Fund Universe

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☆Orcam Financial Group

CIK 0001905367 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.304
AUM ($M)
205
Positions
105
Turnover
0.18
Top-10 wt
63%
Herfindahl
0.077
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 106 positions · portfolio value $205M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆DDX funds › ALPHA ARCHITECT ETF TR ADD — 23.3% -7.5% 47.8 1,900,446 +110,143 5 —
☆VT funds › VANGUARD INTL EQUITY INDEX F ADD — 7.3% -1.8% 15.0 95,303 +2,290 5 —
☆DDV funds › EA Series Trust ADD — 6.2% +0.7% 12.6 498,297 +190,649 3 —
☆VTI funds › VANGUARD INDEX FDS ADD — 5.2% -0.8% 10.6 28,743 +2,424 5 —
☆DDXX funds › EA Series Trust ADD — 5.0% +0.9% 10.1 363,890 +136,920 3 —
☆SCHB funds › SCHWAB STRATEGIC TR TRIM — 4.4% -1.2% 9.0 309,050 -1,993 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 4.4% +0.5% 8.9 322,547 +104,434 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 3.3% -0.6% 6.8 79,771 +8,620 5 —
☆SCHE funds › SCHWAB STRATEGIC TR ADD — 2.0% -0.1% 4.0 111,359 +22,790 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 1.9% -0.4% 3.8 103,810 +2,603 5 —
☆VEA funds › VANGUARD TAX-MANAGED INTL FD ADD — 1.6% -0.4% 3.2 45,475 +1,203 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 1.4% -0.4% 2.9 49,065 +6,835 5 —
☆IEFA funds › ISHARES TR NEW — 1.3% +1.3% 2.6 27,108 +27,108 1 —
☆VTV funds › VANGUARD INDEX FDS ADD — 1.2% -0.0% 2.5 11,278 +2,353 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F ADD — 1.1% -0.1% 2.3 38,236 +5,815 5 —
☆VO funds › VANGUARD INDEX FDS ADD — 1.1% +0.7% 2.2 26,906 +25,007 5 —
☆AGG funds › ISHARES TR NEW — 1.0% +1.0% 2.1 21,174 +21,174 1 —
☆AAPL funds › APPLE INC ADD — 1.0% +0.6% 2.0 6,759 +4,826 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F ADD — 0.9% -0.2% 1.8 22,050 +1,552 5 —
☆VOO funds › VANGUARD INDEX FDS ADD — 0.9% -0.2% 1.8 2,576 +2 5 —
☆IJH funds › ISHARES TR NEW — 0.9% +0.9% 1.8 22,847 +22,847 1 —
☆SPY funds › SPDR S&P 500 ETF TR ADD — 0.9% -0.2% 1.8 2,347 +1 5 —
☆IEMG funds › ISHARES INC NEW — 0.8% +0.8% 1.7 20,912 +20,912 1 —
☆SCHX funds › SCHWAB STRATEGIC TR ADD — 0.8% +0.0% 1.7 58,582 +14,633 5 —
☆HYMB funds › SPDR SER TR TRIM — 0.7% -0.4% 1.5 58,684 -2,769 5 —
☆AOR funds › ISHARES TR ADD — 0.7% +0.4% 1.5 21,478 +14,030 3 —
☆HYD funds › VANECK ETF TRUST ADD — 0.7% -0.3% 1.5 28,714 +14 5 —
☆IVV funds › ISHARES TR ADD — 0.6% +0.4% 1.3 1,771 +1,189 5 —
☆NVDA funds › NVIDIA CORPORATION NEW — 0.6% +0.6% 1.3 6,587 +6,587 1 —
☆VB funds › VANGUARD INDEX FDS NEW — 0.6% +0.6% 1.2 4,073 +4,073 1 —
☆AMZN funds › AMAZON COM INC ADD — 0.6% +0.4% 1.2 5,127 +3,726 4 —
☆GOOGL funds › ALPHABET INC NEW — 0.6% +0.6% 1.2 3,344 +3,344 1 —
☆MDY funds › SPDR S&P MIDCAP 400 ETF TR NEW — 0.5% +0.5% 1.1 1,521 +1,521 1 —
☆MSFT funds › MICROSOFT CORP ADD — 0.5% +0.3% 1.0 2,778 +2,142 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS TRIM — 0.5% -0.2% 1.0 12,426 -175 5 —
☆GMOI funds › GMO ETF TRUST ADD — 0.5% -0.0% 1.0 27,050 +6,000 3 —
☆VNQ funds › VANGUARD INDEX FDS NEW — 0.5% +0.5% 1.0 10,413 +10,413 1 —
☆VGT funds › VANGUARD WORLD FDS ADD — 0.5% +0.0% 1.0 8,007 +7,116 5 —
☆SPDW funds › SPDR INDEX SHS FDS NEW — 0.4% +0.4% 0.9 17,365 +17,365 1 —
☆SCHD funds › SCHWAB STRATEGIC TR TRIM — 0.4% -0.2% 0.9 27,503 -388 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 0.4% -0.1% 0.9 14,904 +3,024 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.4% -0.1% 0.9 6,274 +1,802 4 —
☆PL funds › PLANET LABS PBC HOLD — 0.4% -0.1% 0.8 24,771 +0 5 —
☆VUG funds › VANGUARD INDEX FDS NEW — 0.4% +0.4% 0.8 9,514 +9,514 1 —
☆VGLT funds › VANGUARD SCOTTSDALE FDS ADD — 0.4% -0.2% 0.8 14,375 +112 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 0.4% -0.1% 0.8 3,695 +481 5 —
☆IQLT funds › ISHARES TR NEW — 0.4% +0.4% 0.8 15,701 +15,701 1 —
☆PFF funds › ISHARES TR TRIM — 0.4% -0.3% 0.8 25,264 -7,468 5 —
☆AVNM funds › AMERICAN CENTY ETF TR ADD — 0.4% -0.1% 0.7 9,010 +89 5 —
☆SPEM funds › SPDR INDEX SHS FDS ADD — 0.4% -0.1% 0.7 13,843 +47 5 —
☆IEF funds › ISHARES TR NEW — 0.3% +0.3% 0.7 7,278 +7,278 1 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.3% -0.0% 0.7 934 +0 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 0.3% -0.1% 0.6 27,723 +276 5 —
☆DFIV funds › DIMENSIONAL ETF TRUST NEW — 0.3% +0.3% 0.6 11,820 +11,820 1 —
☆CAOS funds › EA Series Trust ADD — 0.3% -0.0% 0.6 6,775 +2,000 5 —
☆JPM funds › JPMORGAN CHASE & CO NEW — 0.3% +0.3% 0.5 1,573 +1,573 1 —
☆LRCX funds › LAM RESEARCH CORP NEW — 0.2% +0.2% 0.5 1,157 +1,157 1 —
☆TLT funds › ISHARES TR NEW — 0.2% +0.2% 0.5 5,751 +5,751 1 —
☆IAU funds › ISHARES GOLD TR HOLD — 0.2% -0.2% 0.5 6,437 +0 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 0.2% -0.1% 0.5 5,987 -74 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.2% -0.1% 0.5 10,518 +0 2 —
☆JPST funds › J P MORGAN EXCHANGE-TRADED F NEW — 0.2% +0.2% 0.5 9,113 +9,113 1 —
☆AMAT funds › APPLIED MATLS INC NEW — 0.2% +0.2% 0.4 610 +610 1 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.2% -0.2% 0.4 5,968 -2,826 5 —
☆VFMO funds › VANGUARD WELLINGTON FD ADD — 0.2% -0.0% 0.4 1,748 +3 5 —
☆IVLU funds › ISHARES TR NEW — 0.2% +0.2% 0.4 9,843 +9,843 1 —
☆META funds › META PLATFORMS INC NEW — 0.2% +0.2% 0.4 728 +728 1 —
☆DE funds › DEERE & CO ADD — 0.2% +0.0% 0.4 634 +256 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.2% -0.1% 0.4 1,542 +1 5 —
☆QLTI funds › 2023 ETF Series Trust II ADD — 0.2% +0.0% 0.4 13,000 +4,000 5 —
☆LLY funds › LILLY ELI & CO NEW — 0.2% +0.2% 0.4 292 +292 1 —
☆KLAC funds › KLA CORP NEW — 0.2% +0.2% 0.3 1,160 +1,160 1 —
☆CTA funds › SIMPLIFY EXCHANGE TRADED FUN ADD — 0.2% -0.0% 0.3 13,440 +3,300 5 —
☆IWF funds › ISHARES TR ADD — 0.2% -0.0% 0.3 2,805 +2,104 4 —
☆EMR funds › EMERSON ELEC CO NEW — 0.2% +0.2% 0.3 2,390 +2,390 1 —
☆IUSB funds › ISHARES TR HOLD — 0.2% -0.1% 0.3 6,943 +0 2 —
☆PANW funds › PALO ALTO NETWORKS INC NEW — 0.2% +0.2% 0.3 928 +928 1 —
☆AMD funds › ADVANCED MICRO DEVICES INC NEW — 0.2% +0.2% 0.3 540 +540 1 —
☆AFL funds › AFLAC INC ADD Common Stock 0.1% -0.0% 0.3 2,615 +215 5 —
☆V funds › VISA INC NEW — 0.1% +0.1% 0.3 878 +878 1 —
☆AVGO funds › BROADCOM INC NEW — 0.1% +0.1% 0.3 796 +796 1 —
☆DFAI funds › DIMENSIONAL ETF TRUST HOLD — 0.1% -0.1% 0.3 7,262 +0 5 —
☆CGDV funds › CAPITAL GROUP DIVIDEND VALUE ADD — 0.1% -0.0% 0.3 5,508 +15 5 —
☆VPU funds › VANGUARD WORLD FDS NEW — 0.1% +0.1% 0.3 1,376 +1,376 1 —
☆UNH funds › UNITEDHEALTH GROUP INC NEW — 0.1% +0.1% 0.3 645 +645 1 —
☆AVES funds › AMERICAN CENTY ETF TR ADD — 0.1% -0.0% 0.3 4,070 +28 5 —
☆IJR funds › ISHARES TR NEW — 0.1% +0.1% 0.3 1,787 +1,787 1 —
☆TSM funds › TAIWAN SEMICONDUCTOR MFG LTD NEW — 0.1% +0.1% 0.3 538 +538 1 —
☆WMT funds › WALMART INC ADD — 0.1% -0.1% 0.3 2,235 +135 5 —
☆PG funds › PROCTER AND GAMBLE CO NEW — 0.1% +0.1% 0.3 1,725 +1,725 1 —
☆CAT funds › CATERPILLAR INC NEW — 0.1% +0.1% 0.3 236 +236 1 —
☆RTX funds › RAYTHEON TECHNOLOGIES CORP NEW — 0.1% +0.1% 0.2 1,269 +1,269 1 —
☆TJX funds › TJX COS INC NEW NEW — 0.1% +0.1% 0.2 1,579 +1,579 1 —
☆COST funds › COSTCO WHSL CORP NEW NEW — 0.1% +0.1% 0.2 249 +249 1 —
☆MA funds › MASTERCARD INCORPORATED NEW — 0.1% +0.1% 0.2 453 +453 1 —
☆DFIC funds › Dimensional ETF Trust HOLD — 0.1% -0.0% 0.2 6,089 +0 2 —
☆GOOG funds › ALPHABET INC NEW — 0.1% +0.1% 0.2 628 +628 1 —
☆VTEB funds › VANGUARD MUN BD FDS TRIM — 0.1% -0.4% 0.2 4,120 -10,500 5 —
☆COF funds › CAPITAL ONE FINL CORP NEW — 0.1% +0.1% 0.2 1,028 +1,028 1 —
☆TSLA funds › TESLA INC NEW — 0.1% +0.1% 0.2 486 +486 1 —
☆CVX funds › CHEVRON CORP NEW NEW — 0.1% +0.1% 0.2 1,224 +1,224 1 —
☆TAIL funds › CAMBRIA ETF TR HOLD — 0.1% -0.1% 0.2 18,500 +0 5 —
☆BCX funds › BLACKROCK RES & COMMODITIES NEW — 0.1% +0.1% 0.2 15,196 +15,196 1 —
☆PGX funds › INVESCO EXCH TRADED FD TR II NEW — 0.1% +0.1% 0.2 15,500 +15,500 1 —
☆VGZ funds › VISTA GOLD CORP HOLD — 0.1% -0.0% 0.1 73,929 +0 4 —
☆BNO funds › UNITED STS BRENT OIL FD LP EXIT — 0.0% -0.3% 0.0 0 -7,545 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 205 105 0.18 63% 0.077 0.304 — in
2026Q1 141 62 0.07 73% 0.121 0.587 — in
2025Q4 133 58 0.06 73% 0.131 0.560 — in
2025Q3 124 55 0.02 74% 0.135 0.626 — in
2025Q2 115 51 0.03 75% 0.142 0.657 — entered
2025Q1 107 49 0.00 74% 0.145 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status