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 7 of 8

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46435G672

Shares:7.0K

Value:$349.9K

% of Portfolio:0.0% ($349.9K/$1.6B)

464287150

ITOT|464287150

Shares:2.7K

Value:$334.4K

% of Portfolio:0.0% ($334.4K/$1.6B)

78463X509

Shares:7.5K

Value:$297.1K

% of Portfolio:0.0% ($297.1K/$1.6B)

78468R853

Shares:7.2K

Value:$292.2K

% of Portfolio:0.0% ($292.2K/$1.6B)

464288513

Shares:3.7K

Value:$292.1K

% of Portfolio:0.0% ($292.1K/$1.6B)

SPDR GOLD TRUST

GLD|78463V107

Shares:962

Value:$277.2K

% of Portfolio:0.0% ($277.2K/$1.6B)

92204A504

VHT|92204A504

Shares:1.0K

Value:$274.1K

% of Portfolio:0.0% ($274.1K/$1.6B)

464289867

Shares:4.7K

Value:$272.8K

% of Portfolio:0.0% ($272.8K/$1.6B)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:3.5K

Value:$249.6K

% of Portfolio:0.0% ($249.6K/$1.6B)

78464A847

Shares:4.9K

Value:$248.4K

% of Portfolio:0.0% ($248.4K/$1.6B)

233051432

Shares:6.8K

Value:$247.3K

% of Portfolio:0.0% ($247.3K/$1.6B)

921946406

VYM|921946406

Shares:1.9K

Value:$245.1K

% of Portfolio:0.0% ($245.1K/$1.6B)

887432342

Shares:6.6K

Value:$243.7K

% of Portfolio:0.0% ($243.7K/$1.6B)

AFLAC INC

AFL|001055102

Shares:2.2K

Value:$242.3K

% of Portfolio:0.0% ($242.3K/$1.6B)

92204A702

VGT|92204A702

Shares:445

Value:$241.4K

% of Portfolio:0.0% ($241.4K/$1.6B)

78464A656

Shares:9.0K

Value:$237.6K

% of Portfolio:0.0% ($237.6K/$1.6B)

97717W588

Shares:3.9K

Value:$233.4K

% of Portfolio:0.0% ($233.4K/$1.6B)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:924

Value:$229.7K

% of Portfolio:0.0% ($229.7K/$1.6B)

ENTERGY CORP /DE/

ETR|29364G103

Shares:2.6K

Value:$225.3K

% of Portfolio:0.0% ($225.3K/$1.6B)

YUM BRANDS INC

YUM|988498101

Shares:1.4K

Value:$223.9K

% of Portfolio:0.0% ($223.9K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46435G672)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$349.9K	0.0% ($349.9K/$1.6B)	QoQ NEW(+$349.9K) YoY NEW(+$349.9K)
(ITOTcusip464287150)	2.7K	QoQ -10.36% (-317) YoY -32.80% (-1.3K)	All Managers (Combined)	$334.4K	0.0% ($334.4K/$1.6B)	QoQ -14.96% (-$58.9K) YoY -28.90% (-$136.0K)
(cusip78463X509)✕	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$297.1K	0.0% ($297.1K/$1.6B)	QoQ NEW(+$297.1K) YoY NEW(+$297.1K)
(cusip78468R853)✕	7.2K	QoQ NEW(+7.2K) YoY NEW(+7.2K)	All Managers (Combined)	$292.2K	0.0% ($292.2K/$1.6B)	QoQ NEW(+$292.2K) YoY NEW(+$292.2K)
(cusip464288513)✕	3.7K	QoQ -29.01% (-1.5K) YoY -45.16% (-3.0K)	All Managers (Combined)	$292.1K	0.0% ($292.1K/$1.6B)	QoQ -28.78% (-$118.0K) YoY -44.33% (-$232.7K)
SPDR GOLD TRUST(GLDcusip78463V107)	962	QoQ NEW(+962) YoY NEW(+962)	All Managers (Combined)	$277.2K	0.0% ($277.2K/$1.6B)	QoQ NEW(+$277.2K) YoY NEW(+$277.2K)
(VHTcusip92204A504)	1.0K	QoQ NEW(+1.0K) YoY NEW(+1.0K)	All Managers (Combined)	$274.1K	0.0% ($274.1K/$1.6B)	QoQ NEW(+$274.1K) YoY NEW(+$274.1K)
(cusip464289867)✕	4.7K	QoQ -4.14% (-205) YoY -31.88% (-2.2K)	All Managers (Combined)	$272.8K	0.0% ($272.8K/$1.6B)	QoQ -3.72% (-$10.6K) YoY -29.55% (-$114.5K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$249.6K	0.0% ($249.6K/$1.6B)	QoQ NEW(+$249.6K) YoY NEW(+$249.6K)
(cusip78464A847)✕	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$248.4K	0.0% ($248.4K/$1.6B)	QoQ NEW(+$248.4K) YoY NEW(+$248.4K)
(cusip233051432)✕	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$247.3K	0.0% ($247.3K/$1.6B)	QoQ NEW(+$247.3K) YoY NEW(+$247.3K)
(VYMcusip921946406)	1.9K	QoQ NEW(+1.9K) YoY -13.11% (-287)	All Managers (Combined)	$245.1K	0.0% ($245.1K/$1.6B)	QoQ NEW(+$245.1K) YoY -7.40% (-$19.6K)
(cusip887432342)✕	6.6K	QoQ +0.24% (-16) YoY +19.71% (+1.1K)	All Managers (Combined)	$243.7K	0.0% ($243.7K/$1.6B)	QoQ -4.93% (-$12.7K) YoY +20.81% (+$42.0K)
AFLAC INC(AFLcusip001055102)	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$242.3K	0.0% ($242.3K/$1.6B)	QoQ NEW(+$242.3K) YoY NEW(+$242.3K)
(VGTcusip92204A702)	445	QoQ NEW(+445) YoY NEW(+445)	All Managers (Combined)	$241.4K	0.0% ($241.4K/$1.6B)	QoQ NEW(+$241.4K) YoY NEW(+$241.4K)
(cusip78464A656)✕	9.0K	QoQ -27.07% (-3.3K) YoY -41.71% (-6.4K)	All Managers (Combined)	$237.6K	0.0% ($237.6K/$1.6B)	QoQ -23.99% (-$75.0K) YoY -39.98% (-$158.4K)
(cusip97717W588)✕	3.9K	QoQ NEW(+3.9K) YoY NEW(+3.9K)	All Managers (Combined)	$233.4K	0.0% ($233.4K/$1.6B)	QoQ NEW(+$233.4K) YoY NEW(+$233.4K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	924	QoQ NEW(+924) YoY NEW(+924)	All Managers (Combined)	$229.7K	0.0% ($229.7K/$1.6B)	QoQ NEW(+$229.7K) YoY NEW(+$229.7K)
ENTERGY CORP /DE/(ETRcusip29364G103)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$225.3K	0.0% ($225.3K/$1.6B)	QoQ NEW(+$225.3K) YoY NEW(+$225.3K)
YUM BRANDS INC(YUMcusip988498101)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$223.9K	0.0% ($223.9K/$1.6B)	QoQ NEW(+$223.9K) YoY NEW(+$223.9K)