Orcam Financial Group 13F Holdings
CIK 0001905367 · ENCINITAS, CA
As of Sep 30, 2025, Orcam Financial Group reported 55 positions worth
CIK 0001905367 · ENCINITAS, CA
As of Sep 30, 2025, Orcam Financial Group reported 55 positions worth
23.8M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ALPHA ARCHITECT ETF TR | — | — | 1,693,972 | $40.7M | 32.82% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 91,074 | 2.5M | 10.13% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 326,371 | $8.4M | 6.78% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 25,390 | $8.3M | 6.73% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 225,313 | $5.2M | 4.24% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 70,989 | $5.2M | 4.21% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 51,703 | $3.1M | 2.51% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 100,966 | $3.0M | 2.42% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 87,638 | $2.9M | 2.36% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 40,348 | $2.4M | 1.95% |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | VCIT | — | 24,121 | $2.0M | 1.64% |
| STATE STREET(R) SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | HYMB | — | 76,669 | .9M | 1.54% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 30,336 | .6M | 1.33% |
| SPDR S&P 500 ETF TRUST | SPY | — | 2,461 | .6M | 1.32% |
| VANGUARD VALUE INDEX FUND | VTV | — | 8,435 | .6M | 1.27% |
| VANGUARD 500 INDEX FUND | VOO | — | 2,559 | .6M | 1.27% |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | VEU | — | 19,631 | .4M | 1.13% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 50,651 | .2M | 0.96% |
| VANGUARD LONG-TERM TREASURY INDEX FUND | VGLT | — | 20,359 | .2M | 0.93% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 18,705 | .1M | 0.89% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 41,720 | .1M | 0.89% |
| VANECK HIGH YIELD MUNI ETF | HYD | — | 21,173 | .1M | 0.87% |
| ISHARES PREFERRED & INCOME S | PFF | — | 33,698 | .1M | 0.86% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 28,355 | $774.1K | 0.63% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 15,322 | $767.2K | 0.62% |