Orcam Financial Group

Orcam Financial Group as of March 31, 2024

Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 42 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alpha Architect Etf Tr Discipline Fund (DSCF) 34.6 $32M 1.4M 22.56
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.3 $9.4M 85k 110.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.4 $6.8M 111k 61.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.6 $4.2M 108k 39.02
Vanguard Index Fds Total Stk Mkt (VTI) 4.4 $4.0M 16k 259.90
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.1 $2.8M 35k 81.43
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.6 $2.4M 92k 25.69
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.5 $2.3M 39k 60.30
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $2.2M 27k 80.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $2.0M 3.8k 523.05
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.1 $1.9M 39k 50.17
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $1.9M 75k 25.25
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.9 $1.7M 29k 58.55
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.6 $1.5M 18k 80.63
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $1.2M 27k 46.00
Vaneck Etf Trust High Yld Munietf (HYD) 1.3 $1.2M 23k 52.26
Ishares Tr Pfd And Incm Sec (PFF) 1.3 $1.2M 37k 32.23
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $1.2M 20k 58.07
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.2 $1.1M 19k 59.24
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $1.1M 6.4k 169.37
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $896k 1.9k 480.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 1.0 $871k 11k 77.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $860k 17k 50.60
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $856k 14k 62.06
Vanguard Index Fds Value Etf (VTV) 0.9 $794k 4.9k 162.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $713k 9.8k 72.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $669k 11k 58.65
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $465k 1.9k 249.93
Apple (AAPL) 0.4 $369k 2.1k 171.48
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $360k 810.00 444.01
Ishares Gold Tr Ishares New (IAU) 0.4 $350k 8.3k 42.01
Ishares Tr Core S&p500 Etf (IVV) 0.3 $302k 575.00 525.73
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $267k 3.4k 78.24
Cambria Etf Tr Tail Risk (TAIL) 0.3 $267k 22k 12.12
Ishares Tr Tips Bd Etf (TIP) 0.3 $252k 2.3k 107.39
Exxon Mobil Corporation (XOM) 0.2 $227k 2.0k 116.24
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $220k 7.3k 30.22
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $217k 3.6k 60.74
Johnson & Johnson (JNJ) 0.2 $214k 1.4k 158.19
AFLAC Incorporated (AFL) 0.2 $206k 2.4k 85.86
Snap Cl A (SNAP) 0.1 $133k 12k 11.48
Planet Labs Pbc Com Cl A (PL) 0.1 $89k 35k 2.55