Orcam Financial Group Top Holdings and 13F Report (2024) About Orcam Financial GroupInvestment ActivityOrcam Financial Group has $103.22 million in total holdings as of September 30, 2024.Orcam Financial Group owns shares of 47 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 6.99% of the portfolio was purchased this quarter.About 2.33% of the portfolio was sold this quarter.This quarter, Orcam Financial Group has purchased 42 new stocks and bought additional shares in 22 stocks.Orcam Financial Group sold shares of 9 stocks and completely divested from 2 stocks this quarter.Largest Holdings Discipline Fund ETF $35,103,111Vanguard Total World Stock ETF $10,335,070Schwab US Broad Market ETF $7,329,486Vanguard Total Stock Market ETF $6,134,882Schwab International Equity ETF $4,347,663 Largest New Holdings this Quarter Avantis All International Markets Equity ETF $387,057 HoldingVanguard Information Technology ETF $363,642 HoldingVanguard U.S. Momentum Factor ETF $277,304 HoldingSchwab International Dividend Equity ETF $253,378 HoldingAlpha Architect High Inflation and Deflation ETF $228,297 Holding Largest Purchases this Quarter Discipline Fund ETF 57,370 shares (about $1.35M)Vanguard Total Stock Market ETF 4,357 shares (about $1.23M)Vanguard FTSE Emerging Markets ETF 12,037 shares (about $575.96K)Vanguard Total International Stock ETF 7,343 shares (about $475.39K)Vanguard FTSE All-World ex-US ETF 7,010 shares (about $441.64K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,587 shares (about $910.49K)Invesco S&P 500 Equal Weight ETF 3,189 shares (about $571.34K)Schwab US Dividend Equity ETF 3,487 shares (about $294.76K)VanEck High Yield Muni ETF 1,880 shares (about $99.77K)Vanguard FTSE Developed Markets ETF 1,411 shares (about $74.52K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrcam Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDSCFDiscipline Fund ETF$35,103,111$1,347,047 ▲4.0%1,495,02234.0%ETFVTVanguard Total World Stock ETF$10,335,070$113,476 ▲1.1%86,34110.0%ETFSCHBSchwab US Broad Market ETF$7,329,486$35,455 ▲0.5%110,1857.1%ETFVTIVanguard Total Stock Market ETF$6,134,882$1,233,716 ▲25.2%21,6665.9%ETFSCHFSchwab International Equity ETF$4,347,663$10,856 ▲0.3%105,7314.2%ETFVXUSVanguard Total International Stock ETF$3,568,629$475,390 ▲15.4%55,1223.5%ETFSCHMSchwab U.S. Mid-Cap ETF$2,782,207$6,813 ▲0.2%33,4842.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,622,496$342,101 ▲15.0%43,4042.5%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,396,086$24,379 ▲1.0%91,2102.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,325,654$223,361 ▲10.6%27,7692.3%ETFSCHESchwab Emerging Markets Equity ETF$2,198,841$992 ▲0.0%75,3542.1%ETFVEAVanguard FTSE Developed Markets ETF$1,985,821$74,515 ▼-3.6%37,6031.9%ETFVTVVanguard Value ETF$1,249,710$318,057 ▲34.1%7,1591.2%ETFSPYSPDR S&P 500 ETF Trust$1,249,562$910,494 ▼-42.2%2,1781.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,243,462$4,182 ▲0.3%26,1671.2%ETFVGLTVanguard Long-Term Treasury Index ETF$1,192,186$5,415 ▲0.5%19,3731.2%ETFVEUVanguard FTSE All-World ex-US ETF$1,160,739$441,640 ▲61.4%18,4241.1%ETFVOOVanguard S&P 500 ETF$1,132,803$98,138 ▲9.5%2,1471.1%ETFPFFiShares Preferred and Income Securities ETF$1,125,564$2,093 ▼-0.2%33,8721.1%ETFHYDVanEck High Yield Muni ETF$1,120,814$99,769 ▼-8.2%21,1201.1%ETFVGSHVanguard Short-Term Treasury Index ETF$1,098,071$2,479 ▼-0.2%18,6051.1%ETFSCHDSchwab US Dividend Equity ETF$1,087,837$294,762 ▼-21.3%12,8691.1%ETFSCHXSchwab US Large-Cap ETF$936,356$204 ▲0.0%13,8000.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$895,997$715 ▲0.1%11,2820.9%ETFVTEBVanguard Tax-Exempt Bond ETF$867,677$613 ▼-0.1%16,9730.8%ETFVWOVanguard FTSE Emerging Markets ETF$834,683$575,962 ▲222.6%17,4440.8%ETFBNDVanguard Total Bond Market ETF$738,120$225 ▲0.0%9,8270.7%ETFRSPInvesco S&P 500 Equal Weight ETF$575,820$571,341 ▼-49.8%3,2140.6%ETFAAPLApple$500,7170.0%2,1490.5%Computer and TechnologyVOVanguard Mid-Cap ETF$493,384$2,375 ▲0.5%1,8700.5%ETFQQQInvesco QQQ$395,3370.0%8100.4%FinanceAVNMAvantis All International Markets Equity ETF$387,057$387,057 ▲New Holding6,4500.4%ETFVGTVanguard Information Technology ETF$363,642$363,642 ▲New Holding6200.4%ETFIAUiShares Gold Trust$361,0210.0%7,2640.3%FinanceIVViShares Core S&P 500 ETF$331,6720.0%5750.3%ETFVFMOVanguard U.S. Momentum Factor ETF$277,304$277,304 ▲New Holding1,7230.3%ETFAFLAflac$268,3200.0%2,4000.3%FinanceTAILCambria Tail Risk ETF$265,1000.0%22,0000.3%ETFTIPiShares TIPS Bond ETF$260,315$442 ▲0.2%2,3560.3%ETFSCHYSchwab International Dividend Equity ETF$253,378$253,378 ▲New Holding9,6820.2%ETFDFAIDimensional International Core Equity Market ETF$230,7860.0%7,2620.2%ETFXOMExxon Mobil$228,9310.0%1,9530.2%Oils/EnergyHIDEAlpha Architect High Inflation and Deflation ETF$228,297$228,297 ▲New Holding9,6450.2%ETFCAOSAlpha Architect Tail Risk ETF$225,267$225,267 ▲New Holding2,6050.2%ETFJNJJohnson & Johnson$218,781$218,781 ▲New Holding1,3500.2%MedicalVCLTVanguard Long-Term Corporate Bond ETF$213,968$65,555 ▼-23.5%2,6340.2%ManufacturingPLPlanet Labs PBC$77,3610.0%34,6910.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$0$209,502 ▼-100.0%00.0%ETFSNAPSnap$0$170,419 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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