Orin Green Financial

Orin Green Financial as of Dec. 31, 2024

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 79 positions in its portfolio as reported in the December 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) 13.9 $32M 54k 588.67
Ishares Tr Calif Mun Bd Etf (Principal) (CMF) 9.3 $21M 371k 57.28
Ishares Tr Core S&p Mcp Etf (Principal) (IJH) 8.6 $20M 313k 62.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (Principal) (VEA) 7.3 $17M 349k 47.82
Qualcomm (Principal) (QCOM) 5.9 $13M 87k 153.62
Ishares Tr National Mun Etf (Principal) (MUB) 5.6 $13M 120k 106.55
Vanguard Index Fds Large Cap Etf (Principal) (VV) 3.6 $8.1M 30k 269.70
Ishares Tr Msci Eafe Etf (Principal) (EFA) 3.5 $8.1M 107k 75.61
Spdr Index Shs Fds Portfolio Devlpd (Principal) (SPDW) 3.0 $6.9M 202k 34.13
Ishares Tr Rus Mid Cap Etf (Principal) (IWR) 2.7 $6.2M 70k 88.40
Ishares Tr Core S&p Scp Etf (Principal) (IJR) 2.4 $5.4M 47k 115.22
Spdr S&p 500 Etf Tr Tr Unit (Principal) (SPY) 2.2 $5.1M 8.7k 586.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (Principal) (VWO) 2.2 $5.0M 113k 44.04
Vanguard Index Fds Mid Cap Etf (Principal) (VO) 2.0 $4.6M 18k 264.13
Spdr Index Shs Fds Dj Glb Rl Es Etf (Principal) (RWO) 1.9 $4.4M 102k 42.89
Spdr Ser Tr Portfolio Short (Principal) (SPSB) 1.6 $3.6M 119k 29.86
Apple (Principal) (AAPL) 1.5 $3.3M 13k 250.42
Spdr Gold Tr Gold Shs (Principal) (GLD) 1.2 $2.8M 12k 242.13
salesforce (Principal) (CRM) 1.2 $2.8M 8.3k 334.33
Vanguard Index Fds Small Cp Etf (Principal) (VB) 1.2 $2.8M 12k 240.28
Ishares Tr Core Intl Aggr (Principal) (IAGG) 1.1 $2.4M 49k 49.92
Spdr Ser Tr Portfolio Agrgte (Principal) (SPAB) 1.0 $2.3M 92k 24.99
Goldman Sachs Etf Tr Acces Treasury (Principal) (GBIL) 1.0 $2.2M 22k 99.92
Ishares Tr Shrt Nat Mun Etf (Principal) (SUB) 0.9 $2.1M 20k 105.48
Vanguard Index Fds Growth Etf (Principal) (VUG) 0.9 $2.0M 4.9k 410.44
Alphabet Cap Stk Cl C (Principal) (GOOG) 0.8 $1.9M 9.8k 190.44
Amazon (Principal) (AMZN) 0.7 $1.6M 7.4k 219.39
Tesla Motors (Principal) (TSLA) 0.7 $1.5M 3.7k 403.84
Dbx Etf Tr Xtrack Msci Eafe (Principal) (DBEF) 0.6 $1.4M 33k 41.40
Spdr Ser Tr Portfolio S&p500 (Principal) (SPLG) 0.6 $1.3M 19k 68.94
Spdr Ser Tr Portfolio S&p600 (Principal) (SPSM) 0.5 $1.2M 28k 44.92
Ishares Tr Rus Md Cp Gr Etf (Principal) (IWP) 0.5 $1.2M 9.2k 126.75
Ishares Tr Msci Emg Mkt Etf (Principal) (EEM) 0.5 $1.1M 27k 41.82
Ishares Tr Esg Awr Msci Usa (Principal) (ESGU) 0.5 $1.0M 8.0k 128.82
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH) 0.4 $1.0M 13k 78.01
Spdr Ser Tr Prtflo S&p500 Gw (Principal) (SPYG) 0.4 $968k 11k 87.90
Alphabet Cap Stk Cl A (Principal) (GOOGL) 0.4 $954k 5.0k 189.30
Spdr Ser Tr Portfolio S&p400 (Principal) (SPMD) 0.4 $895k 16k 54.69
Microsoft Corporation (Principal) (MSFT) 0.4 $890k 2.1k 421.50
Spdr Index Shs Fds Portfolio Emg Mk (Principal) (SPEM) 0.4 $876k 23k 38.37
NVIDIA Corporation (Principal) (NVDA) 0.4 $851k 6.3k 134.29
Ishares Tr Russell 2000 Etf (Principal) (IWM) 0.4 $830k 3.8k 220.96
Ishares Tr Core Us Aggbd Et (Principal) (AGG) 0.3 $765k 7.9k 96.90
Ishares Tr Rus Top 200 Etf (Principal) (IWL) 0.3 $707k 4.9k 144.71
Ishares Tr Esg Aw Msci Eafe (Principal) (ESGD) 0.3 $670k 8.8k 76.14
Ishares Tr Rus 1000 Grw Etf (Principal) (IWF) 0.3 $655k 1.6k 401.58
Vanguard Index Fds Sml Cp Grw Etf (Principal) (VBK) 0.3 $636k 2.3k 280.06
Ishares Bitcoin Trust Etf Shs Ben Int (Principal) (IBIT) 0.3 $626k 12k 53.05
Costco Wholesale Corporation (Principal) (COST) 0.3 $622k 679.00 915.60
Ishares Tr Aggres Alloc Etf (Principal) (AOA) 0.3 $583k 7.6k 76.61
Berkshire Hathaway Inc Del Cl B New (Principal) (BRK.B) 0.2 $556k 1.2k 453.28
Dex (Principal) (DXCM) 0.2 $509k 6.5k 77.77
Spdr Ser Tr S&p 400 Mdcp Val (Principal) (MDYV) 0.2 $479k 6.0k 80.20
Meta Platforms Cl A (Principal) (META) 0.2 $466k 795.00 585.51
Ishares Tr Esg Awr Us Agrgt (Principal) (EAGG) 0.2 $455k 9.8k 46.44
ResMed (Principal) (RMD) 0.2 $452k 2.0k 228.69
Ishares Tr Grwt Allocat Etf (Principal) (AOR) 0.2 $452k 7.9k 57.32
Ishares Tr Msci Acwi Etf (Principal) (ACWI) 0.1 $324k 2.8k 117.50
Vanguard Index Fds Total Stk Mkt (Principal) (VTI) 0.1 $318k 1.1k 289.81
Visa Com Cl A (Principal) (V) 0.1 $300k 949.00 316.04
Spdr Ser Tr Portfoli S&p1500 (Principal) (SPTM) 0.1 $283k 4.0k 71.43
Trex Company (Principal) (TREX) 0.1 $281k 4.1k 69.03
Adobe Systems Incorporated (Principal) (ADBE) 0.1 $276k 621.00 444.68
Ishares Tr Esg Aware Msci (Principal) (ESML) 0.1 $259k 6.2k 42.05
Spdr Ser Tr S&P 600 SMCP GRW (Principal) (SLYG) 0.1 $253k 2.8k 90.35
Ishares Tr Eafe Grwth Etf (Principal) (EFG) 0.1 $248k 2.6k 96.83
Ishares Tr Cohen Steer Reit (Principal) (ICF) 0.1 $220k 3.6k 60.26
Vanguard Index Fds Real Estate Etf (Principal) (VNQ) 0.1 $219k 2.5k 89.08
Dimensional Etf Trust World Ex Us Core (Principal) (DFAX) 0.1 $218k 8.8k 24.86
Spdr Ser Tr S&p 600 Smcp Val (Principal) (SLYV) 0.1 $217k 2.5k 87.25
Ishares Tr Eafe Sml Cp Etf (Principal) (SCZ) 0.1 $211k 3.5k 60.75
Vanguard World Mega Grwth Ind (Principal) (MGK) 0.1 $204k 595.00 343.41
Spdr Ser Tr S&p Divid Etf (Principal) (SDY) 0.1 $201k 1.5k 132.10
Legacy Ed (Principal) (LGCY) 0.1 $166k 20k 8.32
Protalix Biotherapeutics (Principal) (PLX) 0.1 $135k 72k 1.88
Empire St Rlty Op Unit Ltd Prt 60 (Principal) (OGCP) 0.0 $107k 11k 10.00
Nokia Corp Sponsored Adr (Principal) (NOK) 0.0 $44k 10k 4.43
Pacific Biosciences of California (Principal) (PACB) 0.0 $22k 12k 1.83
Biolinerx Sponsored Ads (Principal) 0.0 $11k 51k 0.21