Filed: 5/6/2025ACC: 0001765380-25-000167
📋 What this filing means
EFFICIENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $1.65B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$1.65B
Total AUM (reported)
23.04M
Total Shares
Allocation by class
SM CP VAL ETF$106.07M6.4%
TOTAL BND MRKT$105.53M6.4%
TOTAL STK MKT$101.97M6.2%
INTERMED TERM$99.15M6.0%
VALUE ETF$93.84M5.7%
S&P 500 ETF SHS$89.65M5.4%
SMALL CP ETF$88.92M5.4%
Portfolio Concentration
Top 3$313.57M19.0%
4–10$549.41M33.3%
11–25$553.50M33.6%
Rest$232.50M14.1%
Top 3 weight
19.0%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 23.04M
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
23.04M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings148
Rows:
VANGUARD INDEX FDS
SOLEShares569.37K
TypeSH
Market value$106.07M
6.43%
Sole
0.00
Shared
0.00
None
569.37K
VANGUARD BD INDEX FDS
SOLEShares1.44M
TypeSH
Market value$105.53M
6.40%
Sole
0.00
Shared
0.00
None
1.44M
VANGUARD INDEX FDS
SOLEShares371.01K
TypeSH
Market value$101.97M
6.18%
Sole
0.00
Shared
0.00
None
371.01K
VANGUARD BD INDEX FDS
SOLEShares1.29M
TypeSH
Market value$99.15M
6.01%
Sole
0.00
Shared
0.00
None
1.29M
VANGUARD INDEX FDS
SOLEShares543.22K
TypeSH
Market value$93.84M
5.69%
Sole
0.00
Shared
0.00
None
543.22K
VANGUARD INDEX FDS
SOLEShares174.45K
TypeSH
Market value$89.65M
5.44%
Sole
0.00
Shared
0.00
None
174.45K
VANGUARD INDEX FDS
SOLEShares401K
TypeSH
Market value$88.92M
5.39%
Sole
0.00
Shared
0.00
None
401K
VANGUARD BD INDEX FDS
SOLEShares798.04K
TypeSH
Market value$62.47M
3.79%
Sole
0.00
Shared
0.00
None
798.04K
ISHARES TR
SOLEShares609.88K
TypeSH
Market value$60.33M
3.66%
Sole
0.00
Shared
0.00
None
609.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares907.40K
TypeSH
Market value$55.04M
3.34%
Sole
0.00
Shared
0.00
None
907.40K
VANGUARD INDEX FDS
SOLEShares524.92K
TypeSH
Market value$47.53M
2.88%
Sole
0.00
Shared
0.00
None
524.92K
DIMENSIONAL ETF TRUST
SOLEShares1.43M
TypeSH
Market value$47.20M
2.86%
Sole
0.00
Shared
0.00
None
1.43M
VANGUARD STAR FDS
SOLEShares679K
TypeSH
Market value$42.17M
2.56%
Sole
0.00
Shared
0.00
None
679K
VANGUARD INTL EQUITY INDEX F
SOLEShares363.47K
TypeSH
Market value$42.02M
2.55%
Sole
0.00
Shared
0.00
None
363.47K
VANGUARD INTL EQUITY INDEX F
SOLEShares591.29K
TypeSH
Market value$41.51M
2.52%
Sole
0.00
Shared
0.00
None
591.29K
VANGUARD TAX-MANAGED FDS
SOLEShares803.70K
TypeSH
Market value$40.85M
2.48%
Sole
0.00
Shared
0.00
None
803.70K
VANGUARD INTL EQUITY INDEX F
SOLEShares553.63K
TypeSH
Market value$40.12M
2.43%
Sole
0.00
Shared
0.00
None
553.63K
DIMENSIONAL ETF TRUST
SOLEShares1.40M
TypeSH
Market value$38.75M
2.35%
Sole
0.00
Shared
0.00
None
1.40M
DIMENSIONAL ETF TRUST
SOLEShares1.16M
TypeSH
Market value$38.40M
2.33%
Sole
0.00
Shared
0.00
None
1.16M
VANGUARD SCOTTSDALE FDS
SOLEShares419.23K
TypeSH
Market value$33.09M
2.01%
Sole
0.00
Shared
0.00
None
419.23K
VANGUARD MALVERN FDS
SOLEShares648.72K
TypeSH
Market value$32.37M
1.96%
Sole
0.00
Shared
0.00
None
648.72K
VANGUARD CHARLOTTE FDS
SOLEShares651.88K
TypeSH
Market value$31.82M
1.93%
Sole
0.00
Shared
0.00
None
651.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares637.66K
TypeSH
Market value$28.86M
1.75%
Sole
0.00
Shared
0.00
None
637.66K
DIMENSIONAL ETF TRUST
SOLEShares1.03M
TypeSH
Market value$26.56M
1.61%
Sole
0.00
Shared
0.00
None
1.03M
DIREXION SHS ETF TR
SOLEShares736.86K
TypeSH
Market value$22.26M
1.35%
Sole
0.00
Shared
0.00
None
736.86K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 569.37K | SH | $106.07M 6.43% | 0.00 | 0.00 | 569.37K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.44M | SH | $105.53M 6.40% | 0.00 | 0.00 | 1.44M |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 371.01K | SH | $101.97M 6.18% | 0.00 | 0.00 | 371.01K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 1.29M | SH | $99.15M 6.01% | 0.00 | 0.00 | 1.29M |
VANGUARD INDEX FDSSOLE | VALUE ETF | 543.22K | SH | $93.84M 5.69% | 0.00 | 0.00 | 543.22K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 174.45K | SH | $89.65M 5.44% | 0.00 | 0.00 | 174.45K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 401K | SH | $88.92M 5.39% | 0.00 | 0.00 | 401K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 798.04K | SH | $62.47M 3.79% | 0.00 | 0.00 | 798.04K |
ISHARES TRSOLE | CORE US AGGBD ET | 609.88K | SH | $60.33M 3.66% | 0.00 | 0.00 | 609.88K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 907.40K | SH | $55.04M 3.34% | 0.00 | 0.00 | 907.40K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 524.92K | SH | $47.53M 2.88% | 0.00 | 0.00 | 524.92K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.43M | SH | $47.20M 2.86% | 0.00 | 0.00 | 1.43M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 679K | SH | $42.17M 2.56% | 0.00 | 0.00 | 679K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 363.47K | SH | $42.02M 2.55% | 0.00 | 0.00 | 363.47K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 591.29K | SH | $41.51M 2.52% | 0.00 | 0.00 | 591.29K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 803.70K | SH | $40.85M 2.48% | 0.00 | 0.00 | 803.70K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 553.63K | SH | $40.12M 2.43% | 0.00 | 0.00 | 553.63K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.40M | SH | $38.75M 2.35% | 0.00 | 0.00 | 1.40M |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.16M | SH | $38.40M 2.33% | 0.00 | 0.00 | 1.16M |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 419.23K | SH | $33.09M 2.01% | 0.00 | 0.00 | 419.23K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 648.72K | SH | $32.37M 1.96% | 0.00 | 0.00 | 648.72K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 651.88K | SH | $31.82M 1.93% | 0.00 | 0.00 | 651.88K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 637.66K | SH | $28.86M 1.75% | 0.00 | 0.00 | 637.66K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 1.03M | SH | $26.56M 1.61% | 0.00 | 0.00 | 1.03M |
DIREXION SHS ETF TRSOLE | DIREXION HCM | 736.86K | SH | $22.26M 1.35% | 0.00 | 0.00 | 736.86K |
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