Orcam Financial Group
- SEC CIK
- 0001905367
- 最新申報
- 2026/8/13
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/9 申報。只含多頭部位。
- 持股檔數
- 36
- 2021 年第 3 季沒有申報
- 總值
- $7,304 萬
- 2021 年第 3 季沒有申報
Orcam Financial Group 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Alpha Architect ETF Tr02072L748 | DISCIPLINE FUND | 766,244 | $1,919 萬 | 26.3% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 73,070 | $785.0 萬 | 10.7% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 66,132 | $747.4 萬 | 10.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 135,767 | $527.7 萬 | 7.2% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 71,708 | $430.8 萬 | 5.9% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 49,206 | $395.8 萬 | 5.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 40,702 | $330.7 萬 | 4.5% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 102,185 | $302.7 萬 | 4.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 47,155 | $254.2 萬 | 3.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 26,152 | $242.6 萬 | 3.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 32,676 | $166.8 萬 | 2.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 29,858 | $163.9 萬 | 2.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 25,737 | $101.5 萬 | 1.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,879 | $96.0 萬 | 1.3% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,105 | $87.0 萬 | 1.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 6,890 | $78.4 萬 | 1.1% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 7,655 | $68.5 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,103 | $50.8 萬 | 0.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,052 | $45.9 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 156 | $45.2 萬 | 0.6% | – | – | 歷史 |
| DJPBarclays Bank PLC | DJUBS CMDT ETN36 | 15,258 | $43.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 5,900 | $39.2 萬 | 0.5% | – | – | – |
| NTLAIntellia Therapeutics, Inc. | COM | 3,150 | $37.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 3,410 | $36.1 萬 | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,013 | $35.0 萬 | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 810 | $32.2 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 6,040 | $31.2 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,269 | $31.0 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 575 | $27.4 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,350 | $23.1 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 474 | $22.5 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 3,568 | $22.3 萬 | 0.3% | – | – | – |
| MVFBlackRock Munivest Fund, Inc. | COM | 22,293 | $21.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 815 | $20.8 萬 | 0.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 1,600 | $20.7 萬 | 0.3% | – | – | – |
| MDTMedtronic plc | Stock | 1,941 | $20.1 萬 | 0.3% | – | – | 歷史 |