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 $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PL Planet Labs Pbc Industrials	$874M	$77,000 0.08% of portfolio	34,691	Q1 2022 New

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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Orcam Financial Group Portfolio Holdings