Orcam Financial Group Top Holdings and 13F Report (2025) About Orcam Financial GroupInvestment ActivityOrcam Financial Group has $115.12 million in total holdings as of June 30, 2025.Orcam Financial Group owns shares of 51 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 2.84% of the portfolio was purchased this quarter.About 0.86% of the portfolio was sold this quarter.This quarter, Orcam Financial Group has purchased 49 new stocks and bought additional shares in 23 stocks.Orcam Financial Group sold shares of 10 stocks and completely divested from 2 stocks this quarter.Largest Holdings Discipline Fund ETF $39,081,814Vanguard Total World Stock ETF $11,707,816Schwab US Broad Market ETF $7,790,039Vanguard Total Stock Market ETF $7,470,362Schwab International Equity ETF $5,019,204 Largest New Holdings this Quarter 14020W106 - Capital Group Dividend Value ETF $214,589 Holding594918104 - Microsoft $213,886 Holding025072372 - Avantis Emerging Markets Value ETF $212,094 Holding931142103 - Walmart $205,338 Holding Largest Purchases this Quarter Discipline Fund ETF 58,534 shares (about $1.37M)Schwab International Equity ETF 13,787 shares (about $304.69K)Vanguard Total Stock Market ETF 725 shares (about $220.35K)Capital Group Dividend Value ETF 5,434 shares (about $214.59K)Microsoft 430 shares (about $213.89K) Largest Sales this Quarter Schwab US Dividend Equity ETF 8,609 shares (about $228.14K)Vanguard S&P 500 ETF 286 shares (about $162.47K)Alpha Architect Tail Risk ETF 500 shares (about $44.42K)Vanguard Tax-Exempt Bond ETF 825 shares (about $40.45K)Invesco QQQ 54 shares (about $29.78K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrcam Financial Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDSCFDiscipline Fund ETF$39,081,814$1,374,964 ▲3.6%1,663,76433.9%ETFVTVanguard Total World Stock ETF$11,707,816$144,457 ▲1.2%91,09710.2%ETFSCHBSchwab US Broad Market ETF$7,790,039$21,423 ▲0.3%326,9016.8%ETFVTIVanguard Total Stock Market ETF$7,470,362$220,351 ▲3.0%24,5796.5%ETFSCHFSchwab International Equity ETF$5,019,204$304,693 ▲6.5%227,1134.4%ETFVXUSVanguard Total International Stock ETF$4,587,386$65,774 ▲1.5%66,3974.0%ETFVGITVanguard Intermediate-Term Treasury ETF$3,260,629$37,800 ▲1.2%54,5162.8%ETFSCHMSchwab U.S. Mid-Cap ETF$2,827,928$3,506 ▲0.1%100,8172.5%ETFSCHESchwab Emerging Markets Equity ETF$2,587,146$1,175 ▲0.0%85,8382.2%ETFVEAVanguard FTSE Developed Markets ETF$2,298,804$63,623 ▲2.8%40,3232.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,953,761$4,975 ▼-0.3%23,5621.7%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,891,737$11,523 ▲0.6%76,3411.6%ETFSPYSPDR S&P 500 ETF Trust$1,520,303$618 ▲0.0%2,4611.3%FinanceVOOVanguard S&P 500 ETF$1,451,407$162,467 ▼-10.1%2,5551.3%ETFVWOVanguard FTSE Emerging Markets ETF$1,447,883$84,329 ▲6.2%29,2741.3%ETFVTVVanguard Value ETF$1,383,2680.0%7,8271.2%ETFVEUVanguard FTSE All-World ex-US ETF$1,316,066$41,543 ▲3.3%19,5781.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$1,172,908$22,311 ▼-1.9%50,4691.0%ETFVGLTVanguard Long-Term Treasury ETF$1,136,784$5,556 ▲0.5%20,2561.0%ETFVGSHVanguard Short-Term Treasury ETF$1,131,722$9,169 ▼-0.8%19,2541.0%ETFHYDVanEck High Yield Muni ETF$1,062,366$653 ▲0.1%21,1580.9%ETFPFFiShares Preferred and Income Securities ETF$1,042,355$245 ▼0.0%33,9750.9%ETFSCHXSchwab US Large-Cap ETF$1,019,535$122 ▲0.0%41,7160.9%ETFBNDVanguard Total Bond Market ETF$757,298$515 ▲0.1%10,2850.7%ETFSCHDSchwab US Dividend Equity ETF$753,948$228,137 ▼-23.2%28,4510.7%ETFVTEBVanguard Tax-Exempt Bond ETF$751,238$40,450 ▼-5.1%15,3220.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$734,470$5,167 ▼-0.7%9,2390.6%ETFRSPInvesco S&P 500 Equal Weight ETF$584,1120.0%3,2140.5%ETFAVNMAvantis All International Markets Equity ETF$574,035$8,817 ▲1.6%8,7890.5%ETFVOVanguard Mid-Cap ETF$554,6980.0%1,9820.5%ETFSPEMSPDR Portfolio Emerging Markets ETF$537,0280.0%12,5650.5%ETFVGTVanguard Information Technology ETF$487,742$31,853 ▲7.0%7350.4%ETFQQQInvesco QQQ$473,710$29,779 ▼-5.9%8590.4%FinanceIAUiShares Gold Trust$452,9830.0%7,2640.4%FinanceIVViShares Core S&P 500 ETF$357,0180.0%5750.3%ETFAAPLApple$344,0700.0%1,6770.3%Computer and TechnologyVFMOVanguard U.S. Momentum Factor ETF$299,604$1,035 ▲0.3%1,7370.3%ETFTIPiShares TIPS Bond ETF$281,251$1,210 ▲0.4%2,5560.2%ETFCAOSAlpha Architect Tail Risk ETF$276,737$44,420 ▼-13.8%3,1150.2%ETFCTASimplify Managed Futures Strategy ETF$271,1440.0%10,1400.2%ETFTAILCambria Tail Risk ETF$263,7800.0%22,0000.2%ETFAFLAflac$253,1040.0%2,4000.2%FinanceDFAIDimensional International Core Equity Market ETF$251,0470.0%7,2620.2%ETF2023 ETF Series Trust II$231,4800.0%9,0000.2%GMO INTL QUALITYCGDVCapital Group Dividend Value ETF$214,589$214,589 ▲New Holding5,4340.2%ETFMSFTMicrosoft$213,886$213,886 ▲New Holding4300.2%Computer and TechnologyAVESAvantis Emerging Markets Value ETF$212,094$212,094 ▲New Holding3,9610.2%ETFPLPlanet Labs PBC$211,6150.0%34,6910.2%Computer and TechnologyJNJJohnson & Johnson$206,2130.0%1,3500.2%MedicalWMTWalmart$205,338$205,338 ▲New Holding2,1000.2%Retail/WholesaleVCLTVanguard Long-Term Corporate Bond ETF$203,294$1,215 ▲0.6%2,6780.2%ManufacturingXOMExxon Mobil$0$232,270 ▼-100.0%00.0%EnergyDEDeere & Company$0$207,922 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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