Orcam Financial Group

Orcam Financial Group as of March 31, 2025

Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 49 positions in its portfolio as reported in the March 2025 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 $37M 1.6M 22.99
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 9.8 $10M 90k 115.95
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.6 $7.0M 326k 21.53
Vanguard Index Fds Total Stk Mkt (VTI) 6.1 $6.6M 24k 274.84
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.0 $4.2M 213k 19.78
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.8 $4.1M 65k 62.10
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 3.0 $3.2M 54k 59.40
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.5 $2.6M 101k 26.20
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $2.4M 86k 27.57
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 1.9 $2.0M 39k 50.83
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.8 $1.9M 24k 81.76
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.8 $1.9M 76k 25.22
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $1.5M 2.8k 513.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.4M 2.5k 559.33
Vanguard Index Fds Value Etf (VTV) 1.3 $1.4M 7.8k 172.73
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.2M 28k 45.26
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $1.2M 51k 23.16
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.1 $1.2M 20k 57.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $1.2M 19k 60.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.1 $1.1M 19k 58.69
Vaneck Etf Trust High Yld Munietf (HYD) 1.0 $1.1M 21k 51.18
Ishares Tr Pfd And Incm Sec (PFF) 1.0 $1.0M 34k 30.73
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.0 $1.0M 37k 27.96
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $921k 42k 22.08
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.8 $801k 16k 49.62
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $755k 10k 73.45
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $735k 9.3k 78.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $557k 3.2k 173.23
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $513k 2.0k 258.66
American Centy Etf Tr Avantis All Int (AVNM) 0.5 $505k 8.7k 58.31
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $495k 13k 39.37
Ishares Gold Tr Ishares New (IAU) 0.4 $428k 7.3k 58.96
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $428k 913.00 468.75
Vanguard World Fds Inf Tech Etf (VGT) 0.3 $373k 687.00 542.28
Apple (AAPL) 0.3 $373k 1.7k 222.13
Ishares Tr Core S&p500 Etf (IVV) 0.3 $323k 575.00 561.90
EA Series Trust Alpha Architect (CAOS) 0.3 $318k 3.6k 87.95
Simplify Exchange Traded Fun Managed Futures (CTA) 0.3 $300k 10k 29.60
Ishares Tr Tips Bd Etf (TIP) 0.3 $283k 2.5k 111.11
AFLAC Incorporated (AFL) 0.2 $267k 2.4k 111.19
Vanguard Wellington Us Momentum (VFMO) 0.2 $263k 1.7k 151.70
Cambria Etf Tr Tail Risk (TAIL) 0.2 $259k 22k 11.78
Exxon Mobil Corporation (XOM) 0.2 $232k 2.0k 118.93
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $227k 7.3k 31.23
Johnson & Johnson (JNJ) 0.2 $224k 1.4k 165.84
2023 ETF Series Trust II Gmo Intl Quality (QLTI) 0.2 $212k 9.0k 23.56
Deere & Company (DE) 0.2 $208k 443.00 469.35
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $202k 2.7k 75.92
Planet Labs Pbc Com Cl A (PL) 0.1 $117k 35k 3.38