Orin Green Financial, LLC: 13F holdings
CIK 18442272026Q2
| Positions | 83 |
|---|
| Reported value | $271.1m |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 83 (+5 vs prior quarter) |
|---|
| Reported value | $271.1m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 53,825 | $40.3m | 14.9% |
| IJH ISHARES TR | 343,070 | $26.5m | 9.8% |
| VEA VANGUARD TAX-MANAGED FDS | 364,728 | $26.0m | 9.6% |
| CMF ISHARES TR | 284,860 | $16.4m | 6.1% |
| QCOM QUALCOMM INC | 85,559 | $15.8m | 5.8% |
| EWU SPDR INDEX SHS FDS | 196,823 | $9.9m | 3.7% |
| EFA ISHARES TR | 95,203 | $9.9m | 3.6% |
| VV VANGUARD INDEX FDS | 26,876 | $9.2m | 3.4% |
| MUB ISHARES TR | 84,531 | $9.1m | 3.4% |
| IJR ISHARES TR | 47,749 | $7.1m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1844227")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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