Efficient-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GDX",
  null,
  null,
  "MMM",
  "VONG",
  "GOOGL",
  "AXP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MBWM",
  null,
  "FFIV",
  null,
  "CION",
  null,
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FAST",
  "IJR",
  "OKE",
  null,
  "VHT",
  null,
  "EEM",
  null,
  "PEP",
  null,
  "VGSH",
  "PGR",
  "IEMG",
  "IVV",
  "SPY",
  "NVDA",
  "PLTR",
  null,
  "MRK",
  null,
  null,
  "IEFA",
  null,
  "GLD",
  null,
  null,
  null,
  null,
  "IBM",
  "BIV",
  "VNQ",
  "VV",
  "PPC",
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ETR",
  "GPI",
  "VYM",
  null,
  "AFL",
  "DOV",
  "FTNT",
  "IWR",
  "AIZ",
  null,
  null,
  "CAH",
  "SGOL",
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "VEU",
  "VPL",
  "VGT",
  "VEA",
  "VGK",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "WFC",
  null,
  null,
  null,
  "YUM",
  null,
  null,
  null,
  null,
  "SCHD",
  "CHKP",
  null,
  null,
  "IXUS",
  null,
  "FDX",
  "BRK-B",
  "CB",
  "CNOB",
  "COST",
  "DE",
  null,
  "DFAC",
  "DOCU",
  "EFA",
  "QQQ",
  null,
  null,
  "ITOT",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 148
Total Value: 1648977011
Accession Number: 0001765380-25-000167
Form Type: 13F-HR
CIK: efficient-advisors
Manager Name: Efficient-Advisors

Data Enrichment

51% identified

76 identified72 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

148 positions • $1.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 8

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922020805

Shares:648.7K

Value:$32.4M

% of Portfolio:2.0% ($32.4M/$1.6B)

92203J407

BNDX|92203J407

Shares:651.9K

Value:$31.8M

% of Portfolio:1.9% ($31.8M/$1.6B)

922042858

VWO|922042858

Shares:637.7K

Value:$28.9M

% of Portfolio:1.8% ($28.9M/$1.6B)

25434V773

Shares:1.0M

Value:$26.6M

% of Portfolio:1.6% ($26.6M/$1.6B)

25461A726

Shares:736.9K

Value:$22.3M

% of Portfolio:1.3% ($22.3M/$1.6B)

025072802

Shares:302.6K

Value:$21.1M

% of Portfolio:1.3% ($21.1M/$1.6B)

92206C102

VGSH|92206C102

Shares:355.5K

Value:$20.9M

% of Portfolio:1.3% ($20.9M/$1.6B)

25434V765

Shares:562.7K

Value:$15.2M

% of Portfolio:0.9% ($15.2M/$1.6B)

25434V302

Shares:471.5K

Value:$12.2M

% of Portfolio:0.7% ($12.2M/$1.6B)

78464A359

Shares:124.3K

Value:$9.5M

% of Portfolio:0.6% ($9.5M/$1.6B)

97717W281

Shares:187.7K

Value:$9.1M

% of Portfolio:0.5% ($9.1M/$1.6B)

464287457

Shares:83.1K

Value:$6.9M

% of Portfolio:0.4% ($6.9M/$1.6B)

464287408

IVE|464287408

Shares:35.1K

Value:$6.7M

% of Portfolio:0.4% ($6.7M/$1.6B)

33939L100

Shares:32.4K

Value:$6.7M

% of Portfolio:0.4% ($6.7M/$1.6B)

66538R748

Shares:101.5K

Value:$5.9M

% of Portfolio:0.4% ($5.9M/$1.6B)

72201R775

Shares:62.7K

Value:$5.8M

% of Portfolio:0.4% ($5.8M/$1.6B)

464288877

Shares:96.1K

Value:$5.7M

% of Portfolio:0.3% ($5.7M/$1.6B)

25434V609

Shares:106.8K

Value:$5.5M

% of Portfolio:0.3% ($5.5M/$1.6B)

25434V500

Shares:90.6K

Value:$5.4M

% of Portfolio:0.3% ($5.4M/$1.6B)

66538R730

Shares:111.8K

Value:$5.4M

% of Portfolio:0.3% ($5.4M/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020805)✕	648.7K	QoQ -0.31% (-2.0K) YoY +7.43% (+44.9K)	All Managers (Combined)	$32.4M	2.0% ($32.4M/$1.6B)	QoQ +2.73% (-$862.3K) YoY +11.93% (+$3.5M)
(BNDXcusip92203J407)	651.9K	QoQ +1.65% (+10.6K) YoY +10.06% (+59.6K)	All Managers (Combined)	$31.8M	1.9% ($31.8M/$1.6B)	QoQ +1.17% (+$370.3K) YoY +9.24% (+$2.7M)
(VWOcusip922042858)	637.7K	QoQ -0.03% (-204) YoY +1.89% (+11.9K)	All Managers (Combined)	$28.9M	1.8% ($28.9M/$1.6B)	QoQ +2.73% (-$769.0K) YoY +10.40% (+$2.7M)
(cusip25434V773)✕	1.0M	QoQ -1.13% (-11.7K) YoY +9.02% (+85.1K)	All Managers (Combined)	$26.6M	1.6% ($26.6M/$1.6B)	QoQ +4.04% (-$1.0M) YoY +12.41% (+$2.9M)
(cusip25461A726)✕	736.9K	QoQ NEW(+736.9K) YoY NEW(+736.9K)	All Managers (Combined)	$22.3M	1.3% ($22.3M/$1.6B)	QoQ NEW(+$22.3M) YoY NEW(+$22.3M)
(cusip025072802)✕	302.6K	QoQ -11.35% (-38.8K) YoY -23.43% (-92.6K)	All Managers (Combined)	$21.1M	1.3% ($21.1M/$1.6B)	QoQ -5.00% (-$1.1M) YoY -18.92% (-$4.9M)
(VGSHcusip92206C102)	355.5K	QoQ +2.83% (+9.8K) YoY +3.24% (+11.2K)	All Managers (Combined)	$20.9M	1.3% ($20.9M/$1.6B)	QoQ +3.73% (+$751.3K) YoY +4.35% (+$870.0K)
(cusip25434V765)✕	562.7K	QoQ -3.52% (-20.5K) YoY +15.10% (+73.8K)	All Managers (Combined)	$15.2M	0.9% ($15.2M/$1.6B)	QoQ +3.01% (-$444.2K) YoY +15.10% (+$2.0M)
(cusip25434V302)✕	471.5K	QoQ -0.84% (-4.0K) YoY +12.05% (+50.7K)	All Managers (Combined)	$12.2M	0.7% ($12.2M/$1.6B)	QoQ +1.18% (-$143.4K) YoY +17.36% (+$1.8M)
(cusip78464A359)✕	124.3K	QoQ NEW(+124.3K) YoY NEW(+124.3K)	All Managers (Combined)	$9.5M	0.6% ($9.5M/$1.6B)	QoQ NEW(+$9.5M) YoY NEW(+$9.5M)
(cusip97717W281)✕	187.7K	QoQ -3.03% (-5.9K) YoY -7.41% (-15.0K)	All Managers (Combined)	$9.1M	0.5% ($9.1M/$1.6B)	QoQ -4.24% (-$402.4K) YoY -12.05% (-$1.2M)
(cusip464287457)✕	83.1K	QoQ -8.75% (-8.0K) YoY -31.76% (-38.7K)	All Managers (Combined)	$6.9M	0.4% ($6.9M/$1.6B)	QoQ -7.92% (-$591.8K) YoY -30.97% (-$3.1M)
(IVEcusip464287408)	35.1K	QoQ -17.68% (-7.5K) YoY -42.47% (-25.9K)	All Managers (Combined)	$6.7M	0.4% ($6.7M/$1.6B)	QoQ -17.81% (-$1.4M) YoY -41.31% (-$4.7M)
(cusip33939L100)✕	32.4K	QoQ -20.79% (-8.5K) YoY -72.27% (-84.6K)	All Managers (Combined)	$6.7M	0.4% ($6.7M/$1.6B)	QoQ -24.54% (-$2.2M) YoY -71.24% (-$16.5M)
(cusip66538R748)✕	101.5K	QoQ NEW(+101.5K) YoY NEW(+101.5K)	All Managers (Combined)	$5.9M	0.4% ($5.9M/$1.6B)	QoQ NEW(+$5.9M) YoY NEW(+$5.9M)
(cusip72201R775)✕	62.7K	QoQ NEW(+62.7K) YoY NEW(+62.7K)	All Managers (Combined)	$5.8M	0.4% ($5.8M/$1.6B)	QoQ NEW(+$5.8M) YoY NEW(+$5.8M)
(cusip464288877)✕	96.1K	QoQ -24.45% (-31.1K) YoY -42.74% (-71.7K)	All Managers (Combined)	$5.7M	0.3% ($5.7M/$1.6B)	QoQ -15.14% (-$1.0M) YoY -37.97% (-$3.5M)
(cusip25434V609)✕	106.8K	QoQ -5.69% (-6.5K) YoY +51.97% (+36.5K)	All Managers (Combined)	$5.5M	0.3% ($5.5M/$1.6B)	QoQ -12.76% (-$804.5K) YoY +43.76% (+$1.7M)
(cusip25434V500)✕	90.6K	QoQ -5.88% (-5.7K) YoY +51.13% (+30.6K)	All Managers (Combined)	$5.4M	0.3% ($5.4M/$1.6B)	QoQ -13.59% (-$851.1K) YoY +44.85% (+$1.7M)
(cusip66538R730)✕	111.8K	QoQ NEW(+111.8K) YoY NEW(+111.8K)	All Managers (Combined)	$5.4M	0.3% ($5.4M/$1.6B)	QoQ NEW(+$5.4M) YoY NEW(+$5.4M)