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Efficient Advisors, LLC Top Holdings and 13F Report (2025)

About Efficient Advisors, LLC

Investment Activity

  • Efficient Advisors, LLC has $1.68 billion in total holdings as of June 30, 2025.
  • Efficient Advisors, LLC owns shares of 96 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 4.95% of the portfolio was purchased this quarter.
  • About 2.21% of the portfolio was sold this quarter.
  • This quarter, Efficient Advisors, LLC has purchased 61 new stocks and bought additional shares in 16 stocks.
  • Efficient Advisors, LLC sold shares of 40 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

78468R861 - SPDR Bloomberg 1-10 Year TIPS ETF
$4,031,488 Holding
46435G672 - iShares Core International Aggregate Bond ETF
$2,223,641 Holding
69374H709 - Pacer Global Cash Cows Dividend ETF
$1,709,834 Holding
46431W648 - iShares U.S. Tech Independence Focused ETF
$1,690,607 Holding

Largest Purchases this Quarter

Vanguard Small-Cap Value ETF
42,794 shares (about $8.35M)
Vanguard Small-Cap ETF
34,143 shares (about $8.09M)
Vanguard Value ETF
27,558 shares (about $4.87M)
Dimensional U.S. Core Equity 2 ETF
134,183 shares (about $4.81M)
Vanguard Total Stock Market ETF
14,412 shares (about $4.38M)

Largest Sales this Quarter

Vanguard FTSE Europe ETF
41,629 shares (about $3.23M)
Vanguard FTSE All-World ex-US ETF
42,129 shares (about $2.83M)
Vanguard FTSE All-World ex-US Small-Cap ETF
19,862 shares (about $2.67M)
Vanguard Total International Stock ETF
36,437 shares (about $2.52M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEfficient Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$119,090,443$8,345,257 7.5%610,6897.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$116,667,765$4,380,238 3.9%383,8646.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$107,403,660$4,017,180 3.9%1,458,6946.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$102,873,686$4,247,162 4.3%181,1066.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$102,866,693$8,091,214 8.5%434,0736.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$100,529,094$4,870,597 5.1%568,7976.0%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$98,800,268$450,273 -0.5%1,277,4805.9%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$62,330,477$424,823 -0.7%792,0013.7%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$60,240,599$259,011 -0.4%607,2643.6%Finance
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$57,939,578$2,831,910 -4.7%861,9403.5%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$56,082,890$4,809,118 9.4%1,564,8133.3%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$49,135,965$2,578,997 5.5%551,7182.9%ETF
Vanguard FTSE All-World ex-US Small-Cap ETF stock logo
VSS
Vanguard FTSE All-World ex-US Small-Cap ETF
$46,000,125$2,669,257 -5.5%342,2882.7%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$44,984,410$3,783,799 9.2%1,265,0282.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$44,251,374$2,517,432 -5.4%640,4892.6%ETF
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$43,936,277$1,396,648 -3.1%534,6352.6%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$43,177,037$2,457,473 -5.4%757,3592.6%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$42,429,945$3,226,248 -7.1%547,4832.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$42,015,377$1,367,463 -3.2%1,351,4112.5%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$32,160,305$53,916 -0.2%649,5721.9%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$32,078,164$209,244 -0.6%403,4991.9%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$31,931,428$627,420 -1.9%635,1981.9%Manufacturing
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$30,515,245$907,591 -2.9%616,9681.8%ETF
Dimensional International Small Cap ETF stock logo
DFIS
Dimensional International Small Cap ETF
$29,507,189$1,159,194 -3.8%988,8471.8%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$21,875,352$981,039 4.7%372,1561.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$21,619,025$2,369,442 -9.9%272,6921.3%ETF
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$16,499,998$95,341 -0.6%559,5121.0%ETF
Dimensional Emerging Core Equity Market ETF stock logo
DFAE
Dimensional Emerging Core Equity Market ETF
$13,797,133$146,053 1.1%476,5850.8%ETF
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$9,991,677$377,841 -3.6%180,8780.6%Finance
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$6,596,569$833,252 14.5%122,2490.4%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$6,516,843$747,256 13.0%102,2890.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$6,360,644$394,939 -5.8%32,5490.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$6,287,743$491,194 -7.2%75,8840.4%Manufacturing
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$5,143,696$955,433 -15.7%81,0290.3%ETF
FlexShares Morningstar US Market Factor Tilt Index Fund stock logo
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
$4,988,196$2,279,947 -31.4%22,2680.3%ETF
SPDR Bloomberg 1-10 Year TIPS ETF stock logo
TIPX
SPDR Bloomberg 1-10 Year TIPS ETF
$4,031,488$4,031,488 New Holding210,6320.2%ETF
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock logo
STPZ
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
$4,013,939$4,013,939 New Holding74,5950.2%ETF
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund stock logo
TLTD
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
$3,025,752$2,665,122 -46.8%36,2540.2%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$2,996,969$13,660 -0.5%23,4760.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,969,014$188,124 -6.0%4,7820.2%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$2,891,616$113,935 -3.8%87,8640.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,774,894$560,646 -16.8%31,0430.2%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,360,353$105,641 4.7%18,3660.1%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$2,223,641$2,223,641 New Holding43,5240.1%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$1,756,985$288,107 -14.1%24,1740.1%ETF
Pacer Global Cash Cows Dividend ETF stock logo
GCOW
Pacer Global Cash Cows Dividend ETF
$1,709,834$1,709,834 New Holding45,0310.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$1,695,427$235,602 -12.2%35,1460.1%Finance
iShares U.S. Tech Independence Focused ETF stock logo
IETC
iShares U.S. Tech Independence Focused ETF
$1,690,607$1,690,607 New Holding17,9850.1%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$1,649,601$1,649,601 New Holding4,5050.1%ETF
WTMF
WisdomTree Managed Futures Strategy Fund
$1,649,559$550,418 -25.0%46,7220.1%Finance
Invesco NASDAQ Internet ETF stock logo
PNQI
Invesco NASDAQ Internet ETF
$1,581,442$1,581,442 New Holding30,2900.1%Manufacturing
FXU
First Trust Utilities AlphaDEX Fund
$1,258,095$1,258,095 New Holding29,6860.1%ETF
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$934,261$934,261 New Holding5,5610.1%Medical
PALANTIR TECHNOLOGIES INC
$902,302$902,302 New Holding6,6190.1%CL A
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$874,447$874,447 New Holding27,7250.1%ETF
Franklin International Low Volatility High Dividend Index ETF stock logo
LVHI
Franklin International Low Volatility High Dividend Index ETF
$844,245$844,245 New Holding25,9370.1%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$839,189$839,189 New Holding11,5240.0%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$815,635$815,635 New Holding4,6710.0%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$802,492$802,492 New Holding1,6520.0%Finance
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$765,811$1,214,537 -61.3%7,2020.0%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$674,252$674,252 New Holding8,9210.0%Manufacturing
EINC
VanEck Energy Income ETF
$643,547$643,547 New Holding6,5200.0%ETF
VeriSign, Inc. stock logo
VRSN
VeriSign
$634,785$634,785 New Holding2,1980.0%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$618,039$618,039 New Holding5,8460.0%Computer and Technology
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$616,790$6,584 1.1%4,0280.0%ETF
iShares U.S. Insurance ETF stock logo
IAK
iShares U.S. Insurance ETF
$605,608$605,608 New Holding4,5040.0%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$557,081$6,561 1.2%1,9530.0%ETF
TLTE
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
$543,874$607,197 -52.8%9,2760.0%ETF
SPDR Dow Jones Global Real Estate ETF stock logo
RWO
SPDR Dow Jones Global Real Estate ETF
$542,633$348,895 -39.1%12,2930.0%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$529,554$101,824 -16.1%6,3500.0%ETF
Dollar General Corporation stock logo
DG
Dollar General
$509,449$509,449 New Holding4,4540.0%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$502,552$502,552 New Holding2,7000.0%Aerospace
Netflix, Inc. stock logo
NFLX
Netflix
$472,713$472,713 New Holding3530.0%Consumer Discretionary
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$463,230$463,230 New Holding8,8980.0%ETF
RTX Corporation stock logo
RTX
RTX
$452,078$452,078 New Holding3,0960.0%Aerospace
F5, Inc. stock logo
FFIV
F5
$449,721$449,721 New Holding1,5280.0%Computer and Technology
Invesco CurrencyShares Euro Trust stock logo
FXE
Invesco CurrencyShares Euro Trust
$434,944$434,944 New Holding3,9980.0%ETF
FXF
Invesco CurrencyShares Swiss Franc Trust
$420,592$420,592 New Holding3,7620.0%ETF
McKesson Corporation stock logo
MCK
McKesson
$414,753$414,753 New Holding5660.0%Medical
CVS Health Corporation stock logo
CVS
CVS Health
$413,811$413,811 New Holding5,9990.0%Medical
Palomar Holdings, Inc. stock logo
PLMR
Palomar
$410,614$410,614 New Holding2,6620.0%Finance
Check Point Software Technologies Ltd. stock logo
CHKP
Check Point Software Technologies
$410,198$410,198 New Holding1,8540.0%Computer and Technology
The Kroger Co. stock logo
KR
Kroger
$403,051$403,051 New Holding5,6190.0%Retail/Wholesale
Core Alternative ETF stock logo
CCOR
Core Alternative ETF
$395,993$395,993 New Holding14,7430.0%ETF
Pilgrim's Pride Corporation stock logo
PPC
Pilgrim's Pride
$393,935$393,935 New Holding8,7580.0%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$381,128$381,128 New Holding3850.0%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$375,581$36,648 -8.9%4,4990.0%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$359,577$515,651 -58.9%3,4420.0%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$351,719$18,362 -5.0%2,6050.0%ETF
Booking Holdings Inc. stock logo
BKNG
Booking
$335,776$335,776 New Holding580.0%Retail/Wholesale
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$289,075$2,709 -0.9%4,6950.0%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$230,067$15,006 -6.1%3,8330.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$216,411$216,411 New Holding1,2280.0%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$206,388$206,388 New Holding6770.0%Finance
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$204,591$93,949 -31.5%2,5370.0%ETF
Docusign Inc. stock logo
DOCU
Docusign
$203,449$203,449 New Holding2,6120.0%Computer and Technology
SPDR S&P International Small Cap ETF stock logo
GWX
SPDR S&P International Small Cap ETF
$0$513,944 -100.0%00.0%ETF
TPLC
Timothy Plan US Large/Mid Cap Core ETF
$0$510,884 -100.0%00.0%ETF
TPIF
Timothy Plan International ETF
$0$504,876 -100.0%00.0%ETF
Timothy Plan US Small Cap Core ETF stock logo
TPSC
Timothy Plan US Small Cap Core ETF
$0$243,686 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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