Orin Green Financial

Orin Green Financial as of Sept. 30, 2024

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 83 positions in its portfolio as reported in the September 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 $31M 54k 576.82
Ishares Tr Calif Mun Bd Etf (CMF) 9.1 $21M 362k 58.11
Ishares Tr Core S&p Mcp Etf (IJH) 8.4 $20M 313k 62.32
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.6 $18M 334k 52.81
Qualcomm (QCOM) 6.7 $15M 91k 170.05
Ishares Tr National Mun Etf (MUB) 5.5 $13M 118k 108.63
Ishares Tr Msci Eafe Etf (EFA) 3.9 $9.0M 108k 83.63
Vanguard Index Fds Large Cap Etf (VV) 3.5 $8.2M 31k 263.29
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.3 $7.6M 202k 37.56
Ishares Tr Rus Mid Cap Etf (IWR) 2.7 $6.2M 70k 88.14
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $5.5M 47k 116.96
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $5.0M 8.7k 573.74
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.1 $4.8M 101k 47.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $4.7M 97k 47.85
Vanguard Index Fds Mid Cap Etf (VO) 2.0 $4.6M 18k 263.83
Spdr Ser Tr Portfolio Short (SPSB) 1.5 $3.5M 116k 30.28
Vanguard Index Fds Small Cp Etf (VB) 1.2 $2.8M 12k 237.21
Apple (AAPL) 1.1 $2.6M 11k 233.00
Ishares Tr Core Intl Aggr (IAGG) 1.1 $2.5M 48k 51.82
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.1 $2.4M 94k 26.14
Spdr Gold Tr Gold Shs (GLD) 1.1 $2.4M 10k 243.06
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.0 $2.4M 24k 100.29
salesforce (CRM) 1.0 $2.3M 8.3k 273.71
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $2.1M 20k 106.19
Vanguard Index Fds Growth Etf (VUG) 0.9 $2.0M 5.1k 383.93
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.6M 9.8k 167.19
Amazon (AMZN) 0.6 $1.4M 7.4k 186.33
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.4M 33k 42.02
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.6 $1.3M 13k 105.66
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.6 $1.3M 29k 45.51
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.6 $1.3M 19k 67.51
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $1.3M 28k 45.86
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $1.2M 15k 79.42
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.1M 9.5k 117.28
Tesla Motors (TSLA) 0.4 $1.0M 4.0k 261.63
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $1.0M 8.0k 126.18
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $975k 24k 41.28
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $914k 11k 82.94
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $901k 17k 54.68
Microsoft Corporation (MSFT) 0.4 $854k 2.0k 430.30
Alphabet Cap Stk Cl A (GOOGL) 0.4 $824k 5.0k 165.85
Ishares Tr Russell 2000 Etf (IWM) 0.4 $821k 3.7k 220.89
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $777k 7.7k 101.27
NVIDIA Corporation (NVDA) 0.3 $770k 6.3k 121.44
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $740k 8.8k 84.17
Ishares Tr Rus Top 200 Etf (IWL) 0.3 $691k 4.9k 140.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $612k 1.6k 375.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $607k 2.3k 267.37
Costco Wholesale Corporation (COST) 0.3 $601k 678.00 885.87
Ishares Tr Aggres Alloc Etf (AOA) 0.2 $567k 7.2k 78.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $564k 1.2k 460.26
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $512k 6.4k 79.46
ResMed (RMD) 0.2 $491k 2.0k 244.12
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $476k 9.8k 48.59
Meta Platforms Cl A (META) 0.2 $445k 778.00 572.44
Ishares Tr Grwt Allocat Etf (AOR) 0.2 $444k 7.5k 59.24
Dex (DXCM) 0.2 $438k 6.5k 67.04
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $330k 2.8k 119.55
Adobe Systems Incorporated (ADBE) 0.1 $310k 598.00 517.78
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $299k 8.3k 36.13
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $277k 4.0k 70.06
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $276k 2.6k 107.65
Trex Company (TREX) 0.1 $271k 4.1k 66.58
Eli Lilly & Co. (LLY) 0.1 $271k 306.00 885.94
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $269k 949.00 283.16
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $263k 2.8k 93.11
Visa Com Cl A (V) 0.1 $261k 949.00 274.95
Ishares Tr Esg Aware Msci (ESML) 0.1 $258k 6.2k 41.82
Ishares Tr Cohen Steer Reit (ICF) 0.1 $240k 3.6k 65.91
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $240k 2.5k 97.42
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $237k 8.8k 27.01
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $236k 3.5k 67.70
Thermo Fisher Scientific (TMO) 0.1 $233k 377.00 618.57
Fortive (FTV) 0.1 $226k 2.9k 78.93
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $216k 1.5k 142.04
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $216k 2.5k 86.82
Globus Med Cl A (GMED) 0.1 $215k 3.0k 71.54
Advanced Micro Devices (AMD) 0.1 $203k 1.2k 164.08
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.1 $118k 11k 11.00
Protalix Biotherapeutics (PLX) 0.0 $73k 72k 1.02
Nokia Corp Sponsored Adr (NOK) 0.0 $44k 10k 4.37
Biolinerx Sponsored Ads (BLRX) 0.0 $23k 43k 0.54
Pacific Biosciences of California (PACB) 0.0 $20k 12k 1.70