EA

Efficient Advisors Portfolio holdings

AUM $1.41B
1-Year Est. Return 13.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
-$305M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.36M
3
+$1.33M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$1.28M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.18M

Top Sells

1
+$38M
2
+$27.8M
3
+$23.2M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$21.9M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$19M

Sector Composition

1 Financials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BND icon
1
Vanguard Total Bond Market
BND
$152B
$114M 8.07%
1,543,560
+31,866
BIV icon
2
Vanguard Intermediate-Term Bond ETF
BIV
$28.1B
$109M 7.75%
1,414,410
+42,419
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$640B
$107M 7.57%
332,381
-43,252
VOO icon
4
Vanguard S&P 500 ETF
VOO
$952B
$97M 6.89%
162,324
-16,952
VTV icon
5
Vanguard Value ETF
VTV
$178B
$96.9M 6.88%
494,023
-88,839
VBR icon
6
Vanguard Small-Cap Value ETF
VBR
$35.3B
$86.5M 6.14%
397,932
-170,053
VB icon
7
Vanguard Small-Cap ETF
VB
$77.3B
$82.8M 5.88%
316,200
-102,548
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$64.2B
$54.3M 3.86%
723,486
-157,055
BSV icon
9
Vanguard Short-Term Bond ETF
BSV
$44.3B
$50.1M 3.56%
639,290
-131,330
VNQ icon
10
Vanguard Real Estate ETF
VNQ
$37.2B
$47.7M 3.39%
537,829
-68,847
VSS icon
11
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$41.9M 2.97%
287,104
-64,121
VEA icon
12
Vanguard FTSE Developed Markets ETF
VEA
$222B
$40.4M 2.87%
630,007
-149,726
VGK icon
13
Vanguard FTSE Europe ETF
VGK
$29.9B
$40.3M 2.86%
488,451
-96,907
VPL icon
14
Vanguard FTSE Pacific ETF
VPL
$8.41B
$39.9M 2.83%
408,006
-120,248
VXUS icon
15
Vanguard Total International Stock ETF
VXUS
$145B
$39.4M 2.8%
511,013
-127,945
VTIP icon
16
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.9B
$36.9M 2.62%
738,954
+25,780
VCSH icon
17
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.2B
$36.4M 2.59%
459,757
+14,763
BNDX icon
18
Vanguard Total International Bond ETF
BNDX
$78.8B
$36.1M 2.56%
751,540
+27,412
DFAC icon
19
Dimensional US Core Equity 2 ETF
DFAC
$45.9B
$30.4M 2.16%
782,273
-543,906
VWO icon
20
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$28.6M 2.03%
528,677
-86,761
DUHP icon
21
Dimensional US High Profitability ETF
DUHP
$11.9B
$26.3M 1.87%
715,575
-414,462
AGG icon
22
iShares Core US Aggregate Bond ETF
AGG
$135B
$26.1M 1.85%
262,936
-231,681
DFIC icon
23
Dimensional International Core Equity 2 ETF
DFIC
$13.8B
$23M 1.63%
646,208
-523,802
DFIS icon
24
Dimensional International Small Cap ETF
DFIS
$5.73B
$15.1M 1.07%
447,277
-393,496
AVDV icon
25
Avantis International Small Cap Value ETF
AVDV
$19.1B
$11M 0.78%
110,143
-89,261
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