Efficient Advisors, LLC portfolio

Latest available portfolio: Q1 2026 · Holdings as of · Filed ·
$1.41BFull value: $1,408,205,921 · USD · 31 Mar 2026
in Form 13F holdings
See latest portfolio changes

Quarterly portfolio filings

Choose a quarter to see holdings and changes. Newer portfolio dates appear first.

Estimated additions and reductions value share changes at filing-derived prices; they are not actual trade proceeds or costs.

Quarter Holdings SEC-reported value Est. additions Est. reductions Est. net Top Holdings Form Type Accepted by SEC
Q1 2026 58 $1,408,205,921 +$9,465,325 -$319,864,436 -$310,399,111 BND, BIV, VTI, VOO, VTV 13F-HR 29 Apr 2026, 16:00
Q4 2025 58 $1,713,158,933 +$9,062,079 -$96,365,710 -$87,303,631 VTI, VBR, VOO, BND, VTV Restatement 21 Jan 2026, 13:43
Q3 2025 58 $1,774,679,221 +$57,087,436 -$43,803,062 +$13,284,374 VBR, VTI, VOO, BND, VB 13F-HR 10 Nov 2025, 11:29
Q2 2025 96 $1,679,350,027 +$83,188,183 -$37,103,468 +$46,084,715 VBR, VTI, BND, VOO, VB 13F-HR 07 Aug 2025, 10:07
Q1 2025 61 $1,535,655,067 +$9,707,186 -$31,550,218 -$21,843,032 VBR, BND, VTI, BIV, VTV Restatement 06 May 2025, 11:48
Q4 2024 66 $1,553,044,451 +$44,605,413 -$28,513,704 +$16,091,709 VBR, VTI, BND, BIV, VOO 13F-HR 07 Feb 2025, 13:10
Q3 2024 66 $1,594,123,006 +$8,012,164 -$56,855,569 -$48,843,405 VBR, VTI, BND, VB, VTV 13F-HR 12 Nov 2024, 11:17
Q2 2024 66 $1,541,561,886 +$21,228,354 -$28,502,615 -$7,274,261 VBR, VTI, BND, VB, VOO 13F-HR 05 Aug 2024, 10:56
Q1 2024 68 $1,558,861,461 +$27,340,547 -$11,992,553 +$15,347,994 VBR, VTI, VB, VTV, BND 13F-HR 09 May 2024, 12:54
Q4 2023 65 $1,480,968,543 +$8,294,207 -$130,743,083 -$122,448,876 VBR, VTI, VB, BND, BIV Restatement 13 Feb 2024, 15:13
Q3 2023 67 $1,477,551,818 +$24,580,126 -$22,773,610 +$1,806,516 BND, BIV, VBR, VTI, VB 13F-HR 07 Nov 2023, 11:17
Q2 2023 71 $1,530,649,594 +$99,756,325 -$33,104,023 +$66,652,302 VBR, BND, BIV, VTI, VB 13F-HR 08 Aug 2023, 09:53
Q1 2023 70 $1,434,910,803 +$416,286,642 -$7,617,719 +$408,668,923 BIV, BND, VBR, VB, VTI 13F-HR 09 May 2023, 16:27
Q4 2022 65 $983,930,949 +$151,487,951 -$390,129,334 -$238,641,383 VBR, VB, VTV, VTI, VOO 13F-HR 08 Feb 2023, 16:13
Q3 2022 64 $1,147,905,000 +$33,404,709 -$8,603,932 +$24,800,777 BIV, BND, VBR, VB, VTV 13F-HR 08 Nov 2022, 11:46
Q2 2022 62 $1,197,837,000 +$58,460,695 -$27,029,356 +$31,431,339 BIV, BND, VBR, VB, VTV 13F-HR 05 Aug 2022, 13:45
Q1 2022 60 $1,310,300,000 +$22,670,220 -$57,039,843 -$34,369,623 VBR, BIV, BND, VB, VTV 13F-HR 11 May 2022, 09:26
Q4 2021 61 $1,410,448,000 +$344,597,836 -$3,431,612 +$341,166,224 VBR, BIV, BND, AGG, VB 13F-HR 20 Jan 2022, 16:21
Q3 2021 61 $1,045,969,000 +$267,171,121 -$16,880,759 +$250,290,362 AGG, VBR, VB, BSV, BIV 13F-HR 21 Oct 2021, 11:07
Q2 2021 62 $806,344,000 +$58,108,433 -$7,114,795 +$50,993,638 AGG, VBR, BSV, VB, DLS 13F-HR 21 Jul 2021, 12:18
Q1 2021 59 $729,270,000 +$88,216,677 -$45,264,475 +$42,952,202 AGG, VBR, BSV, VB, DLS 13F-HR 28 Apr 2021, 12:24
Q4 2020 60 $655,305,000 +$110,377,537 -$58,409,498 +$51,968,039 AGG, VBR, BSV, DLS, VB 13F-HR 02 Feb 2021, 13:57
Q3 2020 48 $544,654,000 +$659,514 -$12,513,101 -$11,853,587 AGG, BSV, VBR, SHY, DLS 13F-HR 09 Nov 2020, 10:00
Q2 2020 49 $540,321,000 +$23,833,155 -$10,712,493 +$13,120,662 AGG, BSV, VBR, SHY, DLS 13F-HR 07 Aug 2020, 10:20
Q1 2020 50 $478,149,000 +$11,679,673 -$12,345,349 -$665,676 AGG, BSV, SHY, VBR, DLS 13F-HR 15 May 2020, 13:54

Showing 1-25 of 50 filings.

Manager details and filing context
13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Efficient Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
  • Form 13F is generally due within 45 days after each calendar quarter ends.
  • Efficient Advisors, LLC reported 58 equity holdings with a total reported market value of $1,408,205,921 for Q1 2026. Top reported holdings included BND, BIV, VTI, VOO, and VTV.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
James Hadaway - Chief Compliance Officer
Manager location
Mason, OH
Holdings Value
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