- New Purchases: CXDO,
- Added Positions: VEA, VWO, IVV, IJH, IJR, CMF, SPDW, VB, IAGG, MUB, SPAB, SPSB, SPEM, MDYV, SLY,
- Reduced Positions: QCOM, AAPL, GOOGL, VV, EFA, IWM, AGG, VUG, RWO, MSFT, SPLG, EEM, SPY, GBIL, SPSM, V, COST, SDY, SPMD, AMZN,
- Sold Out: CRM, TREX, GOOG, AOA, FB, JNJ, ACWI, SLYV, VOT, OGCP,
For the details of Orin Green Financial, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/orin+green+financial%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of Orin Green Financial, LLC- iShares Core S&P 500 ETF (IVV) - 43,596 shares, 14.26% of the total portfolio. Shares added by 3.60%
- Vanguard FTSE Developed Markets ETF (VEA) - 296,144 shares, 10.70% of the total portfolio. Shares added by 12.48%
- iShares Core S&P Mid-Cap ETF (IJH) - 45,553 shares, 8.83% of the total portfolio. Shares added by 5.43%
- iShares MSCI EAFE ETF (EFA) - 103,466 shares, 5.76% of the total portfolio. Shares reduced by 2.33%
- iShares Russell Mid-Cap ETF (IWR) - 78,328 shares, 4.43% of the total portfolio. Shares added by 0.41%
Orin Green Financial, LLC initiated holding in Crexendo Inc. The purchase prices were between $4.45 and $6.05, with an estimated average price of $5.36. The stock is now traded at around $4.320000. The impact to a portfolio due to this purchase was 0.16%. The holding were 48,922 shares as of 2021-12-31.
Added: Vanguard FTSE Emerging Markets ETF (VWO)Orin Green Financial, LLC added to a holding in Vanguard FTSE Emerging Markets ETF by 32.66%. The purchase prices were between $47.81 and $51.82, with an estimated average price of $50.01. The stock is now traded at around $50.165000. The impact to a portfolio due to this purchase was 0.88%. The holding were 97,541 shares as of 2021-12-31.
Sold Out: Salesforce.com Inc (CRM)Orin Green Financial, LLC sold out a holding in Salesforce.com Inc. The sale prices were between $247.21 and $309.96, with an estimated average price of $280.77.
Sold Out: Alphabet Inc (GOOG)Orin Green Financial, LLC sold out a holding in Alphabet Inc. The sale prices were between $2675.3 and $3014.18, with an estimated average price of $2894.54.
Sold Out: Trex Co Inc (TREX)Orin Green Financial, LLC sold out a holding in Trex Co Inc. The sale prices were between $91.29 and $140.68, with an estimated average price of $120.72.
Sold Out: iShares Core Aggressive Allocation ETF (AOA)Orin Green Financial, LLC sold out a holding in iShares Core Aggressive Allocation ETF. The sale prices were between $68.95 and $73.05, with an estimated average price of $71.6.
Sold Out: Meta Platforms Inc (FB)Orin Green Financial, LLC sold out a holding in Meta Platforms Inc. The sale prices were between $306.84 and $347.56, with an estimated average price of $332.02.
Sold Out: Johnson & Johnson (JNJ)Orin Green Financial, LLC sold out a holding in Johnson & Johnson. The sale prices were between $155.93 and $173.01, with an estimated average price of $163.78.
Here is the complete portfolio of Orin Green Financial, LLC. Also check out:
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