Filed: 8/7/2025ACC: 0001765380-25-000308
📋 What this filing means
EFFICIENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $1.68B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$1.68B
Total AUM (reported)
21.34M
Total Shares
Allocation by class
SM CP VAL ETF$119.09M7.1%
TOTAL STK MKT$116.67M6.9%
TOTAL BND MRKT$107.40M6.4%
S&P 500 ETF SHS$102.87M6.1%
SMALL CP ETF$102.87M6.1%
VALUE ETF$100.53M6.0%
INTERMED TERM$98.80M5.9%
Portfolio Concentration
Top 3$343.16M20.4%
4–10$585.58M34.9%
11–25$590.08M35.1%
Rest$160.53M9.6%
Top 3 weight
20.4%
Top 10 weight
55.3%
Voting Authority Distribution
Total shares with voting rights: 21.34M
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
21.34M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings96
Rows:
VANGUARD INDEX FDS
SOLEShares610.69K
TypeSH
Market value$119.09M
7.09%
Sole
0.00
Shared
0.00
None
610.69K
VANGUARD INDEX FDS
SOLEShares383.86K
TypeSH
Market value$116.67M
6.95%
Sole
0.00
Shared
0.00
None
383.86K
VANGUARD BD INDEX FDS
SOLEShares1.46M
TypeSH
Market value$107.40M
6.40%
Sole
0.00
Shared
0.00
None
1.46M
VANGUARD INDEX FDS
SOLEShares181.11K
TypeSH
Market value$102.87M
6.13%
Sole
0.00
Shared
0.00
None
181.11K
VANGUARD INDEX FDS
SOLEShares434.07K
TypeSH
Market value$102.87M
6.13%
Sole
0.00
Shared
0.00
None
434.07K
VANGUARD INDEX FDS
SOLEShares568.80K
TypeSH
Market value$100.53M
5.99%
Sole
0.00
Shared
0.00
None
568.80K
VANGUARD BD INDEX FDS
SOLEShares1.28M
TypeSH
Market value$98.80M
5.88%
Sole
0.00
Shared
0.00
None
1.28M
VANGUARD BD INDEX FDS
SOLEShares792K
TypeSH
Market value$62.33M
3.71%
Sole
0.00
Shared
0.00
None
792K
ISHARES TR
SOLEShares607.26K
TypeSH
Market value$60.24M
3.59%
Sole
0.00
Shared
0.00
None
607.26K
VANGUARD INTL EQUITY INDEX F
SOLEShares861.94K
TypeSH
Market value$57.94M
3.45%
Sole
0.00
Shared
0.00
None
861.94K
DIMENSIONAL ETF TRUST
SOLEShares1.56M
TypeSH
Market value$56.08M
3.34%
Sole
0.00
Shared
0.00
None
1.56M
VANGUARD INDEX FDS
SOLEShares551.72K
TypeSH
Market value$49.14M
2.93%
Sole
0.00
Shared
0.00
None
551.72K
VANGUARD INTL EQUITY INDEX F
SOLEShares342.29K
TypeSH
Market value$46.00M
2.74%
Sole
0.00
Shared
0.00
None
342.29K
DIMENSIONAL ETF TRUST
SOLEShares1.27M
TypeSH
Market value$44.98M
2.68%
Sole
0.00
Shared
0.00
None
1.27M
VANGUARD STAR FDS
SOLEShares640.49K
TypeSH
Market value$44.25M
2.64%
Sole
0.00
Shared
0.00
None
640.49K
VANGUARD INTL EQUITY INDEX F
SOLEShares534.63K
TypeSH
Market value$43.94M
2.62%
Sole
0.00
Shared
0.00
None
534.63K
VANGUARD TAX-MANAGED FDS
SOLEShares757.36K
TypeSH
Market value$43.18M
2.57%
Sole
0.00
Shared
0.00
None
757.36K
VANGUARD INTL EQUITY INDEX F
SOLEShares547.48K
TypeSH
Market value$42.43M
2.53%
Sole
0.00
Shared
0.00
None
547.48K
DIMENSIONAL ETF TRUST
SOLEShares1.35M
TypeSH
Market value$42.02M
2.50%
Sole
0.00
Shared
0.00
None
1.35M
VANGUARD CHARLOTTE FDS
SOLEShares649.57K
TypeSH
Market value$32.16M
1.92%
Sole
0.00
Shared
0.00
None
649.57K
VANGUARD SCOTTSDALE FDS
SOLEShares403.50K
TypeSH
Market value$32.08M
1.91%
Sole
0.00
Shared
0.00
None
403.50K
VANGUARD MALVERN FDS
SOLEShares635.20K
TypeSH
Market value$31.93M
1.90%
Sole
0.00
Shared
0.00
None
635.20K
VANGUARD INTL EQUITY INDEX F
SOLEShares616.97K
TypeSH
Market value$30.52M
1.82%
Sole
0.00
Shared
0.00
None
616.97K
DIMENSIONAL ETF TRUST
SOLEShares988.85K
TypeSH
Market value$29.51M
1.76%
Sole
0.00
Shared
0.00
None
988.85K
VANGUARD SCOTTSDALE FDS
SOLEShares372.16K
TypeSH
Market value$21.88M
1.30%
Sole
0.00
Shared
0.00
None
372.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | SM CP VAL ETF | 610.69K | SH | $119.09M 7.09% | 0.00 | 0.00 | 610.69K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 383.86K | SH | $116.67M 6.95% | 0.00 | 0.00 | 383.86K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.46M | SH | $107.40M 6.40% | 0.00 | 0.00 | 1.46M |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 181.11K | SH | $102.87M 6.13% | 0.00 | 0.00 | 181.11K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 434.07K | SH | $102.87M 6.13% | 0.00 | 0.00 | 434.07K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 568.80K | SH | $100.53M 5.99% | 0.00 | 0.00 | 568.80K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 1.28M | SH | $98.80M 5.88% | 0.00 | 0.00 | 1.28M |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 792K | SH | $62.33M 3.71% | 0.00 | 0.00 | 792K |
ISHARES TRSOLE | CORE US AGGBD ET | 607.26K | SH | $60.24M 3.59% | 0.00 | 0.00 | 607.26K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 861.94K | SH | $57.94M 3.45% | 0.00 | 0.00 | 861.94K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 1.56M | SH | $56.08M 3.34% | 0.00 | 0.00 | 1.56M |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 551.72K | SH | $49.14M 2.93% | 0.00 | 0.00 | 551.72K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 342.29K | SH | $46.00M 2.74% | 0.00 | 0.00 | 342.29K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 1.27M | SH | $44.98M 2.68% | 0.00 | 0.00 | 1.27M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 640.49K | SH | $44.25M 2.64% | 0.00 | 0.00 | 640.49K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 534.63K | SH | $43.94M 2.62% | 0.00 | 0.00 | 534.63K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 757.36K | SH | $43.18M 2.57% | 0.00 | 0.00 | 757.36K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 547.48K | SH | $42.43M 2.53% | 0.00 | 0.00 | 547.48K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 1.35M | SH | $42.02M 2.50% | 0.00 | 0.00 | 1.35M |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 649.57K | SH | $32.16M 1.92% | 0.00 | 0.00 | 649.57K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 403.50K | SH | $32.08M 1.91% | 0.00 | 0.00 | 403.50K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 635.20K | SH | $31.93M 1.90% | 0.00 | 0.00 | 635.20K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 616.97K | SH | $30.52M 1.82% | 0.00 | 0.00 | 616.97K |
DIMENSIONAL ETF TRUSTSOLE | INTL SMALL CAP E | 988.85K | SH | $29.51M 1.76% | 0.00 | 0.00 | 988.85K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 372.16K | SH | $21.88M 1.30% | 0.00 | 0.00 | 372.16K |
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