Orin Green Financial

Orin Green Financial as of June 30, 2023

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 75 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.1 $27M 60k 445.70
Ishares Tr Calif Mun Bd Etf (CMF) 9.2 $18M 310k 56.95
Ishares Tr Core S&p Mcp Etf (IJH) 8.4 $16M 62k 261.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $14M 302k 46.18
Qualcomm (QCOM) 5.6 $11M 89k 119.04
Ishares Tr National Mun Etf (MUB) 5.3 $10M 95k 106.73
Vanguard Index Fds Large Cap Etf (VV) 4.3 $8.2M 41k 202.72
Ishares Tr Msci Eafe Etf (EFA) 4.2 $8.1M 112k 72.50
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $6.4M 197k 32.54
Ishares Tr Rus Mid Cap Etf (IWR) 2.9 $5.5M 75k 73.03
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $4.8M 48k 99.65
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $4.3M 105k 40.68
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $4.1M 19k 220.16
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.1 $3.9M 96k 41.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $3.6M 8.1k 443.27
Vanguard Index Fds Small Cp Etf (VB) 1.5 $2.9M 15k 198.89
salesforce (CRM) 1.4 $2.7M 13k 211.26
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.3 $2.5M 100k 25.37
Spdr Ser Tr Portfolio Short (SPSB) 1.3 $2.5M 86k 29.44
Apple (AAPL) 1.2 $2.4M 12k 193.97
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.1 $2.0M 20k 100.07
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.8M 6.3k 282.96
Spdr Gold Tr Gold Shs (GLD) 0.9 $1.8M 10k 178.27
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.7M 16k 104.04
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.4M 36k 39.56
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.4M 36k 38.84
Ishares Tr Core Intl Aggr (IAGG) 0.7 $1.4M 28k 49.29
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.7 $1.4M 39k 35.37
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.4M 11k 120.97
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.3M 17k 75.66
Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.0M 5.5k 187.27
Ishares Tr Rus Top 200 Etf (IWL) 0.5 $1.0M 9.5k 106.64
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.0M 11k 96.63
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $1.0M 29k 34.38
Tesla Motors (TSLA) 0.5 $951k 3.6k 261.77
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $933k 18k 52.11
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $776k 13k 61.01
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $729k 16k 45.89
Microsoft Corporation (MSFT) 0.4 $720k 2.1k 340.54
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $701k 7.2k 97.95
Amazon (AMZN) 0.3 $603k 4.6k 130.36
Dex (DXCM) 0.3 $586k 4.6k 128.51
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $548k 2.4k 229.74
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $517k 7.5k 68.78
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $468k 1.7k 275.18
ResMed (RMD) 0.2 $458k 2.1k 218.50
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $446k 6.7k 66.34
Trex Company (TREX) 0.2 $404k 6.2k 65.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $401k 1.2k 341.00
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $370k 7.2k 51.45
Alphabet Cap Stk Cl A (GOOGL) 0.2 $363k 3.0k 119.70
Costco Wholesale Corporation (COST) 0.2 $342k 636.00 537.96
Johnson & Johnson (JNJ) 0.2 $332k 2.0k 165.52
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $303k 821.00 369.42
Adobe Systems Incorporated (ADBE) 0.2 $292k 598.00 488.99
NVIDIA Corporation (NVDA) 0.1 $283k 670.00 423.02
Meta Platforms Cl A (META) 0.1 $248k 863.00 286.98
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $244k 2.6k 95.41
Ishares Tr Cohen Steer Reit (ICF) 0.1 $225k 4.1k 55.57
Visa Com Cl A (V) 0.1 $225k 949.00 237.48
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $224k 4.1k 54.44
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $220k 2.9k 76.96
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $205k 3.5k 58.98
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $204k 928.00 220.28
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $203k 2.1k 97.46
Pacific Biosciences of California (PACB) 0.1 $160k 12k 13.30
Protalix Biotherapeutics (PLX) 0.1 $120k 60k 2.00
Invitae (NVTAQ) 0.0 $87k 77k 1.13
(CXDO) 0.0 $86k 49k 1.76
Allogene Therapeutics (ALLO) 0.0 $80k 16k 4.97
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $74k 11k 6.88
Sharecare Com Cl A (SHCR) 0.0 $53k 30k 1.75
Nokia Corp Sponsored Adr (NOK) 0.0 $42k 10k 4.16
Pagaya Technologies Cl A Shs 0.0 $35k 25k 1.40
Momentus Com Cl A 0.0 $3.2k 10k 0.32