Orcam Financial Group

Q2 2025 13F Holdings

  • Location
    encinitas, CA
  • Num holdings

    51

  • Value ($000)

    $115,119

  • Date Filed
    08/15/2025
  • Form type
    13F-HR
  • CIK
    0001905367
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DSCF
DSCF

ALPHA ARCHITECT ETF TR

DISCIPLINE FUND
$39.08M
34 %

1,663,764

VT
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$11.71M
10 %

91,097

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$7.79M
7 %

326,901

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$7.47M
7 %

24,579

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$5.02M
4 %

227,113

---

VANGUARD STAR FDS

VG TL INTL STK F
$4.59M
4 %

66,397

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$3.26M
3 %

54,516

SCHM
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$2.83M
3 %

100,817

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$2.59M
2 %

85,838

VEA
VEA

VANGUARD TAX-MANAGED INTL FD

FTSE DEV MKT ETF
$2.30M
2 %

40,323

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