OF

Orcam Financial Group

13F
Orcam Financial Group
Last update 2025-02-16 45 Stocks (1 new)
Value $103.00 Mil Turnover 5 %
Countries:
Top Holdings: DSCF(33.76%)VT(10.18%)SCHB(7.22%)VTI(6.49%)SCHF(3.79%)
Summary Stock Picks Current Portfolio
Orcam Financial Group Top Holdings of 2024-12-31 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
1,566,416
34,911.0
+4.78%
33.760
+1.54%
74.950
+0.53%
+3.28%
50.4
 
VT 		Vanguard Total World Stock ETF
89,566
10,522.2
+3.74%
10.180
+0.37%
0.030
-0.44%
+4.65%
42,898.5
 
SCHB 		Schwab U.S. Broad Market ETF
328,910
7,466.3
-0.50%
7.220
-0.04%
0.020
-3.76%
+0.27%
32,680.1
 
VTI 		Vanguard Total Stock Market ETF
23,170
6,715.0
+6.94%
6.490
+0.42%
0.000
-3.66%
+0.34%
460,904.6
 
SCHF 		Schwab International Equity ETF
212,016
3,922.3
+0.26%
3.790
+0.01%
0.010
+4.96%
+13.24%
46,035.5
 
VXUS 		Vanguard Total International Stock
60,208
3,548.1
+9.23%
3.430
+0.29%
0.000
+4.90%
+11.98%
83,994.2
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
52,191
3,027.1
+20.24%
2.930
+0.49%
0.010
+1.59%
+2.43%
30,933.9
 
SCHM 		Schwab U.S. Mid-Cap ETF
100,588
2,787.3
+0.14%
2.700
0%
0.020
-4.55%
-0.48%
11,412.8
 
SCHE 		Schwab Emerging Markets Equity ETF
82,509
2,197.2
+9.50%
2.130
+0.18%
0.020
+4.89%
+9.89%
9,967.7
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
27,157
2,179.9
-2.20%
2.110
-0.05%
0.000
+0.83%
+2.11%
51,573.3
 

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 ETF2024-12-31Add
+1.54%
●
22.29 ($22.95) 23.47
$23.02
0.31%
Add 4.78%
1,566,416
71,394
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-12-31Add
+0.49%
●
57.78 ($58.75) 60.3
$58.66
-0.14%
Add 20.24%
52,191
8,787
VTI 		Vanguard Total Stock Market ETF2024-12-31Add
+0.42%
●
280.04 ($291.95) 302.45
$289.78
-0.74%
Add 6.94%
23,170
1,504
VT 		Vanguard Total World Stock ETF2024-12-31Add
+0.37%
●
117.09 ($120.05) 123.07
$122.54
2.07%
Add 3.74%
89,566
3,225
HYMB 		SPDR Nuveen Bloomberg High Yield Municipal Bond ETF2024-12-31Reduce
-0.37%
●
25.3 ($25.93) 26.31
$24.50
-5.50%
Reduce -15.82%
76,781
-14,429
VWO 		Vanguard FTSE Emerging Markets ETF2024-12-31Add
+0.31%
●
44.04 ($46.45) 49.49
$47.78
2.87%
Add 42.15%
24,796
7,352
VXUS 		Vanguard Total International Stock2024-12-31Add
+0.29%
●
58.88 ($61.9) 64.8
$65.79
6.29%
Add 9.23%
60,208
5,086
SCHY 		Schwab International Dividend Equity ETF2024-12-31Sold Out
-0.25%
●
23.01 ($24.47) 25.97
$26.20
7.07%
Sold Out
0
-9,682
VOO 		Vanguard S&P 500 ETF2024-12-31Add
+0.24%
●
521.84 ($541.94) 558.82
$540.48
-0.27%
Add 21.7%
2,613
466
CTA 		Simplify Managed Futures Strategy ETF2024-12-31New Buy
+0.23%
●
25.87 ($27.15) 28.97
$27.76
2.25%
New holding
8,650
8,650

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 2024-12-31

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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