Orcam Financial Group Purchases in Q4 2024

Orcam Financial Group

  • $102 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.5K
+ 6.94%
$280.04 - $302.45 $421K - $455K
23.2K $6.71M
VGIT
Vanguard Intermediate Term Tre

ETFs
8.79K
+ 20.24%
$57.78 - $60.4 $508K - $531K
52.2K $3.03M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
466
+ 21.7%
$521.84 - $558.82 $243K - $260K
2.61K $1.41M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
7.35K
+ 42.15%
$44.04 - $49.49 $324K - $364K
24.8K $1.09M
CTA
Simplify Exch Traded Fds Simpl

ETFs
8.65K
New
$25.8 - $28.97 $223K - $251K
8.65K $241K
SPY
Spdr S&P 500 ETF Trust

ETFs
281
+ 12.9%
$567.81 - $607.81 $160K - $171K
2.46K $1.44M
VT
Vanguard Total World Stk Index

ETFs
3.23K
+ 3.74%
$117.09 - $123.07 $378K - $397K
89.6K $10.5M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
219K
+ 198.51%
$22.01 - $66.82 $4.81M - $14.6M
329K $7.47M
VTV
Vanguard Value ETF

ETFs
654
+ 9.14%
$168.32 - $181.87 $110K - $119K
7.81K $1.32M
QQQ
Invesco Qqq Trust, Series 1

ETFs
103
+ 12.72%
$481.22 - $538.17 $49.6K - $55.4K
913 $466K
VGSH
Vanguard

ETFs
777
+ 4.18%
$58.02 - $58.88 $45.1K - $45.7K
19.4K $1.13M
VO
Vanguard Mid Cap ETF

ETFs
106
+ 5.67%
$261.5 - $284.63 $27.7K - $30.2K
1.98K $521K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
28K
+ 217.2%
$26.93 - $84.95 $753K - $2.37M
40.8K $1.12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
27.6K
+ 200.04%
$22.4 - $68.28 $618K - $1.88M
41.4K $959K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
4
+ 0.23%
$159.11 - $178.39 $636 - $714
1.73K $283K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
67.1K
+ 200.41%
$27.54 - $83.04 $1.85M - $5.57M
101K $2.79M
American Centy ETF Tr
2.2K
+ 34.17%
N/A
8.65K $0
HIDE
Ea Ser Tr Alpha Architect High
1.15K
+ 11.92%
N/A
10.8K $0
Ea Series Trust
510
+ 19.58%
N/A
3.12K $0
BND
Vanguard Bd Index Fd Inc Total

ETFs
446
+ 4.54%
$71.75 - $75.11 $32K - $33.5K
10.3K $738K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.16K
+ 9.5%
$26.63 - $30.23 $191K - $216K
82.5K $2.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
4
+ 0.17%
$106.33 - $110.69 $425 - $443
2.36K $251K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.09K
+ 9.23%
$58.88 - $64.8 $299K - $330K
60.2K $3.55M
HYD
Vaneck High Yield Muni ETF

ETFs
16
+ 0.08%
$51.09 - $53.06 $817 - $849
21.1K $1.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
72
+ 0.21%
$31.23 - $33.51 $2.25K - $2.41K
33.9K $1.07M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
25.1K
+ 96.07%
$22.63 - $47.53 $569K - $1.19M
51.3K $1.16M
VGLT
Vanguard Long Term Treasury Et

ETFs
722
+ 3.73%
$55.1 - $61.74 $39.8K - $44.6K
20.1K $1.11M
VEU
Vanguard Ftse All World Ex Us

ETFs
356
+ 1.93%
$57.29 - $63.1 $20.4K - $22.5K
18.8K $1.08M
VEA
Vanguard Ftse Developed Market

ETFs
527
+ 1.4%
$47.57 - $52.44 $25.1K - $27.6K
38.1K $1.82M
DSCF
Ea Series Trust Discipline Fd

ETFs
71.4K
+ 4.78%
$22.29 - $23.51 $1.59M - $1.68M
1.57M $34.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
106K
+ 100.52%
$18.41 - $40.87 $1.96M - $4.34M
212K $3.92M
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
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