Orcam Financial Group

Orcam Financial Group as of Dec. 31, 2024

Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alpha Architect Etf Tr Discipline Fund (DSCF) 33.8 $35M 1.6M 22.29
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.2 $11M 90k 117.48
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 7.2 $7.5M 329k 22.70
Vanguard Index Fds Total Stk Mkt (VTI) 6.5 $6.7M 23k 289.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 3.8 $3.9M 212k 18.50
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.4 $3.5M 60k 58.93
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.9 $3.0M 52k 58.00
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $2.8M 101k 27.71
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.1 $2.2M 83k 26.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.1 $2.2M 27k 80.27
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.9 $2.0M 77k 25.58
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.8 $1.8M 38k 47.82
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $1.4M 2.5k 586.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.4M 2.6k 538.75
Vanguard Index Fds Value Etf (VTV) 1.3 $1.3M 7.8k 169.29
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $1.2M 51k 22.70
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $1.1M 19k 58.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.1 $1.1M 41k 27.32
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.1 $1.1M 20k 55.35
Vaneck Etf Trust High Yld Munietf (HYD) 1.1 $1.1M 21k 51.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.1 $1.1M 25k 44.04
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $1.1M 19k 57.41
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $1.1M 34k 31.44
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $960k 41k 23.18
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $851k 17k 50.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $739k 10k 71.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $725k 9.3k 78.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $563k 3.2k 175.23
Apple (AAPL) 0.5 $533k 2.1k 250.42
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $522k 2.0k 264.20
American Centy Etf Tr Avantis All Int (AVNM) 0.5 $474k 8.7k 54.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $467k 913.00 511.05
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $427k 686.00 622.05
Ishares Gold Tr Ishares New (IAU) 0.3 $360k 7.3k 49.51
Ishares Tr Core S&p500 Etf (IVV) 0.3 $339k 575.00 588.68
Vanguard Wellington Us Momentum (VFMO) 0.3 $284k 1.7k 164.42
EA Series Trust Alpha Architect (CAOS) 0.3 $273k 3.1k 87.54
Ishares Tr Tips Bd Etf (TIP) 0.2 $252k 2.4k 106.57
AFLAC Incorporated (AFL) 0.2 $248k 2.4k 103.44
Cambria Etf Tr Tail Risk (TAIL) 0.2 $246k 22k 11.20
Simplify Exchange Traded Fun Managed Futures (CTA) 0.2 $241k 8.7k 27.89
EA Series Trust Alpha Architect (HIDE) 0.2 $240k 11k 22.26
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $212k 7.3k 29.20
Exxon Mobil Corporation (XOM) 0.2 $210k 2.0k 107.57
Planet Labs Pbc Com Cl A (PL) 0.1 $140k 35k 4.04