Orin Green Financial

Latest statistics and disclosures from Orin Green Financial's latest quarterly 13F-HR filing:

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Positions held by Orin Green Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 80 positions in its portfolio as reported in the December 2023 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 $27M 57k 476.84
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Ishares Tr Calif Mun Bd Etf (CMF) 9.5 $19M +4% 331k 57.94
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Ishares Tr Core S&p Mcp Etf (IJH) 8.4 $17M 62k 276.65
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.3 $15M +2% 312k 47.76
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Qualcomm (QCOM) 6.6 $13M +6% 93k 144.63
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Ishares Tr National Mun Etf (MUB) 5.2 $10M 96k 108.41
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Vanguard Index Fds Large Cap Etf (VV) 4.1 $8.3M 38k 218.15
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Ishares Tr Msci Eafe Etf (EFA) 4.1 $8.2M 109k 75.35
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.2 $6.6M 193k 34.03
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Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $5.7M 74k 77.73
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Ishares Tr Core S&p Scp Etf (IJR) 2.4 $4.9M 45k 108.06
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Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.1 $4.4M 100k 43.49
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.1 $4.3M +12% 9.0k 475.30
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Vanguard Index Fds Mid Cap Etf (VO) 2.0 $4.1M 18k 232.64
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $4.1M +2% 99k 40.96
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Spdr Ser Tr Portfolio Short (SPSB) 1.4 $2.9M 98k 29.78
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Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.7M -5% 13k 213.33
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Apple (AAPL) 1.1 $2.3M 12k 192.53
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Spdr Ser Tr Portfolio Agrgte (SPAB) 1.1 $2.2M -12% 87k 25.63
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salesforce (CRM) 1.1 $2.2M 8.3k 263.14
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.0 $2.0M 20k 99.74
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Spdr Gold Tr Gold Shs (GLD) 0.9 $1.9M 10k 191.17
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Vanguard Index Fds Growth Etf (VUG) 0.9 $1.8M -6% 5.7k 310.88
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $1.7M 16k 105.43
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Ishares Tr Core Intl Aggr (IAGG) 0.8 $1.6M +3% 33k 49.80
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Alphabet Cap Stk Cl C (GOOG) 0.7 $1.5M +6% 11k 140.93
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.4M 35k 40.19
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.4M 32k 42.18
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.3M 17k 77.37
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Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.2M 33k 36.98
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.1M 11k 104.46
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Ishares Tr Rus Top 200 Etf (IWL) 0.5 $1.1M 9.4k 115.09
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Ishares Tr Russell 2000 Etf (IWM) 0.5 $1.0M 5.1k 200.71
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $949k 17k 55.90
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $937k 26k 35.47
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Tesla Motors (TSLA) 0.4 $903k 3.6k 248.48
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $847k +39% 8.1k 104.92
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $822k 13k 65.06
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Microsoft Corporation (MSFT) 0.4 $774k -2% 2.1k 376.04
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Ishares Tr Core Us Aggbd Et (AGG) 0.4 $750k -2% 7.6k 99.25
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.3 $709k -7% 15k 48.72
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Amazon (AMZN) 0.3 $706k 4.6k 151.94
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $656k +62% 8.7k 75.54
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Dex (DXCM) 0.3 $566k 4.6k 124.09
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $557k -2% 2.3k 241.77
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Trex Company (TREX) 0.3 $510k 6.2k 82.79
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $506k 1.7k 303.17
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Ishares Tr Aggres Alloc Etf (AOA) 0.2 $496k 7.2k 69.05
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Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $486k -11% 6.6k 73.38
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Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $473k +146% 9.9k 47.74
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $458k +7% 3.3k 139.69
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Ishares Tr Grwt Allocat Etf (AOR) 0.2 $431k +11% 8.1k 53.19
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Costco Wholesale Corporation (COST) 0.2 $420k 636.00 659.56
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $419k 1.2k 356.66
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ResMed (RMD) 0.2 $360k 2.1k 174.35
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Adobe Systems Incorporated (ADBE) 0.2 $357k 598.00 596.60
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $330k 805.00 409.52
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NVIDIA Corporation (NVDA) 0.2 $309k 623.00 495.22
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Meta Platforms Cl A (META) 0.1 $275k -9% 778.00 353.96
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $248k 2.6k 96.85
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Visa Com Cl A (V) 0.1 $247k 949.00 260.35
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $243k -9% 8.3k 29.23
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $239k 4.1k 58.45
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $239k 2.9k 83.63
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Ishares Tr Esg Aware Msci (ESML) 0.1 $239k +26% 6.3k 38.01
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(CXDO) 0.1 $237k 49k 4.85
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $225k NEW 949.00 237.22
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Fortive (FTV) 0.1 $221k 3.0k 73.63
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $219k NEW 2.1k 101.77
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Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $215k NEW 3.5k 61.90
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Ishares Tr Cohen Steer Reit (ICF) 0.1 $214k NEW 3.6k 58.73
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.1 $212k NEW 4.0k 53.00
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Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $202k NEW 1.6k 124.97
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Protalix Biotherapeutics (PLX) 0.1 $142k 80k 1.78
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Pacific Biosciences of California (PACB) 0.1 $118k 12k 9.81
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Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $100k 11k 9.27
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Sharecare Com Cl A (SHCR) 0.0 $52k 48k 1.08
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Invitae (NVTA) 0.0 $48k 77k 0.63
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Nokia Corp Sponsored Adr (NOK) 0.0 $34k 10k 3.42
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Pagaya Technologies Cl A Shs (PGY) 0.0 $21k 15k 1.38
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Past Filings by Orin Green Financial

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