Orcam Financial Group Purchases and Sells in Q2 2025

Orcam Financial Group

$114 Million
Q2 2025

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DSCF	58.5K + 3.65%	$22.12 - $23.62 $1.29M - $1.38M	1.66M $39.1M
VT	1.12K + 1.25%	$103.16 - $128.52 $116K - $144K	91.1K $11.7M
VTI	725 + 3.04%	$243.75 - $303.93 $177K - $220K	24.6K $7.47M
SCHF	13.8K + 6.46%	$17.76 - $22.1 $245K - $305K	227K $5.02M
SCHB	899 + 0.28%	$19.1 - $23.83 $17.2K - $21.4K	327K $7.79M
VXUS	952 + 1.45%	$55.54 - $69.09 $52.9K - $65.8K	66.4K $4.59M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	5.43K New	$31.93 - $39.49 $174K - $215K	5.43K $214K
MSFT	430 New	$354.56 - $497.45 $152K - $214K	430 $213K
AVES	3.96K New	$42.02 - $53.63 $166K - $212K	3.96K $212K
WMT	2.1K New	$81.79 - $99.98 $172K - $210K	2.1K $205K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-8.61K - 23.23%	$24.32 - $27.87 $209K - $240K	28.5K $753K
VTEB	-825 - 5.11%	$48.13 - $49.85 $39.7K - $41.1K	15.3K $751K
SCHZ	-960 - 1.87%	$22.68 - $23.28 $21.8K - $22.3K	50.5K $1.17M
VOO	-286 - 10.07%	$456.74 - $568.03 $131K - $162K	2.56K $1.45M
VGSH	-156 - 0.8%	$58.32 - $58.95 $9.1K - $9.2K	19.3K $1.13M
PFF	-8 - 0.02%	$29.0 - $30.68 $232 - $245	34K $1.04M

Activity Summary All Purchases 27 New Holdings 4 Increased Positions 23 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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