Efficient Advisors, LLC

Q1 2014 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
3/31/2014
Date filed
5/8/2014
Form type
13F-HR
Num holdings
22
Total value ($000)
$414,333
Net value change ($000)
+1,166 (0.3%)
New positions
3
Sold out positions
1
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/6/2014 Next filing: 7/28/2014 SEC filing

Snapshot: Change Analysis

Compared to Q4 2013
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AGG 3,954 5.2%
DLS 2,626 5.6%
IVE 1,931 5.0%
VBR 1,597 4.9%
SHY 1,583 4.6%
EFV 1,263 4.1%
DGS 1,046 10.1%
BARCLAYS BANK PLC 808 NEW
BARCLAYS BANK PLC 789 NEW
VB 713 3.9%
Top Reduces (Value $000, Stocks/ETFs)
IVV -18,758 -100.0%
ITOT -246 -5.8%
SPIP -137 -10.6%
HYG -94 -6.0%
AOM -57 -6.2%
AOA -40 -3.7%
AOR -38 -3.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type