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Size ($ in 1000's)
At 12/31/2023: $81,822 At 09/30/2023: $74,304
Orcam Financial Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Orcam Financial Group 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Orcam Financial Group top holdings by largest position size, as per the latest 13f filing made by Orcam Financial Group.
In the Orcam Financial Group-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Orcam Financial Group in that top holding, then the share count change between reporting periods, and finally the Orcam Financial Group top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ALPHA ARCHITECT ETF TR (DSCF) |
1,365,182 |
+29,735 |
$30,474 | DSCF | 1,365,182 | +29,735 | $30,474 | VANGUARD INTL EQUITY INDEX F (VT) |
84,832 |
+1,480 |
$8,728 | VT | 84,832 | +1,480 | $8,728 | SCHWAB STRATEGIC TR |
114,601 |
-869 |
$6,380 | SCHB | 114,601 | -869 | $6,380 | SCHWAB STRATEGIC TR |
107,726 |
+803 |
$3,982 | SCHF | 107,726 | +803 | $3,982 | VANGUARD INDEX FDS (VTI) |
14,026 |
+1,102 |
$3,327 | VTI | 14,026 | +1,102 | $3,327 | SCHWAB STRATEGIC TR |
34,654 |
-4,630 |
$2,610 | SCHM | 34,654 | -4,630 | $2,610 | SPDR SER TR (HYMB) |
91,518 |
+544 |
$2,315 | HYMB | 91,518 | +544 | $2,315 | VANGUARD SCOTTSDALE FDS (VCIT) |
27,209 |
-55 |
$2,212 | VCIT | 27,209 | -55 | $2,212 | VANGUARD STAR FDS (VXUS) |
33,610 |
+1,693 |
$1,948 | VXUS | 33,610 | +1,693 | $1,948 | SCHWAB STRATEGIC TR |
75,320 |
-9,787 |
$1,867 | SCHE | 75,320 | -9,787 | $1,867 | VANGUARD TAX MANAGED INTL FD (VEA) |
38,913 |
+1,907 |
$1,864 | VEA | 38,913 | +1,907 | $1,864 | SCHWAB STRATEGIC TR |
28,553 |
+3,279 |
$1,331 | SCHZ | 28,553 | +3,279 | $1,331 | VANGUARD SCOTTSDALE FDS (VGIT) |
21,564 |
+828 |
$1,279 | VGIT | 21,564 | +828 | $1,279 | VANECK ETF TRUST (HYD) |
22,932 |
-717 |
$1,184 | HYD | 22,932 | -717 | $1,184 | VANGUARD SCOTTSDALE FDS (VGLT) |
19,143 |
+107 |
$1,178 | VGLT | 19,143 | +107 | $1,178 | ISHARES TR (PFF) |
36,548 |
-24 |
$1,140 | PFF | 36,548 | -24 | $1,140 | VANGUARD SCOTTSDALE FDS (VGSH) |
18,663 |
+1,610 |
$1,089 | VGSH | 18,663 | +1,610 | $1,089 | VANGUARD SCOTTSDALE FDS (VCSH) |
12,244 |
-26 |
$947 | VCSH | 12,244 | -26 | $947 | VANGUARD MUN BD FDS (VTEB) |
16,985 |
UNCH |
$867 | VTEB | 16,985 | UNCH | $867 | SCHWAB STRATEGIC TR |
10,688 |
+526 |
$814 | SCHD | 10,688 | +526 | $814 | VANGUARD INDEX FDS (VOO) |
1,841 |
+613 |
$804 | VOO | 1,841 | +613 | $804 | SCHWAB STRATEGIC TR |
13,795 |
+2 |
$778 | SCHX | 13,795 | +2 | $778 | VANGUARD BD INDEX FDS (BND) |
9,820 |
+3 |
$722 | BND | 9,820 | +3 | $722 | VANGUARD INDEX FDS (VTV) |
3,026 |
+3,026 |
$452 | VTV | 3,026 | +3,026 | $452 | VANGUARD INDEX FDS (VO) |
1,857 |
+6 |
$432 | VO | 1,857 | +6 | $432 | APPLE INC |
2,149 |
-200 |
$414 | AAPL | 2,149 | -200 | $414 | INVESCO QQQ TR |
810 |
UNCH |
$332 | QQQ | 810 | UNCH | $332 | CAMBRIA ETF TR (TAIL) |
22,000 |
UNCH |
$282 | TAIL | 22,000 | UNCH | $282 | ISHARES GOLD TR (IAU) |
7,062 |
UNCH |
$276 | IAU | 7,062 | UNCH | $276 | ISHARES TR (IVV) |
575 |
UNCH |
$275 | IVV | 575 | UNCH | $275 | VANGUARD SCOTTSDALE FDS (VCLT) |
3,402 |
+21 |
$273 | VCLT | 3,402 | +21 | $273 | ISHARES TR (TIP) |
2,342 |
-26 |
$252 | TIP | 2,342 | -26 | $252 | SPDR S&P 500 ETF TR (SPY) |
527 |
UNCH |
$250 | SPY | 527 | UNCH | $250 | SNAP INC |
14,076 |
-3,958 |
$238 | SNAP | 14,076 | -3,958 | $238 | JOHNSON & JOHNSON |
1,350 |
UNCH |
$212 | JNJ | 1,350 | UNCH | $212 | DIMENSIONAL ETF TRUST (DFAI) |
7,262 |
+7,262 |
$208 | DFAI | 7,262 | +7,262 | $208 |
See Full List: All Stocks Held By Orcam Financial Group
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Orcam Financial Group
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