Orin Green Financial

Orin Green Financial as of Sept. 30, 2025

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.9 $35M 52k 669.30
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.0 $22M 374k 59.92
Ishares Tr Core S&p Mcp Etf (IJH) 8.6 $21M 328k 65.26
Ishares Tr Calif Mun Bd Etf (CMF) 7.4 $19M 325k 57.04
Qualcomm (QCOM) 5.7 $14M 86k 166.36
Ishares Tr National Mun Etf (MUB) 4.0 $9.9M 93k 106.49
Ishares Tr Msci Eafe Etf (EFA) 3.8 $9.6M 103k 93.37
Vanguard Index Fds Large Cap Etf (VV) 3.6 $9.0M 29k 307.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.5 $8.7M 203k 42.79
Ishares Tr Rus Mid Cap Etf (IWR) 2.5 $6.3M 66k 96.55
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $6.1M 9.2k 666.16
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $5.6M 47k 118.83
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $5.4M 18k 293.74
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) 2.1 $5.4M 117k 45.77
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.0 $5.1M 93k 54.18
Spdr Gold Tr Gold Shs (GLD) 1.6 $4.1M 12k 355.47
Spdr Series Trust Portfolio Short (SPSB) 1.6 $3.9M 128k 30.29
Vanguard Index Fds Small Cp Etf (VB) 1.4 $3.5M 14k 254.28
Apple (AAPL) 1.4 $3.4M 14k 254.63
Ishares Tr Core Intl Aggr (IAGG) 1.3 $3.3M 64k 51.23
Spdr Series Trust Portfolio Agrgte (SPAB) 1.0 $2.5M 97k 25.85
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.4M 9.8k 243.55
Vanguard Index Fds Growth Etf (VUG) 0.9 $2.2M 4.6k 479.61
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $2.0M 20k 100.23
salesforce (CRM) 0.8 $2.0M 8.5k 237.00
Amazon (AMZN) 0.7 $1.7M 7.8k 219.57
Tesla Motors (TSLA) 0.6 $1.6M 3.6k 444.72
Spdr Series Trust Portfolio S&p500 (SPLG) 0.6 $1.5M 19k 78.34
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.4M 31k 46.42
NVIDIA Corporation (NVDA) 0.6 $1.4M 7.5k 186.58
Ishares Tr Shrt Nat Mun Etf (SUB) 0.6 $1.4M 13k 106.78
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.3M 9.1k 142.41
Microsoft Corporation (MSFT) 0.5 $1.3M 2.4k 517.95
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.2M 5.1k 243.10
Spdr Series Trust Portfolio S&p600 (SPSM) 0.5 $1.2M 26k 46.32
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.2M 8.0k 145.60
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.1M 20k 53.40
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.4 $1.1M 10k 105.64
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.4 $1.1M 23k 46.81
Ishares Tr Russell 2000 Etf (IWM) 0.4 $957k 4.0k 241.96
Spdr Series Trust Portfolio S&p400 (SPMD) 0.4 $936k 16k 57.19
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.4 $926k 8.9k 104.51
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.4 $906k 11k 79.93
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $890k 14k 65.00
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $859k 8.6k 100.25
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.3 $843k 9.1k 92.98
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $764k 1.6k 468.41
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $676k 7.7k 88.14
Costco Wholesale Corporation (COST) 0.3 $664k 718.00 924.99
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $662k 2.2k 297.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $595k 1.2k 502.74
Meta Platforms Cl A (META) 0.2 $591k 805.00 734.38
ResMed (RMD) 0.2 $541k 2.0k 273.73
Ishares Tr Core 60/40 Balan (AOR) 0.2 $513k 8.0k 64.38
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $470k 9.8k 48.03
Spdr Series Trust S&p 400 Mdcp Val (MDYV) 0.2 $470k 5.6k 83.41
Dex (DXCM) 0.2 $440k 6.5k 67.29
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $402k 1.2k 328.17
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $353k 2.6k 138.24
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.1 $341k 12k 29.42
Visa Com Cl A (V) 0.1 $326k 955.00 341.38
Ishares Tr Esg Aware Msci (ESML) 0.1 $316k 7.0k 45.08
Spdr Series Trust Portfoli S&p1500 (SPTM) 0.1 $314k 3.9k 80.65
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $309k 11k 27.30
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $292k 2.6k 113.88
Schwab Strategic Tr Mortgage Backed (SMBS) 0.1 $292k 11k 25.71
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $291k 1.8k 166.10
Schwab Strategic Tr 5 10yr Corp Bd (SCHI) 0.1 $284k 12k 23.08
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $282k 1.3k 215.79
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $276k 8.8k 31.38
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 0.1 $265k 2.8k 94.31
Advanced Micro Devices (AMD) 0.1 $243k 1.5k 161.79
Vanguard World Mega Grwth Ind (MGK) 0.1 $240k 597.00 402.42
Caterpillar (CAT) 0.1 $238k 499.00 477.15
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $234k 389.00 600.37
Home Depot (HD) 0.1 $228k 563.00 405.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $225k 2.5k 91.42
Spdr Series Trust S&p 600 Smcp Val (SLYV) 0.1 $221k 2.5k 88.65
Adobe Systems Incorporated (ADBE) 0.1 $220k 624.00 352.75
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $213k 1.5k 140.05
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $204k 2.4k 84.11
Ishares Tr Select Us Reit (ICF) 0.1 $202k 3.3k 61.62
Protalix Biotherapeutics (PLX) 0.1 $136k 61k 2.22
Legacy Ed (LGCY) 0.0 $96k 10k 9.57
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $81k 11k 7.51
Nokia Corp Sponsored Adr (NOK) 0.0 $48k 10k 4.81
Veea (VEEA) 0.0 $25k 39k 0.62
Etf Opportunities Trust T Rex 2x Inverse (NVDQ) 0.0 $15k 16k 0.92