Efficient Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Beaverton, OR
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
58
Total value ($000)
$1,408,206
Net value change ($000)
-304,953 (-17.8%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BIV 2,313 2.2%
BND 1,697 1.5%
VTIP 1,637 4.6%
BNDX 1,121 3.2%
VCSH 966 2.7%
WTMF 73 5.5%
GLD 23 8.6%
Top Reduces (Value $000, Stocks/ETFs)
VBR -33,842 -28.1%
VB -25,197 -23.3%
AGG -23,300 -47.2%
DFAC -22,104 -42.1%
VTI -19,308 -15.3%
DFIC -17,359 -43.1%
DUHP -16,670 -38.8%
VOO -15,432 -13.7%
VTV -14,394 -12.9%
DFIS -12,635 -45.6%
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