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CIK: 0001905367
Total reported value
$204.7M
$204.7M
45 檔
31.0%
At the close of Q4 2024, Orcam Financial Group disclosed equity holdings valued at approximately $204.7M, spread across 45 reported holdings.
During Q4 2024, Orcam Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DDX, VT, SCHB) accounted for 31.0% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDX | Defined Duration 10 ETF | ETF-Other | 33.76% | -7.51% | +4.78% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 10.18% | -1.82% | +3.74% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 7.22% | -1.17% | +198.51% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.49% | -0.79% | +6.94% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.79% | +0.54% | +100.52% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.43% | -0.57% | +9.23% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.93% | -0.38% | +20.24% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.70% | -0.35% | +200.41% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.13% | -0.10% | +9.50% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.11% | -0.24% | -2.20% | |
| 11 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.90% | -0.35% | -15.82% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.76% | -0.43% | +1.40% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.39% | -0.22% | +12.90% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | -0.23% | +21.70% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.28% | -0.04% | +9.14% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.13% | -0.14% | +96.07% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.09% | -0.07% | +4.18% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.08% | -0.18% | +217.20% | |
| 19 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.08% | -0.17% | +3.73% | |
| 20 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.06% | -0.30% | +0.08% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.06% | -0.12% | +42.15% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.04% | -0.19% | +1.93% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-Other | 1.03% | -0.32% | +0.21% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | +0.04% | +200.04% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.82% | -0.42% | — | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.25% | +4.54% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.70% | -0.11% | -17.59% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.54% | -0.06% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.61% | -1.02% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.50% | +0.67% | +5.67% | |
| 31 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.46% | -0.12% | +34.17% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.45% | -0.04% | +12.72% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.41% | +0.03% | +10.65% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.35% | -0.16% | — | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.38% | — | |
| 36 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.27% | -0.03% | +0.23% | |
| 37 | CAOS | Alpha Architect Tail Risk | ETF-Other | 0.26% | -0.01% | +19.58% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.24% | — | +0.17% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.24% | -0.04% | — | |
| 40 | TAIL | Cambria Tail Risk ETF | ETF-Other | 0.24% | -0.05% | — | |
| 41 | CTA | Simplify Managed Futures St | ETF-Other | 0.23% | -0.05% | — | |
| 42 | HIDE | Alpha Arc High Inf & Def ETF | ETF-Other | 0.23% | — | +11.92% | |
| 43 | DFAI | Dimensional International Co | ETF-Other | 0.21% | -0.05% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.20% | -0.12% | — | |
| 45 | PL | Planet Labs Pbc | Stock-Industrials | 0.14% | -0.09% | — |
According to official SEC Form 13F filings, Orcam Financial Group reported a total U.S. public equity portfolio value of $204.7M across 45 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, Orcam Financial Group's top holdings by market value included DDX (33.8%)、VT (10.2%)、SCHB (7.2%). The largest single position, DDX, represented 33.8% of total portfolio value.
In Q4 2024, Orcam Financial Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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