Orcam Financial Group

Q4 2024 13F Holdings

  • Location
    encinitas, CA
  • Num holdings

    45

  • Value ($000)

    $103,394

  • Date Filed
    02/14/2025
  • 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 Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DSCF
DSCF

ALPHA ARCHITECT ETF TR

DISCIPLINE FUND
$34.91M
34 %

1,566,416

VT
VT

VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF
$10.52M
10 %

89,566

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
$7.47M
7 %

328,910

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
$6.71M
7 %

23,170

SCHF
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
$3.92M
4 %

212,016

---

VANGUARD STAR FDS

VG TL INTL STK F
$3.55M
3 %

60,208

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$3.03M
3 %

52,191

SCHM
SCHM

SCHWAB STRATEGIC TR

US MID-CAP ETF
$2.79M
3 %

100,588

SCHE
SCHE

SCHWAB STRATEGIC TR

EMRG MKTEQ ETF
$2.20M
2 %

82,509

VCIT
VCIT

VANGUARD SCOTTSDALE FDS

INT-TERM CORP
$2.18M
2 %

27,157

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