Efficient Advisors, LLC
- SEC CIK
- 0001542164
- Latest filing
- Apr 29, 2026
Holdings changes from Q2 2025 to Q3 2025
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 2
- Est. +$1.06M
- Added
- 29
- Est. +$56.0M
- Reduced
- 27
- Est. −$8.57M
- Sold out
- 40
- Est. −$35.2M
Portfolio value went from $1.68B to $1.77B (+$95.3M (+5.7%)); positions from 96 to 58 (−38).
All Q3 2025 holdingsAll Q2 2025 holdings
In the shares, value and % of portfolio columns, the top figure is Q3 2025 and the gray one below is Q2 2025. For stocks that split between the two quarters, Q2 2025 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap Value ETF922908611 | Added– | 615,422610,689 | +4,733+0.8% | $128.4M$119.1M | +$987.8K | 7.2%7.1% | +0.15 |
| Vanguard Morningstar Total Stock Market ETF922908769 | Added– | 384,885383,864 | +1,021+0.3% | $126.3M$116.7M | +$335.1K | 7.1%6.9% | +0.17 |
| Vanguard S&P 500 ETF922908363 | Added– | 183,356181,106 | +2,250+1.2% | $112.3M$102.9M | +$1.38M | 6.3%6.1% | +0.20 |
| Vanguard Total Bond Market ETF921937835 | Added– | 1,507,0231,458,694 | +48,329+3.3% | $112.1M$107.4M | +$3.59M | 6.3%6.4% | −0.08 |
| Vanguard Morningstar Small-Cap ETF922908751 | Added– | 440,196434,073 | +6,123+1.4% | $111.9M$102.9M | +$1.56M | 6.3%6.1% | +0.18 |
| Vanguard Morningstar Value ETF922908744 | Added– | 586,881568,797 | +18,084+3.2% | $109.4M$100.5M | +$3.37M | 6.2%6.0% | +0.18 |
| Vanguard Intermediate-Term Bond ETF921937819 | Added– | 1,364,9311,277,480 | +87,451+6.8% | $106.6M$98.8M | +$6.83M | 6.0%5.9% | +0.12 |
| Vanguard Short-Term Bond ETF921937827 | Added– | 842,022792,001 | +50,021+6.3% | $66.4M$62.3M | +$3.95M | 3.7%3.7% | +0.03 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | Added– | 891,577861,940 | +29,637+3.4% | $63.6M$57.9M | +$2.12M | 3.6%3.5% | +0.14 |
| iShares Core U.S. Aggregate Bond ETF464287226 | Added– | 620,891607,264 | +13,627+2.2% | $62.2M$60.2M | +$1.37M | 3.5%3.6% | −0.08 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | Added– | 1,601,4521,564,813 | +36,639+2.3% | $61.8M$56.1M | +$1.41M | 3.5%3.3% | +0.14 |
| Vanguard Real Estate ETF922908553 | Added– | 589,426551,718 | +37,708+6.8% | $53.9M$49.1M | +$3.45M | 3.0%2.9% | +0.11 |
| Dimensional ETF Trust25434V831 | Added– | 1,322,2361,265,028 | +57,208+4.5% | $49.9M$45.0M | +$2.16M | 2.8%2.7% | +0.14 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | Added– | 345,432342,288 | +3,144+0.9% | $49.2M$46.0M | +$448.2K | 2.8%2.7% | +0.04 |
| Vanguard Star FDS921909768 | Added– | 650,241640,489 | +9,752+1.5% | $47.8M$44.3M | +$716.4K | 2.7%2.6% | +0.06 |
| Vanguard Intl Equity Index F922042866 | Reduced– | 533,141534,635 | −1,494−0.3% | $46.8M$43.9M | −$131.2K | 2.6%2.6% | +0.02 |
| Vanguard Ftse Developed Markets ETF921943858 | Added– | 780,934757,359 | +23,575+3.1% | $46.8M$43.2M | +$1.41M | 2.6%2.6% | +0.07 |
| Vanguard Intl Equity Index F922042874 | Added– | 580,918547,483 | +33,435+6.1% | $46.4M$42.4M | +$2.67M | 2.6%2.5% | +0.09 |
| Dimensional ETF Trust25434V799 | Added– | 1,400,1701,351,411 | +48,759+3.6% | $45.9M$42.0M | +$1.60M | 2.6%2.5% | +0.09 |
| Vanguard Total International Bond ETF92203J407 | Added– | 709,505649,572 | +59,933+9.2% | $35.1M$32.2M | +$2.96M | 2.0%1.9% | +0.06 |
| Vanguard Malvern FDS922020805 | Added– | 693,104635,198 | +57,906+9.1% | $35.1M$31.9M | +$2.93M | 2.0%1.9% | +0.08 |
| Vanguard Scottsdale FDS92206C409 | Added– | 438,956403,499 | +35,457+8.8% | $35.1M$32.1M | +$2.83M | 2.0%1.9% | +0.07 |
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 632,107616,968 | +15,139+2.5% | $34.2M$30.5M | +$820.2K | 1.9%1.8% | +0.11 |
| Dimensional ETF Trust25434V773 | Added– | 1,004,044988,847 | +15,197+1.5% | $31.8M$29.5M | +$480.7K | 1.8%1.8% | +0.03 |
| Vanguard Scottsdale FDS92206C102 | Added– | 397,023372,156 | +24,867+6.7% | $23.4M$21.9M | +$1.46M | 1.3%1.3% | +0.01 |
| American Centy ETF Tr025072802 | Reduced– | 252,143272,692 | −20,549−7.5% | $22.4M$21.6M | −$1.83M | 1.3%1.3% | −0.02 |
| Dimensional ETF Trust25434V765 | Added– | 601,778559,512 | +42,266+7.6% | $18.3M$16.5M | +$1.28M | 1.0%1.0% | +0.05 |
| Dimensional Emerging Core Equity Market ETF25434V302 | Added– | 497,509476,585 | +20,924+4.4% | $15.7M$13.8M | +$659.7K | 0.9%0.8% | +0.06 |
| WisdomTree Tr97717W281 | Reduced– | 179,319180,878 | −1,559−0.9% | $10.2M$9.99M | −$89.0K | 0.6%0.6% | −0.02 |
| Dimensional U.S. Targeted Value ETF25434V609 | Added– | 144,916122,249 | +22,667+18.5% | $8.44M$6.60M | +$1.32M | 0.5%0.4% | +0.08 |
| Dimensional U.S. Small Cap ETF25434V500 | Added– | 122,418102,289 | +20,129+19.7% | $8.38M$6.52M | +$1.38M | 0.5%0.4% | +0.08 |
| iShares Tr464287457 | Reduced– | 75,69775,884 | −187−0.2% | $6.28M$6.29M | −$15.5K | 0.4%0.4% | −0.02 |
| iShares S&P 500 Value ETF464287408 | Reduced– | 28,94432,549 | −3,605−11.1% | $5.98M$6.36M | −$744.5K | 0.3%0.4% | −0.04 |
| iShares Tr464288877 | Reduced– | 71,24981,029 | −9,780−12.1% | $4.83M$5.14M | −$663.4K | 0.3%0.3% | −0.03 |
| Flexshares Tr33939L100 | Reduced– | 17,53222,268 | −4,736−21.3% | $4.25M$4.99M | −$1.15M | 0.2%0.3% | −0.06 |
| Dimensional ETF Trust25434V781 | Added– | 103,08987,864 | +15,225+17.3% | $3.68M$2.89M | +$543.4K | 0.2%0.2% | +0.04 |
| iShares Tr464288869 | Reduced– | 19,68323,476 | −3,793−16.2% | $2.93M$3.00M | −$565.5K | 0.2%0.2% | −0.01 |
| iShares Core S&P 500 ETF464287200 | Reduced– | 4,1884,782 | −594−12.4% | $2.80M$2.97M | −$397.6K | 0.2%0.2% | −0.02 |
| iShares MSCI Eafe ETF464287465 | Reduced– | 27,62031,043 | −3,423−11.0% | $2.58M$2.77M | −$319.6K | 0.1%0.2% | −0.02 |
| Flexshares Tr33939L803 | Reduced– | 27,30436,254 | −8,950−24.7% | $2.42M$3.03M | −$794.2K | 0.1%0.2% | −0.04 |
| Vanguard Total World Stock ETF922042742 | Reduced– | 16,93818,366 | −1,428−7.8% | $2.33M$2.36M | −$196.8K | 0.1%0.1% | −0.01 |
| iShares Tr464287234 | Reduced– | 30,85435,146 | −4,292−12.2% | $1.65M$1.70M | −$229.2K | 0.1%0.1% | −0.01 |
| iShares Tr464288273 | Reduced– | 21,05224,174 | −3,122−12.9% | $1.62M$1.76M | −$239.5K | 0.1%0.1% | −0.01 |
| WisdomTree Tr97717W125 | Reduced– | 37,52746,722 | −9,195−19.7% | $1.42M$1.65M | −$348.4K | 0.1%0.1% | −0.02 |
| JPMJPMorgan Chase & Co | NewHistory | 2,2140 | +2,214 | $698.4K$0 | +$698.4K | <0.1%0.0% | +0.04 |
| iShares Tr464289446 | Reduced– | 3,7684,028 | −260−6.5% | $625.8K$616.8K | −$43.2K | <0.1%<0.1% | 0.00 |
| iShares Tr464288158 | Reduced– | 5,5987,202 | −1,604−22.3% | $597.8K$765.8K | −$171.3K | <0.1%<0.1% | −0.01 |
| Vanguard Morningstar Large-Cap ETF922908637 | Reduced– | 1,8231,953 | −130−6.7% | $561.1K$557.1K | −$40.0K | <0.1%<0.1% | 0.00 |
| SPDR Index Shs FDS78463X749 | Reduced– | 10,17212,293 | −2,121−17.3% | $465.6K$542.6K | −$97.1K | <0.1%<0.1% | −0.01 |
| iShares Tr464289859 | Reduced– | 5,2596,350 | −1,091−17.2% | $463.6K$529.6K | −$96.2K | <0.1%<0.1% | −0.01 |
| Flexshares Tr33939L308 | Reduced– | 6,4639,276 | −2,813−30.3% | $407.8K$543.9K | −$177.5K | <0.1%<0.1% | −0.01 |
| iShares Core MSCI Eafe ETF46432F842 | Reduced– | 4,3294,499 | −170−3.8% | $377.9K$375.6K | −$14.8K | <0.1%<0.1% | 0.00 |
| iShares Tr464289875 | New– | 7,6110 | +7,611 | $362.1K$0 | +$362.1K | <0.1%0.0% | +0.02 |
| iShares Tr464287150 | Reduced– | 2,2472,605 | −358−13.7% | $327.3K$351.7K | −$52.1K | <0.1%<0.1% | 0.00 |
| iShares Tr464288414 | Reduced– | 2,7753,442 | −667−19.4% | $295.5K$359.6K | −$71.0K | <0.1%<0.1% | 0.00 |
| GLDSPDR Gold Trust | ReducedHistory | 676677 | −1−0.1% | $240.3K$206.4K | −$355.52 | <0.1%<0.1% | 0.00 |
| iShares Core MSCI Emerging Markets ETF46434G103 | Reduced– | 3,6003,833 | −233−6.1% | $237.3K$230.1K | −$15.4K | <0.1%<0.1% | 0.00 |
| iShares Tr464289867 | Reduced– | 3,5084,695 | −1,187−25.3% | $225.8K$289.1K | −$76.4K | <0.1%<0.1% | 0.00 |
| SPDR Series Trust78468R861 | Sold out– | 0210,632 | −210,632−100.0% | $0$4.03M | −$4.03M | 0.0%0.2% | −0.24 |
| PIMCO ETF Tr72201R205 | Sold out– | 074,595 | −74,595−100.0% | $0$4.01M | −$4.01M | 0.0%0.2% | −0.24 |
| iShares Tr46435G672 | Sold out– | 043,524 | −43,524−100.0% | $0$2.22M | −$2.22M | 0.0%0.1% | −0.13 |
| Pacer FDS Tr69374H709 | Sold out– | 045,031 | −45,031−100.0% | $0$1.71M | −$1.71M | 0.0%0.1% | −0.10 |
| iShares U S ETF Tr46431W648 | Sold out– | 017,985 | −17,985−100.0% | $0$1.69M | −$1.69M | 0.0%0.1% | −0.10 |
| Vanguard World FD921910816 | Sold out– | 04,505 | −4,505−100.0% | $0$1.65M | −$1.65M | 0.0%0.1% | −0.10 |
| Invesco Exchange Traded FD T46137V530 | Sold out– | 030,290 | −30,290−100.0% | $0$1.58M | −$1.58M | 0.0%0.1% | −0.09 |
| First Tr Exchange-Traded FD33734X184 | Sold out– | 029,686 | −29,686−100.0% | $0$1.26M | −$1.26M | 0.0%0.1% | −0.07 |
| CAHCardinal Health Inc | Sold outHistory | 05,561 | −5,561−100.0% | $0$934.3K | −$934.3K | 0.0%0.1% | −0.06 |
| PLTRPalantir Technologies Inc. | Sold outHistory | 06,619 | −6,619−100.0% | $0$902.3K | −$902.3K | 0.0%0.1% | −0.05 |
| SGOLabrdn Gold ETF Trust | Sold outHistory | 027,725 | −27,725−100.0% | $0$874.4K | −$874.4K | 0.0%0.1% | −0.05 |
| Legg Mason ETF Invt52468L505 | Sold out– | 025,937 | −25,937−100.0% | $0$844.2K | −$844.2K | 0.0%0.1% | −0.05 |
| Invesco Exch Traded FD Tr II46138E354 | Sold out– | 011,524 | −11,524−100.0% | $0$839.2K | −$839.2K | 0.0%<0.1% | −0.05 |
| SPDR Series Trust78468R804 | Sold out– | 04,671 | −4,671−100.0% | $0$815.6K | −$815.6K | 0.0%<0.1% | −0.05 |
| BRK.BBerkshire Hathaway Inc | Sold outHistory | 01,652 | −1,652−100.0% | $0$802.5K | −$802.5K | 0.0%<0.1% | −0.05 |
| First Tr Exchange-Traded FD33734X846 | Sold out– | 08,921 | −8,921−100.0% | $0$674.3K | −$674.3K | 0.0%<0.1% | −0.04 |
| VanEck Vectors ETF Tr92189H870 | Sold out– | 06,520 | −6,520−100.0% | $0$643.5K | −$643.5K | 0.0%<0.1% | −0.04 |
| VRSNVerisign Inc | Sold outHistory | 02,198 | −2,198−100.0% | $0$634.8K | −$634.8K | 0.0%<0.1% | −0.04 |
| FTNTFortinet, Inc. | Sold outHistory | 05,846 | −5,846−100.0% | $0$618.0K | −$618.0K | 0.0%<0.1% | −0.04 |
| iShares Tr464288786 | Sold out– | 04,504 | −4,504−100.0% | $0$605.6K | −$605.6K | 0.0%<0.1% | −0.04 |
| DGDollar General Corp | Sold outHistory | 04,454 | −4,454−100.0% | $0$509.4K | −$509.4K | 0.0%<0.1% | −0.03 |
| HWMHowmet Aerospace Inc. | Sold outHistory | 02,700 | −2,700−100.0% | $0$502.6K | −$502.6K | 0.0%<0.1% | −0.03 |
| NFLXNetflix Inc | Sold outHistory | 0353 | −353−100.0% | $0$472.7K | −$472.7K | 0.0%<0.1% | −0.03 |
| VanEck ETF Trust92189F106 | Sold out– | 08,898 | −8,898−100.0% | $0$463.2K | −$463.2K | 0.0%<0.1% | −0.03 |
| RTXRTX Corp | Sold outHistory | 03,096 | −3,096−100.0% | $0$452.1K | −$452.1K | 0.0%<0.1% | −0.03 |
| FFIVF5, Inc. | Sold outHistory | 01,528 | −1,528−100.0% | $0$449.7K | −$449.7K | 0.0%<0.1% | −0.03 |
| FXEInvesco CurrencyShares Euro Trust | Sold outHistory | 03,998 | −3,998−100.0% | $0$434.9K | −$434.9K | 0.0%<0.1% | −0.03 |
| FXFInvesco CurrencyShares Swiss Franc Trust | Sold outHistory | 03,762 | −3,762−100.0% | $0$420.6K | −$420.6K | 0.0%<0.1% | −0.03 |
| MCKMcKesson Corp | Sold outHistory | 0566 | −566−100.0% | $0$414.8K | −$414.8K | 0.0%<0.1% | −0.02 |
| CVSCVS Health Corp | Sold outHistory | 05,999 | −5,999−100.0% | $0$413.8K | −$413.8K | 0.0%<0.1% | −0.02 |
| PLMRPalomar Holdings, Inc. | Sold outHistory | 02,662 | −2,662−100.0% | $0$410.6K | −$410.6K | 0.0%<0.1% | −0.02 |
| CHKPCheck Point Software Technologies Ltd | Sold outHistory | 01,854 | −1,854−100.0% | $0$410.2K | −$410.2K | 0.0%<0.1% | −0.02 |
| KRKroger Co | Sold outHistory | 05,619 | −5,619−100.0% | $0$403.1K | −$403.1K | 0.0%<0.1% | −0.02 |
| Listed FD Tr53656F847 | Sold out– | 014,743 | −14,743−100.0% | $0$396.0K | −$396.0K | 0.0%<0.1% | −0.02 |
| PPCPilgrims Pride Corp | Sold outHistory | 08,758 | −8,758−100.0% | $0$393.9K | −$393.9K | 0.0%<0.1% | −0.02 |
| COSTCostco Wholesale Corp | Sold outHistory | 0385 | −385−100.0% | $0$381.1K | −$381.1K | 0.0%<0.1% | −0.02 |
| BKNGBooking Holdings Inc. | Sold outHistory | 058 | −58−100.0% | $0$335.8K | −$335.8K | 0.0%<0.1% | −0.02 |
| GOOGLAlphabet Inc. | Sold outHistory | 01,228 | −1,228−100.0% | $0$216.4K | −$216.4K | 0.0%<0.1% | −0.01 |
| iShares Tr464288513 | Sold out– | 02,537 | −2,537−100.0% | $0$204.6K | −$204.6K | 0.0%<0.1% | −0.01 |
| DOCUDocuSign, Inc. | Sold outHistory | 02,612 | −2,612−100.0% | $0$203.4K | −$203.4K | 0.0%<0.1% | −0.01 |
Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.