Orcam Financial Group

Orcam Financial Group as of Dec. 31, 2023

Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 37 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alpha Architect Etf Tr Discipline Fund (DSCF) 37.2 $31M 1.4M 22.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.7 $8.7M 85k 102.88
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.8 $6.4M 115k 55.67
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.9 $4.0M 108k 36.96
Vanguard Index Fds Total Stk Mkt (VTI) 4.1 $3.3M 14k 237.22
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.2 $2.6M 35k 75.32
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.8 $2.3M 92k 25.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.7 $2.2M 27k 81.28
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.4 $1.9M 34k 57.96
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.3 $1.9M 75k 24.79
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.3 $1.9M 39k 47.90
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.6 $1.3M 29k 46.62
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.6 $1.3M 22k 59.32
Vaneck Etf Trust High Yld Munietf (HYD) 1.4 $1.2M 23k 51.63
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.4 $1.2M 19k 61.53
Ishares Tr Pfd And Incm Sec (PFF) 1.4 $1.1M 37k 31.19
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $1.1M 19k 58.33
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.2 $947k 12k 77.37
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.1 $867k 17k 51.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $814k 11k 76.13
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $804k 1.8k 436.72
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $778k 14k 56.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $722k 9.8k 73.55
Vanguard Index Fds Value Etf (VTV) 0.6 $452k 3.0k 149.50
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $432k 1.9k 232.64
Apple (AAPL) 0.5 $414k 2.1k 192.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $332k 810.00 409.52
Cambria Etf Tr Tail Risk (TAIL) 0.3 $282k 22k 12.81
Ishares Gold Tr Ishares New (IAU) 0.3 $276k 7.1k 39.03
Ishares Tr Core S&p500 Etf (IVV) 0.3 $275k 575.00 477.63
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $273k 3.4k 80.16
Ishares Tr Tips Bd Etf (TIP) 0.3 $252k 2.3k 107.47
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $250k 527.00 475.17
Snap Cl A (SNAP) 0.3 $238k 14k 16.93
Johnson & Johnson (JNJ) 0.3 $212k 1.4k 156.74
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.3 $208k 7.3k 28.64
Planet Labs Pbc Com Cl A (PL) 0.1 $86k 35k 2.47