Orin Green Financial, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
OG Orin Green Financial, LLC | Institutional Filer | ▼ 2.48% | $243.8M | 78 |
Current Portfolio Holdings
Showing all 78 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 53K | $34.8M | 14.26% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 369K | $23.7M | 9.70% |
| 3 | IJH | ISHARES TR | — | 337K | $22.8M | 9.34% |
| 4 | CMF | ISHARES TR | — | 287K | $16.3M | 6.70% |
| 5 | QCOM | QUALCOMM Incorporated | Technology | 86K | $11.1M | 4.57% |
| 6 | EFA | ISHARES TR | — | 97K | $9.4M | 3.87% |
| 7 | SPDW | SPDR INDEX SHS FDS | — | 198K | $9.1M | 3.72% |
| 8 | MUB | ISHARES TR | — | 84K | $9.0M | 3.68% |
| 9 | VV | VANGUARD INDEX FDS | — | 28K | $8.3M | 3.39% |
| 10 | IWR | ISHARES TR | — | 62K | $6.0M | 2.47% |
| 11 | IJR | ISHARES TR | — | 48K | $5.9M | 2.44% |
| 12 | SPY | SPDR S&P 500 ETF Trust | — | 9K | $5.9M | 2.42% |
| 13 | VO | VANGUARD INDEX FDS | — | 19K | $5.4M | 2.21% |
| 14 | RWO | SPDR INDEX SHS FDS | — | 118K | $5.4M | 2.21% |
| 15 | GLD | SPDR GOLD TR | — | 12K | $5.0M | 2.05% |
Showing 1 to 15 of 78 holdings