Filed: 4/29/2026ACC: 0001542164-26-000002
๐ What this filing means
EFFICIENT ADVISORS, LLC filed this quarterly 13FโHR report disclosing 58 equity positions with a total reported market value of $1.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$1.41B
Total AUM (reported)
15.84M
Total Shares
Allocation by class
TOTAL BND MRKT$113.67M8.1%
INTERMED TERM$109.16M7.8%
TOTAL STK MKT$106.63M7.6%
S&P 500 ETF SHS$97.00M6.9%
VALUE ETF$96.93M6.9%
SM CP VAL ETF$86.45M6.1%
SMALL CP ETF$82.82M5.9%
Portfolio Concentration
Top 3$329.46M23.4%
4โ10$515.36M36.6%
11โ25$471.64M33.5%
Rest$91.75M6.5%
Top 3 weight
23.4%
Top 10 weight
60.0%
Voting Authority Distribution
Total shares with voting rights: 15.84M
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
15.84M
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 BD INDEX FDS
SOLEShares1.54M
TypeSH
Market value$113.67M
8.07%
Sole
0.00
Shared
0.00
None
1.54M
VANGUARD BD INDEX FDS
SOLEShares1.41M
TypeSH
Market value$109.16M
7.75%
Sole
0.00
Shared
0.00
None
1.41M
VANGUARD INDEX FDS
SOLEShares332.38K
TypeSH
Market value$106.63M
7.57%
Sole
0.00
Shared
0.00
None
332.38K
VANGUARD INDEX FDS
SOLEShares162.32K
TypeSH
Market value$97.00M
6.89%
Sole
0.00
Shared
0.00
None
162.32K
VANGUARD INDEX FDS
SOLEShares494.02K
TypeSH
Market value$96.93M
6.88%
Sole
0.00
Shared
0.00
None
494.02K
VANGUARD INDEX FDS
SOLEShares397.93K
TypeSH
Market value$86.45M
6.14%
Sole
0.00
Shared
0.00
None
397.93K
VANGUARD INDEX FDS
SOLEShares316.20K
TypeSH
Market value$82.82M
5.88%
Sole
0.00
Shared
0.00
None
316.20K
VANGUARD INTL EQUITY INDEX F
SOLEShares723.49K
TypeSH
Market value$54.33M
3.86%
Sole
0.00
Shared
0.00
None
723.49K
VANGUARD BD INDEX FDS
SOLEShares639.29K
TypeSH
Market value$50.13M
3.56%
Sole
0.00
Shared
0.00
None
639.29K
VANGUARD INDEX FDS
SOLEShares537.83K
TypeSH
Market value$47.71M
3.39%
Sole
0.00
Shared
0.00
None
537.83K
VANGUARD INTL EQUITY INDEX F
SOLEShares287.10K
TypeSH
Market value$41.86M
2.97%
Sole
0.00
Shared
0.00
None
287.10K
VANGUARD TAX-MANAGED FDS
SOLEShares630.01K
TypeSH
Market value$40.37M
2.87%
Sole
0.00
Shared
0.00
None
630.01K
VANGUARD INTL EQUITY INDEX F
SOLEShares488.45K
TypeSH
Market value$40.26M
2.86%
Sole
0.00
Shared
0.00
None
488.45K
VANGUARD INTL EQUITY INDEX F
SOLEShares408.01K
TypeSH
Market value$39.87M
2.83%
Sole
0.00
Shared
0.00
None
408.01K
VANGUARD STAR FDS
SOLEShares511.01K
TypeSH
Market value$39.40M
2.80%
Sole
0.00
Shared
0.00
None
511.01K
VANGUARD MALVERN FDS
SOLEShares738.95K
TypeSH
Market value$36.91M
2.62%
Sole
0.00
Shared
0.00
None
738.95K
VANGUARD SCOTTSDALE FDS
SOLEShares459.76K
TypeSH
Market value$36.44M
2.59%
Sole
0.00
Shared
0.00
None
459.76K
VANGUARD CHARLOTTE FDS
SOLEShares751.54K
TypeSH
Market value$36.11M
2.56%
Sole
0.00
Shared
0.00
None
751.54K
DIMENSIONAL ETF TRUST
SOLEShares782.27K
TypeSH
Market value$30.40M
2.16%
Sole
0.00
Shared
0.00
None
782.27K
VANGUARD INTL EQUITY INDEX F
SOLEShares528.68K
TypeSH
Market value$28.58M
2.03%
Sole
0.00
Shared
0.00
None
528.68K
DIMENSIONAL ETF TRUST
SOLEShares715.58K
TypeSH
Market value$26.30M
1.87%
Sole
0.00
Shared
0.00
None
715.58K
ISHARES TR
SOLEShares262.94K
TypeSH
Market value$26.10M
1.85%
Sole
0.00
Shared
0.00
None
262.94K
DIMENSIONAL ETF TRUST
SOLEShares646.21K
TypeSH
Market value$22.96M
1.63%
Sole
0.00
Shared
0.00
None
646.21K
DIMENSIONAL ETF TRUST
SOLEShares447.28K
TypeSH
Market value$15.06M
1.07%
Sole
0.00
Shared
0.00
None
447.28K
AMERICAN CENTY ETF TR
SOLEShares110.14K
TypeSH
Market value$11.00M
0.78%
Sole
0.00
Shared
0.00
None
110.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.54M | SH | $113.67M 8.07% | 0.00 | 0.00 | 1.54M |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 1.41M | SH | $109.16M 7.75% | 0.00 | 0.00 | 1.41M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 332.38K | SH | $106.63M 7.57% | 0.00 | 0.00 | 332.38K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 162.32K | SH | $97.00M 6.89% | 0.00 | 0.00 | 162.32K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 494.02K | SH | $96.93M 6.88% | 0.00 | 0.00 | 494.02K |
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 397.93K | SH | $86.45M 6.14% | 0.00 | 0.00 | 397.93K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 316.20K | SH | $82.82M 5.88% | 0.00 | 0.00 | 316.20K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 723.49K | SH | $54.33M 3.86% | 0.00 | 0.00 | 723.49K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 639.29K | SH | $50.13M 3.56% | 0.00 | 0.00 | 639.29K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 537.83K | SH | $47.71M 3.39% | 0.00 | 0.00 | 537.83K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 287.10K | SH | $41.86M 2.97% | 0.00 | 0.00 | 287.10K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 630.01K | SH | $40.37M 2.87% | 0.00 | 0.00 | 630.01K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 488.45K | SH | $40.26M 2.86% | 0.00 | 0.00 | 488.45K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 408.01K | SH | $39.87M 2.83% | 0.00 | 0.00 | 408.01K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 511.01K | SH | $39.40M 2.80% | 0.00 | 0.00 | 511.01K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 738.95K | SH | $36.91M 2.62% | 0.00 | 0.00 | 738.95K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 459.76K | SH | $36.44M 2.59% | 0.00 | 0.00 | 459.76K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 751.54K | SH | $36.11M 2.56% | 0.00 | 0.00 | 751.54K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 782.27K | SH | $30.40M 2.16% | 0.00 | 0.00 | 782.27K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 528.68K | SH | $28.58M 2.03% | 0.00 | 0.00 | 528.68K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 715.58K | SH | $26.30M 1.87% | 0.00 | 0.00 | 715.58K |
ISHARES TRSOLE | CORE US AGGBD ET | 262.94K | SH | $26.10M 1.85% | 0.00 | 0.00 | 262.94K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 646.21K | SH | $22.96M 1.63% | 0.00 | 0.00 | 646.21K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 447.28K | SH | $15.06M 1.07% | 0.00 | 0.00 | 447.28K |
AMERICAN CENTY ETF TRSOLE | INTL SMCP VLU | 110.14K | SH | $11.00M 0.78% | 0.00 | 0.00 | 110.14K |
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