Orin Green Financial

Orin Green Financial as of Sept. 30, 2023

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 74 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.7 $25M 58k 429.43
Ishares Tr Calif Mun Bd Etf (CMF) 9.6 $17M 317k 54.84
Ishares Tr Core S&p Mcp Etf (IJH) 8.4 $15M 61k 249.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.4 $13M 304k 43.70
Ishares Tr National Mun Etf (MUB) 5.6 $10M 98k 102.54
Qualcomm (QCOM) 5.4 $9.7M 87k 111.06
Ishares Tr Msci Eafe Etf (EFA) 4.2 $7.6M 110k 68.92
Vanguard Index Fds Large Cap Etf (VV) 4.2 $7.5M 38k 195.69
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $6.0M 193k 31.01
Ishares Tr Rus Mid Cap Etf (IWR) 2.8 $5.1M 74k 69.25
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $4.3M 46k 94.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $3.8M 97k 39.21
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $3.8M 18k 208.24
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.1 $3.8M 98k 38.20
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $3.4M 8.0k 427.47
Spdr Ser Tr Portfolio Short (SPSB) 1.6 $2.9M 98k 29.32
Vanguard Index Fds Small Cp Etf (VB) 1.4 $2.6M 14k 188.37
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.4 $2.4M 100k 24.34
Apple (AAPL) 1.2 $2.1M 12k 171.21
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.1 $2.0M 20k 100.11
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.7M 10k 171.45
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.7M 6.1k 272.31
salesforce (CRM) 0.9 $1.7M 8.2k 202.78
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.6M 16k 102.86
Ishares Tr Core Intl Aggr (IAGG) 0.9 $1.5M 32k 48.78
Ishares Tr Msci Emg Mkt Etf (EEM) 0.7 $1.3M 35k 37.95
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.3M 10k 131.85
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.7 $1.3M 17k 75.15
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.7 $1.2M 33k 36.90
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.1M 33k 34.90
Ishares Tr Rus Top 200 Etf (IWL) 0.5 $981k 9.5k 103.37
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $955k 11k 91.35
Tesla Motors (TSLA) 0.5 $909k 3.6k 250.22
Ishares Tr Russell 2000 Etf (IWM) 0.5 $898k 5.1k 176.74
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.5 $889k 27k 33.57
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $860k 17k 50.26
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $754k 13k 59.28
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $732k 7.8k 94.04
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $689k 16k 43.79
Microsoft Corporation (MSFT) 0.4 $668k 2.1k 315.75
Amazon (AMZN) 0.3 $590k 4.6k 127.12
Ishares Tr Esg Awr Msci Usa (ESGU) 0.3 $588k 5.8k 101.65
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $507k 2.4k 214.18
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.3 $487k 7.5k 64.86
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $464k 7.3k 63.49
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $449k 4.0k 111.68
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $444k 1.7k 265.99
Dex (DXCM) 0.2 $425k 4.6k 93.30
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.2 $415k 5.4k 77.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $412k 1.2k 350.30
Alphabet Cap Stk Cl A (GOOGL) 0.2 $400k 3.1k 130.86
Trex Company (TREX) 0.2 $380k 6.2k 61.63
Costco Wholesale Corporation (COST) 0.2 $359k 636.00 564.52
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $358k 7.2k 49.41
ResMed (RMD) 0.2 $310k 2.1k 147.87
Adobe Systems Incorporated (ADBE) 0.2 $305k 598.00 509.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $294k 821.00 358.27
NVIDIA Corporation (NVDA) 0.2 $271k 623.00 434.99
Meta Platforms Cl A (META) 0.1 $259k 863.00 300.21
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $240k 9.2k 26.20
Fortive (FTV) 0.1 $223k 3.0k 74.16
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $221k 2.6k 86.30
Visa Com Cl A (V) 0.1 $218k 949.00 230.01
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $214k 4.1k 52.49
Ishares Tr Esg Aware Msci (ESML) 0.1 $211k 4.9k 42.69
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $209k 2.9k 73.27
Protalix Biotherapeutics (PLX) 0.1 $133k 80k 1.66
(CXDO) 0.1 $103k 49k 2.11
Pacific Biosciences of California (PACB) 0.1 $100k 12k 8.35
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $86k 11k 8.00
Invitae (NVTAQ) 0.0 $47k 77k 0.61
Sharecare Com Cl A (SHCR) 0.0 $45k 48k 0.94
Nokia Corp Sponsored Adr (NOK) 0.0 $37k 10k 3.74
Pagaya Technologies Cl A Shs 0.0 $24k 15k 1.58