Orin Green Financial

Orin Green Financial as of June 30, 2024

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 77 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.5 $29M 54k 547.23
Ishares Tr Calif Mun Bd Etf (CMF) 9.0 $20M 345k 56.88
Qualcomm (QCOM) 8.8 $19M 96k 199.18
Ishares Tr Core S&p Mcp Etf (IJH) 8.4 $18M 310k 58.52
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.2 $16M 315k 49.42
Ishares Tr National Mun Etf (MUB) 5.6 $12M 114k 106.55
Ishares Tr Msci Eafe Etf (EFA) 3.9 $8.4M 107k 78.33
Vanguard Index Fds Large Cap Etf (VV) 3.8 $8.2M 33k 249.62
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.1 $6.8M 194k 35.08
Ishares Tr Rus Mid Cap Etf (IWR) 2.6 $5.6M 70k 81.08
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $4.8M 45k 106.66
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $4.7M 8.7k 544.21
Vanguard Index Fds Mid Cap Etf (VO) 1.9 $4.2M 18k 242.10
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 1.9 $4.2M 100k 41.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.9 $4.1M 93k 43.76
Spdr Ser Tr Portfolio Short (SPSB) 1.5 $3.2M 106k 29.70
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.4 $3.0M 30k 100.08
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.6M 12k 218.04
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.1 $2.3M 94k 25.09
Ishares Tr Core Intl Aggr (IAGG) 1.0 $2.2M 45k 49.92
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.2M 10k 215.01
salesforce (CRM) 1.0 $2.1M 8.3k 257.10
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $2.0M 19k 104.55
Vanguard Index Fds Growth Etf (VUG) 0.9 $2.0M 5.2k 374.01
Apple (AAPL) 0.8 $1.8M 8.6k 210.62
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.8M 9.8k 183.42
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.4M 33k 41.44
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $1.3M 31k 41.53
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.2M 19k 64.00
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $1.2M 29k 42.59
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.1M 14k 77.28
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.1M 9.9k 110.35
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $952k 8.0k 119.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $909k 24k 37.67
Microsoft Corporation (MSFT) 0.4 $887k 2.0k 446.95
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $883k 11k 80.13
Amazon (AMZN) 0.4 $847k 4.4k 193.25
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $846k 17k 51.30
Tesla Motors (TSLA) 0.4 $770k 3.9k 197.88
Ishares Tr Russell 2000 Etf (IWM) 0.4 $767k 3.8k 202.89
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $745k 7.7k 97.07
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $693k 8.8k 78.78
Ishares Tr Rus Top 200 Etf (IWL) 0.3 $648k 4.8k 133.95
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $594k 1.6k 364.51
Alphabet Cap Stk Cl A (GOOGL) 0.3 $578k 3.2k 182.15
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $568k 2.3k 250.13
Ishares Tr Aggres Alloc Etf (AOA) 0.3 $553k 7.4k 74.78
Dex (DXCM) 0.2 $542k 4.8k 113.38
Costco Wholesale Corporation (COST) 0.2 $540k 636.00 849.32
NVIDIA Corporation (NVDA) 0.2 $520k 4.2k 123.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $478k 1.2k 406.80
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $470k 6.4k 72.94
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $457k 9.8k 46.61
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $418k 7.4k 56.32
Meta Platforms Cl A (META) 0.2 $392k 778.00 504.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $386k 805.00 479.11
ResMed (RMD) 0.2 $385k 2.0k 191.42
Adobe Systems Incorporated (ADBE) 0.2 $332k 598.00 555.54
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $310k 2.8k 112.40
Trex Company (TREX) 0.1 $302k 4.1k 74.12
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $262k 4.0k 66.35
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $262k 2.6k 102.30
Ishares Tr Esg Aware Msci (ESML) 0.1 $258k 6.7k 38.50
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $254k 949.00 267.51
Visa Com Cl A (V) 0.1 $249k 949.00 262.47
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $243k 2.8k 85.86
Ishares Bitcoin Tr SHS (IBIT) 0.1 $232k 6.8k 34.14
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $214k 3.5k 61.64
Fortive (FTV) 0.1 $212k 2.9k 74.10
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $212k 2.5k 83.76
Ishares Tr Cohen Steer Reit (ICF) 0.1 $209k 3.6k 57.29
Advanced Micro Devices (AMD) 0.1 $201k 1.2k 162.21
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $94k 11k 8.77
Protalix Biotherapeutics (PLX) 0.0 $84k 72k 1.17
Nokia Corp Sponsored Adr (NOK) 0.0 $38k 10k 3.78
Biolinerx Sponsored Ads (BLRX) 0.0 $25k 43k 0.57
Pacific Biosciences of California (PACB) 0.0 $16k 12k 1.37