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Efficient Advisors, LLC

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13F filer, CIK 1542164, BEAVERTON, OR

Efficient Advisors, LLC reported $1,535,655,067 across 61 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2025-05-06. Its ten largest share positions make up 55.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001765380-25-000168

Period
2025-03-31
Reported value
$1.54B
Holdings
61
Top 10 weight
55.85%
New
0
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VBRadded+15,376$2.86M
VNQadded+21,503$1.95M
VBadded+8,128$1.8M
BNDadded+13,785$1.01M
DFACadded+18,628$615K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVDVreduced-38,760-$2.7M
VGKreduced-36,732-$2.58M
VEUreduced-30,613-$1.86M
EFVreduced-31,110-$1.83M
TILTreduced-8,518-$1.75M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR/A 0001765380-25-000168, largest first. % of portfolio is the value over $1,535,655,067, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 585,468 shares; 2024Q3: 580,223 shares; 2024Q4: 552,519 shares; 2025Q1: 567,895 shares 567,895$106M6.89%+15,376Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,333,768 shares; 2024Q3: 1,321,074 shares; 2024Q4: 1,390,350 shares; 2025Q1: 1,404,135 shares 1,404,135$103M6.72%+13,785Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 396,238 shares; 2024Q3: 386,391 shares; 2024Q4: 371,977 shares; 2025Q1: 369,452 shares 369,452$102M6.61%-2,525Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,239,314 shares; 2024Q3: 1,212,837 shares; 2024Q4: 1,280,746 shares; 2025Q1: 1,283,302 shares 1,283,302$98.3M6.4%+2,556Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 577,409 shares; 2024Q3: 553,641 shares; 2024Q4: 540,845 shares; 2025Q1: 541,239 shares 541,239$93.5M6.09%+394Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 187,211 shares; 2024Q3: 181,355 shares; 2024Q4: 175,876 shares; 2025Q1: 173,629 shares 173,629$89.2M5.81%-2,247Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 431,021 shares; 2024Q3: 417,826 shares; 2024Q4: 391,802 shares; 2025Q1: 399,930 shares 399,930$88.7M5.78%+8,128Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 826,875 shares; 2024Q3: 803,215 shares; 2024Q4: 806,574 shares; 2025Q1: 797,399 shares 797,399$62.4M4.06%-9,175Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 659,300 shares; 2024Q3: 619,502 shares; 2024Q4: 621,944 shares; 2025Q1: 609,875 shares 609,875$60.3M3.93%-12,069Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 875,682 shares; 2024Q3: 878,614 shares; 2024Q4: 934,682 shares; 2025Q1: 904,069 shares 904,069$54.8M3.57%-30,613Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 538,671 shares; 2024Q3: 498,792 shares; 2024Q4: 501,257 shares; 2025Q1: 522,760 shares 522,760$47.3M3.08%+21,503Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,401,548 shares; 2024Q3: 1,412,981 shares; 2024Q4: 1,412,002 shares; 2025Q1: 1,430,630 shares 1,430,630$47.2M3.07%+18,628Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 650,914 shares; 2024Q3: 655,721 shares; 2024Q4: 692,479 shares; 2025Q1: 676,926 shares 676,926$42M2.74%-15,553Timeline
VSSVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 337,450 shares; 2024Q3: 338,943 shares; 2024Q4: 361,444 shares; 2025Q1: 362,150 shares 362,150$41.9M2.73%+706Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 561,962 shares; 2024Q3: 567,972 shares; 2024Q4: 625,844 shares; 2025Q1: 589,112 shares 589,112$41.4M2.69%-36,732Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 769,308 shares; 2024Q3: 768,889 shares; 2024Q4: 826,830 shares; 2025Q1: 800,465 shares 800,465$40.7M2.65%-26,365Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 522,212 shares; 2024Q3: 516,832 shares; 2024Q4: 552,874 shares; 2025Q1: 551,630 shares 551,630$40M2.6%-1,244Timeline
DFICDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,258,511 shares; 2024Q3: 1,297,993 shares; 2024Q4: 1,429,801 shares; 2025Q1: 1,395,395 shares 1,395,395$38.8M2.52%-34,406Timeline
DUHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,142,414 shares; 2024Q3: 1,141,007 shares; 2024Q4: 1,173,132 shares; 2025Q1: 1,158,622 shares 1,158,622$38.4M2.5%-14,510Timeline
VTIPVANGUARD MALVERN FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 621,349 shares; 2024Q3: 634,806 shares; 2024Q4: 650,736 shares; 2025Q1: 647,679 shares 647,679$32.3M2.1%-3,057Timeline
VCSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 389,168 shares; 2024Q3: 393,416 shares; 2024Q4: 405,067 shares; 2025Q1: 406,131 shares 406,131$32.1M2.09%+1,064Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 617,126 shares; 2024Q3: 621,783 shares; 2024Q4: 641,272 shares; 2025Q1: 650,661 shares 650,661$31.8M2.07%+9,389Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 619,879 shares; 2024Q3: 626,882 shares; 2024Q4: 637,862 shares; 2025Q1: 635,318 shares 635,318$28.8M1.87%-2,544Timeline
DFISDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 922,636 shares; 2024Q3: 945,032 shares; 2024Q4: 1,039,443 shares; 2025Q1: 1,027,694 shares 1,027,694$26.6M1.73%-11,749Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 345,773 shares; 2024Q3: 332,363 shares; 2024Q4: 341,339 shares; 2025Q1: 302,579 shares 302,579$21.1M1.37%-38,760Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 329,946 shares; 2024Q3: 335,192 shares; 2024Q4: 345,669 shares; 2025Q1: 355,466 shares 355,466$20.9M1.36%+9,797Timeline
DIHPDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 501,088 shares; 2024Q3: 516,189 shares; 2024Q4: 583,279 shares; 2025Q1: 562,745 shares 562,745$15.2M0.99%-20,534Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 416,875 shares; 2024Q3: 437,963 shares; 2024Q4: 475,552 shares; 2025Q1: 471,540 shares 471,540$12.2M0.79%-4,012Timeline
DGSWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 185,993 shares; 2024Q3: 185,970 shares; 2024Q4: 193,603 shares; 2025Q1: 187,718 shares 187,718$9.07M0.59%-5,885Timeline
SHYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 107,005 shares; 2024Q3: 97,128 shares; 2024Q4: 91,096 shares; 2025Q1: 81,812 shares 81,812$6.77M0.44%-9,284Timeline
TILTFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 108,746 shares; 2024Q3: 50,448 shares; 2024Q4: 40,964 shares; 2025Q1: 32,446 shares 32,446$6.68M0.43%-8,518Timeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 50,819 shares; 2024Q3: 47,790 shares; 2024Q4: 42,624 shares; 2025Q1: 34,570 shares 34,570$6.59M0.43%-8,054Timeline
EFVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 139,373 shares; 2024Q3: 130,800 shares; 2024Q4: 127,190 shares; 2025Q1: 96,080 shares 96,080$5.66M0.37%-31,110Timeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 85,248 shares; 2024Q3: 99,802 shares; 2024Q4: 113,259 shares; 2025Q1: 106,807 shares 106,807$5.5M0.36%-6,452Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 73,058 shares; 2024Q3: 84,805 shares; 2024Q4: 96,221 shares; 2025Q1: 90,560 shares 90,560$5.41M0.35%-5,661Timeline
TLTDFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 218,989 shares; 2024Q3: 101,646 shares; 2024Q4: 91,186 shares; 2025Q1: 68,187 shares 68,187$5.1M0.33%-22,999Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 49,956 shares; 2024Q3: 47,493 shares; 2024Q4: 48,101 shares; 2025Q1: 37,315 shares 37,315$3.05M0.2%-10,786Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,699 shares; 2024Q3: 7,051 shares; 2024Q4: 6,151 shares; 2025Q1: 5,085 shares 5,085$2.86M0.19%-1,066Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 67,924 shares; 2024Q3: 79,768 shares; 2024Q4: 101,472 shares; 2025Q1: 91,326 shares 91,326$2.66M0.17%-10,146Timeline
IWCISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 36,143 shares; 2024Q3: 34,086 shares; 2024Q4: 29,463 shares; 2025Q1: 23,583 shares 23,583$2.62M0.17%-5,880Timeline
WTMFWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 69,414 shares; 2024Q3: 69,164 shares; 2024Q4: 70,414 shares; 2025Q1: 62,312 shares 62,312$2.13M0.14%-8,102Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,565 shares; 2024Q3: 17,890 shares; 2024Q4: 17,667 shares; 2025Q1: 17,544 shares 17,544$2.03M0.13%-123Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,514 shares; 2024Q3: 23,071 shares; 2024Q4: 21,184 shares; 2025Q1: 18,624 shares 18,624$1.97M0.13%-2,560Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 39,661 shares; 2024Q3: 37,008 shares; 2024Q4: 36,462 shares; 2025Q1: 28,138 shares 28,138$1.79M0.12%-8,324Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 56,798 shares; 2024Q3: 54,063 shares; 2024Q4: 51,684 shares; 2025Q1: 40,030 shares 40,030$1.75M0.11%-11,654Timeline
TLTEFLEXSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 61,204 shares; 2024Q3: 29,180 shares; 2024Q4: 25,767 shares; 2025Q1: 19,632 shares 19,632$1.03M0.07%-6,135Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,044 shares; 2024Q3: 10,358 shares; 2024Q4: 9,405 shares; 2025Q1: 8,378 shares 8,378$883K0.06%-1,027Timeline
RWOSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 64,530 shares; 2024Q3: 28,529 shares; 2024Q4: 24,919 shares; 2025Q1: 20,197 shares 20,197$881K0.06%-4,722Timeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,171 shares; 2024Q3: 10,078 shares; 2024Q4: 9,190 shares; 2025Q1: 7,571 shares 7,571$579K0.04%-1,619Timeline
IWLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,891 shares; 2024Q3: 4,714 shares; 2024Q4: 4,408 shares; 2025Q1: 3,985 shares 3,985$548K0.04%-423Timeline
GWXSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,834 shares; 2024Q3: 20,654 shares; 2024Q4: 21,607 shares; 2025Q1: 16,081 shares 16,081$514K0.03%-5,526Timeline
TPLCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,928 shares; 2024Q3: 11,961 shares; 2024Q4: 12,005 shares; 2025Q1: 12,038 shares 12,038$511K0.03%+33Timeline
TPIFTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,319 shares; 2024Q3: 17,416 shares; 2024Q4: 17,500 shares; 2025Q1: 17,561 shares 17,561$505K0.03%+61Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,345 shares; 2024Q3: 2,265 shares; 2024Q4: 2,123 shares; 2025Q1: 1,930 shares 1,930$496K0.03%-193Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,369 shares; 2024Q3: 5,311 shares; 2024Q4: 5,601 shares; 2025Q1: 4,938 shares 4,938$374K0.02%-663Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,488 shares; 2024Q3: 3,168 shares; 2024Q4: 3,058 shares; 2025Q1: 2,741 shares 2,741$334K0.02%-317Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,744 shares; 2024Q3: 6,602 shares; 2024Q4: 5,215 shares; 2025Q1: 3,702 shares 3,702$292K0.02%-1,513Timeline
AORISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,193 shares; 2024Q3: 6,178 shares; 2024Q4: 4,944 shares; 2025Q1: 4,739 shares 4,739$273K0.02%-205Timeline
TPSCTIMOTHY PLANQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,521 shares; 2024Q3: 6,542 shares; 2024Q4: 6,565 shares; 2025Q1: 6,581 shares 6,581$244K0.02%+16Timeline
SPIPSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,506 shares; 2024Q3: 15,039 shares; 2024Q4: 12,354 shares; 2025Q1: 9,009 shares 9,009$238K0.02%-3,345Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,428 shares; 2024Q3: 4,427 shares; 2024Q4: 4,507 shares; 2025Q1: 4,083 shares 4,083$220K0.01%-424Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
DFUSDIMENSIONAL ETF TRUST6,578$419Kshares
DFUVDIMENSIONAL ETF TRUST10,064$412Kshares
VCITVANGUARD SCOTTSDALE FDS3,537$284Kshares
SPYSTATE STR SPDR S&P 500 ETF T479$281Kshares
ACWIISHARES TR1,927$226Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001765380-25-000167 superseded2025-05-06acceptance time not in the bulk data set
13F-HR/A 0001765380-25-000168 baserestatement2025-05-06acceptance time not in the bulk data set