Portfolio (Quarterly)
Guide ↗
Efficient Advisors, LLC
· CIK 0001542164| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VT | VANGUARD INTL EQUITY INDEX F | — | 16,938.0 | $2.3M | 0.13% | NEW | — | $137.80 | +14.5% |
| 42 | EEM | ISHARES TR | — | 30,854.0 | $1.6M | 0.09% | NEW | — | $53.40 | +25.1% |
| 43 | SCZ | ISHARES TR | — | 21,052.0 | $1.6M | 0.09% | NEW | — | $76.72 | +8.8% |
| 44 | WTMF | WISDOMTREE TR | — | 37,527.0 | $1.4M | 0.08% | NEW | — | $37.88 | +12.0% |
| 45 | JPM | JPMORGAN CHASE & CO. | Financial Services | 2,214.0 | $698K | 0.04% | NEW | — | $315.43 | +5.6% |
| 46 | IWL | ISHARES TR | — | 3,768.0 | $626K | 0.04% | NEW | — | $166.09 | +14.6% |
| 47 | SUB | ISHARES TR | — | 5,598.0 | $598K | 0.03% | NEW | — | $106.79 | -2.1% |
| 48 | VV | VANGUARD INDEX FDS | — | 1,823.0 | $561K | 0.03% | NEW | — | $307.78 | +14.5% |
| 49 | RWO | SPDR INDEX SHS FDS | — | 10,172.0 | $466K | 0.03% | NEW | — | $45.77 | +1.0% |
| 50 | AOA | ISHARES TR | — | 5,259.0 | $464K | 0.03% | NEW | — | $88.14 | +10.3% |
| 51 | TLTE | FLEXSHARES TR | — | 6,463.0 | $408K | 0.02% | NEW | — | $63.10 | +20.5% |
| 52 | IEFA | ISHARES TR | — | 4,329.0 | $378K | 0.02% | NEW | — | $87.31 | +9.9% |
| 53 | AOM | ISHARES TR | — | 7,611.0 | $362K | 0.02% | NEW | — | $47.58 | +2.5% |
| 54 | ITOT | ISHARES TR | — | 2,247.0 | $327K | 0.02% | NEW | — | $145.65 | +14.4% |
| 55 | MUB | ISHARES TR | — | 2,775.0 | $296K | 0.02% | NEW | — | $106.50 | -4.8% |
| 56 | GLD | SPDR GOLD TR | Financial Services | 676.0 | $240K | 0.01% | NEW | — | $355.52 | +7.7% |
| 57 | IEMG | ISHARES INC | — | 3,600.0 | $237K | 0.01% | NEW | — | $65.92 | +23.2% |
| 58 | AOR | ISHARES TR | — | 3,508.0 | $226K | 0.01% | NEW | — | $64.37 | +6.5% |
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%