Orin Green Financial

Orin Green Financial as of Dec. 31, 2022

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 69 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.6 $23M 60k 384.22
Ishares Tr Calif Mun Bd Etf (CMF) 9.8 $17M 298k 56.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $13M 309k 41.97
Ishares Tr Core S&p Mcp Etf (IJH) 6.7 $11M 47k 241.89
Ishares Tr National Mun Etf (MUB) 5.5 $9.4M 89k 105.52
Qualcomm (QCOM) 5.1 $8.7M 79k 109.94
Ishares Tr Msci Eafe Etf (EFA) 4.4 $7.5M 114k 65.64
Vanguard Index Fds Large Cap Etf (VV) 4.3 $7.3M 42k 174.20
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.8 $6.5M 219k 29.69
Ishares Tr Rus Mid Cap Etf (IWR) 3.0 $5.1M 76k 67.45
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $4.6M 48k 94.64
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.5 $4.2M 107k 38.98
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $3.9M 19k 203.81
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.3 $3.9M 94k 40.90
salesforce (CRM) 1.8 $3.1M 23k 132.59
Vanguard Index Fds Small Cp Etf (VB) 1.8 $3.1M 17k 183.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $3.0M 7.8k 382.42
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.5 $2.5M 101k 25.13
Spdr Ser Tr Portfolio Short (SPSB) 1.5 $2.5M 85k 29.38
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.2 $2.0M 20k 99.71
Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $1.7M 16k 104.27
Apple (AAPL) 1.0 $1.7M 13k 129.93
Vanguard Index Fds Growth Etf (VUG) 0.8 $1.4M 6.8k 213.11
Ishares Tr Msci Emg Mkt Etf (EEM) 0.8 $1.4M 37k 37.90
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.8 $1.3M 41k 32.23
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.8 $1.3M 17k 75.19
Ishares Tr Core Intl Aggr (IAGG) 0.7 $1.3M 26k 47.55
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.1M 12k 88.73
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.6 $1.0M 31k 32.96
Ishares Tr Russell 2000 Etf (IWM) 0.6 $994k 5.7k 174.36
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $924k 11k 83.60
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $888k 20k 44.98
Ishares Tr Rus Top 200 Etf (IWL) 0.5 $848k 9.4k 89.97
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $812k 22k 36.97
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.5 $777k 18k 42.50
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $764k 7.9k 96.99
Ready Cap Corp Com reit (RC) 0.4 $738k 66k 11.14
Microsoft Corporation (MSFT) 0.4 $702k 2.9k 239.82
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $645k 13k 50.67
Spdr Ser Tr S&p 600 Sml Cap 0.3 $565k 6.9k 82.21
ResMed (RMD) 0.3 $558k 2.7k 208.13
Dex (DXCM) 0.3 $515k 4.5k 113.24
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $500k 7.7k 64.72
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $491k 2.4k 200.54
Tesla Motors (TSLA) 0.3 $447k 3.6k 123.18
Amazon (AMZN) 0.2 $403k 4.8k 84.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $384k 1.8k 214.24
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $375k 6.3k 59.75
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $363k 1.2k 308.90
Johnson & Johnson (JNJ) 0.2 $354k 2.0k 176.65
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $316k 6.7k 47.16
Alphabet Cap Stk Cl A (GOOGL) 0.2 $306k 3.5k 88.23
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $302k 5.4k 56.48
Costco Wholesale Corporation (COST) 0.2 $302k 662.00 456.50
Trex Company (TREX) 0.2 $261k 6.2k 42.33
Spdr Ser Tr S&P 400 MDCP GRW (MDYG) 0.2 $257k 3.9k 65.34
Vanguard World Mega Grwth Ind (MGK) 0.1 $240k 1.4k 172.07
Ishares Tr Cohen Steer Reit (ICF) 0.1 $222k 4.1k 54.84
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $219k 821.00 266.28
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $214k 2.6k 83.76
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $213k 3.0k 72.24
Adobe Systems Incorporated (ADBE) 0.1 $204k 607.00 336.53
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $202k 1.6k 125.11
Pacific Biosciences of California (PACB) 0.1 $98k 12k 8.18
(CXDO) 0.1 $93k 49k 1.90
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $71k 11k 6.60
Nokia Corp Sponsored Adr (NOK) 0.0 $46k 10k 4.64
Pagaya Technologies Cl A Shs 0.0 $26k 21k 1.24
Sharecare Com Cl A (SHCR) 0.0 $25k 16k 1.60