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Efficient Advisors, LLC
Efficient Advisors, LLC is an SEC-registered investment adviser headquartered in Cincinnati, Ohio, founded in 2009. The firm is owned by Fiduciary Services Group, LLC and provides turn-key asset management solutions for financial advisors, independent planners, investment advisers, CPAs, and brokerage firms. Their services focus on model portfolio management using exchange-traded funds, mutual funds, managed futures, and variable annuity subaccounts. Efficient Advisors operates under the d.b.a. Evidence Based Advisors and serves both advisors and direct clients, with a business practice focused on long-term wealth accumulation adapted to client-specific financial needs and risk tolerances. Employee count is not disclosed.
Investment Strategy
Efficient Advisors employs an asset allocation strategy intended to build long-term wealth while managing risk tolerance and loss thresholds according to client goals. The firm designs and manages model portfolios allocated among ETFs, no-load mutual funds, managed futures funds, and variable annuity subaccounts. They monitor client accounts and rebalance or reallocate assets on a discretionary basis to maintain the chosen model allocation. The firm partners with independent advisers and professionals who refer clients, targeting investment outcomes based on principles of evidence-based investing and cost efficiencies.
Latest 13F Filing Activity
Efficient Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 96 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Vanguard Index FDS, Vanguard Index FDS among other positions. Efficient Advisors, LLC reduced exposure to Direxion SHS Etf TR, SPDR Ser TR, Northern LTS FD TR III among others.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VBR | VANGUARD INDEX FDS | 7.09% | $119.1M | 610,689 | $134.76 | $195.01 | +$13.3M |
V VTI | VANGUARD INDEX FDS | 6.95% | $116.7M | 383,864 | $218.83 | $303.93 | +$15.1M |
B BND | VANGUARD BD INDEX FDS | 6.40% | $107.4M | 1,458,694 | $73.49 | $73.63 | +$4.3M |
V VOO | VANGUARD INDEX FDS | 6.13% | $102.9M | 181,106 | $398.36 | $568.03 | +$13.6M |
V VB | VANGUARD INDEX FDS | 6.13% | $102.9M | 434,073 | $176.24 | $236.98 | +$14.2M |
Industry Allocation
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