Orin Green Financial

Orin Green Financial as of March 31, 2024

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 79 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (Principal) (IVV) 13.8 $29M 56k 525.73
Ishares Tr Calif Mun Bd Etf (Principal) (CMF) 9.2 $20M 341k 57.54
Ishares Tr Core S&p Mcp Etf (Principal) (IJH) 8.9 $19M 314k 60.74
Qualcomm (Principal) (QCOM) 7.6 $16M 96k 169.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (Principal) (VEA) 7.4 $16M 315k 50.17
Ishares Tr National Mun Etf (Principal) (MUB) 5.2 $11M 103k 107.60
Ishares Tr Msci Eafe Etf (Principal) (EFA) 4.0 $8.5M 106k 79.86
Vanguard Index Fds Large Cap Etf (Principal) (VV) 4.0 $8.5M 35k 239.76
Spdr Index Shs Fds Portfolio Devlpd (Principal) (SPDW) 3.2 $6.8M 189k 35.84
Ishares Tr Rus Mid Cap Etf (Principal) (IWR) 2.8 $6.0M 71k 84.09
Ishares Tr Core S&p Scp Etf (Principal) (IJR) 2.3 $5.0M 45k 110.52
Spdr S&p 500 Etf Tr Tr Unit (Principal) (SPY) 2.2 $4.6M 8.8k 523.06
Vanguard Index Fds Mid Cap Etf (Principal) (VO) 2.1 $4.4M 18k 249.86
Spdr Index Shs Fds Dj Glb Rl Es Etf (Principal) (RWO) 1.9 $4.1M 96k 42.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (Principal) (VWO) 1.9 $4.0M 95k 41.77
Spdr Ser Tr Portfolio Short (Principal) (SPSB) 1.4 $2.9M 97k 29.77
Vanguard Index Fds Small Cp Etf (Principal) (VB) 1.3 $2.7M 12k 228.59
salesforce (Principal) (CRM) 1.2 $2.5M 8.3k 301.18
Spdr Ser Tr Portfolio Agrgte (Principal) (SPAB) 1.0 $2.2M 88k 25.28
Spdr Gold Tr Gold Shs (Principal) (GLD) 1.0 $2.1M 10k 205.72
Goldman Sachs Etf Tr Acces Treasury (Principal) (GBIL) 1.0 $2.0M 20k 100.89
Ishares Tr Shrt Nat Mun Etf (Principal) (SUB) 0.9 $1.9M 18k 104.73
Vanguard Index Fds Growth Etf (Principal) (VUG) 0.9 $1.8M 5.3k 344.20
Ishares Tr Core Intl Aggr (Principal) (IAGG) 0.8 $1.7M 35k 49.95
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.5M 9.8k 152.26
Apple (AAPL) 0.6 $1.4M 8.0k 171.48
Dbx Etf Tr Xtrack Msci Eafe (Principal) (DBEF) 0.6 $1.3M 33k 40.93
Spdr Ser Tr Portfolio S&p600 (Principal) (SPSM) 0.6 $1.3M 31k 43.04
Ishares Tr Rus Md Cp Gr Etf (Principal) (IWP) 0.6 $1.2M 11k 114.14
Ishares Tr Msci Emg Mkt Etf (Principal) (EEM) 0.6 $1.2M 29k 41.08
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 0.5 $1.1M 14k 77.31
Spdr Ser Tr Portfolio S&p500 (Principal) (SPLG) 0.5 $988k 16k 61.53
Ishares Tr Esg Awr Msci Usa (Principal) (ESGU) 0.4 $917k 8.0k 114.96
Spdr Index Shs Fds Portfolio Emg Mk (Principal) (SPEM) 0.4 $886k 25k 36.19
Microsoft Corporation (Principal) (MSFT) 0.4 $835k 2.0k 420.72
Spdr Ser Tr Prtflo S&p500 Gw (Principal) (SPYG) 0.4 $815k 11k 73.15
Ishares Tr Russell 2000 Etf (Principal) (IWM) 0.4 $803k 3.8k 210.30
Amazon (AMZN) 0.4 $791k 4.4k 180.38
Spdr Ser Tr Portfolio S&p400 (Principal) (SPMD) 0.4 $775k 15k 53.34
Ishares Tr Core Us Aggbd Et (Principal) (AGG) 0.3 $741k 7.6k 97.94
Ishares Tr Esg Aw Msci Eafe (Principal) (ESGD) 0.3 $703k 8.8k 79.91
Ishares Tr Rus Top 200 Etf (Principal) (IWL) 0.3 $697k 5.5k 127.12
Dex (Principal) (DXCM) 0.3 $663k 4.8k 138.70
Tesla Motors (Principal) (TSLA) 0.3 $631k 3.6k 175.79
Vanguard Index Fds Sml Cp Grw Etf (Principal) (VBK) 0.3 $592k 2.3k 260.72
Ishares Tr Rus 1000 Grw Etf (Principal) (IWF) 0.3 $562k 1.7k 337.05
Ishares Tr Aggres Alloc Etf (Principal) (AOA) 0.3 $545k 7.4k 73.46
Spdr Ser Tr S&p 400 Mdcp Val (Principal) (MDYV) 0.2 $500k 6.6k 76.00
NVIDIA Corporation (Principal) (NVDA) 0.2 $497k 550.00 903.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $495k 1.2k 420.52
Ishares Tr Grwt Allocat Etf (Principal) (AOR) 0.2 $490k 8.8k 55.67
Alphabet Cap Stk Cl A (GOOGL) 0.2 $479k 3.2k 150.93
Ishares Tr Esg Awr Us Agrgt (Principal) (EAGG) 0.2 $466k 9.9k 47.06
Costco Wholesale Corporation (Principal) (COST) 0.2 $466k 636.00 732.05
Trex Company (Principal) (TREX) 0.2 $407k 4.1k 99.75
ResMed (Principal) (RMD) 0.2 $398k 2.0k 198.03
Meta Platforms Cl A (Principal) (META) 0.2 $378k 778.00 485.58
Invesco Qqq Tr Unit Ser 1 (Principal) (QQQ) 0.2 $357k 805.00 444.01
Adobe Systems Incorporated (ADBE) 0.1 $302k 598.00 504.60
Vanguard Index Fds Real Estate Etf (Principal) (VNQ) 0.1 $297k 3.4k 86.48
Ishares Tr Esg Aware Msci (Principal) (ESML) 0.1 $291k 7.2k 40.27
Ishares Tr Eafe Grwth Etf (Principal) (EFG) 0.1 $266k 2.6k 103.79
Visa Com Cl A (Principal) (V) 0.1 $265k 949.00 279.08
Spdr Ser Tr Portfoli S&p1500 (Principal) (SPTM) 0.1 $263k 4.1k 64.15
Fortive (Principal) (FTV) 0.1 $258k 3.0k 86.02
Vanguard Index Fds Total Stk Mkt (Principal) (VTI) 0.1 $247k 949.00 259.90
Spdr Ser Tr S&P 600 SMCP GRW (Principal) (SLYG) 0.1 $247k 2.8k 87.23
Ishares Tr Msci Acwi Etf (Principal) (ACWI) 0.1 $236k 2.1k 110.13
Advanced Micro Devices (AMD) 0.1 $223k 1.2k 180.49
Ishares Tr Eafe Sml Cp Etf (Principal) (SCZ) 0.1 $220k 3.5k 63.33
Spdr Ser Tr S&p Divid Etf (Principal) (SDY) 0.1 $212k 1.6k 131.24
Ishares Tr Cohen Steer Reit (Principal) (ICF) 0.1 $210k 3.6k 57.70
Spdr Ser Tr S&p 600 Smcp Val (Principal) (SLYV) 0.1 $207k 2.5k 82.97
Ishares Msci Emrg Chn (Principal) (EMXC) 0.1 $205k 3.6k 57.57
Empire St Rlty Op Unit Ltd Prt 60 (Principal) (OGCP) 0.1 $109k 11k 10.15
Protalix Biotherapeutics (Principal) (PLX) 0.0 $91k 72k 1.26
Pacific Biosciences of California (Principal) (PACB) 0.0 $45k 12k 3.75
Nokia Corp Sponsored Adr (Principal) (NOK) 0.0 $35k 10k 3.54
Sharecare Com Cl A (Principal) (SHCR) 0.0 $29k 38k 0.77