Orcam Financial Group

Orcam Financial Group as of June 30, 2025

Portfolio Holdings for Orcam Financial Group

Orcam Financial Group holds 51 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alpha Architect Etf Tr Discipline Fund (DSCF) 33.9 $39M 1.7M 23.49
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 10.2 $12M 91k 128.52
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.8 $7.8M 327k 23.83
Vanguard Index Fds Total Stk Mkt (VTI) 6.5 $7.5M 25k 303.93
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $5.0M 227k 22.10
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.0 $4.6M 66k 69.09
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.8 $3.3M 55k 59.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.5 $2.8M 101k 28.05
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 2.2 $2.6M 86k 30.14
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 2.0 $2.3M 40k 57.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $2.0M 24k 82.92
Spdr Ser Tr Nuveen Bloomberg (HYMB) 1.6 $1.9M 76k 24.78
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $1.5M 2.5k 617.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $1.5M 2.6k 568.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.3 $1.4M 29k 49.46
Vanguard Index Fds Value Etf (VTV) 1.2 $1.4M 7.8k 176.73
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.1 $1.3M 20k 67.22
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.0 $1.2M 51k 23.24
Vanguard Scottsdale Fds Long Term Treas (VGLT) 1.0 $1.1M 20k 56.12
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.0 $1.1M 19k 58.78
Vaneck Etf Trust High Yld Munietf (HYD) 0.9 $1.1M 21k 50.21
Ishares Tr Pfd And Incm Sec (PFF) 0.9 $1.0M 34k 30.68
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.9 $1.0M 42k 24.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.7 $757k 10k 73.63
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.7 $754k 29k 26.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $751k 15k 49.03
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $735k 9.2k 79.50
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $584k 3.2k 181.74
American Centy Etf Tr Avantis All Int (AVNM) 0.5 $574k 8.8k 65.31
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $555k 2.0k 279.87
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $537k 13k 42.74
Vanguard World Fds Inf Tech Etf (VGT) 0.4 $488k 735.00 663.59
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $474k 859.00 551.47
Ishares Gold Tr Ishares New (IAU) 0.4 $453k 7.3k 62.36
Ishares Tr Core S&p500 Etf (IVV) 0.3 $357k 575.00 620.90
Apple (AAPL) 0.3 $344k 1.7k 205.17
Vanguard Wellington Us Momentum (VFMO) 0.3 $300k 1.7k 172.48
Ishares Tr Tips Bd Etf (TIP) 0.2 $281k 2.6k 110.04
EA Series Trust Alpha Architect (CAOS) 0.2 $277k 3.1k 88.84
Simplify Exchange Traded Fun Managed Futures (CTA) 0.2 $271k 10k 26.74
Cambria Etf Tr Tail Risk (TAIL) 0.2 $264k 22k 11.99
AFLAC Incorporated (AFL) 0.2 $253k 2.4k 105.46
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $251k 7.3k 34.57
2023 ETF Series Trust II Gmo Intl Quality (QLTI) 0.2 $232k 9.0k 25.72
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.2 $215k 5.4k 39.49
Microsoft Corporation (MSFT) 0.2 $214k 430.00 497.41
American Centy Etf Tr Emerging Mkt Val (AVES) 0.2 $212k 4.0k 53.55
Planet Labs Pbc Com Cl A (PL) 0.2 $212k 35k 6.10
Johnson & Johnson (JNJ) 0.2 $206k 1.4k 152.75
Wal-Mart Stores (WMT) 0.2 $205k 2.1k 97.78
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $203k 2.7k 75.91