EA

Efficient Advisors Portfolio holdings

AUM $1.71B
1-Year Est. Return 14.03%
This Quarter Est. Return
1 Year Est. Return
+14.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.71B
AUM Growth
-$61.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.21M
3
+$1.15M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$993K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$830K

Top Sells

1
+$12.6M
2
+$10.9M
3
+$10M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$7.93M
5
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$7.31M

Sector Composition

1 Financials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$571B
$126M 7.35%
375,633
-9,252
VBR icon
2
Vanguard Small-Cap Value ETF
VBR
$33.7B
$120M 7.02%
567,985
-47,437
VOO icon
3
Vanguard S&P 500 ETF
VOO
$834B
$112M 6.56%
179,276
-4,080
BND icon
4
Vanguard Total Bond Market
BND
$146B
$112M 6.54%
1,511,694
+4,671
VTV icon
5
Vanguard Value ETF
VTV
$162B
$111M 6.5%
582,862
-4,019
VB icon
6
Vanguard Small-Cap ETF
VB
$72.7B
$108M 6.31%
418,748
-21,448
BIV icon
7
Vanguard Intermediate-Term Bond ETF
BIV
$27.1B
$107M 6.24%
1,371,991
+7,060
VEU icon
8
Vanguard FTSE All-World ex-US ETF
VEU
$55.8B
$64.8M 3.78%
880,541
-11,036
BSV icon
9
Vanguard Short-Term Bond ETF
BSV
$42.4B
$60.7M 3.55%
770,620
-71,402
VNQ icon
10
Vanguard Real Estate ETF
VNQ
$34.8B
$53.7M 3.13%
606,676
+17,250
DFAC icon
11
Dimensional US Core Equity 2 ETF
DFAC
$40.7B
$52.5M 3.06%
1,326,179
-275,273
VSS icon
12
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.5B
$50.3M 2.94%
351,225
+5,793
AGG icon
13
iShares Core US Aggregate Bond ETF
AGG
$136B
$49.4M 2.88%
494,617
-126,274
VGK icon
14
Vanguard FTSE Europe ETF
VGK
$29.9B
$48.9M 2.86%
585,358
+4,440
VEA icon
15
Vanguard FTSE Developed Markets ETF
VEA
$199B
$48.7M 2.84%
779,733
-1,201
VXUS icon
16
Vanguard Total International Stock ETF
VXUS
$124B
$48.2M 2.81%
638,958
-11,283
VPL icon
17
Vanguard FTSE Pacific ETF
VPL
$8.77B
$47.8M 2.79%
528,254
-4,887
DUHP icon
18
Dimensional US High Profitability ETF
DUHP
$10.4B
$43M 2.51%
1,130,037
-192,199
DFIC icon
19
Dimensional International Core Equity 2 ETF
DFIC
$12.4B
$40.3M 2.35%
1,170,010
-230,160
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.1B
$35.5M 2.07%
444,994
+6,038
VTIP icon
21
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$17.3B
$35.3M 2.06%
713,174
+20,070
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$74.4B
$35M 2.04%
724,128
+14,623
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$109B
$33.1M 1.93%
615,438
-16,669
DFIS icon
24
Dimensional International Small Cap ETF
DFIS
$5.02B
$27.7M 1.62%
840,773
-163,271
AVDV icon
25
Avantis International Small Cap Value ETF
AVDV
$16.2B
$18.7M 1.09%
199,404
-52,739
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