Orin Green Financial

Orin Green Financial as of March 31, 2025

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 76 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 12.6 $27M 52k 516.38
Ishares Tr Calif Mun Bd Etf (CMF) 9.5 $20M 366k 54.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.1 $19M 384k 50.51
Ishares Tr Core S&p Mcp Etf (IJH) 8.0 $17M 319k 53.60
Qualcomm (QCOM) 5.6 $12M 87k 136.14
Ishares Tr National Mun Etf (MUB) 5.5 $12M 114k 102.97
Ishares Tr Msci Eafe Etf (EFA) 4.1 $8.7M 108k 80.66
Vanguard Index Fds Large Cap Etf (VV) 3.5 $7.4M 32k 236.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $7.3M 202k 36.13
Ishares Tr Rus Mid Cap Etf (IWR) 2.6 $5.4M 69k 78.58
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.3 $4.8M 112k 43.35
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.3 $4.8M 115k 42.04
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.2 $4.6M 9.0k 513.87
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $4.4M 18k 240.07
Ishares Tr Core S&p Scp Etf (IJR) 2.0 $4.3M 46k 94.38
Spdr Gold Tr Gold Shs (GLD) 1.7 $3.6M 12k 315.59
Spdr Ser Tr Portfolio Short (SPSB) 1.6 $3.5M 116k 29.98
Vanguard Index Fds Small Cp Etf (VB) 1.3 $2.7M 13k 202.27
Spdr Ser Tr Portfolio Agrgte (SPAB) 1.3 $2.7M 108k 25.12
Ishares Tr Core Intl Aggr (IAGG) 1.3 $2.7M 53k 50.49
Apple (AAPL) 1.2 $2.5M 13k 193.16
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.9 $2.0M 20k 100.07
salesforce (CRM) 0.9 $2.0M 8.3k 236.26
Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $1.9M 18k 105.06
Vanguard Index Fds Growth Etf (VUG) 0.7 $1.6M 4.6k 342.44
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.5M 9.8k 149.86
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.3M 31k 40.25
Amazon (AMZN) 0.6 $1.2M 7.3k 167.32
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.5 $1.1M 19k 60.46
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.1M 27k 41.91
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.0M 9.2k 110.03
Spdr Ser Tr Portfolio S&p600 (SPSM) 0.5 $1.0M 27k 36.81
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $961k 12k 78.49
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $939k 25k 37.74
Ishares Tr Esg Awr Msci Usa (ESGU) 0.4 $892k 8.0k 111.81
Tesla Motors (TSLA) 0.4 $856k 3.8k 227.50
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.4 $816k 11k 74.42
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $787k 8.1k 97.28
Microsoft Corporation (MSFT) 0.4 $767k 2.1k 359.12
Spdr Ser Tr Portfolio S&p400 (SPMD) 0.4 $757k 16k 47.01
Alphabet Cap Stk Cl A (GOOGL) 0.4 $744k 5.0k 147.67
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $732k 9.1k 80.73
Ishares Tr Russell 2000 Etf (IWM) 0.3 $692k 3.8k 182.74
Costco Wholesale Corporation (COST) 0.3 $650k 679.00 957.06
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $597k 12k 49.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $595k 1.2k 506.92
Ishares Tr Rus Top 200 Etf (IWL) 0.3 $581k 4.6k 126.20
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $565k 7.8k 72.75
NVIDIA Corporation (NVDA) 0.3 $563k 5.8k 96.91
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.3 $551k 5.2k 105.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $542k 1.6k 332.54
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $512k 2.2k 230.34
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $457k 9.8k 46.66
Ishares Tr Core 60/40 Balan (AOR) 0.2 $454k 8.2k 55.11
Dex (DXCM) 0.2 $432k 6.5k 66.11
ResMed (RMD) 0.2 $417k 2.0k 210.87
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 0.2 $413k 5.9k 70.05
Meta Platforms Cl A (META) 0.2 $361k 744.00 484.66
Visa Com Cl A (V) 0.1 $304k 949.00 320.10
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $280k 2.6k 109.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $272k 1.1k 252.60
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $259k 4.1k 62.48
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $252k 2.6k 98.56
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $235k 12k 20.30
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $227k 8.8k 25.86
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.1 $224k 3.5k 64.33
Ishares Tr Esg Aware Msci (ESML) 0.1 $216k 6.2k 35.06
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.1 $213k 2.8k 76.02
Adobe Systems Incorporated (ADBE) 0.1 $213k 621.00 343.22
Ishares Tr Cohen Steer Reit (ICF) 0.1 $213k 3.6k 58.42
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $209k 2.5k 85.03
Protalix Biotherapeutics (PLX) 0.1 $128k 50k 2.55
Legacy Ed (LGCY) 0.1 $127k 20k 6.35
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $73k 11k 6.82
Nokia Corp Sponsored Adr (NOK) 0.0 $51k 10k 5.07
Pacific Biosciences of California (PACB) 0.0 $14k 12k 1.14