OF

Orcam Financial Group

13F
Orcam Financial Group
Last update 2024-07-15 42 Stocks (1 new)
Value $93.00 Mil Turnover 3 %
Countries:
Top Holdings: DSCF(34.59%)VT(10.32%)SCHB(7.40%)VTI(4.97%)SCHF(4.35%)
Portfolio Report
Summary Stock Picks Current Portfolio
Orcam Financial Group Top Holdings of 2024-06-30 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
1,437,652
32237.040
+2.60%
34.590
+0.88%
-
-0.39%
+2.11%
44.443
 
VT 		Vanguard Total World Stock ETF
85,393
9617.760
+0.21%
10.320
+0.02%
-
+8.59%
+17.20%
38255.707
 
SCHB 		Schwab U.S. Broad Market ETF
109,652
6893.830
-1.31%
7.400
-0.10%
-
+12.89%
+25.05%
32880.447
 
VTI 		Vanguard Total Stock Market ETF
17,309
4630.320
+11.64%
4.970
+0.52%
-
+12.80%
+24.93%
418831.491
 
SCHF 		Schwab International Equity ETF
105,467
4052.050
-2.16%
4.350
-0.10%
-
+1.21%
+4.11%
39903.760
 
VXUS 		Vanguard Total International Stock
47,779
2881.090
+23.99%
3.090
+0.60%
-
+1.79%
+5.16%
72986.963
 
SCHM 		Schwab U.S. Mid-Cap ETF
33,402
2599.700
-3.76%
2.790
-0.12%
-
+13.77%
+16.17%
11835.728
 
HYMB 		SPDR Nuveen Bloomberg High Yield Municipal Bond ETF
90,282
2296.770
-2.16%
2.460
-0.06%
-
-0.46%
+2.09%
2784.474
 
VGIT 		Vanguard Intermediate-Term Government Bond ETF
37,742
2197.720
+29.60%
2.360
+0.54%
-
-2.63%
-1.84%
29433.197
 
SPY 		S&P 500 ETF TRUST ETF
3,765
2048.910
0%
2.200
0%
-
+11.93%
+25.58%
617362.995
 

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 ETF2024-06-30Add
+0.88%
●
21.78 ($22.31) 22.72
$22.97
2.96%
Add 2.6%
1,437,652
36,404
VXUS 		Vanguard Total International Stock2024-06-30Add
+0.60%
●
57.86 ($60.38) 62.21
$60.95
0.94%
Add 23.99%
47,779
9,244
VGIT 		Vanguard Intermediate-Term Government Bond ETF2024-06-30Add
+0.54%
●
57.14 ($57.82) 58.53
$58.23
0.71%
Add 29.6%
37,742
8,621
VTI 		Vanguard Total Stock Market ETF2024-06-30Add
+0.52%
●
245.23 ($258.82) 269.4
$296.37
14.51%
Add 11.64%
17,309
1,805
VWO 		Vanguard FTSE Emerging Markets ETF2024-06-30New Buy
+0.25%
●
40.83 ($43.08) 44.89
$45.73
6.15%
New holding
5,407
5,407
JNJ 		Johnson & Johnson2024-06-30Sold Out
-0.23%
●
144.38 ($148.72) 157.78
$152.64
2.64%
Sold Out
0
-1,350
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF2024-06-30Reduce
-0.19%
●
77.99 ($79.4) 80.49
$81.01
2.03%
Reduce -7.73%
25,102
-2,102
SCHD 		Schwab US Dividend Equity ETF2024-06-30Reduce
-0.17%
●
75.81 ($78.09) 80.15
$28.91
-62.98%
Reduce -10.39%
16,356
-1,897
SCHM 		Schwab U.S. Mid-Cap ETF2024-06-30Reduce
-0.12%
●
75.69 ($78.49) 81.19
$29.17
-62.84%
Reduce -3.76%
33,402
-1,306
SCHB 		Schwab U.S. Broad Market ETF2024-06-30Reduce
-0.10%
●
57.57 ($60.78) 63.3
$23.21
-61.81%
Reduce -1.31%
109,652
-1,450

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 2024-06-30

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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