Efficient Frontier Advisors LLC
- SEC CIK
- 0002011188
- 最新申報
- 2025/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/9 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 22
- 較 2025 年第 1 季 +1
- 總值
- $1.58 億
- 較 2025 年第 1 季 +$380.0 萬 (+2.5%)
| 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 | 417,900 | $4,208 萬 | 26.7% | +11,049+2.7% | 加碼 | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 757,534 | $3,203 萬 | 20.3% | −45,865−5.7% | 減碼 | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 466,243 | $2,516 萬 | 16.0% | −33,834−6.8% | 減碼 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 577,942 | $2,475 萬 | 15.7% | −10,459−1.8% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 35,647 | $1,083 萬 | 6.9% | +201+0.6% | 加碼 | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 88,957 | $463.1 萬 | 2.9% | −11,885−11.8% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 152,343 | $448.3 萬 | 2.8% | +3,444+2.3% | 加碼 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 53,434 | $340.4 萬 | 2.2% | −5,591−9.5% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 37,377 | $296.3 萬 | 1.9% | +84+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 67,280 | $221.4 萬 | 1.4% | +3,172+4.9% | 加碼 | – |
| Dimensional ETF Trust25434V740 | EMERGING MKTS VA | 32,975 | $98.9 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,239 | $70.4 萬 | 0.4% | +2+0.2% | 加碼 | – |
| American Centy ETF Tr025072141 | AVANTIS EMERGING | 7,143 | $43.0 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 4,988 | $41.0 萬 | 0.3% | +11+0.2% | 加碼 | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 9,228 | $35.9 萬 | 0.2% | +86+0.9% | 加碼 | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 7,762 | $32.8 萬 | 0.2% | +20+0.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 5,616 | $32.0 萬 | 0.2% | +17+0.3% | 加碼 | – |
| American Centy ETF Tr025072372 | EMERGING MKT VAL | 5,810 | $31.1 萬 | 0.2% | +80+1.4% | 加碼 | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,355 | $30.6 萬 | 0.2% | +3,355 | 新進 | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 6,793 | $27.6 萬 | 0.2% | +28+0.4% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 11,492 | $26.9 萬 | 0.2% | +77+0.7% | 加碼 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,439 | $26.6 萬 | 0.2% | +50+1.5% | 加碼 | – |