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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922908769

VTI|922908769

Shares:1.1K

Value:$271.5K

% of Portfolio:0.1% ($271.5K/$212.2M)

78464A805

Shares:4.1K

Value:$259.2K

% of Portfolio:0.1% ($259.2K/$212.2M)

464288885

EFG|464288885

Shares:2.6K

Value:$252.3K

% of Portfolio:0.1% ($252.3K/$212.2M)

808524201

SCHX|808524201

Shares:11.6K

Value:$235.0K

% of Portfolio:0.1% ($235.0K/$212.2M)

25434V880

DFAX|25434V880

Shares:8.8K

Value:$227.2K

% of Portfolio:0.1% ($227.2K/$212.2M)

464288273

Shares:3.5K

Value:$223.8K

% of Portfolio:0.1% ($223.8K/$212.2M)

46435U663

Shares:6.2K

Value:$216.3K

% of Portfolio:0.1% ($216.3K/$212.2M)

78464A201

Shares:2.8K

Value:$213.2K

% of Portfolio:0.1% ($213.2K/$212.2M)

ADOBE INC.

ADBE|00724F101

Shares:621

Value:$213.1K

% of Portfolio:0.1% ($213.1K/$212.2M)

464287564

ICF|464287564

Shares:3.6K

Value:$212.8K

% of Portfolio:0.1% ($212.8K/$212.2M)

922908553

VNQ|922908553

Shares:2.5K

Value:$209.1K

% of Portfolio:0.1% ($209.1K/$212.2M)

Protalix BioTherapeutics, Inc.

PLX|74365A309

Shares:50.0K

Value:$127.5K

% of Portfolio:0.1% ($127.5K/$212.2M)

Legacy Education Inc.

LGCY|52474R207

Shares:20.0K

Value:$127.0K

% of Portfolio:0.1% ($127.0K/$212.2M)

292102209

Shares:10.7K

Value:$73.2K

% of Portfolio:0.0% ($73.2K/$212.2M)

NOKIA CORP

NOK|654902204

Shares:10.0K

Value:$50.7K

% of Portfolio:0.0% ($50.7K/$212.2M)

PACIFIC BIOSCIENCES OF CALIFORNIA, INC.

PACB|69404D108

Shares:12.0K

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$212.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	1.1K	QoQ - YoY -	All Managers (Combined)	$271.5K	0.1% ($271.5K/$212.2M)	QoQ -14.66% (-$46.7K) YoY +10.09% (+$24.9K)
(cusip78464A805)✕	4.1K	QoQ - YoY -	All Managers (Combined)	$259.2K	0.1% ($259.2K/$212.2M)	QoQ -8.23% (-$23.3K) YoY -1.34% (-$3.5K)
(EFGcusip464288885)	2.6K	QoQ - YoY -	All Managers (Combined)	$252.3K	0.1% ($252.3K/$212.2M)	QoQ +1.78% (+$4.4K) YoY -5.03% (-$13.4K)
(SCHXcusip808524201)	11.6K	QoQ NEW(+11.6K) YoY NEW(+11.6K)	All Managers (Combined)	$235.0K	0.1% ($235.0K/$212.2M)	QoQ NEW(+$235.0K) YoY NEW(+$235.0K)
(DFAXcusip25434V880)	8.8K	QoQ - YoY NEW(+8.8K)	All Managers (Combined)	$227.2K	0.1% ($227.2K/$212.2M)	QoQ +4.02% (+$8.8K) YoY NEW(+$227.2K)
(cusip464288273)✕	3.5K	QoQ - YoY -	All Managers (Combined)	$223.8K	0.1% ($223.8K/$212.2M)	QoQ +5.89% (+$12.5K) YoY +1.57% (+$3.5K)
(cusip46435U663)✕	6.2K	QoQ - YoY -	All Managers (Combined)	$216.3K	0.1% ($216.3K/$212.2M)	QoQ -16.62% (-$43.1K) YoY -25.58% (-$74.4K)
(cusip78464A201)✕	2.8K	QoQ - YoY -	All Managers (Combined)	$213.2K	0.1% ($213.2K/$212.2M)	QoQ -15.86% (-$40.2K) YoY -13.49% (-$33.3K)
ADOBE INC.(ADBEcusip00724F101)	621	QoQ - YoY +3.84% (-23)	All Managers (Combined)	$213.1K	0.1% ($213.1K/$212.2M)	QoQ -22.81% (-$63.0K) YoY -29.36% (-$88.6K)
(ICFcusip464287564)	3.6K	QoQ - YoY -	All Managers (Combined)	$212.8K	0.1% ($212.8K/$212.2M)	QoQ -3.05% (-$6.7K) YoY +1.24% (+$2.6K)
(VNQcusip922908553)	2.5K	QoQ - YoY -	All Managers (Combined)	$209.1K	0.1% ($209.1K/$212.2M)	QoQ -4.54% (-$10.0K) YoY -29.51% (-$87.5K)
Protalix BioTherapeutics, Inc.(PLXcusip74365A309)	50.0K	QoQ - YoY -	All Managers (Combined)	$127.5K	0.1% ($127.5K/$212.2M)	QoQ -5.80% (-$7.9K) YoY +40.54% (+$36.8K)
Legacy Education Inc.(LGCYcusip52474R207)	20.0K	QoQ - YoY NEW(+20.0K)	All Managers (Combined)	$127.0K	0.1% ($127.0K/$212.2M)	QoQ -23.67% (-$39.4K) YoY NEW(+$127.0K)
(cusip292102209)✕	10.7K	QoQ - YoY -	All Managers (Combined)	$73.2K	0.0% ($73.2K/$212.2M)	QoQ -31.80% (-$34.1K) YoY -32.80% (-$35.8K)
NOKIA CORP(NOKcusip654902204)	10.0K	QoQ - YoY -	All Managers (Combined)	$50.7K	0.0% ($50.7K/$212.2M)	QoQ +14.44% (+$6.4K) YoY +43.22% (+$15.3K)
PACIFIC BIOSCIENCES OF CALIFORNIA, INC.(PACBcusip69404D108)	12.0K	QoQ - YoY -	All Managers (Combined)	$13.7K	0.0% ($13.7K/$212.2M)	QoQ -37.70% (-$8.3K) YoY -69.60% (-$31.3K)