Filed: 1/8/2026ACC: 0001542164-26-000001
๐ What this filing means
EFFICIENT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 58 equity positions with a total reported market value of $1.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$1.71B
Total AUM (reported)
20M
Total Shares
Allocation by class
TOTAL STK MKT$125.94M7.4%
SM CP VAL ETF$120.29M7.0%
S&P 500 ETF SHS$112.43M6.6%
TOTAL BND MRKT$111.97M6.5%
VALUE ETF$111.32M6.5%
SMALL CP ETF$108.02M6.3%
INTERMED TERM$106.85M6.2%
Portfolio Concentration
Top 3$358.66M20.9%
4โ10$617.35M36.0%
11โ25$614.41M35.9%
Rest$122.74M7.2%
Top 3 weight
20.9%
Top 10 weight
57.0%
Voting Authority Distribution
Total shares with voting rights: 20M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings58
Rows:
VANGUARD INDEX FDS
SOLEShares375.63K
TypeSH
Market value$125.94M
7.35%
Sole
0.00
Shared
0.00
None
375.63K
VANGUARD INDEX FDS
SOLEShares567.99K
TypeSH
Market value$120.29M
7.02%
Sole
0.00
Shared
0.00
None
567.99K
VANGUARD INDEX FDS
SOLEShares179.28K
TypeSH
Market value$112.43M
6.56%
Sole
0.00
Shared
0.00
None
179.28K
VANGUARD BD INDEX FDS
SOLEShares1.51M
TypeSH
Market value$111.97M
6.54%
Sole
0.00
Shared
0.00
None
1.51M
VANGUARD INDEX FDS
SOLEShares582.86K
TypeSH
Market value$111.32M
6.50%
Sole
0.00
Shared
0.00
None
582.86K
VANGUARD INDEX FDS
SOLEShares418.75K
TypeSH
Market value$108.02M
6.31%
Sole
0.00
Shared
0.00
None
418.75K
VANGUARD BD INDEX FDS
SOLEShares1.37M
TypeSH
Market value$106.85M
6.24%
Sole
0.00
Shared
0.00
None
1.37M
VANGUARD INTL EQUITY INDEX F
SOLEShares880.54K
TypeSH
Market value$64.77M
3.78%
Sole
0.00
Shared
0.00
None
880.54K
VANGUARD BD INDEX FDS
SOLEShares770.62K
TypeSH
Market value$60.73M
3.55%
Sole
0.00
Shared
0.00
None
770.62K
VANGUARD INDEX FDS
SOLEShares606.68K
TypeSH
Market value$53.68M
3.13%
Sole
0.00
Shared
0.00
None
606.68K
DIMENSIONAL ETF TRUST
SOLEShares1.33M
TypeSH
Market value$52.50M
3.06%
Sole
0.00
Shared
0.00
None
1.33M
VANGUARD INTL EQUITY INDEX F
SOLEShares351.23K
TypeSH
Market value$50.34M
2.94%
Sole
0.00
Shared
0.00
None
351.23K
ISHARES TR
SOLEShares494.62K
TypeSH
Market value$49.40M
2.88%
Sole
0.00
Shared
0.00
None
494.62K
VANGUARD INTL EQUITY INDEX F
SOLEShares585.36K
TypeSH
Market value$48.94M
2.86%
Sole
0.00
Shared
0.00
None
585.36K
VANGUARD TAX-MANAGED FDS
SOLEShares779.73K
TypeSH
Market value$48.71M
2.84%
Sole
0.00
Shared
0.00
None
779.73K
VANGUARD STAR FDS
SOLEShares638.96K
TypeSH
Market value$48.20M
2.81%
Sole
0.00
Shared
0.00
None
638.96K
VANGUARD INTL EQUITY INDEX F
SOLEShares528.25K
TypeSH
Market value$47.75M
2.79%
Sole
0.00
Shared
0.00
None
528.25K
DIMENSIONAL ETF TRUST
SOLEShares1.13M
TypeSH
Market value$42.98M
2.51%
Sole
0.00
Shared
0.00
None
1.13M
DIMENSIONAL ETF TRUST
SOLEShares1.17M
TypeSH
Market value$40.32M
2.35%
Sole
0.00
Shared
0.00
None
1.17M
VANGUARD SCOTTSDALE FDS
SOLEShares444.99K
TypeSH
Market value$35.48M
2.07%
Sole
0.00
Shared
0.00
None
444.99K
VANGUARD MALVERN FDS
SOLEShares713.17K
TypeSH
Market value$35.27M
2.06%
Sole
0.00
Shared
0.00
None
713.17K
VANGUARD CHARLOTTE FDS
SOLEShares724.13K
TypeSH
Market value$34.99M
2.04%
Sole
0.00
Shared
0.00
None
724.13K
VANGUARD INTL EQUITY INDEX F
SOLEShares615.44K
TypeSH
Market value$33.09M
1.93%
Sole
0.00
Shared
0.00
None
615.44K
DIMENSIONAL ETF TRUST
SOLEShares840.77K
TypeSH
Market value$27.70M
1.62%
Sole
0.00
Shared
0.00
None
840.77K
AMERICAN CENTY ETF TR
SOLEShares199.40K
TypeSH
Market value$18.74M
1.09%
Sole
0.00
Shared
0.00
None
199.40K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 375.63K | SH | $125.94M 7.35% | 0.00 | 0.00 | 375.63K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 567.99K | SH | $120.29M 7.02% | 0.00 | 0.00 | 567.99K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 179.28K | SH | $112.43M 6.56% | 0.00 | 0.00 | 179.28K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.51M | SH | $111.97M 6.54% | 0.00 | 0.00 | 1.51M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 582.86K | SH | $111.32M 6.50% | 0.00 | 0.00 | 582.86K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 418.75K | SH | $108.02M 6.31% | 0.00 | 0.00 | 418.75K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 1.37M | SH | $106.85M 6.24% | 0.00 | 0.00 | 1.37M |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 880.54K | SH | $64.77M 3.78% | 0.00 | 0.00 | 880.54K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 770.62K | SH | $60.73M 3.55% | 0.00 | 0.00 | 770.62K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 606.68K | SH | $53.68M 3.13% | 0.00 | 0.00 | 606.68K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.33M | SH | $52.50M 3.06% | 0.00 | 0.00 | 1.33M |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 351.23K | SH | $50.34M 2.94% | 0.00 | 0.00 | 351.23K |
ISHARES TRSOLE | CORE US AGGBD ET | 494.62K | SH | $49.40M 2.88% | 0.00 | 0.00 | 494.62K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 585.36K | SH | $48.94M 2.86% | 0.00 | 0.00 | 585.36K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 779.73K | SH | $48.71M 2.84% | 0.00 | 0.00 | 779.73K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 638.96K | SH | $48.20M 2.81% | 0.00 | 0.00 | 638.96K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 528.25K | SH | $47.75M 2.79% | 0.00 | 0.00 | 528.25K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.13M | SH | $42.98M 2.51% | 0.00 | 0.00 | 1.13M |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.17M | SH | $40.32M 2.35% | 0.00 | 0.00 | 1.17M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 444.99K | SH | $35.48M 2.07% | 0.00 | 0.00 | 444.99K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 713.17K | SH | $35.27M 2.06% | 0.00 | 0.00 | 713.17K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 724.13K | SH | $34.99M 2.04% | 0.00 | 0.00 | 724.13K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 615.44K | SH | $33.09M 1.93% | 0.00 | 0.00 | 615.44K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 840.77K | SH | $27.70M 1.62% | 0.00 | 0.00 | 840.77K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 199.40K | SH | $18.74M 1.09% | 0.00 | 0.00 | 199.40K |
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