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The Analysis of Orcam Financial Group's Holdings & P&L

Currently, Orcam Financial Group holds 62 types of securities in its portfolio with a total value $140.9M. In the most recent quarter, they have increased their positions in N/A (+148.4K shares, valued at $3.8M), N/A (+145.4K shares, valued at $3.6M), DFAC (+10.5K shares, valued at $408.7K); decreased their positions in VGIT (-13.2K shares, valued at $788.0K), SCHB (-15.4K shares, valued at $387.3K), VCIT (-4.3K shares, valued at $357.1K); initiated new positions in DFAC (+10.5K shares, valued at $408.7K), BNO (+7.5K shares, valued at $392.4K), IUSB (+6.9K shares, valued at $320.7K).

1M P&L

+1.9M+2.14%

3M P&L

-2.9M-3.15%

HY P&L

+3.2M+3.71%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A77.7M

95.8%

2Aerospace & Defense684.1K

0.8%

3Consumer Electronics601.4K

0.7%

Top Industries by Stock Count

1N/A42 stocks

82.4%

2Internet Retail1 stocks

2.0%

3Gold1 stocks

2.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHA ARCHITECT ETF TR ALPHA ARCHITECT ETF TR1.8M shares0.28%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F93.0K shares1.07%2026-03-312026-05-12

VTI VANGUARD INDEX FDS26.3K shares0.29%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR311.0K shares-4.73%2026-03-312026-05-12

EA Series Trust EA Series Trust307.6K shares89.62%2026-03-312026-05-12

EA Series Trust EA Series Trust227.0K shares188.89%2026-03-312026-05-12

VXUS VANGUARD STAR FDS71.2K shares1.24%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR218.1K shares-3.87%2026-03-312026-05-12

Sponsored

SCHM SCHWAB STRATEGIC TR101.2K shares0.09%2026-03-312026-05-12

SCHE SCHWAB STRATEGIC TR88.6K shares-1.30%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED INTL FD44.3K shares7.63%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS42.2K shares-23.86%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F32.4K shares2.32%2026-03-312026-05-12

VTV VANGUARD INDEX FDS8.9K shares6.45%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F20.5K shares3.44%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares14.60%2026-03-312026-05-12

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SPY SPDR S&P 500 ETF TR2.3K shares1.65%2026-03-312026-05-12

HYMB SPDR SER TR61.5K shares0.45%2026-03-312026-05-12

HYD VANECK ETF TRUST28.7K shares0.03%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR43.9K shares5.33%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS12.6K shares-25.51%2026-03-312026-05-12

PFF ISHARES TR32.7K shares-0.56%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR27.9K shares0.04%2026-03-312026-05-12

VGLT VANGUARD SCOTTSDALE FDS14.3K shares-30.41%2026-03-312026-05-12

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GMOI GMO ETF TRUST21.1K shares45.67%2026-03-312026-05-12

XOM EXXON MOBIL CORP4.5K shares0.43%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS14.6K shares10.06%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS11.9K shares-12.45%2026-03-312026-05-12

PL PLANET LABS PBC24.8K shares-28.60%2026-03-312026-05-12

AVNM AMERICAN CENTY ETF TR8.9K shares0.11%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS8.8K shares2.94%2026-03-312026-05-12

SPEM SPDR INDEX SHS FDS13.8K shares0.00%2026-03-312026-05-12

Sponsored

SCHZ SCHWAB STRATEGIC TR27.4K shares-27.69%2026-03-312026-05-12

VGT VANGUARD WORLD FDS891 shares21.06%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K shares0.00%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR6.4K shares0.00%2026-03-312026-05-12

VO VANGUARD INDEX FDS1.9K shares0.32%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR934 shares0.00%2026-03-312026-05-12

AAPL APPLE INC1.9K shares-12.61%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS6.1K shares-10.89%2026-03-312026-05-12

Sponsored

AOR ISHARES TR7.4K shares25.39%2026-03-312026-05-12

CAOS EA Series Trust4.8K shares29.76%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST10.5K sharesnew addition2026-03-312026-05-12

BNO UNITED STS BRENT OIL FD LP7.5K sharesnew addition2026-03-312026-05-12

IVV ISHARES TR582 shares0.00%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.5K shares0.06%2026-03-312026-05-12

VFMO VANGUARD WELLINGTON FD1.7K shares0.11%2026-03-312026-05-12

IUSB ISHARES TR6.9K sharesnew addition2026-03-312026-05-12

Sponsored

CTA SIMPLIFY EXCHANGE TRADED FUN10.1K shares0.00%2026-03-312026-05-12

IWF ISHARES TR701 shares-6.53%2026-03-312026-05-12

AMZN AMAZON COM INC1.4K shares6.14%2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST7.3K shares0.00%2026-03-312026-05-12

AFL AFLAC INC2.4K shares0.00%2026-03-312026-05-12

WMT WALMART INC2.1K shares0.00%2026-03-312026-05-12

AVES AMERICAN CENTY ETF TR4.0K shares0.10%2026-03-312026-05-12

MSFT MICROSOFT CORP636 shares6.00%2026-03-312026-05-12

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE5.5K shares0.00%2026-03-312026-05-12

QLTI 2023 ETF Series Trust II9.0K shares0.00%2026-03-312026-05-12

TAIL CAMBRIA ETF TR18.5K shares0.00%2026-03-312026-05-12

DFIC Dimensional ETF Trust6.1K sharesnew addition2026-03-312026-05-12

DE DEERE & CO378 sharesnew addition2026-03-312026-05-12

VGZ VISTA GOLD CORP73.9K shares0.00%2026-03-312026-05-12

ALPHA ARCHITECT ETF TR

0.28%

Shares1.8M

Event2026-03-31

Filed2026-05-12

VANGUARD INTL EQUITY INDEX F

1.07%

Shares93.0K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

0.29%

Shares26.3K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

-4.73%

Shares311.0K

Event2026-03-31

Filed2026-05-12

EA Series Trust

89.62%

Shares307.6K

Event2026-03-31

Filed2026-05-12

EA Series Trust

188.89%

Shares227.0K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

1.24%

Shares71.2K

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

-3.87%

Shares218.1K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

0.09%

Shares101.2K

Event2026-03-31

Filed2026-05-12

SCHE

SCHWAB STRATEGIC TR

-1.30%

Shares88.6K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED INTL FD

7.63%

Shares44.3K

Event2026-03-31

Filed2026-05-12

VGIT

VANGUARD SCOTTSDALE FDS

-23.86%

Shares42.2K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

2.32%

Shares32.4K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

6.45%

Shares8.9K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

3.44%

Shares20.5K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

14.60%

Shares2.6K

Event2026-03-31

Filed2026-05-12

SPY

SPDR S&P 500 ETF TR

1.65%

Shares2.3K

Event2026-03-31

Filed2026-05-12

HYMB

SPDR SER TR

0.45%

Shares61.5K

Event2026-03-31

Filed2026-05-12

HYD

VANECK ETF TRUST

0.03%

Shares28.7K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

5.33%

Shares43.9K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

-25.51%

Shares12.6K

Event2026-03-31

Filed2026-05-12

PFF

ISHARES TR

-0.56%

Shares32.7K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

0.04%

Shares27.9K

Event2026-03-31

Filed2026-05-12

VGLT

VANGUARD SCOTTSDALE FDS

-30.41%

Shares14.3K

Event2026-03-31

Filed2026-05-12

GMOI

GMO ETF TRUST

45.67%

Shares21.1K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

0.43%

Shares4.5K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

10.06%

Shares14.6K

Event2026-03-31

Filed2026-05-12

VGSH

VANGUARD SCOTTSDALE FDS

-12.45%

Shares11.9K

Event2026-03-31

Filed2026-05-12

PLANET LABS PBC

-28.60%

Shares24.8K

Event2026-03-31

Filed2026-05-12

AVNM

AMERICAN CENTY ETF TR

0.11%

Shares8.9K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

2.94%

Shares8.8K

Event2026-03-31

Filed2026-05-12

SPEM

SPDR INDEX SHS FDS

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB STRATEGIC TR

-27.69%

Shares27.4K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FDS

21.06%

Shares891

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

0.32%

Shares1.9K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

0.00%

Shares934

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-12.61%

Shares1.9K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

-10.89%

Shares6.1K

Event2026-03-31

Filed2026-05-12

AOR

ISHARES TR

25.39%

Shares7.4K

Event2026-03-31

Filed2026-05-12

CAOS

EA Series Trust

29.76%

Shares4.8K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL ETF TRUST

New

Shares10.5K

Event2026-03-31

Filed2026-05-12

BNO

UNITED STS BRENT OIL FD LP

New

Shares7.5K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

0.00%

Shares582

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

0.06%

Shares1.5K

Event2026-03-31

Filed2026-05-12

VFMO

VANGUARD WELLINGTON FD

0.11%

Shares1.7K

Event2026-03-31

Filed2026-05-12

IUSB

ISHARES TR

New

Shares6.9K

Event2026-03-31

Filed2026-05-12

CTA

SIMPLIFY EXCHANGE TRADED FUN

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

-6.53%

Shares701

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

6.14%

Shares1.4K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-12

AVES

AMERICAN CENTY ETF TR

0.10%

Shares4.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

6.00%

Shares636

Event2026-03-31

Filed2026-05-12

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-12

QLTI

2023 ETF Series Trust II

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-12

TAIL

CAMBRIA ETF TR

0.00%

Shares18.5K

Event2026-03-31

Filed2026-05-12

DFIC

Dimensional ETF Trust

New

Shares6.1K

Event2026-03-31

Filed2026-05-12

DEERE & CO

New

Shares378

Event2026-03-31

Filed2026-05-12

VGZ

VISTA GOLD CORP

0.00%

Shares73.9K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available