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

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Alphabet Inc.

GOOGL|02079K305

Shares:5.0K

Value:$744.4K

% of Portfolio:0.4% ($744.4K/$212.2M)

46435G516

ESGD|46435G516

Shares:9.1K

Value:$732.2K

% of Portfolio:0.3% ($732.2K/$212.2M)

464287655

IWM|464287655

Shares:3.8K

Value:$691.5K

% of Portfolio:0.3% ($691.5K/$212.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:679

Value:$649.8K

% of Portfolio:0.3% ($649.8K/$212.2M)

46438F101

Shares:12.0K

Value:$596.5K

% of Portfolio:0.3% ($596.5K/$212.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.2K

Value:$594.6K

% of Portfolio:0.3% ($594.6K/$212.2M)

464289446

Shares:4.6K

Value:$580.5K

% of Portfolio:0.3% ($580.5K/$212.2M)

464289859

Shares:7.8K

Value:$564.6K

% of Portfolio:0.3% ($564.6K/$212.2M)

NVIDIA CORP

NVDA|67066G104

Shares:5.8K

Value:$563.2K

% of Portfolio:0.3% ($563.2K/$212.2M)

46138G888

Shares:5.2K

Value:$550.9K

% of Portfolio:0.3% ($550.9K/$212.2M)

464287614

IWF|464287614

Shares:1.6K

Value:$542.0K

% of Portfolio:0.3% ($542.0K/$212.2M)

922908595

VBK|922908595

Shares:2.2K

Value:$512.3K

% of Portfolio:0.2% ($512.3K/$212.2M)

46435U549

Shares:9.8K

Value:$457.0K

% of Portfolio:0.2% ($457.0K/$212.2M)

464289867

Shares:8.2K

Value:$453.6K

% of Portfolio:0.2% ($453.6K/$212.2M)

DEXCOM INC

DXCM|252131107

Shares:6.5K

Value:$432.4K

% of Portfolio:0.2% ($432.4K/$212.2M)

RESMED INC

RMD|761152107

Shares:2.0K

Value:$417.1K

% of Portfolio:0.2% ($417.1K/$212.2M)

78464A839

Shares:5.9K

Value:$412.7K

% of Portfolio:0.2% ($412.7K/$212.2M)

Meta Platforms, Inc.

META|30303M102

Shares:744

Value:$360.6K

% of Portfolio:0.2% ($360.6K/$212.2M)

VISA INC.

V|92826C839

Shares:949

Value:$303.8K

% of Portfolio:0.1% ($303.8K/$212.2M)

464288257

Shares:2.5K

Value:$279.5K

% of Portfolio:0.1% ($279.5K/$212.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	5.0K	QoQ - YoY +58.97% (+1.9K)	All Managers (Combined)	$744.4K	0.4% ($744.4K/$212.2M)	QoQ -21.99% (-$209.9K) YoY +55.53% (+$265.8K)
(ESGDcusip46435G516)	9.1K	QoQ - YoY -	All Managers (Combined)	$732.2K	0.3% ($732.2K/$212.2M)	QoQ +9.36% (+$62.7K) YoY +4.20% (+$29.6K)
(IWMcusip464287655)	3.8K	QoQ - YoY -	All Managers (Combined)	$691.5K	0.3% ($691.5K/$212.2M)	QoQ -16.68% (-$138.4K) YoY -13.90% (-$111.6K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	679	QoQ - YoY -	All Managers (Combined)	$649.8K	0.3% ($649.8K/$212.2M)	QoQ +4.52% (+$28.2K) YoY +39.57% (+$184.3K)
(cusip46438F101)✕	12.0K	QoQ - YoY NEW(+12.0K)	All Managers (Combined)	$596.5K	0.3% ($596.5K/$212.2M)	QoQ -4.68% (-$29.3K) YoY NEW(+$596.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.2K	QoQ - YoY -0.25% (-3)	All Managers (Combined)	$594.6K	0.3% ($594.6K/$212.2M)	QoQ +6.99% (+$38.9K) YoY +20.23% (-$100.1K)
(cusip464289446)✕	4.6K	QoQ - YoY -	All Managers (Combined)	$580.5K	0.3% ($580.5K/$212.2M)	QoQ -17.89% (-$126.5K) YoY -16.69% (-$116.4K)
(cusip464289859)✕	7.8K	QoQ - YoY -	All Managers (Combined)	$564.6K	0.3% ($564.6K/$212.2M)	QoQ -3.14% (-$18.3K) YoY +3.58% (+$19.5K)
NVIDIA CORP(NVDAcusip67066G104)	5.8K	QoQ - YoY -	All Managers (Combined)	$563.2K	0.3% ($563.2K/$212.2M)	QoQ -33.84% (-$288.2K) YoY +13.33% (+$66.3K)
(cusip46138G888)✕	5.2K	QoQ NEW(+5.2K) YoY NEW(+5.2K)	All Managers (Combined)	$550.9K	0.3% ($550.9K/$212.2M)	QoQ NEW(+$550.9K) YoY NEW(+$550.9K)
(IWFcusip464287614)	1.6K	QoQ - YoY -	All Managers (Combined)	$542.0K	0.3% ($542.0K/$212.2M)	QoQ -17.19% (-$112.5K) YoY -3.58% (-$20.2K)
(VBKcusip922908595)	2.2K	QoQ - YoY -	All Managers (Combined)	$512.3K	0.2% ($512.3K/$212.2M)	QoQ -19.42% (-$123.5K) YoY -13.44% (-$79.6K)
(cusip46435U549)✕	9.8K	QoQ - YoY -	All Managers (Combined)	$457.0K	0.2% ($457.0K/$212.2M)	QoQ +0.47% (+$2.2K) YoY -1.94% (-$9.0K)
(cusip464289867)✕	8.2K	QoQ - YoY -	All Managers (Combined)	$453.6K	0.2% ($453.6K/$212.2M)	QoQ +0.35% (+$1.6K) YoY -7.50% (-$36.8K)
DEXCOM INC(DXCMcusip252131107)	6.5K	QoQ - YoY -	All Managers (Combined)	$432.4K	0.2% ($432.4K/$212.2M)	QoQ -14.99% (-$76.3K) YoY -34.79% (-$230.8K)
RESMED INC(RMDcusip761152107)	2.0K	QoQ - YoY -	All Managers (Combined)	$417.1K	0.2% ($417.1K/$212.2M)	QoQ -7.79% (-$35.2K) YoY +4.78% (+$19.1K)
(cusip78464A839)✕	5.9K	QoQ - YoY -	All Managers (Combined)	$412.7K	0.2% ($412.7K/$212.2M)	QoQ -13.88% (-$66.5K) YoY -17.51% (-$87.7K)
Meta Platforms, Inc.(METAcusip30303M102)	744	QoQ - YoY -	All Managers (Combined)	$360.6K	0.2% ($360.6K/$212.2M)	QoQ -22.53% (-$104.9K) YoY -4.55% (-$17.2K)
VISA INC.(Vcusip92826C839)	949	QoQ - YoY -	All Managers (Combined)	$303.8K	0.1% ($303.8K/$212.2M)	QoQ +1.28% (+$3.9K) YoY +14.69% (+$38.9K)
(cusip464288257)✕	2.5K	QoQ - YoY -	All Managers (Combined)	$279.5K	0.1% ($279.5K/$212.2M)	QoQ -13.78% (-$44.7K) YoY +18.19% (+$43.0K)