CIK 1672512
Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.
Firm-level facts as reported by the adviser on Form ADV Part 1A (latest filing 2026-05-15). Regulatory assets under management (RAUM) is Form ADV's gross figure and can differ from a 13F long book — it includes private-fund assets, leverage and non-13(f) securities. Titles and figures as-filed. Latest ADV filing 2026-05-15. Form ADV ↗
| Name | Title (as filed) | Since | Ownership |
|---|---|---|---|
| MATSON, MARK, EDWARD | CEO, CFO, DIRECTOR, SHAREHOLDER | 1991-10 | 75%+ ·◆ |
| LIST, DANIEL, JOSEPH | CHIEF COMPLIANCE OFFICER & PRESIDENT | 2009-08 | <5% ·◆ |
| Matson, Melissa, Kay | EXECUTIVE VICE PRESIDENT | 2019-05 | <5% ·◆ |
| MATSON, MATTHEW, SANFORD | SHAREHOLDER | 1997-11 | 10–25% |
Direct owners and executive officers as filed on the adviser's Form ADV Schedule A (as-filed titles; ADV updates annually and on material change). This lists officers and 5%+ owners — not necessarily the full portfolio-management team.
Signed this manager's latest 13F (2026-Q1). The filing's authorized signatory — frequently a compliance officer, general counsel, or CFO — not necessarily the portfolio manager or firm leadership.
| Name | Role (as filed) | Departed after | Now at (if tracked) |
|---|---|---|---|
| MATSON, MICHELLE, LOTZ | VICE PRESIDENT, SECRETARY | 2024-03 | — not seen at a tracked firm |
| CRAWFORD, JOSHUA, MATTHEW | VICE PRESIDENT OF COACHING | 2024-03 | — not seen at a tracked firm |
| WIEHE, RICHARD, MICHAEL | VICE PRESIDENT OF PROJECT MANAGEMENT · VICE PRESIDENT OF OPERATIONS | 2023-05 | — not seen at a tracked firm |
| ASH, ALEX, GARRETT | VICE PRESIDENT OF ADVISOR RELATIONS | 2022-08 | — not seen at a tracked firm |
| MILLER, STEVEN, BRADFORD | PRESIDENT | 2018-03 | Efficient Advisors, LLC |
| SHEPARD, ZACHARY, DAVID | VICE PRESIDENT | 2018-03 | Efficient Advisors, LLC |
| KNOBLOCK, ELIZABETH, MARIE | CLO | 2015-03 | — not seen at a tracked firm |
| MATSON, JOSEPH, EDWARD | SHAREHOLDER | 2012-03 | — not seen at a tracked firm |
Named owners/officers on a past Form ADV Schedule A who are gone from the firm's latest filing. “Departed after” is the last dated filing they appear on. A landing shows only when the destination is another SEC-registered adviser we track.
