EA

Efficient Advisors Portfolio holdings

AUM $1.68B
1-Year Est. Return 10.04%
This Quarter Est. Return
1 Year Est. Return
+10.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.54B
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.95M
3
+$1.8M
4
BND icon
Vanguard Total Bond Market
BND
+$1.01M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$615K

Top Sells

1
+$2.7M
2
+$2.58M
3
+$1.86M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.83M
5
TILT icon
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
+$1.75M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBR icon
1
Vanguard Small-Cap Value ETF
VBR
$31.3B
$106M 6.89%
567,895
+15,376
BND icon
2
Vanguard Total Bond Market
BND
$138B
$103M 6.72%
1,404,135
+13,785
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$549B
$102M 6.61%
369,452
-2,525
BIV icon
4
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$98.3M 6.4%
1,283,302
+2,556
VTV icon
5
Vanguard Value ETF
VTV
$148B
$93.5M 6.09%
541,239
+394
VOO icon
6
Vanguard S&P 500 ETF
VOO
$765B
$89.2M 5.81%
173,629
-2,247
VB icon
7
Vanguard Small-Cap ETF
VB
$67.9B
$88.7M 5.78%
399,930
+8,128
BSV icon
8
Vanguard Short-Term Bond ETF
BSV
$39B
$62.4M 4.06%
797,399
-9,175
AGG icon
9
iShares Core US Aggregate Bond ETF
AGG
$133B
$60.3M 3.93%
609,875
-12,069
VEU icon
10
Vanguard FTSE All-World ex-US ETF
VEU
$51.5B
$54.8M 3.57%
904,069
-30,613
VNQ icon
11
Vanguard Real Estate ETF
VNQ
$34.4B
$47.3M 3.08%
522,760
+21,503
DFAC icon
12
Dimensional US Core Equity 2 ETF
DFAC
$38.3B
$47.2M 3.07%
1,430,630
+18,628
VXUS icon
13
Vanguard Total International Stock ETF
VXUS
$108B
$42M 2.74%
676,926
-15,553
VSS icon
14
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.91B
$41.9M 2.73%
362,150
+706
VGK icon
15
Vanguard FTSE Europe ETF
VGK
$27.8B
$41.4M 2.69%
589,112
-36,732
VEA icon
16
Vanguard FTSE Developed Markets ETF
VEA
$180B
$40.7M 2.65%
800,465
-26,365
VPL icon
17
Vanguard FTSE Pacific ETF
VPL
$8.23B
$40M 2.6%
551,630
-1,244
DFIC icon
18
Dimensional International Core Equity 2 ETF
DFIC
$10.6B
$38.8M 2.52%
1,395,395
-34,406
DUHP icon
19
Dimensional US High Profitability ETF
DUHP
$9.71B
$38.4M 2.5%
1,158,622
-14,510
VTIP icon
20
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
$32.3M 2.1%
647,679
-3,057
VCSH icon
21
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$32.1M 2.09%
406,131
+1,064
BNDX icon
22
Vanguard Total International Bond ETF
BNDX
$69.8B
$31.8M 2.07%
650,661
+9,389
VWO icon
23
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$28.8M 1.87%
635,318
-2,544
DFIS icon
24
Dimensional International Small Cap ETF
DFIS
$3.98B
$26.6M 1.73%
1,027,694
-11,749
AVDV icon
25
Avantis International Small Cap Value ETF
AVDV
$12.5B
$21.1M 1.37%
302,579
-38,760
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