EA
Efficient Advisors Portfolio holdings
AUM
$1.71B
1-Year Est. Return
14.03%
1 Year Est. Return
+14.03%
AUM
$1.71B
AUM Growth
-$61.5M
(-3.5%)
Holding
59
Top Buys
| 1 | +$1.53M | |
| 2 | +$1.21M | |
| 3 | +$1.15M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$993K |
| 5 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
+$830K |
Top Sells
| 1 | +$12.6M | |
| 2 | +$10.9M | |
| 3 | +$10M | |
| 4 |
Dimensional International Core Equity 2 ETF
DFIC
|
+$7.93M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
iShares Core MSCI EAFE ETF
IEFA
$168B
| $398K | 0.02% |
4,451
+122
|
|
||
52
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.77B
| $381K | 0.02% |
4,253
-1,006
|
|
||
53
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$302M
| $370K | 0.02% |
5,801
-662
|
|
||
54
iShares Core Moderate Allocation ETF
AOM
$1.69B
| $349K | 0.02% |
7,321
-290
|
|
||
55
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12B
| $315K | 0.02% |
+3,821
|
|
||
56
SPDR Gold Trust
GLD
$164B
| $267K | 0.02% |
675
-1
|
|
||
57
iShares National Muni Bond ETF
MUB
$41.9B
| $265K | 0.02% |
2,471
-304
|
|
||
58
iShares Core MSCI Emerging Markets ETF
IEMG
$130B
| $234K | 0.01% |
3,484
-116
|
|
||
59
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.15B
| – | – |
-3,508
|
|