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Entity | Shares/Amount Change | Position Value Change |
VTV |
+3,026 | +$452 | DFAI |
+7,262 | +$208 |
Entity | Shares/Amount Change | Position Value Change |
XOM |
-1,953 | -$230 |
Entity | Shares/Amount Change | Position Value Change |
DSCF |
+29,735 | +$2,517 | SCHZ |
+3,279 | +$213 | VEA |
+1,907 | +$246 | VXUS |
+1,693 | +$240 | VGSH |
+1,610 | +$107 | VT |
+1,480 | +$961 | VTI |
+1,102 | +$582 | VGIT |
+828 | +$94 | SCHF |
+803 | +$351 | VOO |
+613 | +$322 |
Size ($ in 1000's)
At 12/31/2023: $81,822 At 09/30/2023: $74,304
Orcam Financial Group holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Orcam Financial Group 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Orcam Financial Group to be as follows, presented in the
table below with each row detailing each Orcam Financial Group position, ordered by largest to smallest position size.
The all-stocks-held-by-Orcam Financial Group table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Orcam Financial Group as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | PLANET LABS PBC |
34,691 |
+0 |
$86 | PL | 34,691 | UNCH | $86 | EXXON MOBIL CORP |
0 |
-1,953 |
$0 (exited) | XOM | 0 | -1,953 | $0 |
See Summary: Orcam Financial Group Top Holdings
See Details: Top 10 Stocks Held By Orcam Financial Group
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