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

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Palantir Technologies Inc.

PLTR|69608A108

Shares:6.9K

Value:$582.7K

% of Portfolio:0.0% ($582.7K/$1.6B)

46435G474

Shares:21.7K

Value:$581.9K

% of Portfolio:0.0% ($581.9K/$1.6B)

464289859

Shares:7.6K

Value:$579.1K

% of Portfolio:0.0% ($579.1K/$1.6B)

NVIDIA CORP

NVDA|67066G104

Shares:5.2K

Value:$566.4K

% of Portfolio:0.0% ($566.4K/$1.6B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.0K

Value:$565.7K

% of Portfolio:0.0% ($565.7K/$1.6B)

GROUP 1 AUTOMOTIVE INC

GPI|398905109

Shares:1.5K

Value:$564.9K

% of Portfolio:0.0% ($564.9K/$1.6B)

464287804

IJR|464287804

Shares:5.3K

Value:$553.8K

% of Portfolio:0.0% ($553.8K/$1.6B)

808524797

SCHD|808524797

Shares:19.7K

Value:$552.1K

% of Portfolio:0.0% ($552.1K/$1.6B)

MERCANTILE BANK CORP

MBWM|587376104

Shares:12.7K

Value:$552.1K

% of Portfolio:0.0% ($552.1K/$1.6B)

464289446

Shares:4.0K

Value:$547.6K

% of Portfolio:0.0% ($547.6K/$1.6B)

DEERE & CO

DE|244199105

Shares:1.2K

Value:$547.2K

% of Portfolio:0.0% ($547.2K/$1.6B)

37954Y483

Shares:32.7K

Value:$543.9K

% of Portfolio:0.0% ($543.9K/$1.6B)

78463X871

Shares:16.1K

Value:$513.9K

% of Portfolio:0.0% ($513.9K/$1.6B)

887432359

Shares:12.0K

Value:$510.9K

% of Portfolio:0.0% ($510.9K/$1.6B)

887432334

Shares:17.6K

Value:$504.9K

% of Portfolio:0.0% ($504.9K/$1.6B)

92206C680

VONG|92206C680

Shares:5.4K

Value:$501.8K

% of Portfolio:0.0% ($501.8K/$1.6B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.0K

Value:$475.8K

% of Portfolio:0.0% ($475.8K/$1.6B)

46641Q332

Shares:8.1K

Value:$462.3K

% of Portfolio:0.0% ($462.3K/$1.6B)

92189F106

GDX|92189F106

Shares:10.0K

Value:$458.6K

% of Portfolio:0.0% ($458.6K/$1.6B)

464288166

Shares:4.1K

Value:$453.2K

% of Portfolio:0.0% ($453.2K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Palantir Technologies Inc.(PLTRcusip69608A108)	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$582.7K	0.0% ($582.7K/$1.6B)	QoQ NEW(+$582.7K) YoY NEW(+$582.7K)
(cusip46435G474)✕	21.7K	QoQ NEW(+21.7K) YoY NEW(+21.7K)	All Managers (Combined)	$581.9K	0.0% ($581.9K/$1.6B)	QoQ NEW(+$581.9K) YoY NEW(+$581.9K)
(cusip464289859)✕	7.6K	QoQ -17.61% (-1.6K) YoY -30.00% (-3.2K)	All Managers (Combined)	$579.1K	0.0% ($579.1K/$1.6B)	QoQ -17.74% (-$124.9K) YoY -27.11% (-$215.4K)
NVIDIA CORP(NVDAcusip67066G104)	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$566.4K	0.0% ($566.4K/$1.6B)	QoQ NEW(+$566.4K) YoY NEW(+$566.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.0K	QoQ +111.06% (+532) YoY NEW(+1.0K)	All Managers (Combined)	$565.7K	0.0% ($565.7K/$1.6B)	QoQ +101.57% (+$285.1K) YoY NEW(+$565.7K)
GROUP 1 AUTOMOTIVE INC(GPIcusip398905109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$564.9K	0.0% ($564.9K/$1.6B)	QoQ NEW(+$564.9K) YoY NEW(+$564.9K)
(IJRcusip464287804)	5.3K	QoQ NEW(+5.3K) YoY NEW(+5.3K)	All Managers (Combined)	$553.8K	0.0% ($553.8K/$1.6B)	QoQ NEW(+$553.8K) YoY NEW(+$553.8K)
(SCHDcusip808524797)	19.7K	QoQ NEW(+19.7K) YoY NEW(+19.7K)	All Managers (Combined)	$552.1K	0.0% ($552.1K/$1.6B)	QoQ NEW(+$552.1K) YoY NEW(+$552.1K)
MERCANTILE BANK CORP(MBWMcusip587376104)	12.7K	QoQ NEW(+12.7K) YoY NEW(+12.7K)	All Managers (Combined)	$552.1K	0.0% ($552.1K/$1.6B)	QoQ NEW(+$552.1K) YoY NEW(+$552.1K)
(cusip464289446)✕	4.0K	QoQ -9.59% (-423) YoY -34.90% (-2.1K)	All Managers (Combined)	$547.6K	0.0% ($547.6K/$1.6B)	QoQ -14.15% (-$90.3K) YoY -29.63% (-$230.6K)
DEERE & CO(DEcusip244199105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$547.2K	0.0% ($547.2K/$1.6B)	QoQ NEW(+$547.2K) YoY NEW(+$547.2K)
(cusip37954Y483)✕	32.7K	QoQ NEW(+32.7K) YoY NEW(+32.7K)	All Managers (Combined)	$543.9K	0.0% ($543.9K/$1.6B)	QoQ NEW(+$543.9K) YoY NEW(+$543.9K)
(cusip78463X871)✕	16.1K	QoQ -25.57% (-5.5K) YoY -33.53% (-8.1K)	All Managers (Combined)	$513.9K	0.0% ($513.9K/$1.6B)	QoQ -23.23% (-$155.6K) YoY -34.59% (-$271.9K)
(cusip887432359)✕	12.0K	QoQ +0.27% (-33) YoY +9.22% (+1.0K)	All Managers (Combined)	$510.9K	0.0% ($510.9K/$1.6B)	QoQ -0.63% (-$3.3K) YoY +10.08% (+$46.8K)
(cusip887432334)✕	17.6K	QoQ +0.34% (+61) YoY +14.77% (+2.3K)	All Managers (Combined)	$504.9K	0.0% ($504.9K/$1.6B)	QoQ +8.53% (+$39.7K) YoY +21.11% (+$88.0K)
(VONGcusip92206C680)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$501.8K	0.0% ($501.8K/$1.6B)	QoQ NEW(+$501.8K) YoY NEW(+$501.8K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$475.8K	0.0% ($475.8K/$1.6B)	QoQ NEW(+$475.8K) YoY NEW(+$475.8K)
(cusip46641Q332)✕	8.1K	QoQ NEW(+8.1K) YoY NEW(+8.1K)	All Managers (Combined)	$462.3K	0.0% ($462.3K/$1.6B)	QoQ NEW(+$462.3K) YoY NEW(+$462.3K)
(GDXcusip92189F106)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$458.6K	0.0% ($458.6K/$1.6B)	QoQ NEW(+$458.6K) YoY NEW(+$458.6K)
(cusip464288166)✕	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$453.2K	0.0% ($453.2K/$1.6B)	QoQ NEW(+$453.2K) YoY NEW(+$453.2K)