$126 Million is the total value of Orin Green Financial, LLC's 64 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2020 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-11
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 12 | Q3 2023 | 14.3% |
ISHARES TR | 12 | Q3 2023 | 9.1% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 10.7% |
ISHARES TR | 12 | Q3 2023 | 10.9% |
QUALCOMM INC | 12 | Q3 2023 | 7.5% |
ISHARES TR | 12 | Q3 2023 | 5.9% |
VANGUARD INDEX FDS | 12 | Q3 2023 | 4.5% |
SPDR INDEX SHS FDS | 12 | Q3 2023 | 5.5% |
ISHARES TR | 12 | Q3 2023 | 4.8% |
ISHARES TR | 12 | Q3 2023 | 6.2% |
View Orin Green Financial, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-31 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-28 |
13F-HR | 2022-10-14 |
13F-HR | 2022-07-19 |
13F-HR | 2022-04-27 |
13F-HR | 2022-02-14 |
13F-HR | 2021-10-28 |
View Orin Green Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.