Efficient Advisors, LLC
- SEC CIK
- 0001542164
- 最新申報
- 2026/4/29
2023 年第 2 季到 2023 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 0 檔
- 加碼
- 29 檔
- 估計 +$2,458 萬
- 減碼
- 38 檔
- 估計 −$2,176 萬
- 清倉
- 4 檔
- 估計 −$101.1 萬
總值從 $15.3 億變成 $14.8 億（−$5,310 萬 (−3.5%)），持股從 71 檔變成 67 檔（−4）。
2023 年第 3 季全部持倉2023 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Vanguard Total Bond Market ETF921937835 | 加碼– | 1,499,2311,451,658 | +47,573+3.3% | $1.05 億$1.06 億 | +$332.0 萬 | 7.1%6.9% | +0.19 |
| Vanguard Intermediate-Term Bond ETF921937819 | 加碼– | 1,404,5471,345,750 | +58,797+4.4% | $1.02 億$1.01 億 | +$425.2 萬 | 6.9%6.6% | +0.26 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | 減碼– | 632,410649,615 | −17,205−2.6% | $1.01 億$1.07 億 | −$274.4 萬 | 6.8%7.0% | −0.19 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 減碼– | 443,570450,613 | −7,043−1.6% | $9,422 萬$9,926 萬 | −$149.6 萬 | 6.4%6.5% | −0.11 |
| Vanguard Morningstar Small-Cap ETF922908751 | 減碼– | 462,612469,294 | −6,682−1.4% | $8,747 萬$9,334 萬 | −$126.3 萬 | 5.9%6.1% | −0.18 |
| Vanguard Morningstar Value ETF922908744 | 減碼– | 620,443621,387 | −944−0.2% | $8,558 萬$8,830 萬 | −$13.0 萬 | 5.8%5.8% | +0.02 |
| Vanguard S&P 500 ETF922908363 | 減碼– | 211,254215,097 | −3,843−1.8% | $8,296 萬$8,760 萬 | −$150.9 萬 | 5.6%5.7% | −0.11 |
| Vanguard Short-Term Bond ETF921937827 | 減碼– | 872,821888,392 | −15,571−1.8% | $6,561 萬$6,714 萬 | −$117.0 萬 | 4.4%4.4% | +0.05 |
| iShares Core U.S. Aggregate Bond ETF464287226 | 減碼– | 648,118676,481 | −28,363−4.2% | $6,095 萬$6,626 萬 | −$266.7 萬 | 4.1%4.3% | −0.20 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | 加碼– | 925,387883,377 | +42,010+4.8% | $4,800 萬$4,806 萬 | +$217.9 萬 | 3.2%3.1% | +0.11 |
| Vanguard Real Estate ETF922908553 | 加碼– | 522,629511,310 | +11,319+2.2% | $3,954 萬$4,273 萬 | +$85.6 萬 | 2.7%2.8% | −0.12 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | 加碼– | 346,648336,700 | +9,948+3.0% | $3,681 萬$3,720 萬 | +$105.6 萬 | 2.5%2.4% | +0.06 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | 減碼– | 1,398,7751,432,837 | −34,062−2.4% | $3,665 萬$3,890 萬 | −$89.2 萬 | 2.5%2.5% | −0.06 |
| Vanguard Star FDS921909768 | 加碼– | 675,618643,740 | +31,878+5.0% | $3,616 萬$3,610 萬 | +$170.6 萬 | 2.4%2.4% | +0.09 |
| Vanguard Intl Equity Index F922042866 | 加碼– | 536,890510,136 | +26,754+5.2% | $3,591 萬$3,557 萬 | +$178.9 萬 | 2.4%2.3% | +0.11 |
| Vanguard Ftse Developed Markets ETF921943858 | 加碼– | 810,810770,935 | +39,875+5.2% | $3,545 萬$3,560 萬 | +$174.3 萬 | 2.4%2.3% | +0.07 |
| Vanguard Intl Equity Index F922042874 | 加碼– | 603,934574,964 | +28,970+5.0% | $3,499 萬$3,548 萬 | +$167.8 萬 | 2.4%2.3% | +0.05 |
| Vanguard Malvern FDS922020805 | 加碼– | 709,398697,917 | +11,481+1.6% | $3,354 萬$3,310 萬 | +$54.3 萬 | 2.3%2.2% | +0.11 |
| Vanguard Scottsdale FDS92206C409 | 加碼– | 445,251438,159 | +7,092+1.6% | $3,346 萬$3,315 萬 | +$53.3 萬 | 2.3%2.2% | +0.10 |
| Vanguard Total International Bond ETF92203J407 | 加碼– | 694,986684,926 | +10,060+1.5% | $3,324 萬$3,348 萬 | +$48.1 萬 | 2.2%2.2% | +0.06 |
| Dimensional ETF Trust25434V831 | 減碼– | 1,124,6071,154,426 | −29,819−2.6% | $2,889 萬$3,064 萬 | −$76.6 萬 | 2.0%2.0% | −0.05 |
| Dimensional ETF Trust25434V799 | 加碼– | 1,195,1921,142,031 | +53,161+4.7% | $2,791 萬$2,772 萬 | +$124.1 萬 | 1.9%1.8% | +0.08 |
| Vanguard Ftse Emerging Markets ETF922042858 | 加碼– | 643,491627,130 | +16,361+2.6% | $2,523 萬$2,551 萬 | +$64.2 萬 | 1.7%1.7% | +0.04 |
| American Centy ETF Tr025072802 | 減碼– | 387,843398,076 | −10,233−2.6% | $2,244 萬$2,291 萬 | −$59.2 萬 | 1.5%1.5% | +0.02 |
| Flexshares Tr33939L100 | 減碼– | 129,271136,763 | −7,492−5.5% | $2,106 萬$2,305 萬 | −$122.0 萬 | 1.4%1.5% | −0.08 |
| Dimensional ETF Trust25434V773 | 加碼– | 876,569839,773 | +36,796+4.4% | $1,923 萬$1,916 萬 | +$80.7 萬 | 1.3%1.3% | +0.05 |
| Vanguard Scottsdale FDS92206C102 | 加碼– | 313,824299,581 | +14,243+4.8% | $1,808 萬$1,729 萬 | +$82.0 萬 | 1.2%1.1% | +0.09 |
| Flexshares Tr33939L803 | 加碼– | 247,675246,518 | +1,157+0.5% | $1,549 萬$1,600 萬 | +$7.24 萬 | 1.0%1.0% | 0.00 |
| iShares S&P 500 Value ETF464287408 | 減碼– | 72,92679,843 | −6,917−8.7% | $1,122 萬$1,287 萬 | −$106.4 萬 | 0.8%0.8% | −0.08 |
| Dimensional ETF Trust25434V765 | 加碼– | 469,060447,175 | +21,885+4.9% | $1,088 萬$1,095 萬 | +$50.8 萬 | 0.7%0.7% | +0.02 |
| WisdomTree Tr97717W281 | 減碼– | 204,665208,785 | −4,120−2.0% | $946.8 萬$971.5 萬 | −$19.1 萬 | 0.6%0.6% | +0.01 |
| iShares Tr464288877 | 減碼– | 191,047202,578 | −11,531−5.7% | $934.8 萬$991.4 萬 | −$56.4 萬 | 0.6%0.6% | −0.02 |
| Dimensional Emerging Core Equity Market ETF25434V302 | 加碼– | 389,590377,167 | +12,423+3.3% | $879.3 萬$884.8 萬 | +$28.0 萬 | 0.6%0.6% | +0.02 |
| iShares Tr464287457 | 減碼– | 105,121140,298 | −35,177−25.1% | $851.2 萬$1,138 萬 | −$284.8 萬 | 0.6%0.7% | −0.17 |
| iShares Core S&P 500 ETF464287200 | 減碼– | 11,74212,958 | −1,216−9.4% | $504.2 萬$577.6 萬 | −$52.2 萬 | 0.3%0.4% | −0.04 |
| iShares Tr464288869 | 減碼– | 49,73852,670 | −2,932−5.6% | $497.9 萬$575.7 萬 | −$29.3 萬 | 0.3%0.4% | −0.04 |
| iShares MSCI Eafe ETF464287465 | 減碼– | 68,63670,780 | −2,144−3.0% | $473.0 萬$513.2 萬 | −$14.8 萬 | 0.3%0.3% | −0.02 |
| WisdomTree Tr97717W125 | 減碼– | 97,051109,134 | −12,083−11.1% | $341.7 萬$381.8 萬 | −$42.5 萬 | 0.2%0.2% | −0.02 |
| Flexshares Tr33939L308 | 減碼– | 69,75170,400 | −649−0.9% | $334.4 萬$343.1 萬 | −$3.11 萬 | 0.2%0.2% | 0.00 |
| Dimensional U.S. Targeted Value ETF25434V609 | 減碼– | 68,09171,420 | −3,329−4.7% | $311.1 萬$331.3 萬 | −$15.2 萬 | 0.2%0.2% | −0.01 |
| Dimensional U.S. Small Cap ETF25434V500 | 減碼– | 57,76259,195 | −1,433−2.4% | $303.2 萬$324.4 萬 | −$7.52 萬 | 0.2%0.2% | −0.01 |
| iShares Tr464288273 | 減碼– | 53,09155,124 | −2,033−3.7% | $299.8 萬$325.1 萬 | −$11.5 萬 | 0.2%0.2% | −0.01 |
| iShares Tr464287234 | 減碼– | 76,97480,483 | −3,509−4.4% | $292.1 萬$318.4 萬 | −$13.3 萬 | 0.2%0.2% | −0.01 |
| iShares Tr464288158 | 減碼– | 27,48328,246 | −763−2.7% | $282.7 萬$293.9 萬 | −$7.85 萬 | 0.2%0.2% | 0.00 |
| SPDR Index Shs FDS78463X749 | 加碼– | 68,19767,957 | +240+0.4% | $260.5 萬$279.1 萬 | +$9,167.96 | 0.2%0.2% | −0.01 |
| Vanguard Total World Stock ETF922042742 | 減碼– | 21,29021,393 | −103−0.5% | $198.4 萬$207.5 萬 | −$9,597.38 | 0.1%0.1% | 0.00 |
| WisdomTree Tr97717W760 | 減碼– | 27,60728,828 | −1,221−4.2% | $158.7 萬$171.4 萬 | −$7.02 萬 | 0.1%0.1% | 0.00 |
| iShares Tr464288414 | 減碼– | 12,60112,946 | −345−2.7% | $129.2 萬$138.2 萬 | −$3.54 萬 | 0.1%0.1% | 0.00 |
| Dimensional ETF Trust25434V781 | 加碼– | 51,56350,990 | +573+1.1% | $122.6 萬$120.6 萬 | +$1.36 萬 | 0.1%0.1% | 0.00 |
| SPDR Index Shs FDS78463X871 | 加碼– | 29,38729,170 | +217+0.7% | $85.6 萬$89.0 萬 | +$6,323.33 | 0.1%0.1% | 0.00 |
| iShares Tr464289859 | 加碼– | 11,56311,484 | +79+0.7% | $73.4 萬$76.2 萬 | +$5,015.82 | <0.1%<0.1% | 0.00 |
| iShares Tr464289446 | 減碼– | 6,6416,937 | −296−4.3% | $68.6 萬$74.0 萬 | −$3.06 萬 | <0.1%<0.1% | 0.00 |
| Vanguard Morningstar Large-Cap ETF922908637 | 減碼– | 3,1773,304 | −127−3.8% | $62.2 萬$67.0 萬 | −$2.49 萬 | <0.1%<0.1% | 0.00 |
| iShares Tr464288513 | 減碼– | 7,3977,552 | −155−2.1% | $54.5 萬$56.7 萬 | −$1.14 萬 | <0.1%<0.1% | 0.00 |
| Dimensional ETF Trust25434V724 | 加碼– | 15,43715,287 | +150+1.0% | $52.5 萬$52.7 萬 | +$5,102.92 | <0.1%<0.1% | 0.00 |
| Dimensional ETF Trust25434V401 | 減碼– | 11,10811,459 | −351−3.1% | $51.7 萬$55.2 萬 | −$1.63 萬 | <0.1%<0.1% | 0.00 |
| iShares Tr464287150 | 減碼– | 5,2735,758 | −485−8.4% | $49.7 萬$56.3 萬 | −$4.57 萬 | <0.1%<0.1% | 0.00 |
| iShares Core MSCI Eafe ETF46432F842 | 加碼– | 6,7016,514 | +187+2.9% | $43.1 萬$44.0 萬 | +$1.20 萬 | <0.1%<0.1% | 0.00 |
| SPDR Series Trust78464A656 | 加碼– | 16,91316,663 | +250+1.5% | $42.0 萬$43.1 萬 | +$6,210.1 | <0.1%<0.1% | 0.00 |
| iShares Tr464289867 | 加碼– | 8,0937,990 | +103+1.3% | $40.0 萬$41.1 萬 | +$5,089.43 | <0.1%<0.1% | 0.00 |
| Schwab U.S. REIT ETF808524847 | 減碼– | 22,31734,738 | −12,421−35.8% | $39.6 萬$67.8 萬 | −$22.0 萬 | <0.1%<0.1% | −0.02 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | 加碼– | 4,8094,716 | +93+2.0% | $36.5 萬$37.3 萬 | +$7,065.87 | <0.1%<0.1% | 0.00 |
| Vanguard Intl Equity Index F922042676 | 減碼– | 9,36014,109 | −4,749−33.7% | $36.4 萬$56.7 萬 | −$18.5 萬 | <0.1%<0.1% | −0.01 |
| iShares Core MSCI Emerging Markets ETF46434G103 | 加碼– | 5,4805,426 | +54+1.0% | $26.1 萬$26.7 萬 | +$2,569.87 | <0.1%<0.1% | 0.00 |
| WisdomTree Tr97717W208 | 減碼– | 3,1093,189 | −80−2.5% | $24.3 萬$25.4 萬 | −$6,243.96 | <0.1%<0.1% | 0.00 |
| Dimensional ETF Trust25434V807 | 減碼– | 7,4037,568 | −165−2.2% | $24.1 萬$24.9 萬 | −$5,382.48 | <0.1%<0.1% | 0.00 |
| Vanguard High Dividend Yield Index ETF921946406 | 減碼– | 2,3322,420 | −88−3.6% | $24.1 萬$25.7 萬 | −$9,090.53 | <0.1%<0.1% | 0.00 |
| GLDSPDR Gold Trust | 清倉歷史 | 01,480 | −1,480−100.0% | $0$26.4 萬 | −$26.4 萬 | 0.0%<0.1% | −0.02 |
| iShares Tr46429B655 | 清倉– | 05,162 | −5,162−100.0% | $0$26.2 萬 | −$26.2 萬 | 0.0%<0.1% | −0.02 |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | 清倉– | 010,965 | −10,965−100.0% | $0$25.6 萬 | −$25.6 萬 | 0.0%<0.1% | −0.02 |
| Indexiq ETF Tr45409B628 | 清倉– | 011,893 | −11,893−100.0% | $0$22.9 萬 | −$22.9 萬 | 0.0%<0.1% | −0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。