Efficient Frontier Advisors LLC Portfolio Holdings

Efficient Frontier Advisors LLC

  • $155 Million
  • Q3 2024

Efficient Frontier Advisors LLC has filed its 13F form on October 02, 2024 for Q3 2024 where it was disclosed a total value porftolio of $155 Million distributed in 18 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 $41.8M, Dimensional ETF Tr Us Marketwi with a value of $33.2M, Dimensional ETF Tr U S Target with a value of $28M, Dimensional ETF Tr with a value of $22M, and Vanguard Total Stock Market Et with a value of $9.82M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $142M to 155M.

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 $155 Million
ETFs: $154 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 18
  • Current Value $155 Million
  • Prior Value $142 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 02, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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