Orin Green Financial

Orin Green Financial as of March 31, 2021

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 64 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 11.3 $14M 35k 397.81
Ishares Tr Core S&p Mcp Etf (IJH) 9.1 $11M 43k 260.28
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 7.6 $9.4M 191k 49.11
Ishares Tr Msci Eafe Etf (EFA) 5.4 $6.6M 87k 75.87
Qualcomm (QCOM) 5.1 $6.3M 47k 132.60
Ishares Tr Rus Mid Cap Etf (IWR) 4.8 $5.8M 79k 73.94
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 4.1 $5.0M 142k 35.36
Vanguard Index Fds Large Cap Etf (VV) 3.9 $4.8M 26k 185.29
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 3.6 $4.4M 93k 47.22
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $4.4M 40k 108.52
Slack Technologies Com Cl A 3.4 $4.2M 104k 40.63
Vanguard Index Fds Mid Cap Etf (VO) 3.0 $3.7M 17k 221.34
Vanguard Index Fds Small Cp Etf (VB) 2.7 $3.3M 16k 214.07
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $3.2M 61k 52.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.6 $3.2M 8.0k 396.37
Apple (AAPL) 1.9 $2.3M 19k 122.15
Vanguard Index Fds Growth Etf (VUG) 1.7 $2.1M 8.2k 257.01
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $2.0M 37k 53.33
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.3 $1.6M 54k 29.64
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.3 $1.6M 16k 100.16
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 1.2 $1.5M 42k 36.32
Ishares Tr Calif Mun Bd Etf (CMF) 1.1 $1.3M 21k 62.14
Ishares Tr Russell 2000 Etf (IWM) 1.1 $1.3M 6.0k 220.86
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.9 $1.1M 11k 102.07
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.8 $984k 23k 42.27
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.8 $956k 21k 45.76
Ishares Tr Rus Top 200 Etf (IWL) 0.7 $911k 9.6k 94.74
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $841k 3.1k 274.66
Spdr Ser Tr Portfolio Short (SPSB) 0.7 $837k 27k 31.30
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.7 $819k 18k 46.61
Ishares Tr Core Intl Aggr (IAGG) 0.7 $807k 15k 54.88
Tesla Motors (TSLA) 0.6 $751k 1.1k 667.56
Microsoft Corporation (MSFT) 0.6 $711k 3.0k 235.74
Ishares Tr National Mun Etf (MUB) 0.6 $698k 6.0k 116.12
Spdr Ser Tr S&p 600 Sml Cap 0.6 $689k 7.3k 94.00
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.5 $579k 8.9k 65.40
Trex Company (TREX) 0.5 $565k 6.2k 91.57
Alphabet Cap Stk Cl A (GOOGL) 0.5 $563k 273.00 2062.27
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $527k 4.6k 113.75
Amazon (AMZN) 0.4 $501k 162.00 3092.59
Dex (DXCM) 0.4 $496k 1.4k 359.16
Alphabet Cap Stk Cl C (GOOG) 0.4 $490k 237.00 2067.51
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $444k 10k 43.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $435k 1.8k 243.02
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $385k 5.4k 71.90
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $379k 5.7k 66.91
Johnson & Johnson (JNJ) 0.3 $329k 2.0k 164.25
Ishares Tr Grwt Allocat Etf (AOR) 0.3 $314k 5.9k 53.58
Facebook Cl A (META) 0.2 $296k 1.0k 294.53
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $290k 3.9k 75.03
Vanguard World Mega Grwth Ind (MGK) 0.2 $288k 1.4k 206.90
Adobe Systems Incorporated (ADBE) 0.2 $283k 596.00 474.83
Sempra Energy (SRE) 0.2 $281k 2.1k 132.42
Ishares Tr Eafe Grwth Etf (EFG) 0.2 $257k 2.6k 100.39
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $256k 3.1k 82.53
Spdr Ser Tr S&p Divid Etf (SDY) 0.2 $249k 2.1k 118.07
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $242k 1.9k 128.18
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $239k 4.4k 54.73
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.2 $236k 4.8k 49.10
Visa Com Cl A (V) 0.2 $235k 1.1k 211.90
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $220k 2.3k 95.16
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $201k 788.00 255.08
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.1 $120k 11k 11.18
Nokia Corp Sponsored Adr (NOK) 0.0 $40k 10k 4.00