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, QCOM, EFA, and represent 43.41% of Orin Green Financial's stock portfolio.
  • Added to shares of these 10 stocks: QCOM, VEA, IVV, VWO, IJH, IJR, CXDO, CMF, GBIL, SPDW.
  • Started 2 new stock positions in CXDO, PACB.
  • Reduced shares in these 10 stocks: ACWI, , VSS, VUG, IWM, AGG, EEM, CRM, SPLG, VV.
  • Sold out of its positions in ACWI, SLYV, VSS.
  • Orin Green Financial was a net buyer of stock by $9.4M.
  • Orin Green Financial has $153M in assets under management (AUM), dropping by 6.90%.
  • Central Index Key (CIK): 0001844227

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Portfolio Holdings for Orin Green Financial

Companies in the Orin Green Financial portfolio as of the March 2022 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 $20M +6% 45k 453.70
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.5 $15M +14% 302k 48.03
Ishares Tr Core S&p Mcp Etf (IJH) 8.0 $12M +6% 46k 268.34
Qualcomm (QCOM) 7.5 $12M +50% 75k 152.82
Ishares Tr Msci Eafe Etf (EFA) 5.1 $7.8M 106k 73.60
Ishares Tr Rus Mid Cap Etf (IWR) 4.0 $6.2M 79k 78.04
Vanguard Index Fds Large Cap Etf (VV) 3.9 $6.0M 29k 208.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.7 $5.7M +2% 167k 34.28
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $5.5M +12% 51k 107.88
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 3.3 $5.1M 95k 54.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.1 $4.7M +37% 101k 46.13
Vanguard Index Fds Mid Cap Etf (VO) 2.7 $4.1M 17k 237.85
Vanguard Index Fds Small Cp Etf (VB) 2.3 $3.5M +3% 17k 212.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $3.5M 7.8k 451.64

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Apple (AAPL) 2.2 $3.4M 19k 174.62
Vanguard Index Fds Growth Etf (VUG) 2.0 $3.0M -5% 11k 287.64
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.4 $2.2M +5% 22k 99.94
Ishares Tr Calif Mun Bd Etf (CMF) 1.4 $2.2M +6% 37k 58.19
Ishares Tr Msci Emg Mkt Etf (EEM) 1.2 $1.8M -4% 41k 45.15
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.1 $1.7M +3% 60k 27.79
salesforce (CRM) 1.1 $1.6M -4% 7.7k 212.38
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.0 $1.6M 42k 37.71
Tesla Motors (TSLA) 0.8 $1.2M 1.1k 1077.54
Ishares Tr National Mun Etf (MUB) 0.8 $1.2M +4% 11k 109.63
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.7 $1.1M -2% 11k 100.54
Ishares Tr Russell 2000 Etf (IWM) 0.7 $1.1M -12% 5.4k 205.26
Ishares Tr Rus Top 200 Etf (IWL) 0.7 $1.1M 10k 108.04
Spdr Ser Tr Portfolio Short (SPSB) 0.7 $1.1M +3% 36k 30.14
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $1.1M -6% 20k 53.10
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.6 $950k 20k 47.15
Ishares Tr Core Intl Aggr (IAGG) 0.6 $932k +8% 18k 52.14
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $873k -4% 21k 42.08
Microsoft Corporation (MSFT) 0.6 $860k +8% 2.8k 308.46
Alphabet Cap Stk Cl A (GOOGL) 0.5 $768k 276.00 2782.61
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $767k 3.1k 248.06
Amazon (AMZN) 0.5 $737k 226.00 3261.06
Spdr Ser Tr S&p 600 Sml Cap (SLY) 0.5 $694k +2% 7.4k 93.67
Alphabet Cap Stk Cl C (GOOG) 0.4 $662k 237.00 2793.25
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $658k -15% 6.1k 107.17
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $657k +2% 8.4k 78.05
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.4 $589k +2% 8.4k 70.43
Dex (DXCM) 0.4 $581k 1.1k 511.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $497k 1.8k 277.65
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.3 $469k +8% 12k 38.62
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $426k 6.2k 68.90
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $415k 1.2k 352.89
Trex Company (TREX) 0.3 $403k 6.2k 65.32
Costco Wholesale Corporation (COST) 0.2 $382k +28% 663.00 576.17
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $362k +10% 6.7k 54.02
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $355k 5.4k 66.29
Johnson & Johnson (JNJ) 0.2 $355k 2.0k 177.23
Vanguard World Mega Grwth Ind (MGK) 0.2 $328k 1.4k 235.63
Ishares Tr Cohen Steer Reit (ICF) 0.2 $296k 4.2k 71.12
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $287k 3.9k 74.26
Adobe Systems Incorporated (ADBE) 0.2 $272k 598.00 454.85
Meta Platforms Cl A (FB) 0.2 $259k 1.2k 222.70
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $257k 4.6k 55.60
Visa Com Cl A (V) 0.2 $249k 1.1k 222.12
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $248k 3.0k 83.98
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $246k 2.6k 96.09
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $235k -8% 1.8k 128.28
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $225k 2.2k 104.51
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.1 $200k 897.00 222.97
(CXDO) 0.1 $178k NEW 49k 3.64
Pacific Biosciences of California (PACB) 0.1 $109k NEW 12k 9.08
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.1 $102k 11k 9.50
Nokia Corp Sponsored Adr (NOK) 0.0 $55k 10k 5.50

Past Filings by Orin Green Financial

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