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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 44.55% of Orin Green Financial's stock portfolio.
Added to shares of these 10 stocks: TBLL, IVV, HDEF, IAGG, SCHD, IJH, SMBS, SCHI, VIG, CAT.
Started 10 new stock positions in VEEA, HDEF, CAT, VCIT, SLYV, SCHI, SCHD, NVDQ, VIG, SMBS.
Reduced shares in these 10 stocks: CMF, VWO, VV, MUB, IWL, EEM, SUB, VEA, SPAB, SPYG.
Orin Green Financial was a net seller of stock by $-147k.
Orin Green Financial has $250M in assets under management (AUM), dropping by 5.88%.
Central Index Key (CIK): 0001844227

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Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.9	$35M		52k	669.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.0	$22M		374k	59.92	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	8.6	$21M		328k	65.26	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	7.4	$19M	-5%	325k	57.04	View chart
Qualcomm (QCOM)	5.7	$14M		86k	166.36	View chart
Ishares Tr National Mun Etf (MUB)	4.0	$9.9M	-4%	93k	106.49	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.8	$9.6M		103k	93.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.6	$9.0M	-5%	29k	307.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.5	$8.7M		203k	42.79	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.5	$6.3M	-3%	66k	96.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$6.1M	+2%	9.2k	666.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.2	$5.6M	+2%	47k	118.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.2	$5.4M		18k	293.74	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	2.1	$5.4M		117k	45.77	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$5.1M	-10%	93k	54.18	View chart
Spdr Gold Tr Gold Shs (GLD)	1.6	$4.1M		12k	355.47	View chart
Spdr Series Trust Portfolio Short (SPSB)	1.6	$3.9M		128k	30.29	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$3.5M	+3%	14k	254.28	View chart
Apple (AAPL)	1.4	$3.4M	+2%	14k	254.63	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.3	$3.3M	+10%	64k	51.23	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	1.0	$2.5M	-9%	97k	25.85	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.4M		9.8k	243.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$2.2M		4.6k	479.61	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$2.0M		20k	100.23	View chart
salesforce (CRM)	0.8	$2.0M		8.5k	237.00	View chart
Amazon (AMZN)	0.7	$1.7M		7.8k	219.57	View chart
Tesla Motors (TSLA)	0.6	$1.6M	-5%	3.6k	444.72	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.6	$1.5M		19k	78.34	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$1.4M		31k	46.42	View chart
NVIDIA Corporation (NVDA)	0.6	$1.4M	+3%	7.5k	186.58	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.6	$1.4M	-19%	13k	106.78	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.3M		9.1k	142.41	View chart
Microsoft Corporation (MSFT)	0.5	$1.3M		2.4k	517.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.2M		5.1k	243.10	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.5	$1.2M	-3%	26k	46.32	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.5	$1.2M		8.0k	145.60	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.4	$1.1M	-25%	20k	53.40	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.4	$1.1M	+92%	10k	105.64	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$1.1M	-7%	23k	46.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$957k	+2%	4.0k	241.96	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.4	$936k		16k	57.19	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.4	$926k	-19%	8.9k	104.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.4	$906k	-6%	11k	79.93	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$890k	+14%	14k	65.00	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$859k		8.6k	100.25	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$843k		9.1k	92.98	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$764k		1.6k	468.41	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$676k		7.7k	88.14	View chart
Costco Wholesale Corporation (COST)	0.3	$664k		718.00	924.99	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$662k		2.2k	297.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$595k		1.2k	502.74	View chart
Meta Platforms Cl A (META)	0.2	$591k		805.00	734.38	View chart
ResMed (RMD)	0.2	$541k		2.0k	273.73	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$513k		8.0k	64.38	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$470k		9.8k	48.03	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.2	$470k	-3%	5.6k	83.41	View chart
Dex (DXCM)	0.2	$440k		6.5k	67.29	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$402k	+13%	1.2k	328.17	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$353k		2.6k	138.24	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.1	$341k	NEW	12k	29.42	View chart
Visa Com Cl A (V)	0.1	$326k		955.00	341.38	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$316k	+13%	7.0k	45.08	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$314k	-6%	3.9k	80.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$309k	NEW	11k	27.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$292k		2.6k	113.88	View chart
Schwab Strategic Tr Mortgage Backed (SMBS)	0.1	$292k	NEW	11k	25.71	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.1	$291k	-61%	1.8k	166.10	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$284k	NEW	12k	23.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$282k	NEW	1.3k	215.79	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$276k		8.8k	31.38	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$265k		2.8k	94.31	View chart
Advanced Micro Devices (AMD)	0.1	$243k		1.5k	161.79	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$240k		597.00	402.42	View chart
Caterpillar (CAT)	0.1	$238k	NEW	499.00	477.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$234k		389.00	600.37	View chart
Home Depot (HD)	0.1	$228k		563.00	405.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$225k		2.5k	91.42	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.1	$221k	NEW	2.5k	88.65	View chart
Adobe Systems Incorporated (ADBE)	0.1	$220k		624.00	352.75	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.1	$213k		1.5k	140.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$204k	NEW	2.4k	84.11	View chart
Ishares Tr Select Us Reit (ICF)	0.1	$202k		3.3k	61.62	View chart
Protalix Biotherapeutics (PLX)	0.1	$136k		61k	2.22	View chart
Legacy Ed (LGCY)	0.0	$96k	-10%	10k	9.57	View chart
Empire St Rlty Op Unit Ltd Prt 60 (OGCP)	0.0	$81k		11k	7.51	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$48k		10k	4.81	View chart
Veea (VEEA)	0.0	$25k	NEW	39k	0.62	View chart
Etf Opportunities Trust T Rex 2x Inverse (NVDQ)	0.0	$15k	NEW	16k	0.92	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 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
Orin Green Financial 2021 Q4 filed Feb. 14, 2022

View all past filings

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