Efficient Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Efficient Advisors, LLC reported 61 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 Vanguard Total Bond Market (BND, 6.7%) and VG Morningstar TS MKT ETF-US (VTI, 6.6%). Compared with Q4 2024, it sold out of 5, added to 14 and reduced 47. The biggest buy was Vanguard Total Bond Market (BND, shares +1%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −1%).
- Most Recent 13F
- Q1 2026
- Location
- BEAVERTON, OR
- CIK
- 0001542164
- Portfolio Value
- $1.5B (Q1 2025)
- SEC Filing
- 0001765380-25-000168 ↗ filed May 6, 2025
Holdings Value
Holdings 61 stocks · $1.5B
| VBR Vngrd Mrngst SL-CP Val ETF-U | 6.89% | 567,895 | $105.8M | Add +2.8% |
| BND Vanguard Total Bond Market | 6.72% | 1,404,135 | $103.1M | Add +1.0% |
| VTI VG Morningstar TS MKT ETF-US | 6.61% | 369,452 | $101.5M | Reduce -0.7% |
| BIV Vanguard Intermediate-Term B | 6.40% | 1,283,302 | $98.3M | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 6.09% | 541,239 | $93.5M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 5.81% | 173,629 | $89.2M | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 5.78% | 399,930 | $88.7M | Add +2.1% |
| BSV Vanguard Short-Term Bond ETF | 4.06% | 797,399 | $62.4M | Reduce -1.1% |
| AGG iShares Core U.S. Aggregate | 3.93% | 609,875 | $60.3M | Reduce -1.9% |
| VEU Vanguard Ftse All-World Ex-U | 3.57% | 904,069 | $54.8M | Reduce -3.3% |
| VNQ Vanguard Real Estate ETF | 3.08% | 522,760 | $47.3M | Add +4.3% |
| DFAC Dimensional US Core Equity 2 | 3.07% | 1,430,630 | $47.2M | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 2.74% | 676,926 | $42.0M | Reduce -2.3% |
| VSS Vanguard Ftse All Wo X-US SC | 2.73% | 362,150 | $41.9M | Add +0.2% |
| VGK Vanguard Ftse Europe ETF | 2.69% | 589,112 | $41.4M | Reduce -5.9% |
| VEA Vanguard Ftse Developed ETF | 2.65% | 800,465 | $40.7M | Reduce -3.2% |
| VPL Vanguard Ftse Pacific ETF | 2.60% | 551,630 | $40.0M | Reduce -0.2% |
| DFIC Dimensional International Co. | 2.52% | 1,395,395 | $38.8M | Reduce -2.4% |
| DUHP Dimensional US High Profi Et | 2.50% | 1,158,622 | $38.4M | Reduce -1.2% |
| VTIP Vanguard Short-Term Tips | 2.10% | 647,679 | $32.3M | Reduce -0.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 2.09% | 406,131 | $32.1M | Add +0.3% |
| BNDX Vanguard Total Intl Bond ETF | 2.07% | 650,661 | $31.8M | Add +1.5% |
| VWO Vanguard Ftse Emerging Marke | 1.87% | 635,318 | $28.8M | Reduce -0.4% |
| DFIS Dimensional International SM | 1.73% | 1,027,694 | $26.6M | Reduce -1.1% |
| AVDV Avantis Intl S/C Value ETF | 1.37% | 302,579 | $21.1M | Reduce -11.4% |
| VGSH Vanguard Short-Term Treasury | 1.36% | 355,466 | $20.9M | Add +2.8% |
| DIHP Dimensional International Hi | 0.99% | 562,745 | $15.2M | Reduce -3.5% |
| DFAE Dimensional Emerging Core Eq | 0.80% | 471,540 | $12.2M | Reduce -0.8% |
| DGS Wisdomtree Em Small Cap | 0.59% | 187,718 | $9.1M | Reduce -3.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.44% | 81,812 | $6.8M | Reduce -10.2% |
| TILT NT Mstar US Ftilt ETF | 0.43% | 32,446 | $6.7M | Reduce -20.8% |
| IVE iShares S&P 500 Value ETF | 0.43% | 34,570 | $6.6M | Reduce -18.9% |
| EFV iShares MSCI Eafe Value ETF | 0.37% | 96,080 | $5.7M | Reduce -24.5% |
| DFAT Dimensional US Target Value | 0.36% | 106,807 | $5.5M | Reduce -5.7% |
| DFAS Dimensional US Small Cap ETF | 0.35% | 90,560 | $5.4M | Reduce -5.9% |
| TLTD NT Dev Exus Ftilt ETF | 0.33% | 68,187 | $5.1M | Reduce -25.2% |
| EFA iShares MSCI Eafe ETF | 0.20% | 37,315 | $3.0M | Reduce -22.4% |
| IVV iShares Core S&P 500 ETF | 0.19% | 5,085 | $2.9M | Reduce -17.3% |
| DISV Dimensional International SM | 0.17% | 91,326 | $2.7M | Reduce -10.0% |
| IWC iShares Micro-Cap ETF | 0.17% | 23,583 | $2.6M | Reduce -20.0% |
| WTMF Wisdomtree MGD Futures Strat | 0.14% | 62,312 | $2.1M | Reduce -11.5% |
| VT Vanguard Tot World STK ETF | 0.13% | 17,544 | $2.0M | Reduce -0.7% |
| SUB iShares Short-Term National | 0.13% | 18,624 | $2.0M | Reduce -12.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.12% | 28,138 | $1.8M | Reduce -22.8% |
| EEM iShares MSCI Emerging Market | 0.11% | 40,030 | $1.7M | Reduce -22.6% |
| TLTE NT Emg MKTS Ftilt ETF | 0.07% | 19,632 | $1.0M | Reduce -23.8% |
| MUB iShares National Muni Bond E | 0.06% | 8,378 | $883K | Reduce -10.9% |
| RWO State Street SPDR Dow Jones | 0.06% | 20,197 | $881K | Reduce -18.9% |
| AOA iShares Core 80/20 Aggressiv | 0.04% | 7,571 | $579K | Reduce -17.6% |
| IWL iShares Russell Top 200 ETF | 0.04% | 3,985 | $548K | Reduce -9.6% |
| GWX State Street SPDR S&P Intern | 0.03% | 16,081 | $514K | Reduce -25.6% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.03% | 12,038 | $511K | Add +0.3% |
| TPIF Timothy Plan Intl ETF | 0.03% | 17,561 | $505K | Add +0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.03% | 1,930 | $496K | Reduce -9.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.02% | 4,938 | $374K | Reduce -11.8% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 2,741 | $334K | Reduce -10.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.02% | 3,702 | $292K | Reduce -29.0% |
| AOR iShares Core 60/40 Balanced | 0.02% | 4,739 | $273K | Reduce -4.2% |
| TPSC Timothy Plan US Small Cap Co. | 0.02% | 6,581 | $244K | Add +0.2% |
| SPIP SS SPDR P Tips ETF | 0.02% | 9,009 | $238K | Reduce -27.1% |
| IEMG iShares Core MSCI Emerging | 0.01% | 4,083 | $220K | Reduce -9.4% |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.7% | 6.61% | −0.33 |
| VOO Vanguard S&P 500 ETF | Reduce -1.3% | 5.81% | −0.29 |
| TILT NT Mstar US Ftilt ETF | Reduce -20.8% | 0.43% | −0.13 |
| IVE iShares S&P 500 Value ETF | Reduce -18.9% | 0.43% | −0.09 |
| IWC iShares Micro-Cap ETF | Reduce -20.0% | 0.17% | −0.08 |
| TLTD NT Dev Exus Ftilt ETF | Reduce -25.2% | 0.33% | −0.07 |
| EFV iShares MSCI Eafe Value ETF | Reduce -24.5% | 0.37% | −0.06 |
| AVDV Avantis Intl S/C Value ETF | Reduce -11.4% | 1.37% | −0.06 |
| DUHP Dimensional US High Profi Et | Reduce -1.2% | 2.50% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Reduce -5.9% | 0.35% | −0.05 |
| DFAT Dimensional US Target Value | Reduce -5.7% | 0.36% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -17.3% | 0.19% | −0.05 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -10.2% | 0.44% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -22.4% | 0.20% | −0.04 |
| DFUS Dimensional US Eq MKT ETF | Sold out | 0.00% | −0.03 |
| DFUV Dimensional US Marketwide Va | Sold out | 0.00% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -22.8% | 0.12% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -22.6% | 0.11% | −0.03 |
| WTMF Wisdomtree MGD Futures Strat | Reduce -11.5% | 0.14% | −0.02 |
| DGS Wisdomtree Em Small Cap | Reduce -3.0% | 0.59% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.02 |
| TLTE NT Emg MKTS Ftilt ETF | Reduce -23.8% | 0.07% | −0.02 |
| SUB iShares Short-Term National | Reduce -12.1% | 0.13% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Sold out | 0.00% | −0.01 |
| RWO State Street SPDR Dow Jones | Reduce -18.9% | 0.06% | −0.01 |
| GWX State Street SPDR S&P Intern | Reduce -25.6% | 0.03% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -17.6% | 0.04% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -29.0% | 0.02% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -10.9% | 0.06% | −0.01 |
| IWL iShares Russell Top 200 ETF | Reduce -9.6% | 0.04% | −0.01 |
| SPIP SS SPDR P Tips ETF | Reduce -27.1% | 0.02% | −0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -9.1% | 0.03% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -10.4% | 0.02% | −0.00 |
| VT Vanguard Tot World STK ETF | Reduce -0.7% | 0.13% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -11.8% | 0.02% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -9.4% | 0.01% | −0.00 |
| AOR iShares Core 60/40 Balanced | Reduce -4.2% | 0.02% | −0.00 |
| DISV Dimensional International SM | Reduce -10.0% | 0.17% | −0.00 |
| DFAE Dimensional Emerging Core Eq | Reduce -0.8% | 0.80% | +0.02 |
| DIHP Dimensional International Hi | Reduce -3.5% | 0.99% | +0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -1.9% | 3.93% | +0.05 |
| BSV Vanguard Short-Term Bond ETF | Reduce -1.1% | 4.06% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.4% | 1.87% | +0.06 |
| VPL Vanguard Ftse Pacific ETF | Reduce -0.2% | 2.60% | +0.07 |
| VTIP Vanguard Short-Term Tips | Reduce -0.5% | 2.10% | +0.08 |
| DFIS Dimensional International SM | Reduce -1.1% | 1.73% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -3.2% | 2.65% | +0.10 |
| VXUS Vanguard Total Intl Stock | Reduce -2.3% | 2.74% | +0.11 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.3% | 3.57% | +0.12 |
Portfolio Buys Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | Add +1.0% | 6.72% | +0.28 |
| BIV Vanguard Intermediate-Term B | Add +0.2% | 6.40% | +0.24 |
| VNQ Vanguard Real Estate ETF | Add +4.3% | 3.08% | +0.21 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.1% | 6.09% | +0.19 |
| VGSH Vanguard Short-Term Treasury | Add +2.8% | 1.36% | +0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.2% | 2.73% | +0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.3% | 2.09% | +0.05 |
| BNDX Vanguard Total Intl Bond ETF | Add +1.5% | 2.07% | +0.04 |
| TPIF Timothy Plan Intl ETF | Add +0.3% | 0.03% | +0.00 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +0.3% | 0.03% | +0.00 |
| TPSC Timothy Plan US Small Cap Co. | Add +0.2% | 0.02% | −0.00 |
| DFAC Dimensional US Core Equity 2 | Add +1.3% | 3.07% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.8% | 6.89% | −0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.1% | 5.78% | −0.29 |
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 |