Notify me when Orin Green Financial, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 77 | $249,997,495 | +$2,676,300 | -$8,244,815 | -$5,568,515 | IVV, VEA, IJH, CMF, QCOM | 13F-HR | 05 Feb 2026, 19:57 |
| Q3 2025 | 88 | $250,176,904 | +$5,005,241 | -$5,151,911 | -$146,670 | IVV, VEA, IJH, CMF, QCOM | 13F-HR | 27 Oct 2025, 19:33 |
| Q2 2025 | 78 | $236,277,023 | +$2,740,033 | -$5,800,210 | -$3,060,177 | IVV, VEA, IJH, CMF, QCOM | 13F-HR | 29 Jul 2025, 16:10 |
| Q1 2025 | 76 | $212,174,641 | +$212,174,641 | -$227,693,686 | -$15,519,045 | IVV, CMF, VEA, IJH, QCOM | 13F-HR | 06 May 2025, 15:05 |
| Q4 2024 | 79 | $227,693,686 | +$227,693,686 | -$231,945,947 | -$4,252,261 | IVV, CMF, IJH, VEA, QCOM | 13F-HR | 19 Feb 2025, 17:17 |
| Q3 2024 | 83 | $231,945,947 | +$9,345,523 | -$2,656,147 | +$6,689,376 | IVV, CMF, IJH, VEA, QCOM | 13F-HR | 16 Oct 2024, 17:00 |
| Q2 2024 | 77 | $217,147,709 | +$211,230,703 | -$207,656,881 | +$3,573,822 | IVV, CMF, QCOM, IJH, VEA | 13F-HR | 30 Jul 2024, 17:32 |
| Q1 2024 | 79 | $212,808,555 | +$207,880,147 | -$197,847,794 | +$10,032,353 | IVV, CMF, IJH, QCOM, VEA | 13F-HR | 08 May 2024, 10:25 |
| Q4 2023 | 80 | $202,719,489 | +$4,984,593 | -$1,814,605 | +$3,169,988 | IVV, CMF, IJH, VEA, QCOM | 13F-HR | 08 Feb 2024, 17:33 |
| Q3 2023 | 74 | $179,476,549 | +$2,786,335 | -$6,286,354 | -$3,500,019 | IVV, CMF, IJH, VEA, MUB | 13F-HR | 13 Nov 2023, 13:53 |
| Q2 2023 | 75 | $191,298,097 | +$4,772,127 | -$4,545,902 | +$226,225 | IVV, CMF, IJH, VEA, QCOM | 13F-HR | 31 Jul 2023, 17:17 |
| Q1 2023 | 71 | $184,754,544 | +$7,429,626 | -$4,841,480 | +$2,588,146 | IVV, CMF, IJH, VEA, QCOM | 13F-HR | 12 May 2023, 16:53 |
| Q4 2022 | 69 | $170,383,992 | +$12,553,500 | -$5,196,947 | +$7,356,553 | IVV, CMF, VEA, IJH, MUB | 13F-HR | 28 Feb 2023, 14:02 |
| Q3 2022 | 63 | $153,874,000 | +$11,335,241 | -$5,220,321 | +$6,114,920 | IVV, CMF, IJH, MUB, QCOM | 13F-HR | 13 Oct 2022, 20:15 |
| Q2 2022 | 66 | $160,007,000 | +$35,396,484 | -$4,577,079 | +$30,819,405 | IVV, CMF, IJH, VEA, QCOM | 13F-HR | 18 Jul 2022, 21:08 |
| Q1 2022 | 67 | $153,153,000 | +$17,115,600 | -$313,373 | +$16,802,227 | IVV, VEA, IJH, QCOM, EFA | 13F-HR | 26 Apr 2022, 17:43 |
| Q4 2021 | 59 | $137,987,000 | +$5,578,310 | -$14,191,206 | -$8,612,896 | IVV, VEA, IJH, EFA, IWR | 13F-HR | 11 Feb 2022, 20:53 |
| Q3 2021 | 68 | $143,264,000 | +$4,801,911 | -$883,177 | +$3,918,734 | IVV, VEA, IJH, EFA, QCOM | 13F-HR | 28 Oct 2021, 15:44 |
| Q2 2021 | 66 | $141,381,000 | +$16,422,124 | -$5,117,582 | +$11,304,542 | IVV, VEA, IJH, EFA, QCOM | 13F-HR | 16 Aug 2021, 12:16 |
| Q1 2021 | 64 | $122,844,000 | +$1,762,030 | -$10,624,110 | -$8,862,080 | IVV, IJH, VEA, EFA, QCOM | 13F-HR | 17 May 2021, 10:06 |
| Q4 2020 | 64 | $125,998,000 | $0 | $0 | $0 | IVV, IJH, VEA, QCOM, EFA | 13F-HR | 10 Feb 2021, 21:06 |