Orin Green Financial

Orin Green Financial as of March 31, 2023

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 71 positions in its portfolio as reported in the March 2023 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 $25M 60k 411.08
Ishares Tr Calif Mun Bd Etf (CMF) 9.6 $18M 309k 57.42
Ishares Tr Core S&p Mcp Etf (IJH) 8.0 $15M 59k 250.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $14M 303k 45.17
Qualcomm (QCOM) 5.5 $10M 79k 127.58
Ishares Tr National Mun Etf (MUB) 5.4 $10M 93k 107.74
Ishares Tr Msci Eafe Etf (EFA) 4.4 $8.1M 113k 71.52
Vanguard Index Fds Large Cap Etf (VV) 4.1 $7.6M 41k 186.81
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.5 $6.5M 203k 32.12
Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $5.2M 75k 69.92
salesforce (CRM) 2.5 $4.7M 23k 199.78
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $4.6M 47k 96.70
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $4.1M 101k 40.40
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $4.0M 19k 210.92
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.1 $3.9M 95k 41.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $3.3M 8.1k 409.38
Vanguard Index Fds Small Cp Etf (VB) 1.5 $2.9M 15k 189.56
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.4 $2.6M 102k 25.79
Spdr Ser Tr Portfolio Short (SPSB) 1.4 $2.5M 86k 29.63
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.1 $2.0M 20k 100.14
Apple (AAPL) 1.1 $2.0M 12k 164.90
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.8M 10k 183.22
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.7M 16k 104.68
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.6M 6.4k 249.44
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.4M 36k 39.46
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.7 $1.4M 39k 35.20
Ishares Tr Core Intl Aggr (IAGG) 0.7 $1.3M 28k 48.95
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.3M 17k 76.23
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.2M 11k 104.00
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.0M 30k 34.13
Ishares Tr Russell 2000 Etf (IWM) 0.5 $989k 5.5k 178.40
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $987k 11k 91.05
Ishares Tr Rus Top 200 Etf (IWL) 0.5 $929k 9.5k 97.31
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $867k 18k 48.15
Invesco Exch Traded Fd Tr Ii Treas Colaterl (TBLL) 0.4 $817k 7.7k 105.53
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.4 $808k 21k 37.77
Tesla Motors (TSLA) 0.4 $754k 3.6k 207.46
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $728k 7.3k 99.64
Microsoft Corporation (MSFT) 0.4 $720k 2.5k 288.30
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $704k 13k 55.36
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $700k 16k 43.94
Spdr Ser Tr S&p 600 Sml Cap 0.3 $551k 6.6k 84.03
Dex (DXCM) 0.3 $530k 4.6k 116.18
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $517k 2.4k 216.41
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $508k 7.7k 66.08
Amazon (AMZN) 0.3 $482k 4.7k 103.29
ResMed (RMD) 0.2 $459k 2.1k 218.99
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $433k 1.8k 244.33
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $403k 6.3k 63.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $363k 1.2k 308.77
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $346k 6.9k 50.03
Costco Wholesale Corporation (COST) 0.2 $316k 636.00 496.48
Alphabet Cap Stk Cl A (GOOGL) 0.2 $315k 3.0k 103.73
Johnson & Johnson (JNJ) 0.2 $311k 2.0k 155.00
Trex Company (TREX) 0.2 $300k 6.2k 48.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $264k 821.00 320.93
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $240k 2.6k 93.68
Adobe Systems Incorporated (ADBE) 0.1 $231k 598.00 385.37
Ishares Tr Cohen Steer Reit (ICF) 0.1 $225k 4.1k 55.54
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $218k 3.0k 73.75
Visa Com Cl A (V) 0.1 $214k 949.00 225.46
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $207k 4.1k 50.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $207k 3.5k 59.51
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $202k 1.6k 123.71
Pacific Biosciences of California (PACB) 0.1 $139k 12k 11.58
(CXDO) 0.0 $81k 49k 1.65
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $76k 11k 7.09
Sharecare Com Cl A (SHCR) 0.0 $57k 40k 1.42
Nokia Corp Sponsored Adr (NOK) 0.0 $49k 10k 4.91
Pagaya Technologies Cl A Shs 0.0 $28k 27k 1.02
Momentus Com Cl A 0.0 $5.9k 10k 0.58