Efficient Advisors

BEAVERTON, ORfiles as Efficient Advisors, LLC

$1.4bn in 58 US stocks at the end of 31 March 2026. The top 10 are 60.0% of the money. It changed about 6.6% of the portfolio this quarter.

Value

$1.4bn

Stocks

Top 10 share

60.0%

Turnover

6.6%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBND
8.1% of the fund
+2%
Vanguard BD Index FDSBIV
7.8% of the fund
+3%
Vanguard Malvern FDSVTIP
2.6% of the fund
+4%
Vanguard Scottsdale FDSVCSH
2.6% of the fund
+3%
Vanguard Charlotte FDSBNDX
2.6% of the fund
+4%
Ishares TRIWL
<0.1% of the fund
+5%
Vanguard Index FDSVV
<0.1% of the fund
+4%

Cut

Sold some of their stake.

Vanguard Index FDSVTI
7.6% of the fund
-12%
Vanguard Index FDSVOO
6.9% of the fund
-9%
Vanguard Index FDSVTV
6.9% of the fund
-15%
Vanguard Index FDSVBR
6.1% of the fund
-30%
Vanguard Index FDSVB
5.9% of the fund
-24%
Vanguard Intl Equity Index FVEU
3.9% of the fund
-18%
Vanguard BD Index FDSBSV
3.6% of the fund
-17%
Vanguard Index FDSVNQ
3.4% of the fund
-11%
Vanguard Intl Equity Index FVSS
3.0% of the fund
-18%
Vanguard Tax-Managed FDSVEA
2.9% of the fund
-19%
Vanguard Intl Equity Index FVGK
2.9% of the fund
-17%
Vanguard Intl Equity Index FVPL
2.8% of the fund
-23%
Vanguard Star FDSVXUS
2.8% of the fund
-20%
Dimensional ETF TrustDFAC
2.2% of the fund
-41%
Vanguard Intl Equity Index FVWO
2.0% of the fund
-14%
Dimensional ETF TrustDUHP
1.9% of the fund
-37%
Ishares TRAGG
1.9% of the fund
-47%
Dimensional ETF TrustDFIC
1.6% of the fund
-45%
Dimensional ETF TrustDFIS
1.1% of the fund
-47%
American Centy ETF TRAVDV
0.8% of the fund
-45%
Dimensional ETF TrustDFAT
0.7% of the fund
-6%
Dimensional ETF TrustDIHP
0.7% of the fund
-41%
Dimensional ETF TrustDFAS
0.7% of the fund
-4%
Vanguard Scottsdale FDSVGSH
0.6% of the fund
-54%
Dimensional ETF TrustDFAE
0.6% of the fund
-39%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard BD Index FDSBND
Share
8.1%
Value
$114m
Shares
1,543,560
+2%
Vanguard BD Index FDSBIV
Share
7.8%
Value
$109m
Shares
1,414,410
+3%
Vanguard Index FDSVTI
Share
7.6%
Value
$107m
Shares
332,381
-12%
Vanguard Index FDSVOO
Share
6.9%
Value
$97m
Shares
162,324
-9%
Vanguard Index FDSVTV
Share
6.9%
Value
$97m
Shares
494,023
-15%
Vanguard Index FDSVBR
Share
6.1%
Value
$86m
Shares
397,932
-30%
Vanguard Index FDSVB
Share
5.9%
Value
$83m
Shares
316,200
-24%
Vanguard Intl Equity Index FVEU
Share
3.9%
Value
$54m
Shares
723,486
-18%
Vanguard BD Index FDSBSV
Share
3.6%
Value
$50m
Shares
639,290
-17%
Vanguard Index FDSVNQ
Share
3.4%
Value
$48m
Shares
537,829
-11%
Vanguard Intl Equity Index FVSS
Share
3.0%
Value
$42m
Shares
287,104
-18%
Vanguard Tax-Managed FDSVEA
Share
2.9%
Value
$40m
Shares
630,007
-19%
Vanguard Intl Equity Index FVGK
Share
2.9%
Value
$40m
Shares
488,451
-17%
Vanguard Intl Equity Index FVPL
Share
2.8%
Value
$40m
Shares
408,006
-23%
Vanguard Star FDSVXUS
Share
2.8%
Value
$39m
Shares
511,013
-20%
Vanguard Malvern FDSVTIP
Share
2.6%
Value
$37m
Shares
738,954
+4%
Vanguard Scottsdale FDSVCSH
Share
2.6%
Value
$36m
Shares
459,757
+3%
Vanguard Charlotte FDSBNDX
Share
2.6%
Value
$36m
Shares
751,540
+4%
Dimensional ETF TrustDFAC
Share
2.2%
Value
$30m
Shares
782,273
-41%
Vanguard Intl Equity Index FVWO
Share
2.0%
Value
$29m
Shares
528,677
-14%
Dimensional ETF TrustDUHP
Share
1.9%
Value
$26m
Shares
715,575
-37%
Ishares TRAGG
Share
1.9%
Value
$26m
Shares
262,936
-47%
Dimensional ETF TrustDFIC
Share
1.6%
Value
$23m
Shares
646,208
-45%
Dimensional ETF TrustDFIS
Share
1.1%
Value
$15m
Shares
447,277
-47%
American Centy ETF TRAVDV
Share
0.8%
Value
$11m
Shares
110,143
-45%
Dimensional ETF TrustDFAT
Share
0.7%
Value
$10m
Shares
155,140
-6%
Dimensional ETF TrustDIHP
Share
0.7%
Value
$10m
Shares
297,727
-41%
Dimensional ETF TrustDFAS
Share
0.7%
Value
$10m
Shares
133,608
-4%
Vanguard Scottsdale FDSVGSH
Share
0.6%
Value
$9m
Shares
145,860
-54%
Dimensional ETF TrustDFAE
Share
0.6%
Value
$8m
Shares
250,564
-39%
Ishares TRIVE
Share
0.4%
Value
$5m
Shares
25,815
-3%
Ishares TREFV
Share
0.3%
Value
$5m
Shares
61,256
-10%
Wisdomtree TRDGS
Share
0.3%
Value
$4m
Shares
68,935
-51%
Dimensional ETF TrustDISV
Share
0.3%
Value
$4m
Shares
103,718
-9%
Ishares TRSHY
Share
0.3%
Value
$4m
Shares
44,994
-27%
Flexshares TRTILT
Share
0.3%
Value
$4m
Shares
15,055
-10%
Ishares TRIWC
Share
0.2%
Value
$3m
Shares
16,006
-8%
Ishares TRIVV
Share
0.2%
Value
$3m
Shares
3,838
-10%
Ishares TREFA
Share
0.2%
Value
$2m
Shares
23,165
-10%
Flexshares TRTLTD
Share
0.1%
Value
$2m
Shares
20,503
-22%
Ishares TRSCZ
Share
0.1%
Value
$1m
Shares
18,583
-9%
Ishares TREEM
Share
<0.1%
Value
$1m
Shares
24,664
-10%
Wisdomtree TRWTMF
Share
<0.1%
Value
$1m
Shares
35,208
Held
Vanguard Intl Equity Index FVT
Share
<0.1%
Value
$1m
Shares
9,906
-37%
JPMorgan ChaseJPM
Share
<0.1%
Value
$651,270
Shares
2,214
Held
Ishares TRIWL
Share
<0.1%
Value
$622,778
Shares
3,881
+5%
Vanguard Index FDSVV
Share
<0.1%
Value
$562,889
Shares
1,884
+4%
Ishares TRSUB
Share
<0.1%
Value
$535,108
Shares
5,024
Held
Spdr Index SHS FDSRWO
Share
<0.1%
Value
$387,212
Shares
8,460
-14%
Ishares TRIEFA
Share
<0.1%
Value
$382,735
Shares
4,228
-5%
Ishares TRITOT
Share
<0.1%
Value
$377,472
Shares
2,650
-5%
Ishares TRAOA
Share
<0.1%
Value
$367,434
Shares
4,152
-2%
Spdr Series TrustSPTM
Share
<0.1%
Value
$302,088
Shares
3,821
Held
Spdr Gold TRGLD
Share
<0.1%
Value
$290,397
Shares
675
Held
Flexshares TRTLTE
Share
<0.1%
Value
$274,050
Shares
4,078
-30%
Ishares TRMUB
Share
<0.1%
Value
$256,655
Shares
2,418
-2%
Ishares TRAOM
Share
<0.1%
Value
$252,972
Shares
5,340
-27%
IsharesIEMG
Share
<0.1%
Value
$224,969
Shares
3,225
-7%

Company	Share of fund	Value	Shares	Change
Vanguard BD Index FDSBND	8.1%	$114m	1,543,560	+2%
Vanguard BD Index FDSBIV	7.8%	$109m	1,414,410	+3%
Vanguard Index FDSVTI	7.6%	$107m	332,381	-12%
Vanguard Index FDSVOO	6.9%	$97m	162,324	-9%
Vanguard Index FDSVTV	6.9%	$97m	494,023	-15%
Vanguard Index FDSVBR	6.1%	$86m	397,932	-30%
Vanguard Index FDSVB	5.9%	$83m	316,200	-24%
Vanguard Intl Equity Index FVEU	3.9%	$54m	723,486	-18%
Vanguard BD Index FDSBSV	3.6%	$50m	639,290	-17%
Vanguard Index FDSVNQ	3.4%	$48m	537,829	-11%
Vanguard Intl Equity Index FVSS	3.0%	$42m	287,104	-18%
Vanguard Tax-Managed FDSVEA	2.9%	$40m	630,007	-19%
Vanguard Intl Equity Index FVGK	2.9%	$40m	488,451	-17%
Vanguard Intl Equity Index FVPL	2.8%	$40m	408,006	-23%
Vanguard Star FDSVXUS	2.8%	$39m	511,013	-20%
Vanguard Malvern FDSVTIP	2.6%	$37m	738,954	+4%
Vanguard Scottsdale FDSVCSH	2.6%	$36m	459,757	+3%
Vanguard Charlotte FDSBNDX	2.6%	$36m	751,540	+4%
Dimensional ETF TrustDFAC	2.2%	$30m	782,273	-41%
Vanguard Intl Equity Index FVWO	2.0%	$29m	528,677	-14%
Dimensional ETF TrustDUHP	1.9%	$26m	715,575	-37%
Ishares TRAGG	1.9%	$26m	262,936	-47%
Dimensional ETF TrustDFIC	1.6%	$23m	646,208	-45%
Dimensional ETF TrustDFIS	1.1%	$15m	447,277	-47%
American Centy ETF TRAVDV	0.8%	$11m	110,143	-45%
Dimensional ETF TrustDFAT	0.7%	$10m	155,140	-6%
Dimensional ETF TrustDIHP	0.7%	$10m	297,727	-41%
Dimensional ETF TrustDFAS	0.7%	$10m	133,608	-4%
Vanguard Scottsdale FDSVGSH	0.6%	$9m	145,860	-54%
Dimensional ETF TrustDFAE	0.6%	$8m	250,564	-39%
Ishares TRIVE	0.4%	$5m	25,815	-3%
Ishares TREFV	0.3%	$5m	61,256	-10%
Wisdomtree TRDGS	0.3%	$4m	68,935	-51%
Dimensional ETF TrustDISV	0.3%	$4m	103,718	-9%
Ishares TRSHY	0.3%	$4m	44,994	-27%
Flexshares TRTILT	0.3%	$4m	15,055	-10%
Ishares TRIWC	0.2%	$3m	16,006	-8%
Ishares TRIVV	0.2%	$3m	3,838	-10%
Ishares TREFA	0.2%	$2m	23,165	-10%
Flexshares TRTLTD	0.1%	$2m	20,503	-22%
Ishares TRSCZ	0.1%	$1m	18,583	-9%
Ishares TREEM	<0.1%	$1m	24,664	-10%
Wisdomtree TRWTMF	<0.1%	$1m	35,208	Held
Vanguard Intl Equity Index FVT	<0.1%	$1m	9,906	-37%
JPMorgan ChaseJPM	<0.1%	$651,270	2,214	Held
Ishares TRIWL	<0.1%	$622,778	3,881	+5%
Vanguard Index FDSVV	<0.1%	$562,889	1,884	+4%
Ishares TRSUB	<0.1%	$535,108	5,024	Held
Spdr Index SHS FDSRWO	<0.1%	$387,212	8,460	-14%
Ishares TRIEFA	<0.1%	$382,735	4,228	-5%
Ishares TRITOT	<0.1%	$377,472	2,650	-5%
Ishares TRAOA	<0.1%	$367,434	4,152	-2%
Spdr Series TrustSPTM	<0.1%	$302,088	3,821	Held
Spdr Gold TRGLD	<0.1%	$290,397	675	Held
Flexshares TRTLTE	<0.1%	$274,050	4,078	-30%
Ishares TRMUB	<0.1%	$256,655	2,418	-2%
Ishares TRAOM	<0.1%	$252,972	5,340	-27%
IsharesIEMG	<0.1%	$224,969	3,225	-7%

Over time and by industry

Value over time

Sep '25

Mar '26

Value is down 16.1% since 30 June 2025.

Where the money is

Financial services0.0%

Other100.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.