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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 $202,719,489
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 56,630 $27,003,489 13.32%
2.
Ishares Tr
 330,689 $19,160,120 9.45%
3.
Ishares Trust
 IEF 61,827 $17,104,695 8.43%
4.
Vanguard Tax-Managed Fds
 311,719 $14,887,349 7.34%
5.
Qualcomm Inc
 QCOM 92,819 $13,424,420 6.62%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)