Orcam Financial Group
Q1 2025 13F Holdings
- Locationencinitas, CA
- Num holdings
49
- Value ($000)
$106,792
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001905367
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DSCF ALPHA ARCHITECT ETF TR | DISCIPLINE FUND | 02072L748 | $36.90M | 35 % | 1,605,230 | ||
VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | $10.43M | 10 % | 89,973 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $7.02M | 7 % | 326,002 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $6.56M | 6 % | 23,854 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $4.22M | 4 % | 213,326 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $4.06M | 4 % | 65,445 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $3.20M | 3 % | 53,884 | ||
SCHM SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $2.64M | 3 % | 100,692 | ||
SCHE SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | $2.37M | 2 % | 85,799 | ||
VEA VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | $1.99M | 2 % | 39,207 |
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