Orcam Financial Group

Orcam Financial Group as of Sept. 30, 2024

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