Orin Green Financial, LLC Portfolio Holdings
Orin Green Financial, LLC
- $227 Million
- Q4 2024
Orin Green Financial, LLC has filed its 13F form on February 19, 2025 for Q4 2024 where it was disclosed a total value porftolio of $227 Million distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.5M, Ishares California Muni Bond E with a value of $21.2M, Ishares Core S&P Mid Cap ETF with a value of $19.5M, Vanguard Ftse Developed Market with a value of $16.7M, and Qualcomm Inc with a value of $13.4M.
Examining the 13F form we can see an decrease of $3.4M in the current position value, from $230M to 227M.
Below you can find more details about Orin Green Financial, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$227 Million
ETFs: $196 Million
Technology: $21.5 Million
Communication Services: $3.29 Million
Consumer Cyclical: $3.13 Million
Healthcare: $1.13 Million
Financial Services: $854,000
Consumer Defensive: $622,000
Industrials: $281,000
Other: $0