☆Efficient Frontier Advisors LLC
Quality Q
0.857
AUM ($M)
158
Positions
22
Turnover
0.02
Top-10 wt
97%
Herfindahl
0.170
History (qtrs)
2
Excess Return
not eligible
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Holdings · 22 positions · portfolio value $158M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆SGOV funds › | ISHARES TR | ADD | — | 26.7% | +0.1% | 42.1 | 417,900 | +11,049 | 1 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 20.3% | -1.2% | 32.0 | 757,534 | -45,865 | 1 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | TRIM | — | 16.0% | -0.8% | 25.2 | 466,243 | -33,834 | 1 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 15.7% | +0.6% | 24.8 | 577,942 | -10,459 | 1 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 6.9% | +0.5% | 10.8 | 35,647 | +201 | 1 | — |
| ☆GDX funds › | VANECK ETF TRUST | TRIM | — | 2.9% | -0.1% | 4.6 | 88,957 | -11,885 | 1 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.8% | +0.1% | 4.5 | 152,343 | +3,444 | 1 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | TRIM | — | 2.2% | -0.1% | 3.4 | 53,434 | -5,591 | 1 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 1.9% | +0.2% | 3.0 | 37,377 | +84 | 1 | — |
| ☆DISV funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.4% | +0.2% | 2.2 | 67,280 | +3,172 | 1 | — |
| ☆DFEV funds › | DIMENSIONAL ETF TRUST | HOLD | — | 0.6% | +0.0% | 1.0 | 32,975 | +0 | 1 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.4% | +0.0% | 0.7 | 1,239 | +2 | 1 | — |
| ☆AVEE funds › | AMERICAN CENTY ETF TR | HOLD | — | 0.3% | +0.0% | 0.4 | 7,143 | +0 | 1 | — |
| ☆VPL funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.3% | +0.0% | 0.4 | 4,988 | +11 | 1 | — |
| ☆PDN funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.2% | +0.0% | 0.4 | 9,228 | +86 | 1 | — |
| ☆CUSIP:46137V597 funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.2% | +0.0% | 0.3 | 7,762 | +20 | 1 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | ADD | — | 0.2% | +0.0% | 0.3 | 5,616 | +17 | 1 | — |
| ☆AVES funds › | AMERICAN CENTY ETF TR | ADD | — | 0.2% | +0.0% | 0.3 | 5,810 | +80 | 1 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | NEW | — | 0.2% | +0.2% | 0.3 | 3,355 | +3,355 | 1 | — |
| ☆PRF funds › | INVESCO EXCHANGE TRADED FD T | ADD | — | 0.2% | +0.0% | 0.3 | 6,793 | +28 | 1 | — |
| ☆PXH funds › | INVESCO EXCH TRADED FD TR II | ADD | — | 0.2% | +0.0% | 0.3 | 11,492 | +77 | 1 | — |
| ☆VGK funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.2% | +0.0% | 0.3 | 3,439 | +50 | 1 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2025Q2 | 158 | 22 | 0.02 | 97% | 0.170 | 0.858 | — | entered |
| 2025Q1 | 154 | 21 | 0.00 | 97% | 0.175 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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