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 6 of 8

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HOME DEPOT, INC.

HD|437076102

Shares:1.2K

Value:$450.9K

% of Portfolio:0.0% ($450.9K/$1.6B)

92189H870

Shares:4.4K

Value:$444.4K

% of Portfolio:0.0% ($444.4K/$1.6B)

Chubb Ltd

CB|H1467J104

Shares:1.5K

Value:$442.3K

% of Portfolio:0.0% ($442.3K/$1.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:2.8K

Value:$438.0K

% of Portfolio:0.0% ($438.0K/$1.6B)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.6K

Value:$433.2K

% of Portfolio:0.0% ($433.2K/$1.6B)

PILGRIMS PRIDE CORP

PPC|72147K108

Shares:7.9K

Value:$429.6K

% of Portfolio:0.0% ($429.6K/$1.6B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:454

Value:$429.4K

% of Portfolio:0.0% ($429.4K/$1.6B)

46654Q203

Shares:8.2K

Value:$424.9K

% of Portfolio:0.0% ($424.9K/$1.6B)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.9K

Value:$423.2K

% of Portfolio:0.0% ($423.2K/$1.6B)

ASSURANT, INC.

AIZ|04621X108

Shares:2.0K

Value:$420.6K

% of Portfolio:0.0% ($420.6K/$1.6B)

F5, INC.

FFIV|315616102

Shares:1.6K

Value:$418.3K

% of Portfolio:0.0% ($418.3K/$1.6B)

33734X184

Shares:10.1K

Value:$416.2K

% of Portfolio:0.0% ($416.2K/$1.6B)

3M CO

MMM|88579Y101

Shares:2.8K

Value:$415.9K

% of Portfolio:0.0% ($415.9K/$1.6B)

81369Y308

Shares:5.1K

Value:$412.8K

% of Portfolio:0.0% ($412.8K/$1.6B)

33734X846

Shares:6.3K

Value:$395.3K

% of Portfolio:0.0% ($395.3K/$1.6B)

46432F842

IEFA|46432F842

Shares:4.9K

Value:$373.6K

% of Portfolio:0.0% ($373.6K/$1.6B)

26923G707

Shares:16.0K

Value:$361.8K

% of Portfolio:0.0% ($361.8K/$1.6B)

ONEOK INC /NEW/

OKE|682680103

Shares:3.6K

Value:$360.0K

% of Portfolio:0.0% ($360.0K/$1.6B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:1.3K

Value:$355.2K

% of Portfolio:0.0% ($355.2K/$1.6B)

808524862

Shares:14.5K

Value:$352.7K

% of Portfolio:0.0% ($352.7K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
HOME DEPOT, INC.(HDcusip437076102)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$450.9K	0.0% ($450.9K/$1.6B)	QoQ NEW(+$450.9K) YoY NEW(+$450.9K)
(cusip92189H870)✕	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$444.4K	0.0% ($444.4K/$1.6B)	QoQ NEW(+$444.4K) YoY NEW(+$444.4K)
Chubb Ltd(CBcusipH1467J104)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$442.3K	0.0% ($442.3K/$1.6B)	QoQ NEW(+$442.3K) YoY NEW(+$442.3K)
Alphabet Inc.(GOOGLcusip02079K305)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$438.0K	0.0% ($438.0K/$1.6B)	QoQ NEW(+$438.0K) YoY NEW(+$438.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$433.2K	0.0% ($433.2K/$1.6B)	QoQ NEW(+$433.2K) YoY NEW(+$433.2K)
PILGRIMS PRIDE CORP(PPCcusip72147K108)	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$429.6K	0.0% ($429.6K/$1.6B)	QoQ NEW(+$429.6K) YoY NEW(+$429.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	454	QoQ NEW(+454) YoY NEW(+454)	All Managers (Combined)	$429.4K	0.0% ($429.4K/$1.6B)	QoQ NEW(+$429.4K) YoY NEW(+$429.4K)
(cusip46654Q203)✕	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$424.9K	0.0% ($424.9K/$1.6B)	QoQ NEW(+$424.9K) YoY NEW(+$424.9K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$423.2K	0.0% ($423.2K/$1.6B)	QoQ NEW(+$423.2K) YoY NEW(+$423.2K)
ASSURANT, INC.(AIZcusip04621X108)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$420.6K	0.0% ($420.6K/$1.6B)	QoQ NEW(+$420.6K) YoY NEW(+$420.6K)
F5, INC.(FFIVcusip315616102)	1.6K	QoQ NEW(+1.6K) YoY NEW(+1.6K)	All Managers (Combined)	$418.3K	0.0% ($418.3K/$1.6B)	QoQ NEW(+$418.3K) YoY NEW(+$418.3K)
(cusip33734X184)✕	10.1K	QoQ NEW(+10.1K) YoY NEW(+10.1K)	All Managers (Combined)	$416.2K	0.0% ($416.2K/$1.6B)	QoQ NEW(+$416.2K) YoY NEW(+$416.2K)
3M CO(MMMcusip88579Y101)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$415.9K	0.0% ($415.9K/$1.6B)	QoQ NEW(+$415.9K) YoY NEW(+$415.9K)
(cusip81369Y308)✕	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$412.8K	0.0% ($412.8K/$1.6B)	QoQ NEW(+$412.8K) YoY NEW(+$412.8K)
(cusip33734X846)✕	6.3K	QoQ NEW(+6.3K) YoY NEW(+6.3K)	All Managers (Combined)	$395.3K	0.0% ($395.3K/$1.6B)	QoQ NEW(+$395.3K) YoY NEW(+$395.3K)
(IEFAcusip46432F842)	4.9K	QoQ -11.83% (-663) YoY -24.15% (-1.6K)	All Managers (Combined)	$373.6K	0.0% ($373.6K/$1.6B)	QoQ -5.09% (-$20.1K) YoY -22.70% (-$109.7K)
(cusip26923G707)✕	16.0K	QoQ NEW(+16.0K) YoY NEW(+16.0K)	All Managers (Combined)	$361.8K	0.0% ($361.8K/$1.6B)	QoQ NEW(+$361.8K) YoY NEW(+$361.8K)
ONEOK INC /NEW/(OKEcusip682680103)	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$360.0K	0.0% ($360.0K/$1.6B)	QoQ NEW(+$360.0K) YoY NEW(+$360.0K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$355.2K	0.0% ($355.2K/$1.6B)	QoQ NEW(+$355.2K) YoY NEW(+$355.2K)
(cusip808524862)✕	14.5K	QoQ NEW(+14.5K) YoY NEW(+14.5K)	All Managers (Combined)	$352.7K	0.0% ($352.7K/$1.6B)	QoQ NEW(+$352.7K) YoY NEW(+$352.7K)