Orcam Financial Group Top Holdings and 13F Report (2025) About Orcam Financial GroupInvestment ActivityOrcam Financial Group has $103.39 million in total holdings as of December 31, 2024.Orcam Financial Group owns shares of 45 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 15.23% of the portfolio was purchased this quarter.About 1.22% of the portfolio was sold this quarter.This quarter, Orcam Financial Group has purchased 47 new stocks and bought additional shares in 31 stocks.Orcam Financial Group sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Discipline Fund ETF $34,911,025Vanguard Total World Stock ETF $10,522,234Schwab US Broad Market ETF $7,466,253Vanguard Total Stock Market ETF $6,714,964Schwab International Equity ETF $3,922,297 Largest New Holdings this Quarter Simplify Managed Futures Strategy ETF $241,249 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 218,725 shares (about $4.97M)Schwab International Equity ETF 106,285 shares (about $1.97M)Schwab U.S. Mid-Cap ETF 67,104 shares (about $1.86M)Discipline Fund ETF 71,394 shares (about $1.59M)Schwab US Dividend Equity ETF 27,952 shares (about $763.65K) Largest Sales this Quarter SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 14,429 shares (about $369.09K)Vanguard Short-Term Corporate Bond ETF 1,984 shares (about $154.78K)Vanguard Intermediate-Term Corporate Bond ETF 612 shares (about $49.13K)Apple 22 shares (about $5.51K) 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$34,911,025$1,591,172 ▲4.8%1,566,41633.8%ETFVTVanguard Total World Stock ETF$10,522,234$378,874 ▲3.7%89,56610.2%ETFSCHBSchwab US Broad Market ETF$7,466,253$4,965,055 ▲198.5%328,9107.2%ETFVTIVanguard Total Stock Market ETF$6,714,964$435,879 ▲6.9%23,1706.5%ETFSCHFSchwab International Equity ETF$3,922,297$1,966,273 ▲100.5%212,0163.8%ETFVXUSVanguard Total International Stock ETF$3,548,048$299,717 ▲9.2%60,2083.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$3,027,049$509,641 ▲20.2%52,1912.9%ETFSCHMSchwab U.S. Mid-Cap ETF$2,787,281$1,859,444 ▲200.4%100,5882.7%ETFSCHESchwab Emerging Markets Equity ETF$2,197,214$190,538 ▲9.5%82,5092.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,179,892$49,125 ▼-2.2%27,1572.1%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$1,964,061$369,094 ▼-15.8%76,7811.9%ETFVEAVanguard FTSE Developed Markets ETF$1,823,364$25,201 ▲1.4%38,1301.8%ETFSPYSPDR S&P 500 ETF Trust$1,441,082$164,678 ▲12.9%2,4591.4%FinanceVOOVanguard S&P 500 ETF$1,407,764$251,059 ▲21.7%2,6131.4%ETFVTVVanguard Value ETF$1,322,656$110,715 ▲9.1%7,8131.3%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,164,631$570,636 ▲96.1%51,3051.1%ETFVGSHVanguard Short-Term Treasury Index ETF$1,127,663$45,207 ▲4.2%19,3821.1%ETFSCHDSchwab US Dividend Equity ETF$1,115,230$763,649 ▲217.2%40,8211.1%ETFVGLTVanguard Long-Term Treasury Index ETF$1,112,237$39,962 ▲3.7%20,0951.1%ETFHYDVanEck High Yield Muni ETF$1,097,182$831 ▲0.1%21,1361.1%ETFVWOVanguard FTSE Emerging Markets ETF$1,092,030$323,786 ▲42.1%24,7961.1%ETFVEUVanguard FTSE All-World ex-US ETF$1,078,150$20,438 ▲1.9%18,7801.0%ETFPFFiShares Preferred and Income Securities ETF$1,067,192$2,264 ▲0.2%33,9441.0%ETFSCHXSchwab US Large-Cap ETF$959,787$639,904 ▲200.0%41,4060.9%ETFVTEBVanguard Tax-Exempt Bond ETF$850,8740.0%16,9730.8%ETFBNDVanguard Total Bond Market ETF$738,736$32,072 ▲4.5%10,2730.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$725,374$154,780 ▼-17.6%9,2980.7%ETFRSPInvesco S&P 500 Equal Weight ETF$563,1890.0%3,2140.5%ETFAAPLApple$532,643$5,509 ▼-1.0%2,1270.5%Computer and TechnologyVOVanguard Mid-Cap ETF$522,052$28,005 ▲5.7%1,9760.5%ETFAVNMAvantis All International Markets Equity ETF$473,967$120,710 ▲34.2%8,6540.5%ETFQQQInvesco QQQ$466,587$52,638 ▲12.7%9130.5%FinanceVGTVanguard Information Technology ETF$426,728$41,055 ▲10.6%6860.4%ETFIAUiShares Gold Trust$359,6410.0%7,2640.3%FinanceIVViShares Core S&P 500 ETF$338,4910.0%5750.3%ETFVFMOVanguard U.S. Momentum Factor ETF$283,945$658 ▲0.2%1,7270.3%ETFCAOSAlpha Architect Tail Risk ETF$272,687$44,645 ▲19.6%3,1150.3%ETFTIPiShares TIPS Bond ETF$251,496$426 ▲0.2%2,3600.2%ETFAFLAflac$248,2560.0%2,4000.2%FinanceTAILCambria Tail Risk ETF$246,4000.0%22,0000.2%ETFCTASimplify Managed Futures Strategy ETF$241,249$241,249 ▲New Holding8,6500.2%ETFHIDEAlpha Architect High Inflation and Deflation ETF$240,292$25,598 ▲11.9%10,7950.2%ETFDFAIDimensional International Core Equity Market ETF$212,0500.0%7,2620.2%ETFXOMExxon Mobil$210,0840.0%1,9530.2%Oils/EnergyPLPlanet Labs PBC$140,1520.0%34,6910.1%Computer and TechnologySCHYSchwab International Dividend Equity ETF$0$253,378 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$218,781 ▼-100.0%00.0%MedicalVCLTVanguard Long-Term Corporate Bond ETF$0$213,968 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. 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