$170 Million is the total value of Orin Green Financial, LLC's 69 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-28
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 15 | Q2 2024 | 2.2% |
AMAZON COM INC | 15 | Q2 2024 | 0.5% |
ALPHABET INC | 15 | Q2 2024 | 0.5% |
ISHARES TR | 14 | Q2 2024 | 14.3% |
ISHARES TR | 14 | Q2 2024 | 9.1% |
VANGUARD TAX-MANAGED INTL FD | 14 | Q2 2024 | 10.7% |
ISHARES TR | 14 | Q2 2024 | 10.9% |
QUALCOMM INC | 14 | Q2 2024 | 8.8% |
ISHARES TR | 14 | Q2 2024 | 5.9% |
VANGUARD INDEX FDS | 14 | Q2 2024 | 4.5% |
View Orin Green Financial, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-01 |
13F-HR | 2024-07-31 |
13F-HR | 2024-05-08 |
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 |
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.