Efficient Advisors, LLC

Q2 2014 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
6/30/2014
Date filed
7/28/2014
Form type
13F-HR
Num holdings
29
Total value ($000)
$438,599
Net value change ($000)
+24,266 (5.9%)
New positions
7
Sold out positions
0
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2014 Next filing: 8/7/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2014
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)
IVV 19,749 NEW
VTI 1,474 NEW
AGG 1,277 1.6%
FLOT 942 NEW
iShares U.S. ETF Trust 581 NEW
ISHARES U S ETF TR ENH US SCP ETF 541 NEW
ISHARES U S ETF TR 522 NEW
iShares U.S. ETF Trust 475 NEW
SHY 370 1.0%
DGS 345 3.0%
Top Reduces (Value $000, Stocks/ETFs)
DLS -1,053 -2.1%
EFV -687 -2.1%
IWC -534 -2.9%
EFA -244 -1.4%
SCZ -200 -1.8%
IVE -164 -0.4%
ITOT -161 -4.0%
HYG -108 -7.4%
VB -100 -0.5%
AOR -57 -4.7%
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