Orin Green Financial, LLC Portfolio Holdings
Orin Green Financial, LLC
- $217 Million
- Q2 2024
Orin Green Financial, LLC has filed its 13F form on July 30, 2024 for Q2 2024 where it was disclosed a total value porftolio of $217 Million distributed in 77 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 $29.3M, Ishares California Muni Bond E with a value of $19.6M, Qualcomm Inc with a value of $19.1M, Ishares Core S&P Mid Cap ETF with a value of $18.1M, and Vanguard Ftse Developed Market with a value of $15.6M.
Examining the 13F form we can see an increase of $4.12M in the current position value, from $213M to 217M.
Below you can find more details about Orin Green Financial, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
---|