EA
Efficient Advisors Portfolio holdings
AUM
$1.41B
1-Year Est. Return
13.81%
This Fund
S&P 500
1 Year Est. Return
+13.81%
AUM
$1.41B
AUM Growth
-$305M
(-18%)
Holding
58
Top Buys
| 1 | +$3.3M | |
| 2 | +$2.36M | |
| 3 | +$1.33M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.28M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$1.18M |
Top Sells
| 1 | +$38M | |
| 2 | +$27.8M | |
| 3 | +$23.2M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$21.9M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
iShares Core S&P Total US Stock Market ETF
ITOT
$91.1B
| $377K | 0.03% |
2,650
-145
|
|
||
52
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.11B
| $367K | 0.03% |
4,152
-101
|
|
||
53
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.3B
| $302K | 0.02% |
3,821
|
|
||
54
SPDR Gold Trust
GLD
$143B
| $290K | 0.02% |
675
|
|
||
55
FlexShares Morningstar Emerging Markets Factor Tilt Index Fund
TLTE
$341M
| $274K | 0.02% |
4,078
-1,723
|
|
||
56
iShares National Muni Bond ETF
MUB
$44.7B
| $257K | 0.02% |
2,418
-53
|
|
||
57
iShares Core Moderate Allocation ETF
AOM
$1.74B
| $253K | 0.02% |
5,340
-1,981
|
|
||
58
iShares Core MSCI Emerging Markets ETF
IEMG
$153B
| $225K | 0.02% |
3,225
-259
|
|