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Home > Institutional Investor > Orin Green Financial, Llc > Profile

Instuitional Investor - Orin Green Financial, Llc

Fund Profile
Filing Period:
Fund Name: Orin Green Financial, Llc
Portfolio Value $212,174,641
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 51,598 $26,644,074 12.56%
2.
Ishares Tr - CALIF MUN BD ETF
 366,010 $20,093,949 9.47%
3.
Vanguard Tax-Managed Fds
 383,646 $19,377,949 9.13%
4.
Ishares Trust
 IEF 318,498 $17,071,498 8.05%
5.
Qualcomm Inc
 QCOM 86,542 $11,781,828 5.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)