$62.4 Million is the total value of Orcam Financial Group's 29 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HYD | Exit | VANECK ETF TRUSThigh yld munietf | $0 | – | -3,592 | -100.0% | -0.29% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -474 | -100.0% | -0.30% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -1,941 | -100.0% | -0.31% | – |
| NTLA | Exit | INTELLIA THERAPEUTICS INC | $0 | – | -3,150 | -100.0% | -0.33% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,556 | -100.0% | -0.40% | – |
| DJP | Exit | BARCLAYS BANK PLCdjubs cmdt etn36 | $0 | – | -11,058 | -100.0% | -0.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHA ARCHITECT ETF TR | 8 | Q3 2023 | 38.2% |
| VANGUARD INTL EQUITY INDEX F | 8 | Q3 2023 | 11.6% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 10.2% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 7.2% |
| SPDR SER TR | 8 | Q3 2023 | 5.9% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 5.4% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 3.4% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 3.5% |
| VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 2.3% |
View Orcam Financial Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-15 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-02-09 |
View Orcam Financial Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.