Efficient Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 5, 2024), Efficient Advisors, LLC reported 66 stock positions worth $1.5 billion. Its top holding was Vngrd Mrngst SL-CP Val ETF-U (VBR) at 6.9% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 6.9%) and Vanguard Total Bond Market (BND, 6.2%). Compared with Q1 2024, it sold out of 2, added to 24 and reduced 42. The biggest buy was Vanguard Total Bond Market (BND, shares +5%) and the biggest sale Vngrd Mrngst SL-CP Val ETF-U (VBR, shares −2%).
- Most Recent 13F
- Q1 2026
- Location
- BEAVERTON, OR
- CIK
- 0001542164
- Portfolio Value
- $1.5B (Q2 2024)
- SEC Filing
- 0001765380-24-000272 ↗ filed Aug 5, 2024
Holdings Value
Holdings 66 stocks · $1.5B
| VBR Vngrd Mrngst SL-CP Val ETF-U | 6.93% | 585,468 | $106.9M | Reduce -2.0% |
| VTI VG Morningstar TS MKT ETF-US | 6.88% | 396,238 | $106.0M | Add +0.1% |
| BND Vanguard Total Bond Market | 6.23% | 1,333,768 | $96.1M | Add +4.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.10% | 431,021 | $94.0M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 6.07% | 187,211 | $93.6M | Reduce -0.2% |
| BIV Vanguard Intermediate-Term B | 6.02% | 1,239,314 | $92.8M | Add +4.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.01% | 577,409 | $92.6M | Add +0.6% |
| AGG iShares Core U.S. Aggregate | 4.15% | 659,300 | $64.0M | Reduce -6.5% |
| BSV Vanguard Short-Term Bond ETF | 4.11% | 826,875 | $63.4M | Reduce -1.4% |
| VEU Vanguard Ftse All-World Ex-U | 3.33% | 875,682 | $51.3M | Add +0.8% |
| DFAC Dimensional US Core Equity 2 | 2.93% | 1,401,548 | $45.2M | Reduce -1.5% |
| VNQ Vanguard Real Estate ETF | 2.93% | 538,671 | $45.1M | Add +7.0% |
| VSS Vanguard Ftse All Wo X-US SC | 2.57% | 337,450 | $39.6M | Add +0.4% |
| VXUS Vanguard Total Intl Stock | 2.55% | 650,914 | $39.3M | Add +1.2% |
| VPL Vanguard Ftse Pacific ETF | 2.51% | 522,212 | $38.7M | Add +5.0% |
| VEA Vanguard Ftse Developed ETF | 2.47% | 769,308 | $38.0M | Add +1.9% |
| VGK Vanguard Ftse Europe ETF | 2.43% | 561,962 | $37.5M | Reduce -0.1% |
| DUHP Dimensional US High Profi Et | 2.37% | 1,142,414 | $36.5M | Add +0.6% |
| DFIC Dimensional International Co. | 2.15% | 1,258,511 | $33.1M | Reduce -0.6% |
| VTIP Vanguard Short-Term Tips | 1.96% | 621,349 | $30.2M | Add +2.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.95% | 389,168 | $30.1M | Add +4.3% |
| BNDX Vanguard Total Intl Bond ETF | 1.95% | 617,126 | $30.0M | Add +4.2% |
| VWO Vanguard Ftse Emerging Marke | 1.76% | 619,879 | $27.1M | Reduce -0.9% |
| DFIS Dimensional International SM | 1.47% | 922,636 | $22.7M | Reduce -2.1% |
| AVDV Avantis Intl S/C Value ETF | 1.46% | 345,773 | $22.5M | Reduce -12.5% |
| TILT NT Mstar US Ftilt ETF | 1.41% | 108,746 | $21.7M | Reduce -7.1% |
| VGSH Vanguard Short-Term Treasury | 1.24% | 329,946 | $19.1M | Reduce -4.2% |
| TLTD NT Dev Exus Ftilt ETF | 0.99% | 218,989 | $15.3M | Reduce -5.9% |
| DIHP Dimensional International Hi | 0.86% | 501,088 | $13.2M | Add +2.5% |
| DFAE Dimensional Emerging Core Eq | 0.70% | 416,875 | $10.8M | Reduce -0.9% |
| DGS Wisdomtree Em Small Cap | 0.62% | 185,993 | $9.6M | Reduce -8.3% |
| IVE iShares S&P 500 Value ETF | 0.60% | 50,819 | $9.2M | Reduce -16.7% |
| SHY iShares 1-3 Year Treasury Bo | 0.57% | 107,005 | $8.7M | Reduce -12.2% |
| EFV iShares MSCI Eafe Value ETF | 0.48% | 139,373 | $7.4M | Reduce -16.9% |
| DFAT Dimensional US Target Value | 0.29% | 85,248 | $4.4M | Add +21.3% |
| DFAS Dimensional US Small Cap ETF | 0.28% | 73,058 | $4.4M | Add +21.9% |
| IVV iShares Core S&P 500 ETF | 0.27% | 7,699 | $4.2M | Reduce -19.7% |
| IWC iShares Micro-Cap ETF | 0.27% | 36,143 | $4.1M | Reduce -16.0% |
| EFA iShares MSCI Eafe ETF | 0.25% | 49,956 | $3.9M | Reduce -15.3% |
| TLTE NT Emg MKTS Ftilt ETF | 0.21% | 61,204 | $3.3M | Reduce -7.0% |
| RWO State Street SPDR Dow Jones | 0.17% | 64,530 | $2.7M | Reduce -1.4% |
| SUB iShares Short-Term National | 0.17% | 24,514 | $2.6M | Reduce -8.6% |
| WTMF Wisdomtree MGD Futures Strat | 0.16% | 69,414 | $2.5M | Reduce -20.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.16% | 39,661 | $2.4M | Reduce -16.4% |
| EEM iShares MSCI Emerging Market | 0.16% | 56,798 | $2.4M | Reduce -17.9% |
| VT Vanguard Tot World STK ETF | 0.14% | 19,565 | $2.2M | Add +3.1% |
| DISV Dimensional International SM | 0.12% | 67,924 | $1.8M | Add +17.4% |
| MUB iShares National Muni Bond E | 0.08% | 11,044 | $1.2M | Reduce -7.7% |
| AOA iShares Core 80/20 Aggressiv | 0.05% | 10,171 | $761K | Reduce -6.0% |
| GWX State Street SPDR S&P Intern | 0.04% | 20,834 | $661K | Reduce -13.9% |
| IWL iShares Russell Top 200 ETF | 0.04% | 4,891 | $655K | Reduce -20.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 2,345 | $585K | Reduce -20.1% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 6,744 | $520K | Reduce -0.1% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.03% | 11,928 | $484K | Add +8.2% |
| TPIF Timothy Plan Intl ETF | 0.03% | 17,319 | $459K | Add +13.2% |
| DFUS Dimensional US Eq MKT ETF | 0.03% | 7,182 | $423K | Reduce -2.9% |
| DFUV Dimensional US Marketwide Va | 0.03% | 10,580 | $415K | Reduce -1.4% |
| ITOT iShares Core S&P Total U.S. | 0.03% | 3,488 | $414K | Reduce -14.5% |
| SPIP SS SPDR P Tips ETF | 0.03% | 15,506 | $394K | Add +0.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 5,369 | $390K | Reduce -17.5% |
| VCIT Vanguard Int-Term Corporate | 0.02% | 4,760 | $380K | Add +0.7% |
| AOR iShares Core 60/40 Balanced | 0.02% | 6,193 | $349K | Reduce -11.0% |
| DHS Wisdomtree US High Dividend | 0.02% | 2,949 | $249K | Reduce -3.9% |
| VYM Vanguard High DVD Yield ETF | 0.02% | 2,101 | $249K | Reduce -4.0% |
| IEMG iShares Core MSCI Emerging | 0.02% | 4,428 | $237K | Reduce -19.6% |
| TPSC Timothy Plan US Small Cap Co. | 0.01% | 6,521 | $232K | Add +18.6% |
Portfolio Sells Q1 2024 → Q2 2024
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.0% | 6.93% | −0.42 |
| AGG iShares Core U.S. Aggregate | Reduce -6.5% | 4.15% | −0.28 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.6% | 6.10% | −0.26 |
| AVDV Avantis Intl S/C Value ETF | Reduce -12.5% | 1.46% | −0.21 |
| IVE iShares S&P 500 Value ETF | Reduce -16.7% | 0.60% | −0.13 |
| EFV iShares MSCI Eafe Value ETF | Reduce -16.9% | 0.48% | −0.11 |
| TILT NT Mstar US Ftilt ETF | Reduce -7.1% | 1.41% | −0.08 |
| TLTD NT Dev Exus Ftilt ETF | Reduce -5.9% | 0.99% | −0.08 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -12.2% | 0.57% | −0.07 |
| IWC iShares Micro-Cap ETF | Reduce -16.0% | 0.27% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -19.7% | 0.27% | −0.05 |
| EFA iShares MSCI Eafe ETF | Reduce -15.3% | 0.25% | −0.05 |
| WTMF Wisdomtree MGD Futures Strat | Reduce -20.5% | 0.16% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Reduce -4.2% | 1.24% | −0.04 |
| DFIS Dimensional International SM | Reduce -2.1% | 1.47% | −0.04 |
| DGS Wisdomtree Em Small Cap | Reduce -8.3% | 0.62% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -16.4% | 0.16% | −0.03 |
| DFIC Dimensional International Co. | Reduce -0.6% | 2.15% | −0.03 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -17.9% | 0.16% | −0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Sold out | 0.00% | −0.02 |
| SUB iShares Short-Term National | Reduce -8.6% | 0.17% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.4% | 4.11% | −0.01 |
| GWX State Street SPDR S&P Intern | Reduce -13.9% | 0.04% | −0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -20.1% | 0.04% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -20.1% | 0.04% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -7.7% | 0.08% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -1.4% | 0.17% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -17.5% | 0.03% | −0.01 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -7.0% | 0.21% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -14.5% | 0.03% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -19.6% | 0.02% | −0.00 |
| AOR iShares Core 60/40 Balanced | Reduce -11.0% | 0.02% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -6.0% | 0.05% | −0.00 |
| DFUV Dimensional US Marketwide Va | Reduce -1.4% | 0.03% | −0.00 |
| DHS Wisdomtree US High Dividend | Reduce -3.9% | 0.02% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.0% | 0.02% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.1% | 0.03% | +0.00 |
| DFUS Dimensional US Eq MKT ETF | Reduce -2.9% | 0.03% | +0.00 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.1% | 2.43% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Reduce -1.5% | 2.93% | +0.01 |
| DFAE Dimensional Emerging Core Eq | Reduce -0.9% | 0.70% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 1.76% | +0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 6.07% | +0.29 |
Portfolio Buys Q1 2024 → Q2 2024
| BND Vanguard Total Bond Market | Add +4.7% | 6.23% | +0.30 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 6.88% | +0.28 |
| BIV Vanguard Intermediate-Term B | Add +4.3% | 6.02% | +0.28 |
| VNQ Vanguard Real Estate ETF | Add +7.0% | 2.93% | +0.13 |
| VTIP Vanguard Short-Term Tips | Add +2.9% | 1.96% | +0.10 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.3% | 1.95% | +0.10 |
| VPL Vanguard Ftse Pacific ETF | Add +5.0% | 2.51% | +0.09 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.2% | 1.95% | +0.08 |
| DUHP Dimensional US High Profi Et | Add +0.6% | 2.37% | +0.07 |
| VEU Vanguard Ftse All-World Ex-U | Add +0.8% | 3.33% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +1.2% | 2.55% | +0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.4% | 2.57% | +0.05 |
| DFAS Dimensional US Small Cap ETF | Add +21.9% | 0.28% | +0.05 |
| DFAT Dimensional US Target Value | Add +21.3% | 0.29% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 2.47% | +0.04 |
| DISV Dimensional International SM | Add +17.4% | 0.12% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 6.01% | +0.01 |
| DIHP Dimensional International Hi | Add +2.5% | 0.86% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +3.1% | 0.14% | +0.01 |
| TPIF Timothy Plan Intl ETF | Add +13.2% | 0.03% | +0.00 |
| TPSC Timothy Plan US Small Cap Co. | Add +18.6% | 0.01% | +0.00 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +8.2% | 0.03% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +0.7% | 0.02% | +0.00 |
| SPIP SS SPDR P Tips ETF | Add +0.3% | 0.03% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 58 | $1.4B | BND, BIV, VTI, VOO, VTV |
| Q4 2025Amended | 58 | $1.7B | VTI, VBR, VOO, BND, VTV |
| Q3 2025 | 58 | $1.8B | VBR, VTI, VOO, BND, VB |
| Q2 2025 | 96 | $1.7B | VBR, VTI, BND, VOO, VB |
| Q1 2025Amended | 61 | $1.5B | VBR, BND, VTI, BIV, VTV |
| Q4 2024 | 66 | $1.6B | VBR, VTI, BND, BIV, VOO |
| Q3 2024 | 66 | $1.6B | VBR, VTI, BND, VB, VTV |
| Q2 2024 | 66 | $1.5B | VBR, VTI, BND, VB, VOO |
| Q1 2024 | 68 | $1.6B | VBR, VTI, VB, VTV, BND |