Latest Efficient Advisors, LLC Stock Portfolio
About Efficient Advisors, LLC and 13F Hedge Fund Stock Holdings
Efficient Advisors, LLC is a hedge fund based in MASON, OH. On 13-Apr-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $1.9 Billions. In it's latest 13F Holdings report, Efficient Advisors, LLC reported an equity portfolio of $1.8 Billions as of 30 Sep, 2025.
The top stock holdings of Efficient Advisors, LLC are VB, VB, VB. The fund has invested 7.2% of it's portfolio in VANGUARD INDEX FDS and 7.1% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), PIMCO ETF TR (BOND) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in FLEXSHARES TR (ASET), ISHARES TR (AOA) and ISHARES TR (AAXJ). Efficient Advisors, LLC opened new stock positions in JPMORGAN CHASE & CO. (JPM) and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD CHARLOTTE FDS (BNDX) and VANGUARD MALVERN FDS (VTIP).
The top stock holdings of Efficient Advisors, LLC are VB, VB, VB. The fund has invested 7.2% of it's portfolio in VANGUARD INDEX FDS and 7.1% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SPDR SERIES TRUST (BIL), PIMCO ETF TR (BOND) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in FLEXSHARES TR (ASET), ISHARES TR (AOA) and ISHARES TR (AAXJ). Efficient Advisors, LLC opened new stock positions in JPMORGAN CHASE & CO. (JPM) and ISHARES TR (AOA). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), VANGUARD CHARLOTTE FDS (BNDX) and VANGUARD MALVERN FDS (VTIP).
Efficient Advisors, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| jpmorgan chase & co. | 698,362 |
| ishares tr | 362,131 |
New stocks bought by Efficient Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| dimensional etf trust | 19.68 |
| dimensional etf trust | 18.54 |
| dimensional etf trust | 17.33 |
| vanguard charlotte fds | 9.23 |
| vanguard malvern fds | 9.12 |
| vanguard scottsdale fds | 8.79 |
| dimensional etf trust | 7.55 |
| vanguard bd index fds | 6.85 |
Additions to existing portfolio by Efficient Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| flexshares tr | -30.33 |
| ishares tr | -25.28 |
| flexshares tr | -24.69 |
| ishares tr | -22.27 |
| flexshares tr | -21.27 |
| wisdomtree tr | -19.68 |
| ishares tr | -19.38 |
| spdr index shs fds | -17.25 |
Efficient Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| spdr series trust | -4,031,490 |
| pimco etf tr | -4,013,940 |
| pacer fds tr | -1,709,830 |
| ishares tr | -2,223,640 |
| invesco exchange traded fd t | -1,581,440 |
| first tr exchange traded fd | -1,258,100 |
| etfs gold tr | -874,447 |
| legg mason etf invt | -844,245 |
Efficient Advisors, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| GLD | 16.6 % | |
| IJR | 10.5 % | |
| IJR | 8.0 % | |
| IJR | 7.9 % | |
| IJR | 6.0 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 0.6 M | |
| IJR | 0.4 M | |
| IJR | 0.2 M | |
| IJR | 0.2 M | |
| IJR | 0.1 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Efficient Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Efficient Advisors, LLC
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.27 | 71,249 | 4,832,820 | reduced | -12.07 | ||
| AAXJ | ishares tr | 0.16 | 19,683 | 2,934,470 | reduced | -16.16 | ||
| AAXJ | ishares tr | 0.09 | 21,052 | 1,615,130 | reduced | -12.91 | ||
| AAXJ | ishares tr | 0.03 | 5,598 | 597,802 | reduced | -22.27 | ||
| AAXJ | ishares tr | 0.02 | 2,775 | 295,547 | reduced | -19.38 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AEMB | american centy etf tr | 1.26 | 252,143 | 22,448,300 | reduced | -7.54 | ||
| AFK | vaneck etf trust | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFTY | pacer fds tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGT | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AGZD | wisdomtree tr | 0.58 | 179,319 | 10,239,100 | reduced | -0.86 | ||
| AGZD | wisdomtree tr | 0.08 | 37,527 | 1,421,710 | reduced | -19.68 | ||
| AOA | ishares tr | 0.04 | 3,768 | 625,820 | reduced | -6.45 | ||
| AOA | ishares tr | 0.03 | 5,259 | 463,553 | reduced | -17.18 | ||
| AOA | ishares tr | 0.02 | 7,611 | 362,131 | new | |||
| AOA | ishares tr | 0.01 | 3,508 | 225,821 | reduced | -25.28 | ||
| ASET | flexshares tr | 0.24 | 17,532 | 4,247,840 | reduced | -21.27 | ||
| ASET | flexshares tr | 0.14 | 27,304 | 2,422,790 | reduced | -24.69 | ||
| ASET | flexshares tr | 0.02 | 6,463 | 407,843 | reduced | -30.33 | ||