Efficient Frontier Advisors LLC
- SEC CIK
- 0002011188
- 最新申報
- 2025/7/9
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/7 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 21
- 較 2024 年第 4 季 +4
- 總值
- $1.54 億
- 較 2024 年第 4 季 +$249.4 萬 (+1.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr46436E718 | 0-3 MTH TREASURY | 406,851 | $4,096 萬 | 26.6% | −628−0.2% | 減碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 803,399 | $3,311 萬 | 21.5% | +1010.0% | 加碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 500,077 | $2,575 萬 | 16.8% | +2,153+0.4% | 加碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 588,401 | $2,316 萬 | 15.1% | −1,386−0.2% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 35,446 | $974.2 萬 | 6.3% | +601+1.7% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 100,842 | $463.6 萬 | 3.0% | −7,136−6.6% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 148,899 | $419.2 萬 | 2.7% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 59,025 | $352.7 萬 | 2.3% | +33+0.1% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 37,293 | $260.1 萬 | 1.7% | +757+2.1% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 64,108 | $186.7 萬 | 1.2% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 32,975 | $89.2 萬 | 0.6% | +870+2.7% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,237 | $63.5 萬 | 0.4% | +1,237 | 新進 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 7,143 | $37.5 萬 | 0.2% | +58+0.8% | 加碼 | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 4,977 | $36.1 萬 | 0.2% | +4,977 | 新進 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 7,742 | $31.3 萬 | 0.2% | +9+0.1% | 加碼 | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 9,142 | $30.6 萬 | 0.2% | +73+0.8% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,599 | $28.5 萬 | 0.2% | +5,599 | 新進 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 5,730 | $27.0 萬 | 0.2% | +818+16.7% | 加碼 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 6,765 | $25.6 萬 | 0.2% | +31+0.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 11,415 | $24.8 萬 | 0.2% | −593−4.9% | 減碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,389 | $23.8 萬 | 0.2% | +3,389 | 新進 | – |