Orin Green Financial, LLC Buys Vanguard FTSE Emerging Markets ETF, Crexendo Inc, Sells Qualcomm Inc, Salesforce.com Inc, Apple Inc

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Feb 15, 2022
Investment company Orin Green Financial, LLC (Current Portfolio) buys Vanguard FTSE Emerging Markets ETF, Crexendo Inc, sells Qualcomm Inc, Salesforce.com Inc, Apple Inc, Trex Co Inc, Alphabet Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Orin Green Financial, LLC. As of 2021Q4, Orin Green Financial, LLC owns 59 stocks with a total value of $138 million. These are the details of the buys and sells.

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
  1. iShares Core S&P 500 ETF (IVV) - 43,596 shares, 14.26% of the total portfolio. Shares added by 3.60%
  2. Vanguard FTSE Developed Markets ETF (VEA) - 296,144 shares, 10.70% of the total portfolio. Shares added by 12.48%
  3. iShares Core S&P Mid-Cap ETF (IJH) - 45,553 shares, 8.83% of the total portfolio. Shares added by 5.43%
  4. iShares MSCI EAFE ETF (EFA) - 103,466 shares, 5.76% of the total portfolio. Shares reduced by 2.33%
  5. iShares Russell Mid-Cap ETF (IWR) - 78,328 shares, 4.43% of the total portfolio. Shares added by 0.41%
New Purchase: Crexendo Inc (CXDO)

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.



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