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Orin Green Financial

Latest statistics and disclosures from Orin Green Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VEA, IJH, CMF, QCOM, and represent 45.69% of Orin Green Financial's stock portfolio.
Added to shares of these 10 stocks: IVV, IJH, IAGG, META, GOOG, IJR, SPAB, GOOGL, VO, RWO.
Reduced shares in these 10 stocks: CMF, VWO, TSLA, EFA, VV, MUB, IWR, HDEF, SCHD, SMBS.
Sold out of its positions in HDEF, DFAX, Etf Opportunities Trust, HD, ICF, SDY, SMBS, SCHI, SCHD, VIG. VCIT.
Orin Green Financial was a net seller of stock by $-5.6M.
Orin Green Financial has $250M in assets under management (AUM), dropping by -0.07%.
Central Index Key (CIK): 0001844227

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Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 77 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.6	$37M	+2%	53k	684.94	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.3	$23M		372k	62.47	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	8.8	$22M	+2%	335k	66.00	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	7.1	$18M	-5%	307k	57.46	View chart
Qualcomm (QCOM)	5.9	$15M		86k	171.05	View chart
Ishares Tr National Mun Etf (MUB)	3.8	$9.5M	-4%	89k	107.11	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.8	$9.4M	-5%	98k	96.03	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.6	$9.1M		204k	44.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.5	$8.8M	-4%	28k	314.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.5	$6.2M		9.1k	681.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.4	$6.0M	-5%	62k	96.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$5.7M		48k	120.18	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$5.4M		19k	290.22	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	2.1	$5.3M		118k	45.02	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$4.6M		12k	396.31	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.7	$4.3M	-14%	80k	53.76	View chart
Spdr Series Trust State Street Spd (SPSB)	1.6	$3.9M		130k	30.20	View chart
Apple (AAPL)	1.5	$3.7M		14k	271.86	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.4	$3.4M	+7%	69k	50.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.3	$3.4M	-4%	13k	257.95	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$3.2M	+5%	10k	313.80	View chart
Spdr Series Trust State Street Spd (SPAB)	1.0	$2.6M	+4%	101k	25.75	View chart
salesforce (CRM)	0.9	$2.2M		8.4k	264.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$2.2M	-2%	4.5k	487.86	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$2.0M		20k	99.94	View chart
Amazon (AMZN)	0.7	$1.8M	+2%	8.0k	230.82	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.7M	+5%	5.4k	313.00	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$1.5M		31k	48.11	View chart
Spdr Series Trust State Street Spd (SPYM)	0.6	$1.5M	-2%	18k	80.22	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M		7.5k	186.50	View chart
Spdr Series Trust State Street Spd (SPSM)	0.5	$1.2M		26k	46.86	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.2M	-4%	8.7k	136.93	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$1.2M		8.0k	148.98	View chart
Microsoft Corporation (MSFT)	0.5	$1.2M		2.4k	483.62	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.2M	-15%	11k	106.70	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.1M		20k	54.71	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$992k		4.0k	246.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$953k	-9%	20k	46.81	View chart
Spdr Series Trust State Street Spd (SPMD)	0.4	$950k		16k	57.91	View chart
Spdr Series Trust State Street Spd (SPYG)	0.4	$946k		8.9k	106.70	View chart
Tesla Motors (TSLA)	0.4	$901k	-43%	2.0k	449.72	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$863k		9.1k	95.09	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.3	$829k	-8%	10k	79.73	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.3	$809k	-23%	7.7k	105.65	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$772k		1.6k	473.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$750k	-12%	7.5k	99.88	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$733k	+7%	15k	49.65	View chart
Meta Platforms Cl A (META)	0.3	$696k	+31%	1.1k	660.09	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$691k		7.7k	89.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$672k		2.2k	302.11	View chart
Costco Wholesale Corporation (COST)	0.2	$617k		716.00	861.74	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$590k		1.2k	502.65	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$519k		8.0k	65.01	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$477k		5.6k	84.65	View chart
ResMed (RMD)	0.2	$476k		2.0k	240.87	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$469k		9.8k	47.85	View chart
Dex (DXCM)	0.2	$434k		6.5k	66.37	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$407k	+12%	2.9k	141.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$360k	-12%	1.1k	335.27	View chart
Visa Com Cl A (V)	0.1	$333k		949.00	350.71	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$323k		7.0k	45.98	View chart
Advanced Micro Devices (AMD)	0.1	$322k		1.5k	214.16	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$321k		3.9k	82.50	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$299k		1.8k	170.63	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$292k		2.6k	113.92	View chart
Caterpillar (CAT)	0.1	$286k		499.00	572.87	View chart
Spdr Series Trust State Street Spd (SLYG)	0.1	$264k		2.8k	94.19	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$249k	+4%	406.00	614.31	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$246k		597.00	412.77	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$226k		2.5k	90.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$218k		2.5k	88.49	View chart
Adobe Systems Incorporated (ADBE)	0.1	$217k		621.00	349.99	View chart
Protalix Biotherapeutics (PLX)	0.0	$111k		61k	1.80	View chart
Legacy Ed (LGCY)	0.0	$102k		10k	10.19	View chart
Empire St Rlty Op Unit Ltd Prt 60 (OGCP)	0.0	$68k		11k	6.34	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$65k		10k	6.47	View chart
Veea (VEEA)	0.0	$25k		39k	0.64	View chart

Past Filings by Orin Green Financial

SEC 13F filings are viewable for Orin Green Financial going back to 2020

Orin Green Financial 2025 Q4 filed Feb. 6, 2026
Orin Green Financial 2025 Q3 filed Oct. 28, 2025
Orin Green Financial 2025 Q2 filed July 29, 2025
Orin Green Financial 2025 Q1 filed May 6, 2025
Orin Green Financial 2024 Q4 filed Feb. 19, 2025
Orin Green Financial 2024 Q3 filed Oct. 16, 2024
Orin Green Financial 2024 Q2 filed July 31, 2024
Orin Green Financial 2024 Q1 filed May 8, 2024
Orin Green Financial 2023 Q4 filed Feb. 9, 2024
Orin Green Financial 2023 Q3 filed Nov. 13, 2023
Orin Green Financial 2023 Q2 filed July 31, 2023
Orin Green Financial 2023 Q1 filed May 12, 2023
Orin Green Financial 2022 Q4 filed Feb. 28, 2023
Orin Green Financial 2022 Q3 filed Oct. 14, 2022
Orin Green Financial 2022 Q2 filed July 19, 2022
Orin Green Financial 2022 Q1 filed April 27, 2022

View all past filings

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