Orcam Financial Group Incresed Positions in Q1 2025

Orcam Financial Group

  • $106 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DSCF
Ea Series Trust Discipline Fd

ETFs
38.8K
+ 2.48%
$22.07 - $23.11 $857K - $897K
1.61M $36.9M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.24K
+ 8.7%
$58.01 - $64.46 $304K - $338K
65.4K $4.06M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.31K
+ 0.62%
$18.36 - $20.51 $24.1K - $26.9K
213K $4.22M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.69K
+ 3.24%
$57.44 - $59.4 $97.2K - $101K
53.9K $3.2M
VEA
Vanguard Ftse Developed Market

ETFs
1.08K
+ 2.82%
$47.4 - $52.99 $51K - $57.1K
39.2K $1.99M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.29K
+ 3.99%
$25.81 - $28.52 $84.9K - $93.8K
85.8K $2.37M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.77K
+ 11.18%
$42.5 - $46.71 $118K - $130K
27.6K $1.25M
VEU
Vanguard Ftse All World Ex Us

ETFs
180
+ 0.96%
$56.51 - $62.98 $10.2K - $11.3K
19K $1.15M
CTA
Simplify Exch Traded Fds Simpl

ETFs
1.49K
+ 17.23%
$27.81 - $30.21 $41.4K - $45K
10.1K $300K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
228
+ 8.73%
$507.05 - $563.67 $116K - $129K
2.84K $1.46M
TIP
Ishares Tr Tips Bd ETF

ETFs
185
+ 7.84%
$106.22 - $111.09 $19.7K - $20.6K
2.55K $282K
VTV
Vanguard Value ETF

ETFs
14
+ 0.18%
$167.73 - $179.21 $2.35K - $2.51K
7.83K $1.35M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
124
+ 0.24%
$22.46 - $23.26 $2.79K - $2.88K
51.4K $1.19M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5
+ 0.05%
$71.17 - $73.66 $356 - $368
10.3K $754K
VGSH
Vanguard

ETFs
28
+ 0.14%
$58.07 - $58.69 $1.63K - $1.64K
19.4K $1.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6
+ 0.06%
$77.7 - $78.94 $466 - $474
9.3K $734K
Ea Series Trust
500
+ 16.05%
N/A
3.62K $0
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.3%
$251.87 - $277.95 $1.51K - $1.67K
1.98K $512K
HYD
Vaneck High Yield Muni ETF

ETFs
9
+ 0.04%
$50.79 - $52.53 $457 - $473
21.1K $1.08M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
4
+ 0.23%
$147.38 - $176.39 $590 - $706
1.73K $262K
PFF
Ishares Trust Ishares Pfd And

ETFs
39
+ 0.11%
$30.73 - $32.26 $1.2K - $1.26K
34K $1.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
305
+ 0.74%
$21.75 - $24.28 $6.63K - $7.41K
41.7K $920K
VGT
Vanguard Information Technolog

ETFs
1
+ 0.15%
$542.38 - $646.34 $542 - $646
687 $372K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.04%
$551.42 - $612.93 $551 - $613
2.46K $1.38M
VT
Vanguard Total World Stk Index

ETFs
407
+ 0.45%
$115.08 - $123.97 $46.8K - $50.5K
90K $10.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
104
+ 0.1%
$25.58 - $29.24 $2.66K - $3.04K
101K $2.64M
VTI
Vanguard Total Stock Market Et

ETFs
684
+ 2.95%
$271.18 - $303.12 $185K - $207K
23.9K $6.56M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 6 Reductions 6 Sold out 0 Options Calls 0 Puts 0
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