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Efficient Frontier Advisors LLC Top Holdings and 13F Report (2025)

About Efficient Frontier Advisors LLC

Investment Activity

  • Efficient Frontier Advisors LLC has $153.72 million in total holdings as of March 31, 2025.
  • Efficient Frontier Advisors LLC owns shares of 21 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 1.25% of the portfolio was purchased this quarter.
  • About 0.30% of the portfolio was sold this quarter.
  • This quarter, Efficient Frontier Advisors LLC has purchased 17 new stocks and bought additional shares in 11 stocks.
  • Efficient Frontier Advisors LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

922908363 - Vanguard S&P 500 ETF
$635,487 Holding
922042866 - Vanguard FTSE Pacific ETF
$360,636 Holding
921943858 - Vanguard FTSE Developed Markets ETF
$284,616 Holding
922042874 - Vanguard FTSE Europe ETF
$237,974 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
1,237 shares (about $635.49K)
Vanguard FTSE Pacific ETF
4,977 shares (about $360.64K)
Vanguard FTSE Developed Markets ETF
5,599 shares (about $284.62K)
Vanguard FTSE Europe ETF
3,389 shares (about $237.97K)
Vanguard Total Stock Market ETF
601 shares (about $165.18K)

Largest Sales this Quarter

VanEck Gold Miners ETF
7,136 shares (about $328.04K)
iShares 0-3 Month Treasury Bond ETF
628 shares (about $63.22K)
Dimensional International Value ETF
1,386 shares (about $54.55K)
Invesco FTSE RAFI Emerging Markets ETF
593 shares (about $12.89K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEfficient Frontier Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$40,957,650$63,221 -0.2%406,85126.6%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$33,108,086$4,162 0.0%803,39921.5%ETF
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$25,748,953$110,858 0.4%500,07716.8%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$23,159,467$54,553 -0.2%588,40115.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$9,742,107$165,181 1.7%35,4466.3%ETF
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$4,635,706$328,042 -6.6%100,8423.0%ETF
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$4,191,5070.0%148,8992.7%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$3,526,715$1,972 0.1%59,0252.3%ETF
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$2,600,834$52,794 2.1%37,2931.7%ETF
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$1,866,8250.0%64,1081.2%ETF
Dimensional Emerging Markets Value ETF stock logo
DFEV
Dimensional Emerging Markets Value ETF
$891,974$23,534 2.7%32,9750.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$635,487$635,487 New Holding1,2370.4%ETF
AMERICAN CENTY ETF TR
$375,158$3,046 0.8%7,1430.2%AVANTIS EMERGING
Vanguard FTSE Pacific ETF stock logo
VPL
Vanguard FTSE Pacific ETF
$360,636$360,636 New Holding4,9770.2%ETF
Invesco FTSE RAFI US 1500 Small-Mid ETF stock logo
PRFZ
Invesco FTSE RAFI US 1500 Small-Mid ETF
$312,834$364 0.1%7,7420.2%Manufacturing
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF stock logo
PDN
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
$306,052$2,444 0.8%9,1420.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$284,616$284,616 New Holding5,5990.2%ETF
AVES
Avantis Emerging Markets Value ETF
$270,236$38,578 16.7%5,7300.2%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$256,124$1,174 0.5%6,7650.2%ETF
Invesco FTSE RAFI Emerging Markets ETF stock logo
PXH
Invesco FTSE RAFI Emerging Markets ETF
$248,168$12,892 -4.9%11,4150.2%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$237,974$237,974 New Holding3,3890.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data