Orin Green Financial

Orin Green Financial as of March 31, 2026

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 78 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.3 $35M 53k 653.21
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.7 $24M 369k 64.08
Ishares Tr Core S&p Mcp Etf (IJH) 9.3 $23M 337k 67.53
Ishares Tr Calif Mun Bd Etf (CMF) 6.7 $16M 287k 56.86
Qualcomm (QCOM) 4.6 $11M 86k 128.78
Ishares Tr Msci Eafe Etf (EFA) 3.9 $9.4M 97k 97.13
Spdr Index Shs Fds State Street Spd (SPDW) 3.7 $9.1M 199k 45.65
Ishares Tr National Mun Etf (MUB) 3.7 $9.0M 84k 106.15
Vanguard Index Fds Large Cap Etf (VV) 3.4 $8.3M 28k 298.85
Ishares Tr Rus Mid Cap Etf (IWR) 2.5 $6.0M 62k 97.23
Ishares Tr Core S&p Scp Etf (IJR) 2.4 $5.9M 48k 124.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.4 $5.9M 9.1k 650.32
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $5.4M 19k 287.18
Spdr Index Shs Fds State Street Spd (RWO) 2.2 $5.4M 118k 45.77
Spdr Gold Tr Gold Shs (GLD) 2.1 $5.0M 12k 430.29
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.7 $4.2M 77k 54.05
Spdr Series Trust State Street Spd (SPSB) 1.6 $3.9M 128k 30.07
Ishares Tr Core Intl Aggr (IAGG) 1.5 $3.6M 72k 50.04
Apple (AAPL) 1.4 $3.5M 14k 253.78
Vanguard Index Fds Small Cp Etf (VB) 1.4 $3.4M 13k 261.92
Alphabet Cap Stk Cl C (GOOG) 1.2 $3.0M 10k 286.86
Spdr Series Trust State Street Spd (SPAB) 1.1 $2.6M 100k 25.62
Sempra Energy (SRE) 1.0 $2.3M 24k 97.17
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.8 $2.0M 20k 100.19
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.0M 4.5k 436.79
Amazon (AMZN) 0.7 $1.8M 8.5k 208.27
salesforce (CRM) 0.6 $1.6M 8.4k 186.67
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.5M 31k 49.40
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.5M 5.3k 287.56
Spdr Series Trust State Street Spd (SPYM) 0.6 $1.4M 18k 76.54
NVIDIA Corporation (NVDA) 0.5 $1.3M 7.3k 174.40
Ishares Tr Esg Awr Msci Usa (ESGU) 0.5 $1.3M 9.0k 141.42
Spdr Series Trust State Street Spd (SPSM) 0.5 $1.2M 25k 48.32
Ishares Tr Shrt Nat Mun Etf (SUB) 0.5 $1.2M 11k 106.50
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.1M 8.8k 128.12
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.1M 19k 56.79
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.0M 4.0k 248.00
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $980k 10k 95.62
Spdr Series Trust State Street Spd (SPMD) 0.4 $970k 16k 59.22
Microsoft Corporation (MSFT) 0.4 $904k 2.4k 370.17
Spdr Index Shs Fds State Street Spd (SPEM) 0.4 $904k 19k 46.91
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $882k 8.9k 99.27
Spdr Series Trust State Street Spd (SPYG) 0.4 $868k 8.9k 97.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $825k 10k 79.27
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) 0.3 $800k 7.6k 105.55
Ishares Tr Core 80/20 Aggre (AOA) 0.3 $736k 8.3k 88.49
Costco Wholesale Corporation (COST) 0.3 $713k 716.00 995.73
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $697k 18k 38.42
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $672k 2.2k 302.25
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $669k 1.6k 426.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $633k 1.3k 479.20
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $606k 13k 47.55
Meta Platforms Cl A (META) 0.2 $604k 1.1k 572.13
Ishares Tr Core 60/40 Balan (AOR) 0.2 $521k 8.1k 64.35
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $504k 3.6k 138.37
Spdr Series Trust State Street Spd (MDYV) 0.2 $477k 5.6k 85.15
ResMed (RMD) 0.2 $447k 2.0k 224.48
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $418k 1.3k 320.81
Dex (DXCM) 0.2 $411k 6.5k 62.80
Caterpillar (CAT) 0.1 $354k 499.00 708.46
Ishares Tr Esg Aware Msci (ESML) 0.1 $352k 7.5k 47.02
Spdr Series Trust State Street Spd (SPTM) 0.1 $309k 3.9k 79.06
Advanced Micro Devices (AMD) 0.1 $306k 1.5k 203.43
Visa Com Cl A (V) 0.1 $287k 949.00 302.24
Spdr Series Trust State Street Spd (SLYG) 0.1 $271k 2.8k 96.62
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $269k 1.7k 160.48
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $257k 2.3k 111.37
Spdr Series Trust State Street Spd (SLYV) 0.1 $235k 2.5k 94.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $234k 406.00 577.18
Vanguard World Mega Grwth Ind (MGK) 0.1 $219k 597.00 367.44
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $218k 2.5k 88.70
Tesla Motors (TSLA) 0.1 $213k 573.00 371.75
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $207k 6.1k 33.97
Ishares Tr Select Us Reit (ICF) 0.1 $203k 3.3k 61.89
Protalix Biotherapeutics (PLX) 0.1 $140k 64k 2.17
Nokia Corp Sponsored Adr (NOK) 0.0 $81k 10k 8.04
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $56k 11k 5.24
Veea (VEEA) 0.0 $21k 39k 0.53