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 • $1,648,977.011K total value

148 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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69374H709

Shares:28.1K

Value:$1.0M

33939L308

Shares:19.6K

Value:$1.0M

316092808

Shares:6.3K

Value:$1.0M

464287101

Shares:3.7K

Value:$1.0M

922908637

VV|922908637

Shares:3.9K

Value:$991.6K

46137V530

Shares:22.3K

Value:$985.6K

FEDEX CORP

FDX|31428X106

Shares:4.0K

Value:$966.3K

46432F834

IXUS|46432F834

Shares:13.2K

Value:$922.9K

464288414

MUB|464288414

Shares:8.5K

Value:$897.2K

CARDINAL HEALTH INC

CAH|14149Y108

Shares:6.5K

Value:$892.2K

78463X749

Shares:20.2K

Value:$881.4K

46641Q852

Shares:17.8K

Value:$852.3K

00110G408

Shares:39.9K

Value:$831.2K

46431W648

Shares:11.1K

Value:$828.5K

37954Y475

Shares:20.7K

Value:$817.9K

46641Q670

Shares:17.1K

Value:$806.7K

464287499

IWR|464287499

Shares:9.0K

Value:$765.4K

Merck & Co., Inc.

MRK|58933Y105

Shares:8.5K

Value:$763.8K

PEPSICO INC

PEP|713448108

Shares:4.5K

Value:$681.4K

Fortinet, Inc.

FTNT|34959E109

Shares:6.4K

Value:$614.9K

Instrument	Shares		Other Manager	Value
(cusip69374H709)✕	28.1K	QoQ NEW(+28.1K) YoY NEW(+28.1K)	All Managers (Combined)	$1.0M	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(cusip33939L308)✕	19.6K	QoQ -23.80% (-6.1K) YoY -70.16% (-46.2K)	All Managers (Combined)	$1.0M	QoQ -21.51% (-$282.4K) YoY -69.49% (-$2.3M)
(cusip316092808)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$1.0M	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(cusip464287101)✕	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$1.0M	QoQ NEW(+$1.0M) YoY NEW(+$1.0M)
(VVcusip922908637)	3.9K	QoQ +81.72% (+1.7K) YoY +31.49% (+924)	All Managers (Combined)	$991.6K	QoQ +73.19% (+$419.1K) YoY +40.95% (+$288.1K)
(cusip46137V530)✕	22.3K	QoQ NEW(+22.3K) YoY NEW(+22.3K)	All Managers (Combined)	$985.6K	QoQ NEW(+$985.6K) YoY NEW(+$985.6K)
FEDEX CORP(FDXcusip31428X106)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$966.3K	QoQ NEW(+$966.3K) YoY NEW(+$966.3K)
(IXUScusip46432F834)	13.2K	QoQ NEW(+13.2K) YoY NEW(+13.2K)	All Managers (Combined)	$922.9K	QoQ NEW(+$922.9K) YoY NEW(+$922.9K)
(MUBcusip464288414)	8.5K	QoQ -9.52% (-896) YoY -28.85% (-3.5K)	All Managers (Combined)	$897.2K	QoQ -10.46% (-$104.9K) YoY -30.27% (-$389.7K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$892.2K	QoQ NEW(+$892.2K) YoY NEW(+$892.2K)
(cusip78463X749)✕	20.2K	QoQ -18.94% (-4.7K) YoY -69.13% (-45.2K)	All Managers (Combined)	$881.4K	QoQ -17.53% (-$187.4K) YoY -68.54% (-$1.9M)
(cusip46641Q852)✕	17.8K	QoQ NEW(+17.8K) YoY NEW(+17.8K)	All Managers (Combined)	$852.3K	QoQ NEW(+$852.3K) YoY NEW(+$852.3K)
(cusip00110G408)✕	39.9K	QoQ NEW(+39.9K) YoY NEW(+39.9K)	All Managers (Combined)	$831.2K	QoQ NEW(+$831.2K) YoY NEW(+$831.2K)
(cusip46431W648)✕	11.1K	QoQ NEW(+11.1K) YoY NEW(+11.1K)	All Managers (Combined)	$828.5K	QoQ NEW(+$828.5K) YoY NEW(+$828.5K)
(cusip37954Y475)✕	20.7K	QoQ NEW(+20.7K) YoY NEW(+20.7K)	All Managers (Combined)	$817.9K	QoQ NEW(+$817.9K) YoY NEW(+$817.9K)
(cusip46641Q670)✕	17.1K	QoQ NEW(+17.1K) YoY NEW(+17.1K)	All Managers (Combined)	$806.7K	QoQ NEW(+$806.7K) YoY NEW(+$806.7K)
(IWRcusip464287499)	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$765.4K	QoQ NEW(+$765.4K) YoY NEW(+$765.4K)
Merck & Co., Inc.(MRKcusip58933Y105)	8.5K	QoQ NEW(+8.5K) YoY NEW(+8.5K)	All Managers (Combined)	$763.8K	QoQ NEW(+$763.8K) YoY NEW(+$763.8K)
PEPSICO INC(PEPcusip713448108)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$681.4K	QoQ NEW(+$681.4K) YoY NEW(+$681.4K)
Fortinet, Inc.(FTNTcusip34959E109)	6.4K	QoQ NEW(+6.4K) YoY NEW(+6.4K)	All Managers (Combined)	$614.9K	QoQ NEW(+$614.9K) YoY NEW(+$614.9K)