Efficient Wealth Management LLC

Q2 2020 13F Holdings

  • Location
    the woodlands, TX
  • Num holdings

    279

  • Value ($000)

    $287,379

  • Date Filed
    07/29/2020
  • Form type
    13F-HR
  • CIK
    0001792704
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2020 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SHV

ISHARES TR

SHORT TREAS BD
464288679
$44.42M
16 %

401,099

V
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$37.66M
13 %

605,552

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$29.44M
10 %

249,034

M
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
72201R833
$27.66M
10 %

271,993

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
92206C706
$26.13M
9 %

370,227

B
BNDX

VANGUARD CHARLOTTE FDS

INTL BD IDX ETF
92203J407
$21.98M
8 %

380,739

B
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$19.59M
7 %

235,666

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$16.90M
6 %

59,622

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$12.00M
4 %

76,672

V
VEA

VANGUARD TAX-MANAGED FDS

FTSE DEV MKT ETF
921943858
$5.70M
2 %

146,998

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