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| Name: |
Orcam Financial Group |
| City: |
ENCINITAS |
| State: |
CA |
| Zip: |
92024 |
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data |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SCHE |
Schwab Emerging Markets Equ... |
12 |
- |
$26.20 |
$1,902,000 |
75,320 |
2.08% |
35,000 |
0 |
0.028 |
N/A |
|
|
VTEB |
Vanguard Tax Exempt Bond Etf |
23 |
- |
$49.93 |
$859,000 |
16,985 |
0.94% |
-8,000 |
0 |
0.001 |
N/A |
|
|
AAPL |
Apple Inc |
29 |
- |
$196.89 |
$369,000 |
2,149 |
0.4% |
-45,000 |
0 |
0 |
Personal Computers |
|
|
QQQ |
Invesco QQQ Trust Series I |
30 |
- |
$462.96 |
$360,000 |
810 |
0.39% |
28,000 |
0 |
0 |
Closed - End Fund - Debt |
|
|
IVV |
iShares Core S&P 500 Etf |
32 |
- |
$536.73 |
$302,000 |
575 |
0.33% |
27,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
TAIL |
Cambria Tail Risk Etf |
34 |
- |
$0.00 |
$267,000 |
22,000 |
0.29% |
-15,000 |
0 |
0 |
N/A |
|
|
TIP |
iShares Lehman TIPS Bond |
35 |
- |
$106.05 |
$252,000 |
2,342 |
0.28% |
0 |
0 |
0 |
Closed - End Fund - E... |
|
|
DFAI |
Dfa Dimensional Internation... |
37 |
- |
$0.00 |
$219,000 |
7,262 |
0.24% |
11,000 |
0 |
0.006 |
N/A |
|
|
JNJ |
Johnson & Johnson |
39 |
- |
$147.08 |
$214,000 |
1,350 |
0.23% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
PL |
Planet Labs PBC |
42 |
- |
$2.02 |
$88,000 |
34,691 |
0.1% |
2,000 |
0 |
0.014 |
N/A |
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