Orin-Green-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ADBE",
  "GOOGL",
  "DBEF",
  null,
  "QCOM",
  "MUB",
  "META",
  null,
  "LGCY",
  "IJH",
  "PLX",
  null,
  null,
  null,
  "ICF",
  null,
  "MSFT",
  "IJR",
  "EFG",
  "EEM",
  "IWF",
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "SCHX",
  "SPDW",
  "GLD",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  null,
  "RMD",
  "IWP",
  "IWR",
  null,
  "AMZN",
  "ESGD",
  null,
  "VUG",
  "VEA",
  null,
  "VBK",
  "VB",
  "V",
  null,
  null,
  null,
  null,
  null,
  "NOK",
  null,
  "CRM",
  "PACB",
  null,
  null,
  "ESGU",
  "BRK-B",
  "COST",
  "DXCM",
  "DFAX",
  "EFA",
  null,
  "IWM",
  "GOOG",
  "TSLA",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 76
Total Value: 212174641
Accession Number: 0001085146-25-002655
Form Type: 13F-HR
CIK: orin-green-financial
Manager Name: Orin-Green-Financial

Data Enrichment

67% identified

51 identified25 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

76 positions • $212.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 4

Sort by:

Apple Inc.

AAPL|037833100

Shares:13.0K

Value:$2.5M

% of Portfolio:1.2% ($2.5M/$212.2M)

381430529

Shares:20.1K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$212.2M)

Salesforce, Inc.

CRM|79466L302

Shares:8.3K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$212.2M)

464288158

Shares:18.2K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$212.2M)

922908736

VUG|922908736

Shares:4.6K

Value:$1.6M

% of Portfolio:0.7% ($1.6M/$212.2M)

Alphabet Inc.

GOOG|02079K107

Shares:9.8K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$212.2M)

233051200

DBEF|233051200

Shares:31.2K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$212.2M)

AMAZON COM INC

AMZN|023135106

Shares:7.3K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$212.2M)

78464A854

SPLG|78464A854

Shares:19.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$212.2M)

464287234

EEM|464287234

Shares:27.0K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$212.2M)

464287481

IWP|464287481

Shares:9.2K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$212.2M)

78468R853

Shares:27.3K

Value:$1.0M

% of Portfolio:0.5% ($1.0M/$212.2M)

92206C409

Shares:12.2K

Value:$961.1K

% of Portfolio:0.5% ($961.1K/$212.2M)

78463X509

Shares:24.9K

Value:$939.3K

% of Portfolio:0.4% ($939.3K/$212.2M)

46435G425

ESGU|46435G425

Shares:8.0K

Value:$892.0K

% of Portfolio:0.4% ($892.0K/$212.2M)

Tesla, Inc.

TSLA|88160R101

Shares:3.8K

Value:$856.1K

% of Portfolio:0.4% ($856.1K/$212.2M)

78464A409

SPYG|78464A409

Shares:11.0K

Value:$815.7K

% of Portfolio:0.4% ($815.7K/$212.2M)

464287226

Shares:8.1K

Value:$787.3K

% of Portfolio:0.4% ($787.3K/$212.2M)

MICROSOFT CORP

MSFT|594918104

Shares:2.1K

Value:$767.1K

% of Portfolio:0.4% ($767.1K/$212.2M)

78464A847

Shares:16.1K

Value:$757.4K

% of Portfolio:0.4% ($757.4K/$212.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	13.0K	QoQ - YoY +62.16% (+5.0K)	All Managers (Combined)	$2.5M	1.2% ($2.5M/$212.2M)	QoQ -24.93% (-$831.9K) YoY +82.66% (+$1.1M)
(cusip381430529)✕	20.1K	QoQ - YoY -	All Managers (Combined)	$2.0M	0.9% ($2.0M/$212.2M)	QoQ -9.13% (-$202.3K) YoY -0.81% (-$16.5K)
Salesforce, Inc.(CRMcusip79466L302)	8.3K	QoQ - YoY -	All Managers (Combined)	$2.0M	0.9% ($2.0M/$212.2M)	QoQ -29.33% (-$814.0K) YoY -21.28% (-$530.4K)
(cusip464288158)✕	18.2K	QoQ - YoY -	All Managers (Combined)	$1.9M	0.9% ($1.9M/$212.2M)	QoQ -10.04% (-$213.7K) YoY +1.99% (+$37.4K)
(VUGcusip922908736)	4.6K	QoQ - YoY -	All Managers (Combined)	$1.6M	0.7% ($1.6M/$212.2M)	QoQ -21.04% (-$423.2K) YoY -13.35% (-$244.6K)
Alphabet Inc.(GOOGcusip02079K107)	9.8K	QoQ - YoY 0.00% (-0)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$212.2M)	QoQ -21.30% (-$397.4K) YoY -1.57% (-$23.5K)
(DBEFcusip233051200)	31.2K	QoQ - YoY -	All Managers (Combined)	$1.3M	0.6% ($1.3M/$212.2M)	QoQ -7.11% (-$96.1K) YoY -6.04% (-$80.7K)
AMAZON COM INC(AMZNcusip023135106)	7.3K	QoQ - YoY +67.45% (+3.0K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$212.2M)	QoQ -24.00% (-$388.1K) YoY +55.33% (+$437.7K)
(SPLGcusip78464A854)	19.0K	QoQ - YoY -	All Managers (Combined)	$1.1M	0.5% ($1.1M/$212.2M)	QoQ -12.00% (-$156.5K) YoY +16.03% (+$158.4K)
(EEMcusip464287234)	27.0K	QoQ - YoY -	All Managers (Combined)	$1.1M	0.5% ($1.1M/$212.2M)	QoQ -0.06% (-$750) YoY -5.10% (-$60.8K)
(IWPcusip464287481)	9.2K	QoQ - YoY -	All Managers (Combined)	$1.0M	0.5% ($1.0M/$212.2M)	QoQ -13.18% (-$153.4K) YoY -15.35% (-$183.2K)
(cusip78468R853)✕	27.3K	QoQ - YoY -	All Managers (Combined)	$1.0M	0.5% ($1.0M/$212.2M)	QoQ -18.55% (-$229.1K) YoY -24.26% (-$322.3K)
(cusip92206C409)✕	12.2K	QoQ - YoY -	All Managers (Combined)	$961.1K	0.5% ($961.1K/$212.2M)	QoQ -4.10% (-$41.1K) YoY -13.55% (-$150.6K)
(cusip78463X509)✕	24.9K	QoQ - YoY -	All Managers (Combined)	$939.3K	0.4% ($939.3K/$212.2M)	QoQ +7.18% (+$62.9K) YoY +5.96% (+$52.9K)
(ESGUcusip46435G425)	8.0K	QoQ - YoY -	All Managers (Combined)	$892.0K	0.4% ($892.0K/$212.2M)	QoQ -13.20% (-$135.7K) YoY -2.74% (-$25.1K)
Tesla, Inc.(TSLAcusip88160R101)	3.8K	QoQ - YoY -	All Managers (Combined)	$856.1K	0.4% ($856.1K/$212.2M)	QoQ -43.27% (-$653.1K) YoY +35.61% (+$224.8K)
(SPYGcusip78464A409)	11.0K	QoQ - YoY -	All Managers (Combined)	$815.7K	0.4% ($815.7K/$212.2M)	QoQ -15.75% (-$152.6K) YoY +0.04% (+$388)
(cusip464287226)✕	8.1K	QoQ - YoY -	All Managers (Combined)	$787.3K	0.4% ($787.3K/$212.2M)	QoQ +2.94% (+$22.6K) YoY +6.23% (+$46.2K)
MICROSOFT CORP(MSFTcusip594918104)	2.1K	QoQ - YoY -	All Managers (Combined)	$767.1K	0.4% ($767.1K/$212.2M)	QoQ -13.79% (-$122.7K) YoY -8.14% (-$68.0K)
(cusip78464A847)✕	16.1K	QoQ - YoY -	All Managers (Combined)	$757.4K	0.4% ($757.4K/$212.2M)	QoQ -15.35% (-$137.4K) YoY -2.25% (-$17.5K)