Orcam Financial Group Purchases and Sells in Q1 2025

Orcam Financial Group

$106 Million
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DSCF	38.8K + 2.48%	$22.07 - $23.11 $857K - $897K	1.61M $36.9M
VXUS	5.24K + 8.7%	$58.01 - $64.46 $304K - $338K	65.4K $4.06M
SCHF	1.31K + 0.62%	$18.36 - $20.51 $24.1K - $26.9K	213K $4.22M
VGIT	1.69K + 3.24%	$57.44 - $59.4 $97.2K - $101K	53.9K $3.2M
VEA	1.08K + 2.82%	$47.4 - $52.99 $51K - $57.1K	39.2K $1.99M
SCHE	3.29K + 3.99%	$25.81 - $28.52 $84.9K - $93.8K	85.8K $2.37M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPEM	12.6K New	$37.07 - $40.63 $466K - $511K	12.6K $494K
JNJ	1.35K New	$142.06 - $167.7 $192K - $226K	1.35K $223K
DE	443 New	$408.57 - $509.27 $181K - $226K	443 $207K
VCLT	2.66K New	$73.11 - $77.43 $195K - $206K	2.66K $202K
2023 ETF Series Trust II	9K New	N/A	9K $0

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHB	-2.91K - 0.88%	$21.23 - $23.75 $61.7K - $69.1K	326K $7.02M
VCIT	-3.54K - 13.02%	$79.17 - $82.04 $280K - $290K	23.6K $1.93M
AAPL	-450 - 21.16%	$209.68 - $247.1 $94.4K - $111K	1.68K $372K
SCHD	-3.76K - 9.21%	$27.01 - $28.54 $102K - $107K	37.1K $1.04M
HYMB	-905 - 1.18%	$25.12 - $26.05 $22.7K - $23.6K	75.9K $1.91M
VTEB	-826 - 4.87%	$49.25 - $50.66 $40.7K - $41.8K	16.1K $801K

Activity Summary All Purchases 33 New Holdings 5 Increased Positions 28 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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