Efficient Advisors, LLC — 13F Holdings & Portfolio
CIK 1542164 · latest 13F-HR filed 2026-04-29
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$1.41B
Long-equity book
58
Distinct positions
2026-03-31
Filed 2026-04-29
+0 / −0 / ↑2 / ↓40
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- VANGUARD INDEX FDS-$33.8M -28.1%
- VANGUARD INDEX FDS-$25.2M -23.3%
- ISHARES TR-$23.3M -47.2%
- DIMENSIONAL ETF TRUST-$22.1M -42.1%
- VANGUARD INDEX FDS-$19.3M -15.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | BND | 921937835 | $113.7M | 8.07% | 1,543,560 | SH |
| 2 | VANGUARD BD INDEX FDS | BIV | 921937819 | $109.2M | 7.75% | 1,414,410 | SH |
| 3 | VANGUARD INDEX FDS | VTI | 922908769 | $106.6M | 7.57% | 332,381 | SH |
| 4 | VANGUARD INDEX FDS | VOO | 922908363 | $97.0M | 6.89% | 162,324 | SH |
| 5 | VANGUARD INDEX FDS | VTV | 922908744 | $96.9M | 6.88% | 494,023 | SH |
| 6 | VANGUARD INDEX FDS | VBR | 922908611 | $86.5M | 6.14% | 397,932 | SH |
| 7 | VANGUARD INDEX FDS | VB | 922908751 | $82.8M | 5.88% | 316,200 | SH |
| 8 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $54.3M | 3.86% | 723,486 | SH |
| 9 | VANGUARD BD INDEX FDS | BSV | 921937827 | $50.1M | 3.56% | 639,290 | SH |
| 10 | VANGUARD INDEX FDS | VNQ | 922908553 | $47.7M | 3.39% | 537,829 | SH |
| 11 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $41.9M | 2.97% | 287,104 | SH |
| 12 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $40.4M | 2.87% | 630,007 | SH |
| 13 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $40.3M | 2.86% | 488,451 | SH |
| 14 | VANGUARD INTL EQUITY INDEX F | VPL | 922042866 | $39.9M | 2.83% | 408,006 | SH |
| 15 | VANGUARD STAR FDS | VXUS | 921909768 | $39.4M | 2.80% | 511,013 | SH |
| 16 | VANGUARD MALVERN FDS | VTIP | 922020805 | $36.9M | 2.62% | 738,954 | SH |
| 17 | VANGUARD SCOTTSDALE FDS | VCSH | 92206C409 | $36.4M | 2.59% | 459,757 | SH |
| 18 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $36.1M | 2.56% | 751,540 | SH |
| 19 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $30.4M | 2.16% | 782,273 | SH |
| 20 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $28.6M | 2.03% | 528,677 | SH |
| 21 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $26.3M | 1.87% | 715,575 | SH |
| 22 | ISHARES TR | AGG | 464287226 | $26.1M | 1.85% | 262,936 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $23.0M | 1.63% | 646,208 | SH |
| 24 | DIMENSIONAL ETF TRUST | DFIS | 25434V773 | $15.1M | 1.07% | 447,277 | SH |
| 25 | AMERICAN CENTY ETF TR | AVDV | 025072802 | $11.0M | 0.78% | 110,143 | SH |
| 26 | DIMENSIONAL ETF TRUST | DFAT | 25434V609 | $9.7M | 0.69% | 155,140 | SH |
| 27 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $9.6M | 0.68% | 297,727 | SH |
| 28 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $9.5M | 0.67% | 133,608 | SH |
| 29 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $8.5M | 0.61% | 145,860 | SH |
| 30 | DIMENSIONAL ETF TRUST | DFAE | 25434V302 | $8.5M | 0.60% | 250,564 | SH |
| 31 | ISHARES TR | IVE | 464287408 | $5.5M | 0.39% | 25,815 | SH |
| 32 | ISHARES TR | EFV | 464288877 | $4.6M | 0.32% | 61,256 | SH |
| 33 | WISDOMTREE TR | DGS | 97717W281 | $4.1M | 0.29% | 68,935 | SH |
| 34 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $4.1M | 0.29% | 103,718 | SH |
| 35 | ISHARES TR | SHY | 464287457 | $3.7M | 0.26% | 44,994 | SH |
| 36 | FLEXSHARES TR | TILT | 33939L100 | $3.6M | 0.26% | 15,055 | SH |
| 37 | ISHARES TR | IWC | 464288869 | $2.6M | 0.18% | 16,006 | SH |
| 38 | ISHARES TR | IVV | 464287200 | $2.5M | 0.18% | 3,838 | SH |
| 39 | ISHARES TR | EFA | 464287465 | $2.2M | 0.16% | 23,165 | SH |
| 40 | FLEXSHARES TR | TLTD | 33939L803 | $1.9M | 0.14% | 20,503 | SH |
| 41 | ISHARES TR | SCZ | 464288273 | $1.5M | 0.10% | 18,583 | SH |
| 42 | ISHARES TR | EEM | 464287234 | $1.4M | 0.10% | 24,664 | SH |
| 43 | WISDOMTREE TR | WTMF | 97717W125 | $1.4M | 0.10% | 35,208 | SH |
| 44 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $1.4M | 0.10% | 9,906 | SH |
| 45 | JPMORGAN CHASE & CO | JPM | 46625H100 | $651.3K | 0.05% | 2,214 | SH |
| 46 | ISHARES TR | IWL | 464289446 | $622.8K | 0.04% | 3,881 | SH |
| 47 | VANGUARD INDEX FDS | VV | 922908637 | $562.9K | 0.04% | 1,884 | SH |
| 48 | ISHARES TR | SUB | 464288158 | $535.1K | 0.04% | 5,024 | SH |
| 49 | SPDR INDEX SHS FDS | RWO | 78463X749 | $387.2K | 0.03% | 8,460 | SH |
| 50 | ISHARES TR | IEFA | 46432F842 | $382.7K | 0.03% | 4,228 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-29 | $1.41B | 58 | 0001542164-26-000002 |
| 2025-12-31 | 2026-01-21 | $1.71B | 58 | 0001765380-26-000006 |