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 8 of 8

Sort by:

46434V407

Shares:5.2K

Value:$222.2K

% of Portfolio:0.0% ($222.2K/$1.6B)

DOCUSIGN, INC.

DOCU|256163106

Shares:2.7K

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$1.6B)

46434G103

IEMG|46434G103

Shares:4.1K

Value:$220.4K

% of Portfolio:0.0% ($220.4K/$1.6B)

DOVER Corp

DOV|260003108

Shares:1.2K

Value:$210.6K

% of Portfolio:0.0% ($210.6K/$1.6B)

FASTENAL CO

FAST|311900104

Shares:2.7K

Value:$209.5K

% of Portfolio:0.0% ($209.5K/$1.6B)

ConnectOne Bancorp, Inc.

CNOB|20786W107

Shares:8.3K

Value:$201.9K

% of Portfolio:0.0% ($201.9K/$1.6B)

CION Investment Corp

CION|17259U204

Shares:11.7K

Value:$121.0K

% of Portfolio:0.0% ($121.0K/$1.6B)

125525527

Shares:18.2K

Value:$4.6K

% of Portfolio:0.0% ($4.6K/$1.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V407)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$222.2K	0.0% ($222.2K/$1.6B)	QoQ NEW(+$222.2K) YoY NEW(+$222.2K)
DOCUSIGN, INC.(DOCUcusip256163106)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$1.6B)	QoQ NEW(+$221.2K) YoY NEW(+$221.2K)
(IEMGcusip46434G103)	4.1K	QoQ -9.40% (-424) YoY -25.83% (-1.4K)	All Managers (Combined)	$220.4K	0.0% ($220.4K/$1.6B)	QoQ -6.36% (-$15.0K) YoY -22.42% (-$63.7K)
DOVER Corp(DOVcusip260003108)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$210.6K	0.0% ($210.6K/$1.6B)	QoQ NEW(+$210.6K) YoY NEW(+$210.6K)
FASTENAL CO(FASTcusip311900104)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$209.5K	0.0% ($209.5K/$1.6B)	QoQ NEW(+$209.5K) YoY NEW(+$209.5K)
ConnectOne Bancorp, Inc.(CNOBcusip20786W107)	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$201.9K	0.0% ($201.9K/$1.6B)	QoQ NEW(+$201.9K) YoY NEW(+$201.9K)
CION Investment Corp(CIONcusip17259U204)	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$121.0K	0.0% ($121.0K/$1.6B)	QoQ NEW(+$121.0K) YoY NEW(+$121.0K)
(cusip125525527)✕	18.2K	QoQ NEW(+18.2K) YoY NEW(+18.2K)	All Managers (Combined)	$4.6K	0.0% ($4.6K/$1.6B)	QoQ NEW(+$4.6K) YoY NEW(+$4.6K)