Orin Green Financial

Orin Green Financial as of Sept. 30, 2022

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 63 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.3 $21M 57k 358.50
Ishares Tr Calif Mun Bd Etf (CMF) 10.9 $17M 311k 54.21
Ishares Tr Core S&p Mcp Etf (IJH) 6.6 $10M 46k 219.22
Ishares Tr National Mun Etf (MUB) 6.2 $9.5M 93k 102.57
Qualcomm (QCOM) 5.8 $9.0M 79k 112.99
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 5.5 $8.5M 233k 36.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.9 $7.6M 293k 25.79
Vanguard Index Fds Large Cap Etf (VV) 4.3 $6.7M 41k 163.55
Ishares Tr Msci Eafe Etf (EFA) 4.0 $6.2M 111k 56.03
Ishares Tr Rus Mid Cap Etf (IWR) 3.2 $4.9M 79k 62.11
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $4.0M 46k 87.30
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $3.8M 20k 188.00
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.5 $3.8M 98k 38.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $3.4M 92k 36.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $2.8M 7.9k 357.34
Vanguard Index Fds Small Cp Etf (VB) 1.8 $2.7M 16k 170.82
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.3 $2.0M 20k 99.88
Apple (AAPL) 1.2 $1.8M 13k 138.04
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.1 $1.8M 71k 24.86
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.6M 17k 96.26
Vanguard Index Fds Growth Etf (VUG) 1.0 $1.5M 7.2k 213.91
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.5M 15k 102.66
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.9 $1.4M 41k 33.47
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $1.3M 42k 31.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.3M 37k 34.87
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.2M 12k 96.12
Spdr Ser Tr Portfolio Short (SPSB) 0.7 $1.1M 39k 29.18
salesforce (CRM) 0.7 $1.1M 7.8k 143.80
Ishares Tr Core Intl Aggr (IAGG) 0.7 $1.1M 22k 48.20
Tesla Motors (TSLA) 0.6 $961k 3.6k 265.40
Ishares Tr Russell 2000 Etf (IWM) 0.6 $938k 5.7k 165.02
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.6 $867k 11k 78.50
Ishares Tr Rus Top 200 Etf (IWL) 0.5 $829k 9.8k 84.97
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $767k 18k 41.90
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $721k 21k 33.90
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $703k 18k 38.36
Ready Cap Corp Com reit (RC) 0.4 $672k 66k 10.14
Microsoft Corporation (MSFT) 0.4 $666k 2.9k 233.44
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $637k 13k 50.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $631k 8.5k 74.11
Amazon (AMZN) 0.3 $534k 4.7k 113.62
Spdr Ser Tr S&p 600 Sml Cap 0.3 $489k 6.5k 75.78
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $476k 2.4k 194.52
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $462k 8.0k 57.64
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $377k 1.8k 210.61
Dex (DXCM) 0.2 $366k 4.5k 80.55
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $344k 6.2k 55.15
Alphabet Cap Stk Cl A (GOOGL) 0.2 $333k 3.5k 95.99
Johnson & Johnson (JNJ) 0.2 $327k 2.0k 163.26
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $315k 1.2k 267.86
Costco Wholesale Corporation (COST) 0.2 $312k 662.00 471.30
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $298k 6.7k 44.54
Trex Company (TREX) 0.2 $270k 6.2k 43.80
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $261k 5.4k 48.74
Vanguard World Mega Grwth Ind (MGK) 0.2 $243k 1.4k 174.57
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $238k 3.9k 60.44
Ishares Tr Cohen Steer Reit (ICF) 0.1 $219k 4.1k 53.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $219k 821.00 266.75
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $201k 3.0k 68.07
(CXDO) 0.1 $117k 49k 2.39
Pacific Biosciences of California (PACB) 0.0 $70k 12k 5.83
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $65k 11k 6.05
Nokia Corp Sponsored Adr (NOK) 0.0 $42k 10k 4.20