Orin Green Financial, LLC Reduced Holdings in Q4 2024

Orin Green Financial, LLC

  • $227 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QCOM
Qualcomm Inc

Technology
-3.74K
- 4.12%
$150.4 - $178.04 $563K - $666K
87K $13.4M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.02K
- 0.94%
$75.1 - $82.99 $76.4K - $84.4K
107K $8.07M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-2.57K
- 16.64%
$77.86 - $79.27 $200K - $203K
12.8K $1M
GBIL
Goldman Sachs Access Treasury

ETFs
-2.05K
- 8.46%
$99.85 - $100.22 $204K - $205K
22.2K $2.21M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-1.91K
- 2.03%
$24.94 - $26.14 $47.5K - $49.8K
91.7K $2.29M
EEM
Ishares Msci Emerging Markets

ETFs
-938
- 3.35%
$41.82 - $47.36 $39.2K - $44.4K
27.1K $1.13M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-766
- 3.24%
$38.37 - $42.82 $29.4K - $32.8K
22.8K $876K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.44K
- 4.98%
$44.33 - $49.55 $63.9K - $71.4K
27.5K $1.23M
VV
Vanguard Large Cap ETF

ETFs
-968
- 3.13%
$260.27 - $280.65 $252K - $272K
30K $8.09M
VB
Vanguard Small Cap ETF

ETFs
-344
- 2.9%
$233.76 - $261.58 $80.4K - $90K
11.5K $2.76M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-467
- 7.25%
$78.43 - $87.17 $36.6K - $40.7K
5.98K $479K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-21
- 0.74%
$89.9 - $100.66 $1.89K - $2.11K
2.81K $253K
IWR
Ishares Russell Mid Cap ETF

ETFs
-277
- 0.39%
$87.25 - $95.52 $24.2K - $26.5K
69.9K $6.18M
SPMD
Spdr Portfolio

ETFs
-108
- 0.66%
$54.13 - $59.56 $5.85K - $6.43K
16.4K $894K
VO
Vanguard Mid Cap ETF

ETFs
-21
- 0.12%
$261.5 - $284.63 $5.49K - $5.98K
17.5K $4.61M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-176
- 0.92%
$66.77 - $71.52 $11.8K - $12.6K
18.9K $1.3M
IWL
Ishares Tr Russell 200 ETF

ETFs
-31
- 0.63%
$138.92 - $149.97 $4.31K - $4.65K
4.89K $707K
VUG
Vanguard Growth ETF

ETFs
-239
- 4.65%
$378.79 - $428.11 $90.5K - $102K
4.9K $2.01M
IWP
Ishares Russell Mid Cap Growth

ETFs
-332
- 3.49%
$116.4 - $138.52 $38.6K - $46K
9.18K $1.16M
SPY
Spdr S&P 500 ETF Trust

ETFs
-52
- 0.6%
$567.81 - $607.81 $29.5K - $31.6K
8.67K $5.08M
IVV
Ishares Core S&P 500 ETF

ETFs
-830
- 1.53%
$570.51 - $610.59 $474K - $507K
53.6K $31.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-26
- 0.35%
$180.88 - $232.93 $4.7K - $6.06K
7.37K $1.62M
TSLA
Tesla, Inc.

Consumer Cyclical
-214
- 5.42%
$213.65 - $479.86 $45.7K - $103K
3.74K $1.51M
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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