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CIK: 0001905367
Total reported value
$204.7M
$204.7M
49 檔
31.8%
During the Q1 2025 filing period, Orcam Financial Group (CIK: 0001905367) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $204.7M across 49 reported positions.
During Q1 2025, Orcam Financial Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DDX | Defined Duration 10 ETF | ETF-Other | 34.56% | -7.51% | +2.48% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 9.77% | -1.82% | +0.45% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-Other | 6.57% | -1.17% | -0.88% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.14% | -0.79% | +2.95% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.95% | +0.54% | +0.62% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.81% | -0.57% | +8.70% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.00% | -0.38% | +3.24% | |
| 8 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.47% | -0.35% | +0.10% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.22% | -0.10% | +3.99% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.87% | -0.43% | +2.82% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.81% | -0.24% | -13.02% | |
| 12 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 1.79% | -0.35% | -1.18% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | -0.23% | +8.73% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.22% | +0.04% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.27% | -0.04% | +0.18% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.17% | -0.12% | +11.18% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.12% | -0.14% | +0.24% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.09% | -0.17% | +0.31% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.08% | -0.19% | +0.96% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.07% | -0.07% | +0.14% | |
| 21 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 1.01% | -0.30% | +0.04% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 0.98% | -0.32% | +0.11% | |
| 23 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.97% | -0.18% | -9.21% | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.86% | +0.04% | +0.74% | |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.75% | -0.42% | -4.87% | |
| 26 | BND | Vanguard Total Bond Market | ETF-Other | 0.71% | -0.25% | +0.05% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.69% | -0.11% | +0.06% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | -0.06% | — | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | +0.67% | +0.30% | |
| 30 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 0.47% | -0.12% | — | |
| 31 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.46% | -0.11% | — | |
| 32 | IAU | Ishares Gold Trust | ETF-Commodities | 0.40% | -0.16% | — | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.40% | -0.04% | — | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.35% | +0.03% | +0.15% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.61% | -21.16% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.38% | — | |
| 37 | CAOS | Alpha Architect Tail Risk | ETF-Other | 0.30% | -0.01% | +16.05% | |
| 38 | CTA | Simplify Managed Futures St | ETF-Other | 0.28% | -0.05% | +17.23% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.26% | — | +7.84% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.25% | -0.04% | — | |
| 41 | VFMO | Vanguard US Momentum Factor | ETF-Other | 0.25% | -0.03% | +0.23% | |
| 42 | TAIL | Cambria Tail Risk ETF | ETF-Other | 0.24% | -0.05% | — | |
| 43 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | -0.12% | — | |
| 44 | DFAI | Dimensional International Co | ETF-Other | 0.21% | -0.05% | — | |
| 45 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.21% | -0.08% | — | |
| 46 | QLTI | Gmo International Qlty ETF | ETF-Other | 0.20% | +0.01% | — | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.19% | +0.05% | — | |
| 48 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.19% | — | — | |
| 49 | PL | Planet Labs Pbc | Stock-Industrials | 0.11% | -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 49 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DDX, VT, SCHB) accounted for 31.8% of total reported equity market value during Q1 2025.
During Q1 2025, Orcam Financial Group's top holdings by market value included DDX (34.6%)、VT (9.8%)、SCHB (6.6%). The largest single position, DDX, represented 34.6% of total portfolio value.
In Q1 2025, 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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