AI Portfolio Summary
In 2026 Q1, Efficient Advisors, LLC maintained a portfolio of 58 distinct positions. They heavily accumulated shares in VANGUARD BD INDEX FD, increasing their position by 2.1%. The fund also reduced its exposure to VANGUARD SCOTTSDALE by 53.6%.
Total Positions
58
Quarter
2026 Q1
Top Holding
BND (8.1%)
Top 10 Concentration
60.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 58
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 8.07% | 6.54% |
#1
3
Prev: #4
|
5.7 | 31,866 | 2.1% |
P
S
|
1,543,560 | $113,667,760 |
$64.73
+13.7%
|
2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | ||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 7.75% | 6.24% |
#2
5
Prev: #7
|
5.1 | 42,419 | 3.1% |
P
S
|
1,414,410 | $109,164,141 |
$76.21
+0.8%
|
2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | ||
|
VTI
VANGUARD INDEX ...
|
ETF | 7.57% | 7.35% |
#3
2
Prev: #1
|
4.5 | -43,252 | -11.5% |
P
S
|
332,381 | $106,631,164 |
$202.31
+60.0%
|
2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 6.89% | 6.56% |
#4
1
Prev: #3
|
3.8 | -16,952 | -9.5% |
P
S
|
162,324 | $96,996,561 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 6.88% | 6.50% |
#5
Prev: #5
|
3.8 | -88,839 | -15.2% |
P
S
|
494,023 | $96,927,385 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 6.14% | 7.02% |
#6
4
Prev: #2
|
2.5 | -170,053 | -29.9% |
P
S
|
397,932 | $86,450,645 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 5.88% | 6.31% |
#7
1
Prev: #6
|
2.4 | -102,548 | -24.5% |
P
S
|
316,200 | $82,819,142 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 3.86% | 3.78% |
#8
Prev: #8
|
2.0 | -157,055 | -17.8% |
P
S
|
723,486 | $54,333,805 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 3.56% | 3.55% |
#9
Prev: #9
|
1.9 | -131,330 | -17.0% |
P
S
|
639,290 | $50,126,697 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 3.39% | 3.13% |
#10
Prev: #10
|
1.9 | -68,847 | -11.3% |
P
S
|
537,829 | $47,705,472 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VSS
VANGUARD INTL E...
|
ETF | 2.97% | 2.94% |
#11
1
Prev: #12
|
1.7 | -64,121 | -18.3% |
P
S
|
287,104 | $41,856,874 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.87% | 2.84% |
#12
3
Prev: #15
|
1.6 | -149,726 | -19.2% |
P
S
|
630,007 | $40,370,831 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 2.86% | 2.86% |
#13
1
Prev: #14
|
1.6 | -96,907 | -16.6% |
P
S
|
488,451 | $40,263,024 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VPL
VANGUARD INTL E...
|
ETF | 2.83% | 2.79% |
#14
3
Prev: #17
|
1.1 | -120,248 | -22.8% |
P
S
|
408,006 | $39,874,384 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 2.80% | 2.81% |
#15
1
Prev: #16
|
1.1 | -127,945 | -20.0% |
P
S
|
511,013 | $39,404,196 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 2.62% | 2.06% |
#16
5
Prev: #21
|
1.5 | 25,780 | 3.6% |
P
S
|
738,954 | $36,910,745 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 2.59% | 2.07% |
#17
3
Prev: #20
|
1.5 | 14,763 | 3.3% |
P
S
|
459,757 | $36,444,947 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 2.56% | 2.04% |
#18
4
Prev: #22
|
1.5 | 27,412 | 3.8% |
P
S
|
751,540 | $36,111,473 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFAC
DIMENSIONAL ETF...
|
ETF | 2.16% | 3.06% |
#19
8
Prev: #11
|
0.9 | -543,906 | -41.0% |
P
S
|
782,273 | $30,399,116 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 2.03% | 1.93% |
#20
3
Prev: #23
|
1.3 | -86,761 | -14.1% |
P
S
|
528,677 | $28,575,015 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DUHP
DIMENSIONAL ETF...
|
ETF | 1.87% | 2.51% |
#21
3
Prev: #18
|
0.7 | -414,462 | -36.7% |
P
S
|
715,575 | $26,304,541 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AGG
ISHARES TR
|
ETF | 1.85% | 2.88% |
#22
9
Prev: #13
|
0.7 | -231,681 | -46.8% |
P
S
|
262,936 | $26,101,655 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 1.63% | 2.35% |
#23
4
Prev: #19
|
0.7 | -523,802 | -44.8% |
P
S
|
646,208 | $22,959,776 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFIS
DIMENSIONAL ETF...
|
Bond/Debt | 1.07% | 1.62% |
#24
Prev: #24
|
0.4 | -393,496 | -46.8% |
P
S
|
447,277 | $15,059,830 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.78% | 1.09% |
#25
Prev: #25
|
0.3 | -89,261 | -44.8% |
P
S
|
110,143 | $10,998,908 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.69% | 0.57% |
#26
3
Prev: #29
|
0.8 | -10,141 | -6.1% |
P
S
|
155,140 | $9,688,500 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.68% | 0.94% |
#27
Prev: #27
|
0.3 | -209,237 | -41.3% |
P
S
|
297,727 | $9,592,775 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.67% | 0.57% |
#28
2
Prev: #30
|
0.8 | -5,334 | -3.8% |
P
S
|
133,608 | $9,503,537 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.61% | 1.08% |
#29
3
Prev: #26
|
0.2 | -168,502 | -53.6% |
P
S
|
145,860 | $8,538,673 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 0.60% | 0.78% |
#30
2
Prev: #28
|
0.2 | -161,904 | -39.3% |
P
S
|
250,564 | $8,484,082 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IVE
ISHARES TR
|
ETF | 0.39% | 0.33% |
#31
1
Prev: #32
|
0.7 | -820 | -3.1% |
P
S
|
25,815 | $5,450,853 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
EFV
ISHARES TR
|
ETF | 0.32% | 0.28% |
#32
2
Prev: #34
|
0.6 | -6,568 | -9.7% |
P
S
|
61,256 | $4,554,401 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DGS
WISDOMTREE TR
|
ETF | 0.29% | 0.47% |
#33
2
Prev: #31
|
0.1 | -71,958 | -51.1% |
P
S
|
68,935 | $4,142,995 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
DISV
DIMENSIONAL ETF...
|
Bond/Debt | 0.29% | 0.25% |
#34
1
Prev: #35
|
0.6 | -10,490 | -9.2% |
P
S
|
103,718 | $4,090,644 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SHY
ISHARES TR
|
ETF | 0.26% | 0.30% |
#35
2
Prev: #33
|
0.1 | -17,015 | -27.4% |
P
S
|
44,994 | $3,715,193 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
TILT
FLEXSHARES TR
|
ETF | 0.26% | 0.24% |
#36
Prev: #36
|
0.6 | -1,606 | -9.6% |
P
S
|
15,055 | $3,633,864 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWC
ISHARES TR
|
ETF | 0.18% | 0.16% |
#37
1
Prev: #38
|
0.6 | -1,469 | -8.4% |
P
S
|
16,006 | $2,554,748 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IVV
ISHARES TR
|
ETF | 0.18% | 0.17% |
#38
1
Prev: #37
|
0.6 | -443 | -10.3% |
P
S
|
3,838 | $2,507,248 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
EFA
ISHARES TR
|
ETF | 0.16% | 0.14% |
#39
Prev: #39
|
0.6 | -2,532 | -9.9% |
P
S
|
23,165 | $2,249,986 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
TLTD
FLEXSHARES TR
|
ETF | 0.14% | 0.14% |
#40
Prev: #40
|
0.1 | -5,646 | -21.6% |
P
S
|
20,503 | $1,927,051 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SCZ
ISHARES TR
|
ETF | 0.10% | 0.09% |
#41
1
Prev: #42
|
0.5 | -1,773 | -8.7% |
P
S
|
18,583 | $1,457,066 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
EEM
ISHARES TR
|
ETF | 0.10% | 0.09% |
#42
1
Prev: #43
|
0.5 | -2,720 | -9.9% |
P
S
|
24,664 | $1,400,663 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
WTMF
WISDOMTREE TR
|
ETF | 0.10% | 0.08% |
#43
1
Prev: #44
|
0.5 | 388 | 1.1% |
P
S
|
35,208 | $1,397,276 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.10% | 0.13% |
#44
3
Prev: #41
|
0.0 | -5,793 | -36.9% |
P
S
|
9,906 | $1,370,250 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.05% | 0.04% |
#45
Prev: #45
|
1.0 | no change | no change |
P
S
|
2,214 | $651,270 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IWL
ISHARES TR
|
ETF | 0.04% | 0.04% |
#46
Prev: #46
|
2.0 | 195 | 5.3% |
P
S
|
3,881 | $622,778 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.04% | 0.03% |
#47
Prev: #47
|
0.5 | 77 | 4.3% |
P
S
|
1,884 | $562,889 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
SUB
ISHARES TR
|
ETF | 0.04% | 0.03% |
#48
Prev: #48
|
0.5 | -96 | -1.9% |
P
S
|
5,024 | $535,108 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
RWO
SPDR INDEX SHS ...
|
ETF | 0.03% | 0.03% |
#49
Prev: #49
|
0.5 | -1,374 | -14.0% |
P
S
|
8,460 | $387,212 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 | |||
|
IEFA
ISHARES TR
|
ETF | 0.03% | 0.02% |
#50
1
Prev: #51
|
0.5 | -223 | -5.0% |
P
S
|
4,228 | $382,735 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-04-29 |
Showing 1-50 of 58 holdings