$65.1 Thousand is the total value of Orcam Financial Group's 33 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 11.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $5,524 | -99.9% | 123,269 | -1.6% | 8.49% | -4.9% |
| HYMB | Sell | SPDR SER TRnuveen bloomberg | $2,758 | -99.9% | 56,316 | -18.5% | 4.24% | -24.6% |
| SCHM | Sell | SCHWAB STRATEGIC TRus mid-cap etf | $2,699 | -99.9% | 41,133 | -0.5% | 4.15% | -2.4% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $1,357 | -99.9% | 29,724 | -0.2% | 2.08% | -9.0% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,186 | -99.9% | 15,769 | -0.9% | 1.82% | -9.2% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $1,130 | -99.9% | 22,828 | -20.1% | 1.74% | -25.7% |
| VOO | Sell | VANGUARD INDEX FDS | $455 | -99.9% | 1,294 | -2.0% | 0.70% | -5.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $261 | -99.9% | 981 | -0.1% | 0.40% | -9.9% |
| NTLA | Exit | INTELLIA THERAPEUTICS INC | $0 | – | -3,650 | -100.0% | -0.35% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
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.