Orcam Financial Group Portfolio Holdings

Orcam Financial Group

  • $102 Million
  • Q3 2024

Orcam Financial Group has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $102 Million distributed in 47 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ea Series Trust Discipline Fd with a value of $35.1M, Vanguard Total World Stk Index with a value of $10.3M, Schwab Strategic Tr Us Broad M with a value of $7.33M, Vanguard Total Stock Market Et with a value of $6.13M, and Schwab Strategic Tr Intl Eqty with a value of $4.35M.

Examining the 13F form we can see an increase of $9.18M in the current position value, from $93.2M to 102M.

Orcam Financial Group is based out at Encinitas, CA

Below you can find more details about Orcam Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $102 Million
ETFs: $101 Million
Technology: $500,000
Financial Services: $268,000
Energy: $228,000
Healthcare: $218,000
Industrials: $77,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 47
  • Current Value $102 Million
  • Prior Value $93.2 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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