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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, CMF, IJH, VEA, QCOM, and represent 44.95% of Orin Green Financial's stock portfolio.
Added to shares of these 10 stocks: VEA, VWO, AAPL, CMF, GLD, MUB, MGK, IBIT, LGCY, SPSB.
Started 2 new stock positions in LGCY, MGK.
Reduced shares in these 10 stocks: TBLL, QCOM, IVV, LLY, VV, TMO, FTV, GMED, GBIL, AMD.
Sold out of its positions in AMD, FTV, GMED, TBLL, LLY, TMO.
Orin Green Financial was a net seller of stock by $-866k.
Orin Green Financial has $228M in assets under management (AUM), dropping by -1.83%.
Central Index Key (CIK): 0001844227

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Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 79 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (Principal) (IVV)	13.9	$32M		54k	588.67	View chart
Ishares Tr Calif Mun Bd Etf (Principal) (CMF)	9.3	$21M	+2%	371k	57.28	View chart
Ishares Tr Core S&p Mcp Etf (Principal) (IJH)	8.6	$20M		313k	62.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (Principal) (VEA)	7.3	$17M	+4%	349k	47.82	View chart
Qualcomm (Principal) (QCOM)	5.9	$13M	-4%	87k	153.62	View chart
Ishares Tr National Mun Etf (Principal) (MUB)	5.6	$13M		120k	106.55	View chart
Vanguard Index Fds Large Cap Etf (Principal) (VV)	3.6	$8.1M	-3%	30k	269.70	View chart
Ishares Tr Msci Eafe Etf (Principal) (EFA)	3.5	$8.1M		107k	75.61	View chart
Spdr Index Shs Fds Portfolio Devlpd (Principal) (SPDW)	3.0	$6.9M		202k	34.13	View chart
Ishares Tr Rus Mid Cap Etf (Principal) (IWR)	2.7	$6.2M		70k	88.40	View chart
Ishares Tr Core S&p Scp Etf (Principal) (IJR)	2.4	$5.4M		47k	115.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (Principal) (SPY)	2.2	$5.1M		8.7k	586.06	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (Principal) (VWO)	2.2	$5.0M	+16%	113k	44.04	View chart
Vanguard Index Fds Mid Cap Etf (Principal) (VO)	2.0	$4.6M		18k	264.13	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (Principal) (RWO)	1.9	$4.4M		102k	42.89	View chart
Spdr Ser Tr Portfolio Short (Principal) (SPSB)	1.6	$3.6M	+3%	119k	29.86	View chart
Apple (Principal) (AAPL)	1.5	$3.3M	+18%	13k	250.42	View chart
Spdr Gold Tr Gold Shs (Principal) (GLD)	1.2	$2.8M	+15%	12k	242.13	View chart
salesforce (Principal) (CRM)	1.2	$2.8M		8.3k	334.33	View chart
Vanguard Index Fds Small Cp Etf (Principal) (VB)	1.2	$2.8M	-2%	12k	240.28	View chart
Ishares Tr Core Intl Aggr (Principal) (IAGG)	1.1	$2.4M		49k	49.92	View chart
Spdr Ser Tr Portfolio Agrgte (Principal) (SPAB)	1.0	$2.3M	-2%	92k	24.99	View chart
Goldman Sachs Etf Tr Acces Treasury (Principal) (GBIL)	1.0	$2.2M	-8%	22k	99.92	View chart
Ishares Tr Shrt Nat Mun Etf (Principal) (SUB)	0.9	$2.1M		20k	105.48	View chart
Vanguard Index Fds Growth Etf (Principal) (VUG)	0.9	$2.0M	-4%	4.9k	410.44	View chart
Alphabet Cap Stk Cl C (Principal) (GOOG)	0.8	$1.9M		9.8k	190.44	View chart
Amazon (Principal) (AMZN)	0.7	$1.6M		7.4k	219.39	View chart
Tesla Motors (Principal) (TSLA)	0.7	$1.5M	-5%	3.7k	403.84	View chart
Dbx Etf Tr Xtrack Msci Eafe (Principal) (DBEF)	0.6	$1.4M		33k	41.40	View chart
Spdr Ser Tr Portfolio S&p500 (Principal) (SPLG)	0.6	$1.3M		19k	68.94	View chart
Spdr Ser Tr Portfolio S&p600 (Principal) (SPSM)	0.5	$1.2M	-4%	28k	44.92	View chart
Ishares Tr Rus Md Cp Gr Etf (Principal) (IWP)	0.5	$1.2M	-3%	9.2k	126.75	View chart
Ishares Tr Msci Emg Mkt Etf (Principal) (EEM)	0.5	$1.1M	-3%	27k	41.82	View chart
Ishares Tr Esg Awr Msci Usa (Principal) (ESGU)	0.5	$1.0M		8.0k	128.82	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH)	0.4	$1.0M	-16%	13k	78.01	View chart
Spdr Ser Tr Prtflo S&p500 Gw (Principal) (SPYG)	0.4	$968k		11k	87.90	View chart
Alphabet Cap Stk Cl A (Principal) (GOOGL)	0.4	$954k		5.0k	189.30	View chart
Spdr Ser Tr Portfolio S&p400 (Principal) (SPMD)	0.4	$895k		16k	54.69	View chart
Microsoft Corporation (Principal) (MSFT)	0.4	$890k	+6%	2.1k	421.50	View chart
Spdr Index Shs Fds Portfolio Emg Mk (Principal) (SPEM)	0.4	$876k	-3%	23k	38.37	View chart
NVIDIA Corporation (Principal) (NVDA)	0.4	$851k		6.3k	134.29	View chart
Ishares Tr Russell 2000 Etf (Principal) (IWM)	0.4	$830k		3.8k	220.96	View chart
Ishares Tr Core Us Aggbd Et (Principal) (AGG)	0.3	$765k	+2%	7.9k	96.90	View chart
Ishares Tr Rus Top 200 Etf (Principal) (IWL)	0.3	$707k		4.9k	144.71	View chart
Ishares Tr Esg Aw Msci Eafe (Principal) (ESGD)	0.3	$670k		8.8k	76.14	View chart
Ishares Tr Rus 1000 Grw Etf (Principal) (IWF)	0.3	$655k		1.6k	401.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (Principal) (VBK)	0.3	$636k		2.3k	280.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (Principal) (IBIT)	0.3	$626k	+42%	12k	53.05	View chart
Costco Wholesale Corporation (Principal) (COST)	0.3	$622k		679.00	915.60	View chart
Ishares Tr Aggres Alloc Etf (Principal) (AOA)	0.3	$583k	+5%	7.6k	76.61	View chart
Berkshire Hathaway Inc Del Cl B New (Principal) (BRK.B)	0.2	$556k		1.2k	453.28	View chart
Dex (Principal) (DXCM)	0.2	$509k		6.5k	77.77	View chart
Spdr Ser Tr S&p 400 Mdcp Val (Principal) (MDYV)	0.2	$479k	-7%	6.0k	80.20	View chart
Meta Platforms Cl A (Principal) (META)	0.2	$466k	+2%	795.00	585.51	View chart
Ishares Tr Esg Awr Us Agrgt (Principal) (EAGG)	0.2	$455k		9.8k	46.44	View chart
ResMed (Principal) (RMD)	0.2	$452k		2.0k	228.69	View chart
Ishares Tr Grwt Allocat Etf (Principal) (AOR)	0.2	$452k	+5%	7.9k	57.32	View chart
Ishares Tr Msci Acwi Etf (Principal) (ACWI)	0.1	$324k		2.8k	117.50	View chart
Vanguard Index Fds Total Stk Mkt (Principal) (VTI)	0.1	$318k	+15%	1.1k	289.81	View chart
Visa Com Cl A (Principal) (V)	0.1	$300k		949.00	316.04	View chart
Spdr Ser Tr Portfoli S&p1500 (Principal) (SPTM)	0.1	$283k		4.0k	71.43	View chart
Trex Company (Principal) (TREX)	0.1	$281k		4.1k	69.03	View chart
Adobe Systems Incorporated (Principal) (ADBE)	0.1	$276k	+3%	621.00	444.68	View chart
Ishares Tr Esg Aware Msci (Principal) (ESML)	0.1	$259k		6.2k	42.05	View chart
Spdr Ser Tr S&P 600 SMCP GRW (Principal) (SLYG)	0.1	$253k		2.8k	90.35	View chart
Ishares Tr Eafe Grwth Etf (Principal) (EFG)	0.1	$248k		2.6k	96.83	View chart
Ishares Tr Cohen Steer Reit (Principal) (ICF)	0.1	$220k		3.6k	60.26	View chart
Vanguard Index Fds Real Estate Etf (Principal) (VNQ)	0.1	$219k		2.5k	89.08	View chart
Dimensional Etf Trust World Ex Us Core (Principal) (DFAX)	0.1	$218k		8.8k	24.86	View chart
Spdr Ser Tr S&p 600 Smcp Val (Principal) (SLYV)	0.1	$217k		2.5k	87.25	View chart
Ishares Tr Eafe Sml Cp Etf (Principal) (SCZ)	0.1	$211k		3.5k	60.75	View chart
Vanguard World Mega Grwth Ind (Principal) (MGK)	0.1	$204k	NEW	595.00	343.41	View chart
Spdr Ser Tr S&p Divid Etf (Principal) (SDY)	0.1	$201k		1.5k	132.10	View chart
Legacy Ed (Principal) (LGCY)	0.1	$166k	NEW	20k	8.32	View chart
Protalix Biotherapeutics (Principal) (PLX)	0.1	$135k		72k	1.88	View chart
Empire St Rlty Op Unit Ltd Prt 60 (Principal) (OGCP)	0.0	$107k		11k	10.00	View chart
Nokia Corp Sponsored Adr (Principal) (NOK)	0.0	$44k		10k	4.43	View chart
Pacific Biosciences of California (Principal) (PACB)	0.0	$22k		12k	1.83	View chart
Biolinerx Sponsored Ads (Principal) (BLRX)	0.0	$11k	+18%	51k	0.21	View chart

Past Filings by Orin Green Financial

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

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
Orin Green Financial 2021 Q3 filed Oct. 28, 2021
Orin Green Financial 2021 Q2 filed Aug. 16, 2021
Orin Green Financial 2021 Q1 filed May 17, 2021

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