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Orcam Financial Group

Portfolio Manager
Orcam Financial Group
Performance
+1.37% (2025 Q4)
AUM (13F)
$140.85M
# of Holdings
62
Performance Rank
Allocation (Top 20)
85.51%

Orcam Financial Group Holdings Map

Top 50 Orcam Financial Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DDX
ALPHA ARCHITECT ETF TR
30.85%1.79M$43.4M
+0.28%(+5.07K)
2025-Q1: 1.61M shares2025-Q2: 1.66M shares2025-Q3: 1.69M shares2025-Q4: 1.79M shares2026-Q1: 1.79M shares
$23.64(+6.07%)
2026-03-31
VT
VANGUARD INTL EQUITY INDEX F
9.13%93.0K$12.9M
+1.07%(+985)
2025-Q1: 90.0K shares2025-Q2: 91.1K shares2025-Q3: 91.1K shares2025-Q4: 92.0K shares2026-Q1: 93.0K shares
$105.64(+47.69%)
2026-03-31
VTI
VANGUARD INDEX FDS
5.99%26.3K$8.4M
+0.29%(+77)
2025-Q1: 23.9K shares2025-Q2: 24.6K shares2025-Q3: 25.4K shares2025-Q4: 26.2K shares2026-Q1: 26.3K shares
$243.76(+50.72%)
2026-03-31
SCHB
SCHWAB STRATEGIC TR
5.54%311.0K$7.8M
-4.73%(-15.43K)
2025-Q1: 326.0K shares2025-Q2: 326.9K shares2025-Q3: 326.4K shares2025-Q4: 326.5K shares2026-Q1: 311.0K shares
$18.10(+59.03%)
2026-03-31
DDV
EA Series Trust
5.46%307.6K$7.7M
+89.62%(+145.40K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 162.2K shares2026-Q1: 307.6K shares
$25.03(+1.18%)
2026-03-31
DDXX
EA Series Trust
4.08%227.0K$5.8M
+188.89%(+148.41K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 78.6K shares2026-Q1: 227.0K shares
$25.21(+9.71%)
2026-03-31
VXUS
VANGUARD STAR FDS
3.9%71.2K$5.5M
+1.24%(+869)
2025-Q1: 65.4K shares2025-Q2: 66.4K shares2025-Q3: 71.0K shares2025-Q4: 70.3K shares2026-Q1: 71.2K shares
$58.48(+45.39%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
3.83%218.1K$5.4M
-3.87%(-8.78K)
2025-Q1: 213.3K shares2025-Q2: 227.1K shares2025-Q3: 225.3K shares2025-Q4: 226.9K shares2026-Q1: 218.1K shares
$19.48(+40.04%)
2026-03-31
SCHM
SCHWAB STRATEGIC TR
2.22%101.2K$3.1M
+0.09%(+88)
2025-Q1: 100.7K shares2025-Q2: 100.8K shares2025-Q3: 101.0K shares2025-Q4: 101.1K shares2026-Q1: 101.2K shares
$26.18(+31.95%)
2026-03-31
SCHE
SCHWAB STRATEGIC TR
2.07%88.6K$2.9M
-1.30%(-1.17K)
2025-Q1: 85.8K shares2025-Q2: 85.8K shares2025-Q3: 87.6K shares2025-Q4: 89.7K shares2026-Q1: 88.6K shares
$29.84(+21.98%)
2026-03-31

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