Portfolio (Quarterly)
Guide ↗
Efficient Advisors, LLC
· CIK 0001542164| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IVE | ISHARES TR | — | 26,635.0 | $5.6M | 0.33% | -2K | -8.0% | $212.07 | +7.5% |
| 22 | SHY | ISHARES TR | — | 62,009.0 | $5.1M | 0.30% | -14K | -18.1% | $82.82 | -0.8% |
| 23 | EFV | ISHARES TR | — | 67,824.0 | $4.8M | 0.28% | -3K | -4.8% | $71.41 | +10.1% |
| 24 | TILT | FLEXSHARES TR | — | 16,661.0 | $4.1M | 0.24% | -871.0 | -5.0% | $248.69 | +9.2% |
| 25 | IWC | ISHARES TR | — | 17,475.0 | $2.8M | 0.16% | -2K | -11.2% | $157.70 | +18.4% |
| 26 | EFA | ISHARES TR | — | 25,697.0 | $2.5M | 0.14% | -2K | -7.0% | $96.03 | +8.3% |
| 27 | TLTD | FLEXSHARES TR | — | 26,149.0 | $2.4M | 0.14% | -1K | -4.2% | $92.73 | +8.3% |
| 28 | VT | VANGUARD INTL EQUITY INDEX F | — | 15,699.0 | $2.2M | 0.13% | -1K | -7.3% | $141.06 | +10.3% |
| 29 | SCZ | ISHARES TR | — | 20,356.0 | $1.6M | 0.09% | -696.0 | -3.3% | $77.53 | +9.8% |
| 30 | EEM | ISHARES TR | — | 27,384.0 | $1.5M | 0.09% | -3K | -11.2% | $54.71 | +20.4% |
| 31 | WTMF | WISDOMTREE TR | — | 34,820.0 | $1.3M | 0.08% | -3K | -7.2% | $38.02 | +8.1% |
| 32 | IWL | ISHARES TR | — | 3,686.0 | $629K | 0.04% | -82.0 | -2.2% | $170.64 | +8.6% |
| 33 | VV | VANGUARD INDEX FDS | — | 1,807.0 | $569K | 0.03% | -16.0 | -0.9% | $314.83 | +9.0% |
| 34 | SUB | ISHARES TR | — | 5,120.0 | $546K | 0.03% | -478.0 | -8.5% | $106.71 | -0.4% |
| 35 | RWO | SPDR INDEX SHS FDS | — | 9,834.0 | $443K | 0.03% | -338.0 | -3.3% | $45.02 | +9.9% |
| 36 | AOA | ISHARES TR | — | 4,253.0 | $381K | 0.02% | -1K | -19.1% | $89.56 | +8.0% |
| 37 | TLTE | FLEXSHARES TR | — | 5,801.0 | $370K | 0.02% | -662.0 | -10.2% | $63.86 | +19.1% |
| 38 | AOM | ISHARES TR | — | 7,321.0 | $349K | 0.02% | -290.0 | -3.8% | $47.73 | +3.5% |
| 39 | MUB | ISHARES TR | — | 2,471.0 | $265K | 0.01% | -304.0 | -10.9% | $107.11 | -0.9% |
| 40 | IEMG | ISHARES INC | — | 3,484.0 | $234K | 0.01% | -116.0 | -3.2% | $67.23 | +19.8% |
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%