13F Filings History of Efficient Frontier Advisors LLC

13F snapshot Latest parsed holdings, value, and filing-period context. 1 signal
Form 13F summary
  • Efficient Frontier 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 Frontier Advisors LLC reported 22 equity holdings with a total reported market value of $157,517,595 for Q2 2025. Top reported holdings included SGOV, DFUV, DFAT, DFIV, and VTI.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Susan Sharin - Chief Compliance Officer
Manager location
Eastford, CT

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Holdings Value

Form 13F evidence

Quarterly portfolio filings

SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.

Latest quarter
Q2 2025
Latest value
$157,517,595
Quarter delta
+$3,800,486
Accepted
09 Jul 2025, 09:56
Rows shown
1-7 of 7
Quarter Holdings SEC-reported value Bought Sold Net Top Holdings Form Type Accepted by SEC
Q2 2025 22 $157,517,595 +$1,709,948 -$5,187,747 -$3,477,799 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 09 Jul 2025, 09:56
Q1 2025 21 $153,717,109 +$1,922,820 -$458,708 +$1,464,112 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 07 Apr 2025, 11:48
Q4 2024 17 $151,223,000 +$1,096,526 -$1,207,220 -$110,694 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 28 Jan 2025, 16:34
Q3 2024 18 $154,517,000 +$5,745,650 -$292,209 +$5,453,441 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 02 Oct 2024, 11:24
Q2 2024 16 $141,858,000 +$22,841,685 -$4,133,530 +$18,708,155 SGOV, DFUV, DFAT, DFIV, VTI 13F-HR 18 Jul 2024, 11:02
Q1 2024 13 $126,272,000 +$2,628,102 -$1,201,571 +$1,426,531 DFUV, DFAT, SGOV, DFIV, DFAS 13F-HR 03 Apr 2024, 12:49
Q4 2023 12 $118,959,000 $0 $0 $0 SGOV, DFAT, DFUV, DFIV, GDX 13F-HR 08 Feb 2024, 18:34
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