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Showing Q2 2025 data
Efficient Frontier Advisors LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Efficient Frontier Advisors LLC
โขCIK: 2011188โขFiling: Q2 2025
**Efficient Frontier Advisors LLC** manages $158M across a concentrated portfolio of 22 positions. The strategy exhibits a significant allocation to short-duration fixed income, notably holding $42.1M in SGOV and $32.0M in DFUV. Further diversification is evident with substantial positions in DFAT ($25.2M) and DFIV ($24.8M), alongside a core equity holding in VTI ($10.8M). This structure suggests a tactical tilt toward capital preservation within high-yield fixed income structures.
Total AUM
$157.5M
QoQ Performance
+2.5%
Positions
9
Top 10 Concentration
96.8%
Latest Filing
Q2 2025
Top Holdings Allocation
SGOV
DFUV
DFAT
DFIV
VTI
SGOV26.7%
DFUV20.3%
DFAT16.0%
DFIV15.7%
VTI6.9%
GDX2.9%
DFSV2.8%
DFAS2.2%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other99.6%
ETF0.4%
Changes from Q1 2025
NEW1 new position
โ14 increased
โ5 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023