHARES INC3.2K shares-7.43%2026-03-312026-04-29

BND

VANGUARD BD INDEX FDS

2.11%

Shares1.5M

Event2026-03-31

Filed2026-04-29

BIV

VANGUARD BD INDEX FDS

3.09%

Shares1.4M

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-11.51%

Shares332.4K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-9.46%

Shares162.3K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

-15.24%

Shares494.0K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

-29.94%

Shares397.9K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-24.49%

Shares316.2K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

-17.84%

Shares723.5K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

-17.04%

Shares639.3K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

-11.35%

Shares537.8K

Event2026-03-31

Filed2026-04-29

VSS

VANGUARD INTL EQUITY INDEX F

-18.26%

Shares287.1K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-19.20%

Shares630.0K

Event2026-03-31

Filed2026-04-29

VGK

VANGUARD INTL EQUITY INDEX F

-16.56%

Shares488.5K

Event2026-03-31

Filed2026-04-29

VPL

VANGUARD INTL EQUITY INDEX F

-22.76%

Shares408.0K

Event2026-03-31

Filed2026-04-29

VXUS

VANGUARD STAR FDS

-20.02%

Shares511.0K

Event2026-03-31

Filed2026-04-29

VTIP

VANGUARD MALVERN FDS

3.61%

Shares739.0K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

3.32%

Shares459.8K

Event2026-03-31

Filed2026-04-29

BNDX

VANGUARD CHARLOTTE FDS

3.79%

Shares751.5K

Event2026-03-31

Filed2026-04-29

DFAC

DIMENSIONAL ETF TRUST

-41.01%

Shares782.3K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

-14.10%

Shares528.7K

Event2026-03-31

Filed2026-04-29

DUHP

DIMENSIONAL ETF TRUST

-36.68%

Shares715.6K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

-46.84%

Shares262.9K

Event2026-03-31

Filed2026-04-29

DFIC

DIMENSIONAL ETF TRUST

-44.77%

Shares646.2K

Event2026-03-31

Filed2026-04-29

DFIS

DIMENSIONAL ETF TRUST

-46.80%

Shares447.3K

Event2026-03-31

Filed2026-04-29

AVDV

AMERICAN CENTY ETF TR

-44.76%

Shares110.1K

Event2026-03-31

Filed2026-04-29

DFAT

DIMENSIONAL ETF TRUST

-6.14%

Shares155.1K

Event2026-03-31

Filed2026-04-29

DIHP

DIMENSIONAL ETF TRUST

-41.27%

Shares297.7K

Event2026-03-31

Filed2026-04-29

DFAS

DIMENSIONAL ETF TRUST

-3.84%

Shares133.6K

Event2026-03-31

Filed2026-04-29

VGSH

VANGUARD SCOTTSDALE FDS

-53.60%

Shares145.9K

Event2026-03-31

Filed2026-04-29

DFAE

DIMENSIONAL ETF TRUST

-39.25%

Shares250.6K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

-3.08%

Shares25.8K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

-9.68%

Shares61.3K

Event2026-03-31

Filed2026-04-29

DGS

WISDOMTREE TR

-51.07%

Shares68.9K

Event2026-03-31

Filed2026-04-29

DISV

DIMENSIONAL ETF TRUST

-9.18%

Shares103.7K

Event2026-03-31

Filed2026-04-29

SHY

ISHARES TR

-27.44%

Shares45.0K

Event2026-03-31

Filed2026-04-29

TILT

FLEXSHARES TR

-9.64%

Shares15.1K

Event2026-03-31

Filed2026-04-29

IWC

ISHARES TR

-8.41%

Shares16.0K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-10.35%

Shares3.8K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

-9.85%

Shares23.2K

Event2026-03-31

Filed2026-04-29

TLTD

FLEXSHARES TR

-21.59%

Shares20.5K

Event2026-03-31

Filed2026-04-29

SCZ

ISHARES TR

-8.71%

Shares18.6K

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

-9.93%

Shares24.7K

Event2026-03-31

Filed2026-04-29

WTMF

WISDOMTREE TR

1.11%

Shares35.2K

Event2026-03-31

Filed2026-04-29

VANGUARD INTL EQUITY INDEX F

-36.90%

Shares9.9K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

IWL

ISHARES TR

5.29%

Shares3.9K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

4.26%

Shares1.9K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

-1.88%

Shares5.0K

Event2026-03-31

Filed2026-04-29

RWO

SPDR INDEX SHS FDS

-13.97%

Shares8.5K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

-5.01%

Shares4.2K

Event2026-03-31

Filed2026-04-29

ITOT

ISHARES TR

-5.19%

Shares2.6K

Event2026-03-31

Filed2026-04-29

AOA

ISHARES TR

-2.37%

Shares4.2K

Event2026-03-31

Filed2026-04-29

SPTM

SPDR SERIES TRUST

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

0.00%

Shares675

Event2026-03-31

Filed2026-04-29

TLTE

FLEXSHARES TR

-29.70%

Shares4.1K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

-2.14%

Shares2.4K

Event2026-03-31

Filed2026-04-29

AOM

ISHARES TR

-27.06%

Shares5.3K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

-7.43%

Shares3.2K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available