OGF
Orin Green Financial Portfolio holdings
AUM
$250M
1-Year Est. Return
15.22%
This Fund
S&P 500
1 Year Est. Return
+15.22%
AUM
$250M
AUM Growth
+$13.9M
(+5.9%)
Holding
88
Top Buys
| 1 | +$511K | |
| 2 | +$461K | |
| 3 | +$341K | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$317K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$309K |
Top Sells
| 1 | +$962K | |
| 2 | +$585K | |
| 3 | +$507K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$468K |
| 5 |
iShares Russell Top 200 ETF
IWL
|
+$454K |
Sector Composition
| 1 | Technology | 9.2% |
| 2 | Communication Services | 1.69% |
| 3 | Consumer Discretionary | 1.41% |
| 4 | Healthcare | 0.45% |
| 5 | Financials | 0.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Home Depot
HD
$327B
| $228K | 0.09% |
563
+6
|
|
||
77
Vanguard Real Estate ETF
VNQ
$33.9B
| $225K | 0.09% |
2,459
|
|
||
78
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.1B
| $221K | 0.09% |
+2,489
|
|
||
79
Adobe
ADBE
$98.2B
| $220K | 0.09% |
624
+3
|
|
||
80
State Street SPDR S&P Dividend ETF
SDY
$20.6B
| $213K | 0.09% |
1,522
|
|
||
81
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.1B
| $204K | 0.08% |
+2,425
|
|
||
82
iShares Select U.S. REIT ETF
ICF
$1.93B
| $202K | 0.08% |
3,276
|
|
||
83
Protalix BioTherapeutics
PLX
$170M
| $136K | 0.05% |
61,200
|
|
||
|
LGCY
84
Legacy Education Inc
LGCY
$163M
| $95.7K | 0.04% |
10,000
-1,150
|
|
||
|
OGCP
85
Empire State Realty Series 60
OGCP
$1.34B
| $80.6K | 0.03% |
10,737
|
|
||
86
Nokia
NOK
$46.2B
| $48.1K | 0.02% |
10,008
|
|
||
|
VEEA
87
Veea Inc
VEEA
$27.4M
| $24.5K | 0.01% |
+39,205
|
|
||
88
T-Rex 2X Inverse NVIDIA Daily Target ETF
NVDQ
$34.7M
| $14.7K | 0.01% |
+800
|
|