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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 $103,394,179
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Alpha Architect Etf Tr
 1,566,416 $34,911,025 33.76%
2.
Vanguard Intl Equity Index Funds
 VWO 89,566 $10,522,234 10.17%
3.
Schwab Strategic Trust
 FNDF 328,910 $7,466,253 7.22%
4.
Vanguard Index Fds
 23,170 $6,714,964 6.49%
5.
Schwab Strategic Trust
 FNDF 212,016 $3,922,297 3.79%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)