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 3 of 8

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33939L803

Shares:68.2K

Value:$5.1M

% of Portfolio:0.3% ($5.1M/$1.6B)

78468R861

Shares:237.7K

Value:$4.6M

% of Portfolio:0.3% ($4.6M/$1.6B)

74347R206

Shares:48.0K

Value:$4.3M

% of Portfolio:0.3% ($4.3M/$1.6B)

464287465

EFA|464287465

Shares:38.1K

Value:$3.1M

% of Portfolio:0.2% ($3.1M/$1.6B)

464287200

IVV|464287200

Shares:5.3K

Value:$3.0M

% of Portfolio:0.2% ($3.0M/$1.6B)

25434V781

Shares:91.3K

Value:$2.7M

% of Portfolio:0.2% ($2.7M/$1.6B)

464288869

Shares:23.6K

Value:$2.6M

% of Portfolio:0.2% ($2.6M/$1.6B)

74347X831

Shares:42.2K

Value:$2.4M

% of Portfolio:0.1% ($2.4M/$1.6B)

72201R205

Shares:42.1K

Value:$2.3M

% of Portfolio:0.1% ($2.3M/$1.6B)

97717W125

Shares:62.3K

Value:$2.1M

% of Portfolio:0.1% ($2.1M/$1.6B)

922042742

VT|922042742

Shares:17.7K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$1.6B)

464288158

Shares:18.6K

Value:$2.0M

% of Portfolio:0.1% ($2.0M/$1.6B)

464288273

Shares:28.1K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.6B)

464287234

EEM|464287234

Shares:40.2K

Value:$1.8M

% of Portfolio:0.1% ($1.8M/$1.6B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.8K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.6B)

52468L505

Shares:45.8K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.6B)

52468L406

Shares:31.5K

Value:$1.3M

% of Portfolio:0.1% ($1.3M/$1.6B)

78468R804

Shares:7.2K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.6B)

921910816

MGK|921910816

Shares:4.0K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.6B)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:37.1K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33939L803)✕	68.2K	QoQ -25.22% (-23.0K) YoY -70.71% (-164.6K)	All Managers (Combined)	$5.1M	0.3% ($5.1M/$1.6B)	QoQ -18.79% (-$1.2M) YoY -69.42% (-$11.6M)
(cusip78468R861)✕	237.7K	QoQ NEW(+237.7K) YoY NEW(+237.7K)	All Managers (Combined)	$4.6M	0.3% ($4.6M/$1.6B)	QoQ NEW(+$4.6M) YoY NEW(+$4.6M)
(cusip74347R206)✕	48.0K	QoQ NEW(+48.0K) YoY NEW(+48.0K)	All Managers (Combined)	$4.3M	0.3% ($4.3M/$1.6B)	QoQ NEW(+$4.3M) YoY NEW(+$4.3M)
(EFAcusip464287465)	38.1K	QoQ -20.73% (-10.0K) YoY -35.32% (-20.8K)	All Managers (Combined)	$3.1M	0.2% ($3.1M/$1.6B)	QoQ -14.32% (-$520.8K) YoY -33.81% (-$1.6M)
(IVVcusip464287200)	5.3K	QoQ -13.67% (-841) YoY -44.64% (-4.3K)	All Managers (Combined)	$3.0M	0.2% ($3.0M/$1.6B)	QoQ -17.59% (-$637.2K) YoY -40.83% (-$2.1M)
(cusip25434V781)✕	91.3K	QoQ -9.99% (-10.1K) YoY +57.91% (+33.5K)	All Managers (Combined)	$2.7M	0.2% ($2.7M/$1.6B)	QoQ -1.36% (-$36.7K) YoY +69.11% (+$1.1M)
(cusip464288869)✕	23.6K	QoQ -19.95% (-5.9K) YoY -45.21% (-19.5K)	All Managers (Combined)	$2.6M	0.2% ($2.6M/$1.6B)	QoQ -31.91% (-$1.2M) YoY -49.86% (-$2.6M)
(cusip74347X831)✕	42.2K	QoQ NEW(+42.2K) YoY NEW(+42.2K)	All Managers (Combined)	$2.4M	0.1% ($2.4M/$1.6B)	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
(cusip72201R205)✕	42.1K	QoQ NEW(+42.1K) YoY NEW(+42.1K)	All Managers (Combined)	$2.3M	0.1% ($2.3M/$1.6B)	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
(cusip97717W125)✕	62.3K	QoQ -11.50% (-8.1K) YoY -28.63% (-25.0K)	All Managers (Combined)	$2.1M	0.1% ($2.1M/$1.6B)	QoQ -13.53% (-$332.8K) YoY -35.04% (-$1.1M)
(VTcusip922042742)	17.7K	QoQ +0.01% (-3) YoY -6.84% (-1.3K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$1.6B)	QoQ -1.28% (-$26.7K) YoY -2.25% (-$47.3K)
(cusip464288158)✕	18.6K	QoQ -12.08% (-2.6K) YoY -30.56% (-8.2K)	All Managers (Combined)	$2.0M	0.1% ($2.0M/$1.6B)	QoQ -11.98% (-$267.8K) YoY -29.98% (-$842.5K)
(cusip464288273)✕	28.1K	QoQ -22.82% (-8.3K) YoY -40.69% (-19.3K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.6B)	QoQ -19.29% (-$427.5K) YoY -40.51% (-$1.2M)
(EEMcusip464287234)	40.2K	QoQ -22.14% (-11.4K) YoY -41.81% (-28.9K)	All Managers (Combined)	$1.8M	0.1% ($1.8M/$1.6B)	QoQ -18.63% (-$402.9K) YoY -38.10% (-$1.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.6B)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(cusip52468L505)✕	45.8K	QoQ NEW(+45.8K) YoY NEW(+45.8K)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.6B)	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
(cusip52468L406)✕	31.5K	QoQ NEW(+31.5K) YoY NEW(+31.5K)	All Managers (Combined)	$1.3M	0.1% ($1.3M/$1.6B)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip78468R804)✕	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.6B)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(MGKcusip921910816)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.6B)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
abrdn Gold ETF Trust(SGOLcusip00326A104)	37.1K	QoQ NEW(+37.1K) YoY NEW(+37.1K)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.6B)	QoQ NEW(+$1.1M) YoY NEW(+$1.1M)