Orcam Financial Group

Orcam Financial Group as of June 30, 2024

Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 42 positions in its portfolio as reported in the June 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 22.42
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.3 $9.6M 85k 112.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.4 $6.9M 110k 62.87
Vanguard Index Fds Total Stk Mkt (VTI) 5.0 $4.6M 17k 267.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $4.1M 106k 38.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $2.9M 48k 60.30
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.8 $2.6M 33k 77.83
Spdr Ser Tr Nuveen Bloomberg (HYMB) 2.5 $2.3M 90k 25.44
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.4 $2.2M 38k 58.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $2.0M 3.8k 544.20
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.2 $2.0M 25k 79.93
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $2.0M 75k 26.56
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.1 $1.9M 39k 49.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $1.3M 16k 77.76
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $1.2M 26k 45.58
Vaneck Etf Trust High Yld Munietf (HYD) 1.3 $1.2M 23k 51.65
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.2 $1.1M 19k 57.68
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.2 $1.1M 19k 57.99
Ishares Tr Pfd And Incm Sec (PFF) 1.1 $1.1M 34k 31.55
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $1.1M 6.4k 164.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.1 $981k 2.0k 500.25
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 1.0 $887k 14k 64.25
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.9 $871k 11k 77.28
Vanguard Index Fds Value Etf (VTV) 0.9 $856k 5.3k 160.41
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.9 $851k 17k 50.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.8 $708k 9.8k 72.05
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $669k 11k 58.64
Apple (AAPL) 0.5 $453k 2.1k 210.62
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $451k 1.9k 242.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $388k 810.00 479.11
Ishares Gold Tr Ishares New (IAU) 0.3 $319k 7.3k 43.93
Ishares Tr Core S&p500 Etf (IVV) 0.3 $315k 575.00 547.23
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $261k 3.4k 75.86
Cambria Etf Tr Tail Risk (TAIL) 0.3 $255k 22k 11.59
Ishares Tr Tips Bd Etf (TIP) 0.3 $251k 2.4k 106.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $237k 5.4k 43.76
Exxon Mobil Corporation (XOM) 0.2 $225k 2.0k 115.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $216k 7.3k 29.67
AFLAC Incorporated (AFL) 0.2 $214k 2.4k 89.31
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $210k 3.6k 58.52
Snap Cl A (SNAP) 0.2 $170k 10k 16.61
Planet Labs Pbc Com Cl A (PL) 0.1 $65k 35k 1.86