Portfolio (Quarterly)
Guide ↗
Efficient Advisors, LLC
· CIK 0001542164| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BIV | VANGUARD BD INDEX FDS | — | 1,371,991.0 | $106.9M | 6.24% | +7K | +0.5% | $77.88 | -2.0% |
| 2 | VNQ | VANGUARD INDEX FDS | — | 606,676.0 | $53.7M | 3.13% | +17K | +2.9% | $88.49 | +9.4% |
| 3 | VSS | VANGUARD INTL EQUITY INDEX F | — | 351,225.0 | $50.3M | 2.94% | +6K | +1.7% | $143.33 | +11.2% |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | — | 585,358.0 | $48.9M | 2.86% | +4K | +0.8% | $83.61 | +5.8% |
| 5 | VCSH | VANGUARD SCOTTSDALE FDS | — | 444,994.0 | $35.5M | 2.07% | +6K | +1.4% | $79.73 | -1.1% |
| 6 | VTIP | VANGUARD MALVERN FDS | — | 713,174.0 | $35.3M | 2.06% | +20K | +2.9% | $49.46 | +1.5% |
| 7 | BNDX | VANGUARD CHARLOTTE FDS | — | 724,128.0 | $35.0M | 2.04% | +15K | +2.1% | $48.32 | -0.5% |
| 8 | DFAT | DIMENSIONAL ETF TRUST | — | 165,281.0 | $9.8M | 0.57% | +20K | +14.1% | $59.54 | +12.4% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | — | 138,942.0 | $9.7M | 0.56% | +17K | +13.5% | $69.67 | +11.3% |
| 10 | DISV | DIMENSIONAL ETF TRUST | — | 114,208.0 | $4.3M | 0.25% | +11K | +10.8% | $38.00 | +10.7% |
| 11 | IVV | ISHARES TR | — | 4,281.0 | $2.9M | 0.17% | +93.0 | +2.2% | $685.01 | +9.4% |
| 12 | ITOT | ISHARES TR | — | 2,795.0 | $416K | 0.02% | +548.0 | +24.4% | $148.70 | +9.6% |
| 13 | IEFA | ISHARES TR | — | 4,451.0 | $398K | 0.02% | +122.0 | +2.8% | $89.45 | +8.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
100.0%