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Home > Institutional Investor > Orcam Financial Group > Profile

Instuitional Investor - Orcam Financial Group

Fund Profile
Filing Period:
Fund Name: Orcam Financial Group
Portfolio Value $74,304,991
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alpha Architect Etf Tr
 1,335,447 $27,956,519 37.62%
2.
Vanguard Intl Equity Index Funds
 VWO 83,352 $7,766,698 10.45%
3.
Schwab Strategic Trust
 FNDF 115,470 $5,756,197 7.74%
4.
Schwab Strategic Trust
 FNDF 106,923 $3,631,114 4.88%
5.
Vanguard Index Fds
 12,924 $2,745,124 3.69%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)