Efficient Frontier Advisors LLC Portfolio Holdings

Efficient Frontier Advisors LLC

  • $151 Million
  • Q4 2024

Efficient Frontier Advisors LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $151 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $40.9M, Dimensional ETF Tr Us Marketwi with a value of $32.9M, Dimensional ETF Tr U S Target with a value of $27.7M, Dimensional ETF Tr with a value of $20.9M, and Vanguard Total Stock Market Et with a value of $10.1M.

Examining the 13F form we can see an decrease of $3.29M in the current position value, from $155M to 151M.

Efficient Frontier Advisors LLC is based out at Eastford, CT

Below you can find more details about Efficient Frontier Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $151 Million
ETFs: $151 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $151 Million
  • Prior Value $155 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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