Orin Green Financial, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1844227
SAN DIEGO, CA
Position in AOA
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$735,617
+$44,483 QoQ
Shares Held
8,313
+7.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $735,617 | 8,313 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $691,134 | 7,717 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $675,504 | 7,664 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $639,177 | 7,664 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $593,716 | 7,761 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $582,925 | 7,609 | Principal | Sole | 2025-02-19 | |
| 2024-09-30 | $567,126 | 7,187 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $552,474 | 7,388 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $545,073 | 7,420 | Principal | Sole | 2024-05-08 | |
| 2023-12-31 | $496,331 | 7,188 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $464,048 | 7,309 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $445,672 | 6,718 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $403,224 | 6,341 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $374,692 | 6,271 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $345,841 | 6,237 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $375,570 | 6,271 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $426,256 | 6,183 | Shares | Sole | 2022-04-27 | |
| 2021-09-30 | $423,886 | 6,072 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $428,068 | 6,059 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $379,091 | 5,664 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $363,515 | 5,664 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||