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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 45.18% of Orin Green Financial's stock portfolio.
Added to shares of these 10 stocks: QCOM, CMF, SPY, VEA, EAGG, IJH, ESGD, ESGU, VTI, ACWI.
Started 6 new stock positions in SCZ, ICF, FVAL, SDY, VTI, ACWI.
Reduced shares in these 10 stocks: IVV, SPAB, MUB, VB, VUG, VO, MDYV, IJR, EFA, SPMD.
Orin Green Financial was a net buyer of stock by $3.5M.
Orin Green Financial has $203M in assets under management (AUM), dropping by 12.54%.
Central Index Key (CIK): 0001844227

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

Past Filings by Orin Green Financial

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

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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