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
- Orin Green Financial 2022 Q1 filed April 27, 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