EFA

Efficient Frontier Advisors Portfolio holdings

AUM $158M
1-Year Est. Return 9.35%
This Quarter Est. Return
1 Year Est. Return
+9.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
21
New
Increased
Reduced
Closed

Top Buys

1
+$635K
2
+$361K
3
+$285K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$238K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$165K

Top Sells

1
+$328K
2
+$63.2K
3
+$54.6K
4
PXH icon
Invesco FTSE RAFI Emerging Markets ETF
PXH
+$12.9K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SGOV icon
1
iShares 0-3 Month Treasury Bond ETF
SGOV
$70.6B
$41M 26.64%
406,851
-628
DFUV icon
2
Dimensional US Marketwide Value ETF
DFUV
$13.2B
$33.1M 21.54%
803,399
+101
DFAT icon
3
Dimensional US Targeted Value ETF
DFAT
$12.6B
$25.7M 16.75%
500,077
+2,153
DFIV icon
4
Dimensional International Value ETF
DFIV
$16.3B
$23.2M 15.07%
588,401
-1,386
VTI icon
5
Vanguard Total Stock Market ETF
VTI
$571B
$9.74M 6.34%
35,446
+601
GDX icon
6
VanEck Gold Miners ETF
GDX
$30.8B
$4.64M 3.02%
100,842
-7,136
DFSV icon
7
Dimensional US Small Cap Value ETF
DFSV
$6.31B
$4.19M 2.73%
148,899
DFAS icon
8
Dimensional US Small Cap ETF
DFAS
$12.8B
$3.53M 2.29%
59,025
+33
AVDV icon
9
Avantis International Small Cap Value ETF
AVDV
$16.2B
$2.6M 1.69%
37,293
+757
DISV icon
10
Dimensional International Small Cap Value ETF
DISV
$4.26B
$1.87M 1.21%
64,108
DFEV icon
11
Dimensional Emerging Markets Value ETF
DFEV
$1.36B
$892K 0.58%
32,975
+870
VOO icon
12
Vanguard S&P 500 ETF
VOO
$834B
$635K 0.41%
+1,237
AVEE icon
13
Avantis Emerging Markets Small Cap Equity ETF
AVEE
$76.8M
$375K 0.24%
7,143
+58
VPL icon
14
Vanguard FTSE Pacific ETF
VPL
$8.77B
$361K 0.23%
+4,977
PRFZ icon
15
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.72B
$313K 0.2%
7,742
+9
PDN icon
16
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$368M
$306K 0.2%
9,142
+73
VEA icon
17
Vanguard FTSE Developed Markets ETF
VEA
$199B
$285K 0.19%
+5,599
AVES icon
18
Avantis Emerging Markets Value ETF
AVES
$944M
$270K 0.18%
5,730
+818
PRF icon
19
Invesco FTSE RAFI US 1000 ETF
PRF
$8.73B
$256K 0.17%
6,765
+31
PXH icon
20
Invesco FTSE RAFI Emerging Markets ETF
PXH
$1.82B
$248K 0.16%
11,415
-593
VGK icon
21
Vanguard FTSE Europe ETF
VGK
$29.9B
$238K 0.15%
+3,389