Orin Green Financial
Latest statistics and disclosures from Orin Green Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, CMF, VEA, IJH, MUB, and represent 43.23% of Orin Green Financial's stock portfolio.
- Added to shares of these 10 stocks: VEA, CRM, SPSB, IVV, SPAB, VCSH, VWO, RMD, EFA, EFG.
- Started 6 new stock positions in SDY, PGY, ADBE, SHCR, RMD, EFG.
- Reduced shares in these 10 stocks: SPDW, AGG, CMF, SPEM, MUB, IWR, VO, RWO, VUG, SPY.
- Orin Green Financial was a net buyer of stock by $7.4M.
- Orin Green Financial has $170M in assets under management (AUM), dropping by 10.73%.
- Central Index Key (CIK): 0001844227
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Portfolio Holdings for Orin Green Financial
Orin Green Financial holds 69 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 13.6 | $23M | +5% | 60k | 384.22 | |
| Ishares Tr Calif Mun Bd Etf (CMF) | 9.8 | $17M | -4% | 298k | 56.11 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.6 | $13M | +32% | 309k | 41.97 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.7 | $11M | 47k | 241.89 | ||
| Ishares Tr National Mun Etf (MUB) | 5.5 | $9.4M | -3% | 89k | 105.52 | |
| Qualcomm (QCOM) | 5.1 | $8.7M | 79k | 109.94 | ||
| Ishares Tr Msci Eafe Etf (EFA) | 4.4 | $7.5M | +3% | 114k | 65.64 | |
| Vanguard Index Fds Large Cap Etf (VV) | 4.3 | $7.3M | +2% | 42k | 174.20 | |
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 3.8 | $6.5M | -25% | 219k | 29.69 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 3.0 | $5.1M | -3% | 76k | 67.45 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $4.6M | +3% | 48k | 94.64 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $4.2M | +16% | 107k | 38.98 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $3.9M | -4% | 19k | 203.81 | |
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 2.3 | $3.9M | -3% | 94k | 40.90 | |
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| salesforce (CRM) | 1.8 | $3.1M | +199% | 23k | 132.59 | |
| Vanguard Index Fds Small Cp Etf (VB) | 1.8 | $3.1M | +3% | 17k | 183.54 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $3.0M | 7.8k | 382.42 | ||
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.5 | $2.5M | +43% | 101k | 25.13 | |
| Spdr Ser Tr Portfolio Short (SPSB) | 1.5 | $2.5M | +119% | 85k | 29.38 | |
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.2 | $2.0M | 20k | 99.71 | ||
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.0 | $1.7M | +10% | 16k | 104.27 | |
| Apple (AAPL) | 1.0 | $1.7M | 13k | 129.93 | ||
| Vanguard Index Fds Growth Etf (VUG) | 0.8 | $1.4M | -5% | 6.8k | 213.11 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.8 | $1.4M | 37k | 37.90 | ||
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.8 | $1.3M | 41k | 32.23 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.8 | $1.3M | +102% | 17k | 75.19 | |
| Ishares Tr Core Intl Aggr (IAGG) | 0.7 | $1.3M | +17% | 26k | 47.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $1.1M | 12k | 88.73 | ||
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.6 | $1.0M | -27% | 31k | 32.96 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.6 | $994k | 5.7k | 174.36 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.5 | $924k | 11k | 83.60 | ||
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $888k | +7% | 20k | 44.98 | |
| Ishares Tr Rus Top 200 Etf (IWL) | 0.5 | $848k | -3% | 9.4k | 89.97 | |
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.5 | $812k | +3% | 22k | 36.97 | |
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.5 | $777k | 18k | 42.50 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $764k | -52% | 7.9k | 96.99 | |
| Ready Cap Corp Com reit (RC) | 0.4 | $738k | 66k | 11.14 | ||
| Microsoft Corporation (MSFT) | 0.4 | $702k | +2% | 2.9k | 239.82 | |
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $645k | 13k | 50.67 | ||
| Spdr Ser Tr S&p 600 Sml Cap (SLY) | 0.3 | $565k | +6% | 6.9k | 82.21 | |
| ResMed (RMD) | 0.3 | $558k | NEW | 2.7k | 208.13 | |
| Dex (DXCM) | 0.3 | $515k | 4.5k | 113.24 | ||
| Spdr Ser Tr S&p 400 Mdcp Val (MDYV) | 0.3 | $500k | -3% | 7.7k | 64.72 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.3 | $491k | 2.4k | 200.54 | ||
| Tesla Motors (TSLA) | 0.3 | $447k | 3.6k | 123.18 | ||
| Amazon (AMZN) | 0.2 | $403k | +2% | 4.8k | 84.00 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $384k | 1.8k | 214.24 | ||
| Ishares Tr Aggres Alloc Etf (AOA) | 0.2 | $375k | 6.3k | 59.75 | ||
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $363k | 1.2k | 308.90 | ||
| Johnson & Johnson (JNJ) | 0.2 | $354k | 2.0k | 176.65 | ||
| Ishares Tr Grwt Allocat Etf (AOR) | 0.2 | $316k | 6.7k | 47.16 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $306k | 3.5k | 88.23 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.2 | $302k | 5.4k | 56.48 | ||
| Costco Wholesale Corporation (COST) | 0.2 | $302k | 662.00 | 456.50 | ||
| Trex Company (TREX) | 0.2 | $261k | 6.2k | 42.33 | ||
| Spdr Ser Tr S&P 400 MDCP GRW (MDYG) | 0.2 | $257k | 3.9k | 65.34 | ||
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $240k | 1.4k | 172.07 | ||
| Ishares Tr Cohen Steer Reit (ICF) | 0.1 | $222k | 4.1k | 54.84 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $219k | 821.00 | 266.28 | ||
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $214k | NEW | 2.6k | 83.76 | |
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.1 | $213k | 3.0k | 72.24 | ||
| Adobe Systems Incorporated (ADBE) | 0.1 | $204k | NEW | 607.00 | 336.53 | |
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $202k | NEW | 1.6k | 125.11 | |
| Pacific Biosciences of California (PACB) | 0.1 | $98k | 12k | 8.18 | ||
| (CXDO) | 0.1 | $93k | 49k | 1.90 | ||
| Empire St Rlty Op Unit Ltd Prt 60 (OGCP) | 0.0 | $71k | 11k | 6.60 | ||
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $46k | 10k | 4.64 | ||
| Pagaya Technologies Cl A Shs (PGY) | 0.0 | $26k | NEW | 21k | 1.24 | |
| Sharecare Com Cl A (SHCR) | 0.0 | $25k | NEW | 16k | 1.60 | |
Past Filings by Orin Green Financial
SEC 13F filings are viewable for Orin Green Financial going back to 2020
- 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
- Orin Green Financial 2020 Q4 filed Feb. 11, 2021