OF

Orcam Financial Group

13F
Orcam Financial Group
Last update 2025-05-15 49 Stocks (5 new)
Value $107.00 Mil Turnover 3 %
Countries:
Top Holdings: DSCF(34.56%)VT(9.77%)SCHB(6.57%)VTI(6.14%)SCHF(3.95%)
Summary Stock Picks Current Portfolio
Orcam Financial Group Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DSCF
Discipline Fund ETF
1,605,230
36,902.6
+2.48%
34.560
+0.84%
73.300
+3.76%
+5.29%
53.5
 
VT
Vanguard Total World Stock ETF
89,973
10,432.4
+0.45%
9.770
+0.04%
0.030
+16.72%
+11.13%
46,000.6
 
SCHB
Schwab U.S. Broad Market ETF
326,002
7,018.8
-0.88%
6.570
-0.06%
0.020
+19.66%
+6.96%
35,017.8
 
VTI
Vanguard Total Stock Market ETF
23,854
6,556.1
+2.95%
6.140
+0.18%
0.000
+19.60%
+6.90%
474,434.4
 
SCHF
Schwab International Equity ETF
213,326
4,219.6
+0.62%
3.950
+0.02%
0.010
+10.84%
+19.95%
49,150.8
 
VXUS
Vanguard Total International Stock
65,445
4,064.1
+8.70%
3.810
+0.30%
0.010
+12.20%
+18.48%
92,835.9
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
53,884
3,200.7
+3.24%
3.000
+0.09%
0.010
+0.58%
+2.53%
31,696.7
 
SCHM
Schwab U.S. Mid-Cap ETF
100,692
2,638.1
+0.10%
2.470
0%
0.020
+17.81%
+4.29%
11,918.4
 
SCHE
Schwab Emerging Markets Equity ETF
85,799
2,365.5
+3.99%
2.220
+0.09%
0.030
+15.08%
+16.33%
10,564.2
 
VEA
Vanguard FTSE Developed Markets ETF
39,207
1,992.9
+2.82%
1.870
+0.05%
0.000
+11.22%
+19.78%
160,177.0
 

Orcam Financial Group's Historical Top Holdings Breakdowns

Orcam Financial Group's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DSCF
Discipline Fund ETF
2025-03-31
Add
Add
+0.84%
●
22.06 ($22.75) 23.11
$23.47
3.16%
Add 2.48%
1,605,230
38,814
SPEM
SPDR Portfolio Emerging Markets ETF
2025-03-31
New Buy
New Buy
+0.46%
●
37.07 ($39.22) 40.63
$43.78
11.63%
New holding
12,565
12,565
VXUS
Vanguard Total International Stock
2025-03-31
Add
Add
+0.30%
●
58.01 ($61.77) 64.46
$69.82
13.03%
Add 8.7%
65,445
5,237
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.27%
●
79.17 ($80.9) 82.04
$82.64
2.15%
Reduce -13.02%
23,622
-3,535
HIDE
Alpha Architect High Inflation and Deflation ETF
Alpha Architect High Inflation and Deflation ETF
2025-03-31
Sold Out
Sold Out
-0.23%
●
22.18 ($22.49) 22.8
$22.88
1.73%
Sold Out
0
-10,795
JNJ
Johnson & Johnson
2025-03-31
New Buy
New Buy
+0.21%
●
142.06 ($156.47) 167.7
$167.93
7.32%
New holding
1,350
1,350
QLTI
GMO International Quality ETF
2025-03-31
New Buy
New Buy
+0.20%
●
22.74 ($24.06) 25.27
$25.59
6.36%
New holding
9,000
9,000
DE
Deere & Co
2025-03-31
New Buy
New Buy
+0.19%
●
408.57 ($467.8) 509.27
$505.69
8.10%
New holding
443
443
VCLT
Vanguard Long-Term Corporate Bond ETF
Vanguard Long-Term Corporate Bond ETF
2025-03-31
New Buy
New Buy
+0.19%
●
73.11 ($75.48) 77.43
$75.05
-0.57%
New holding
2,662
2,662
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.18%
●
271.18 ($290.53) 303.12
$309.80
6.63%
Add 2.95%
23,854
684

Orcam Financial Group Total Holding History ($B)

To

Orcam Financial Group's Asset Allocation

To

Orcam Financial Group Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Orcam Financial Group's Hypothetical Growth since 2025-03-31

Orcam Financial Group's Yearly Returns

Year Portfolio % % Excess Gain %

Orcam Financial Group's Holdings Heat Map

Size field:

Orcam Financial Group's Holdings Bubble Chart

Orcam Financial Group News

  • 1

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