The Analysis of Orcam Financial Group's Holdings
Currently, Orcam Financial Group holds 55 types of securities in its portfolio with a total value $123.8M. In the most recent quarter, they have increased their positions in N/A (+30.2K shares, valued at $724.9K), XOM (+4.5K shares, valued at $502.1K), IWF (+750 shares, valued at $351.2K); decreased their positions in VGIT (-2.8K shares, valued at $168.9K), SCHF (-1.8K shares, valued at $41.9K), VGSH (-549 shares, valued at $32.3K); initiated new positions in XOM (+4.5K shares, valued at $502.1K), IWF (+750 shares, valued at $351.2K), AMZN (+1.3K shares, valued at $289.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VT VANGUARD INTL EQUITY INDEX F91.1K shares-0.03%2025-09-302025-11-12
SCHB SCHWAB STRATEGIC TR326.4K shares-0.16%2025-09-302025-11-12 VTI VANGUARD INDEX FDS25.4K shares3.30%2025-09-302025-11-12 SCHF SCHWAB STRATEGIC TR225.3K shares-0.79%2025-09-302025-11-12 VXUS VANGUARD STAR FDS71.0K shares6.92%2025-09-302025-11-12 VGIT VANGUARD SCOTTSDALE FDS51.7K shares-5.16%2025-09-302025-11-12 SCHM SCHWAB STRATEGIC TR101.0K shares0.15%2025-09-302025-11-12 SCHE SCHWAB STRATEGIC TR87.6K shares2.10%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED INTL FD40.3K shares0.06%2025-09-302025-11-12 VCIT VANGUARD SCOTTSDALE FDS24.1K shares2.37%2025-09-302025-11-12 HYMB SPDR SER TR76.7K shares0.43%2025-09-302025-11-12 VWO VANGUARD INTL EQUITY INDEX F30.3K shares3.63%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR2.5K shares0.00%2025-09-302025-11-12 VTV VANGUARD INDEX FDS8.4K shares7.77%2025-09-302025-11-12 VOO VANGUARD INDEX FDS2.6K shares0.16%2025-09-302025-11-12 VEU VANGUARD INTL EQUITY INDEX F19.6K shares0.27%2025-09-302025-11-12 SCHZ SCHWAB STRATEGIC TR50.7K shares0.36%2025-09-302025-11-12 VGLT VANGUARD SCOTTSDALE FDS20.4K shares0.51%2025-09-302025-11-12 VGSH VANGUARD SCOTTSDALE FDS18.7K shares-2.85%2025-09-302025-11-12 SCHX SCHWAB STRATEGIC TR41.7K shares0.01%2025-09-302025-11-12 HYD VANECK ETF TRUST21.2K shares0.07%2025-09-302025-11-12 PFF ISHARES TR33.7K shares-0.82%2025-09-302025-11-12 SCHD SCHWAB STRATEGIC TR28.4K shares-0.34%2025-09-302025-11-12 VTEB VANGUARD MUN BD FDS15.3K shares0.00%2025-09-302025-11-12 BND VANGUARD BD INDEX FDS10.3K shares0.08%2025-09-302025-11-12 VCSH VANGUARD SCOTTSDALE FDS9.1K shares-1.16%2025-09-302025-11-12 SPEM SPDR INDEX SHS FDS13.7K shares9.22%2025-09-302025-11-12 AVNM AMERICAN CENTY ETF TR8.8K shares0.00%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T3.2K shares0.00%2025-09-302025-11-12 AAPL APPLE INC2.3K shares38.16%2025-09-302025-11-12 VO VANGUARD INDEX FDS2.0K shares0.25%2025-09-302025-11-12 QQQ INVESCO QQQ TR934 shares8.73%2025-09-302025-11-12 VGT VANGUARD WORLD FDS736 shares0.14%2025-09-302025-11-12 IAU ISHARES GOLD TR7.3K shares0.00%2025-09-302025-11-12 XOM EXXON MOBIL CORP4.5K sharesnew addition2025-09-302025-11-12 PL PLANET LABS PBC34.7K shares0.00%2025-09-302025-11-12 IVV ISHARES TR575 shares0.00%2025-09-302025-11-12 IWF ISHARES TR750 sharesnew addition2025-09-302025-11-12 VFMO VANGUARD WELLINGTON FD1.7K shares0.17%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON1.7K shares25.93%2025-09-302025-11-12 MSFT MICROSOFT CORP600 shares39.53%2025-09-302025-11-12 AMZN AMAZON COM INC1.3K sharesnew addition2025-09-302025-11-12 TIP ISHARES TR2.6K shares0.27%2025-09-302025-11-12 CTA SIMPLIFY EXCHANGE TRADED FUN10.1K shares0.00%2025-09-302025-11-12 CAOS EA Series Trust3.1K shares0.00%2025-09-302025-11-12 AFL AFLAC INC2.4K shares0.00%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST7.3K shares0.00%2025-09-302025-11-12 TAIL CAMBRIA ETF TR22.0K shares0.00%2025-09-302025-11-12 QLTI 2023 ETF Series Trust II9.0K shares0.00%2025-09-302025-11-12 CGDV CAPITAL GROUP DIVIDEND VALUE5.5K shares0.33%2025-09-302025-11-12 AVES AMERICAN CENTY ETF TR4.0K shares0.00%2025-09-302025-11-12 WMT WALMART INC2.1K shares0.00%2025-09-302025-11-12 VCLT VANGUARD SCOTTSDALE FDS2.7K shares0.63%2025-09-302025-11-12 VGZ VISTA GOLD CORP73.9K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available