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Orcam Financial Group

Latest statistics and disclosures from Orcam Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are DSCF, VT, SCHB, VTI, SCHF, and represent 61.28% of Orcam Financial Group's stock portfolio.
Added to shares of these 10 stocks: DSCF, VTI, VWO, VXUS, VEU, AVNM, VGT, VGIT, VTV, VFMO.
Started 7 new stock positions in VFMO, JNJ, CAOS, AVNM, HIDE, VGT, SCHY.
Reduced shares in these 10 stocks: SPY, RSP, SCHD, IJH, SNAP, HYD, VEA, VCLT, VGSH, PFF.
Sold out of its positions in IJH, SNAP.
Orcam Financial Group was a net buyer of stock by $4.8M.
Orcam Financial Group has $103M in assets under management (AUM), dropping by 10.74%.
Central Index Key (CIK): 0001905367

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Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 47 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Alpha Architect Etf Tr Discipline Fund (DSCF)	34.0	$35M	+3%	1.5M	23.48	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	10.0	$10M		86k	119.70	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	7.1	$7.3M		110k	66.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.9	$6.1M	+25%	22k	283.16	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.2	$4.3M		106k	41.12	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.5	$3.6M	+15%	55k	64.74	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.7	$2.8M		34k	83.09	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.5	$2.6M	+15%	43k	60.42	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	2.3	$2.4M		91k	26.27	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.3	$2.3M	+10%	28k	83.75	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	2.1	$2.2M		75k	29.18	View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)	1.9	$2.0M	-3%	38k	52.81	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.2M	+34%	7.2k	174.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$1.2M	-42%	2.2k	573.72	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$1.2M		26k	47.52	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	1.2	$1.2M		19k	61.54	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.1	$1.2M	+61%	18k	63.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$1.1M	+9%	2.1k	527.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.1	$1.1M		34k	33.23	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	1.1	$1.1M	-8%	21k	53.07	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.1	$1.1M		19k	59.02	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$1.1M	-21%	13k	84.53	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$936k		14k	67.85	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$896k		11k	79.42	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.8	$868k		17k	51.12	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.8	$835k	+222%	17k	47.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$738k		9.8k	75.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.6	$576k	-49%	3.2k	179.16	View chart
Apple (AAPL)	0.5	$501k		2.1k	233.00	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$493k		1.9k	263.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$395k		810.00	488.07	View chart
American Centy Etf Tr Avantis All Int (AVNM)	0.4	$387k	NEW	6.5k	60.01	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.4	$364k	NEW	620.00	586.52	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$361k		7.3k	49.70	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$332k		575.00	576.82	View chart
Vanguard Wellington Us Momentum (VFMO)	0.3	$277k	NEW	1.7k	160.94	View chart
AFLAC Incorporated (AFL)	0.3	$268k		2.4k	111.80	View chart
Cambria Etf Tr Tail Risk (TAIL)	0.3	$265k		22k	12.05	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$260k		2.4k	110.49	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.2	$253k	NEW	9.7k	26.17	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$231k		7.3k	31.78	View chart
Exxon Mobil Corporation (XOM)	0.2	$229k		2.0k	117.22	View chart
EA Series Trust Alpha Architect (HIDE)	0.2	$228k	NEW	9.6k	23.67	View chart
EA Series Trust Alpha Architect (CAOS)	0.2	$225k	NEW	2.6k	86.47	View chart
Johnson & Johnson (JNJ)	0.2	$219k	NEW	1.4k	162.06	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.2	$214k	-23%	2.6k	81.23	View chart
Planet Labs Pbc Com Cl A (PL)	0.1	$77k		35k	2.23	View chart

Past Filings by Orcam Financial Group

SEC 13F filings are viewable for Orcam Financial Group going back to 2021

Orcam Financial Group 2024 Q3 filed Nov. 14, 2024
Orcam Financial Group 2024 Q2 filed July 15, 2024
Orcam Financial Group 2024 Q1 filed May 14, 2024
Orcam Financial Group 2023 Q4 filed Feb. 15, 2024
Orcam Financial Group 2023 Q3 filed Nov. 3, 2023
Orcam Financial Group 2023 Q2 filed Aug. 8, 2023
Orcam Financial Group 2023 Q1 filed May 2, 2023
Orcam Financial Group 2022 Q4 filed Jan. 30, 2023
Orcam Financial Group 2022 Q3 filed Nov. 9, 2022
Orcam Financial Group 2022 Q2 filed Aug. 12, 2022
Orcam Financial Group 2022 Q1 filed April 25, 2022
Orcam Financial Group 2021 Q4 filed Feb. 9, 2022

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