Orin Green Financial

Orin Green Financial as of June 30, 2025

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 78 positions in its portfolio as reported in the June 2025 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 $32M 51k 620.90
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.1 $22M 379k 57.01
Ishares Tr Core S&p Mcp Etf (IJH) 8.5 $20M 324k 62.02
Ishares Tr Calif Mun Bd Etf (CMF) 8.1 $19M 342k 55.74
Qualcomm (QCOM) 5.8 $14M 87k 159.26
Ishares Tr National Mun Etf (MUB) 4.3 $10M 97k 104.48
Ishares Tr Msci Eafe Etf (EFA) 3.9 $9.1M 102k 89.39
Vanguard Index Fds Large Cap Etf (VV) 3.8 $8.9M 31k 285.30
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.4 $8.1M 201k 40.49
Ishares Tr Rus Mid Cap Etf (IWR) 2.6 $6.2M 68k 91.97
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.3 $5.5M 8.9k 617.83
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.2 $5.2M 105k 49.46
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $5.1M 18k 279.83
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.2 $5.1M 115k 44.14
Ishares Tr Core S&p Scp Etf (IJR) 2.1 $5.0M 46k 109.29
Spdr Series Trust Portfolio Short (SPSB) 1.6 $3.9M 128k 30.19
Spdr Gold Tr Gold Shs (GLD) 1.5 $3.5M 12k 304.83
Vanguard Index Fds Small Cp Etf (VB) 1.3 $3.1M 13k 236.98
Ishares Tr Core Intl Aggr (IAGG) 1.2 $3.0M 58k 51.09
Spdr Series Trust Portfolio Agrgte (SPAB) 1.2 $2.7M 107k 25.60
Apple (AAPL) 1.1 $2.7M 13k 205.17
salesforce (CRM) 1.0 $2.3M 8.5k 272.69
Vanguard Index Fds Growth Etf (VUG) 0.9 $2.0M 4.6k 438.40
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.9 $2.0M 20k 100.15
Alphabet Cap Stk Cl C (GOOG) 0.7 $1.7M 9.8k 177.39
Amazon (AMZN) 0.7 $1.7M 7.8k 219.39
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $1.7M 16k 106.34
Spdr Series Trust Portfolio S&p500 (SPLG) 0.6 $1.4M 19k 72.69
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.4M 31k 43.75
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.3M 27k 48.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.3M 9.1k 138.68
Tesla Motors (TSLA) 0.5 $1.2M 3.8k 317.66
Microsoft Corporation (MSFT) 0.5 $1.2M 2.4k 497.41
Spdr Series Trust Portfolio S&p600 (SPSM) 0.5 $1.1M 27k 42.60
NVIDIA Corporation (NVDA) 0.5 $1.1M 7.2k 157.99
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.1M 8.0k 135.30
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.0M 24k 42.74
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.4 $1.0M 11k 95.32
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $961k 12k 79.50
Alphabet Cap Stk Cl A (GOOGL) 0.4 $888k 5.0k 176.23
Spdr Series Trust Portfolio S&p400 (SPMD) 0.4 $876k 16k 54.38
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $861k 8.7k 99.20
Ishares Tr Russell 2000 Etf (IWM) 0.4 $836k 3.9k 215.79
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $809k 9.1k 89.22
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $734k 12k 61.21
Costco Wholesale Corporation (COST) 0.3 $708k 716.00 989.25
Ishares Tr Rus Top 200 Etf (IWL) 0.3 $704k 4.6k 153.12
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $692k 1.6k 424.58
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $639k 7.7k 83.40
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $616k 2.2k 276.94
Meta Platforms Cl A (META) 0.2 $585k 793.00 738.09
Dex (DXCM) 0.2 $571k 6.5k 87.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $570k 1.2k 485.77
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.2 $551k 5.2k 105.54
ResMed (RMD) 0.2 $510k 2.0k 258.00
Ishares Tr Core 60/40 Balan (AOR) 0.2 $498k 8.1k 61.57
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $466k 9.8k 47.54
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.2 $464k 5.8k 79.43
Visa Com Cl A (V) 0.1 $337k 949.00 355.05
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $328k 2.6k 128.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $327k 1.1k 303.93
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $311k 4.1k 74.89
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $287k 2.6k 112.00
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $258k 8.8k 29.37
Ishares Tr Esg Aware Msci (ESML) 0.1 $255k 6.2k 41.33
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.1 $249k 2.8k 88.75
Adobe Systems Incorporated (ADBE) 0.1 $240k 621.00 386.88
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $219k 2.5k 89.06
Vanguard World Mega Grwth Ind (MGK) 0.1 $218k 595.00 366.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $215k 389.00 551.64
Advanced Micro Devices (AMD) 0.1 $212k 1.5k 141.90
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $207k 1.5k 135.73
Home Depot (HD) 0.1 $204k 557.00 366.64
Ishares Tr Select Us Reit (ICF) 0.1 $200k 3.3k 61.16
Legacy Ed (LGCY) 0.1 $125k 11k 11.18
Protalix Biotherapeutics (PLX) 0.0 $91k 61k 1.48
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $90k 11k 8.40
Nokia Corp Sponsored Adr (NOK) 0.0 $52k 10k 5.18