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| Name: |
Orcam Financial Group |
| City: |
ENCINITAS |
| State: |
CA |
| Zip: |
92024 |
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data |
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| Holdings
Found :
6 |
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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 |
|
SCHB |
Schwab Strategic Trust |
3 |
- |
$61.09 |
$6,783,000 |
111,102 |
7.43% |
403,000 |
-3,499 |
0.057 |
Closed - End Fund - Debt |
|
|
VCIT |
Vanguard Intermediate-Term |
9 |
- |
$79.40 |
$2,190,000 |
27,204 |
2.4% |
-22,000 |
-5 |
0.003 |
Closed - End Fund - Debt |
|
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VEA |
Vanguard Europe Pacific ETF |
11 |
- |
$49.56 |
$1,947,000 |
38,804 |
2.13% |
83,000 |
-109 |
0.002 |
Closed - End Fund - F... |
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SCHZ |
Schwab Us Aggregate Bond |
15 |
- |
$45.29 |
$1,219,000 |
26,495 |
1.33% |
-112,000 |
-2,058 |
0.018 |
N/A |
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VCSH |
Vanguard Scottsdale Funds |
22 |
- |
$76.92 |
$871,000 |
11,265 |
0.95% |
-76,000 |
-979 |
0.003 |
N/A |
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SNAP |
Snap Inc |
41 |
- |
$15.18 |
$133,000 |
11,599 |
0.15% |
-105,000 |
-2,477 |
0.001 |
N/A |
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