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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 45.26% of Orin Green Financial's stock portfolio.
Added to shares of these 10 stocks: TBLL, CMF, VEA, AAPL, AMZN, IVV, MUB, GOOGL, SPDW, SPSB.
Started 7 new stock positions in GMED, DFAX, TMO, SLYV, TBLL, LLY, SDY.
Reduced shares in these 10 stocks: QCOM, GBIL, VV, QQQ, SPSM, EEM, IWP, VUG, ESML, SPEM.
Sold out of its position in QQQ.
Orin Green Financial was a net buyer of stock by $6.7M.
Orin Green Financial has $232M in assets under management (AUM), dropping by 6.81%.
Central Index Key (CIK): 0001844227

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Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 83 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.5	$31M		54k	576.82	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	9.1	$21M	+4%	362k	58.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	8.4	$20M		313k	62.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.6	$18M	+5%	334k	52.81	View chart
Qualcomm (QCOM)	6.7	$15M	-5%	91k	170.05	View chart
Ishares Tr National Mun Etf (MUB)	5.5	$13M	+3%	118k	108.63	View chart
Ishares Tr Msci Eafe Etf (EFA)	3.9	$9.0M		108k	83.63	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.5	$8.2M	-5%	31k	263.29	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	3.3	$7.6M	+3%	202k	37.56	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	2.7	$6.2M		70k	88.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.4	$5.5M	+4%	47k	116.96	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.2	$5.0M		8.7k	573.74	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	2.1	$4.8M		101k	47.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$4.7M	+4%	97k	47.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	2.0	$4.6M		18k	263.83	View chart
Spdr Ser Tr Portfolio Short (SPSB)	1.5	$3.5M	+8%	116k	30.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$2.8M		12k	237.21	View chart
Apple (AAPL)	1.1	$2.6M	+31%	11k	233.00	View chart
Ishares Tr Core Intl Aggr (IAGG)	1.1	$2.5M	+8%	48k	51.82	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	1.1	$2.4M		94k	26.14	View chart
Spdr Gold Tr Gold Shs (GLD)	1.1	$2.4M		10k	243.06	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	1.0	$2.4M	-20%	24k	100.29	View chart
salesforce (CRM)	1.0	$2.3M		8.3k	273.71	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$2.1M	+6%	20k	106.19	View chart
Vanguard Index Fds Growth Etf (VUG)	0.9	$2.0M		5.1k	383.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.6M		9.8k	167.19	View chart
Amazon (AMZN)	0.6	$1.4M	+68%	7.4k	186.33	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.6	$1.4M		33k	42.02	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.6	$1.3M	NEW	13k	105.66	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.6	$1.3M	-6%	29k	45.51	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.6	$1.3M		19k	67.51	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$1.3M	-3%	28k	45.86	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.2M	+7%	15k	79.42	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.1M	-3%	9.5k	117.28	View chart
Tesla Motors (TSLA)	0.4	$1.0M		4.0k	261.63	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.4	$1.0M		8.0k	126.18	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.4	$975k	-2%	24k	41.28	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.4	$914k		11k	82.94	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.4	$901k		17k	54.68	View chart
Microsoft Corporation (MSFT)	0.4	$854k		2.0k	430.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$824k	+56%	5.0k	165.85	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$821k		3.7k	220.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$777k		7.7k	101.27	View chart
NVIDIA Corporation (NVDA)	0.3	$770k	+50%	6.3k	121.44	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.3	$740k		8.8k	84.17	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.3	$691k		4.9k	140.44	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$612k		1.6k	375.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$607k		2.3k	267.37	View chart
Costco Wholesale Corporation (COST)	0.3	$601k	+6%	678.00	885.87	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.2	$567k	-2%	7.2k	78.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$564k	+4%	1.2k	460.26	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.2	$512k		6.4k	79.46	View chart
ResMed (RMD)	0.2	$491k		2.0k	244.12	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$476k		9.8k	48.59	View chart
Meta Platforms Cl A (META)	0.2	$445k		778.00	572.44	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.2	$444k		7.5k	59.24	View chart
Dex (DXCM)	0.2	$438k	+36%	6.5k	67.04	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$330k		2.8k	119.55	View chart
Adobe Systems Incorporated (ADBE)	0.1	$310k		598.00	517.78	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$299k	+21%	8.3k	36.13	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$277k		4.0k	70.06	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$276k		2.6k	107.65	View chart
Trex Company (TREX)	0.1	$271k		4.1k	66.58	View chart
Eli Lilly & Co. (LLY)	0.1	$271k	NEW	306.00	885.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$269k		949.00	283.16	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$263k		2.8k	93.11	View chart
Visa Com Cl A (V)	0.1	$261k		949.00	274.95	View chart
Ishares Tr Esg Aware Msci (ESML)	0.1	$258k	-7%	6.2k	41.82	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$240k		3.6k	65.91	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$240k	-2%	2.5k	97.42	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$237k	NEW	8.8k	27.01	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$236k		3.5k	67.70	View chart
Thermo Fisher Scientific (TMO)	0.1	$233k	NEW	377.00	618.57	View chart
Fortive (FTV)	0.1	$226k		2.9k	78.93	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$216k	NEW	1.5k	142.04	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.1	$216k	NEW	2.5k	86.82	View chart
Globus Med Cl A (GMED)	0.1	$215k	NEW	3.0k	71.54	View chart
Advanced Micro Devices (AMD)	0.1	$203k		1.2k	164.08	View chart
Empire St Rlty Op Unit Ltd Prt 60 (OGCP)	0.1	$118k		11k	11.00	View chart
Protalix Biotherapeutics (PLX)	0.0	$73k		72k	1.02	View chart
Nokia Corp Sponsored Adr (NOK)	0.0	$44k		10k	4.37	View chart
Biolinerx Sponsored Ads (BLRX)	0.0	$23k		43k	0.54	View chart
Pacific Biosciences of California (PACB)	0.0	$20k		12k	1.70	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 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
Orin Green Financial 2020 Q4 filed Feb. 11, 2021

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