Efficient Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Beaverton, OR
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
58
Total value ($000)
$1,774,679
Net value change ($000)
+95,329 (5.7%)
New positions
2
Sold out positions
40
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
VTI 9,640 8.3%
VOO 9,409 9.1%
VBR 9,355 7.9%
VB 9,066 8.8%
VTV 8,918 8.9%
BIV 7,787 7.9%
VEU 5,692 9.8%
DFAC 5,685 10.1%
DUHP 4,957 11.0%
VNQ 4,749 9.7%
Top Reduces (Value $000, Stocks/ETFs)
TIPX -4,031 -100.0%
STPZ -4,014 -100.0%
IAGG -2,224 -100.0%
GCOW -1,710 -100.0%
IETC -1,691 -100.0%
MGK -1,650 -100.0%
PNQI -1,581 -100.0%
FXU -1,258 -100.0%
CAH -934 -100.0%
PLTR -902 -100.0%
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