Orin Green Financial

Orin Green Financial as of June 30, 2026

Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 83 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 14.9 $40M 54k 748.89
Ishares Tr Core S&p Mcp Etf (IJH) 9.8 $27M 343k 77.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.6 $26M 365k 71.25
Ishares Tr Calif Mun Bd Etf (CMF) 6.1 $16M 285k 57.64
Qualcomm (QCOM) 5.8 $16M 86k 184.79
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 3.7 $9.9M 197k 50.39
Ishares Tr Msci Eafe Etf (EFA) 3.6 $9.9M 95k 103.88
Vanguard Index Fds Large Cap Etf (VV) 3.4 $9.2M 27k 343.91
Ishares Tr National Mun Etf (MUB) 3.4 $9.1M 85k 107.62
Ishares Tr Core S&p Scp Etf (IJR) 2.6 $7.1M 48k 148.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.5 $6.7M 9.0k 746.75
Ishares Tr Rus Mid Cap Etf (IWR) 2.5 $6.7M 61k 110.32
Vanguard Index Fds Mid Cap Etf (VO) 2.2 $6.1M 76k 80.57
Spdr Index Shs Fds St Dow Globa Etf (RWO) 2.1 $5.8M 117k 49.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.6 $4.4M 74k 59.69
Spdr Gold Tr Gold Shs (GLD) 1.6 $4.3M 12k 368.38
Apple (AAPL) 1.5 $4.0M 14k 289.37
Spdr Series Trust St Shor Corp Etf (SPSB) 1.4 $3.9M 131k 30.01
Vanguard Index Fds Small Cp Etf (VB) 1.4 $3.9M 13k 303.12
Ishares Tr Core Intl Aggr (IAGG) 1.4 $3.8M 75k 50.60
Alphabet Cap Stk Cl C (GOOG) 1.4 $3.7M 10k 353.33
Spdr Series Trust St Str Aggre Etf (SPAB) 0.9 $2.5M 100k 25.52
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.2M 26k 86.14
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.7 $2.0M 20k 100.16
Amazon (AMZN) 0.7 $2.0M 8.4k 238.34
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.8M 5.0k 357.37
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.6 $1.7M 31k 54.63
Spdr Series Trust St Str P500etf (SPYM) 0.6 $1.6M 18k 87.88
Ishares Tr Esg Awr Msci Usa (ESGU) 0.6 $1.5M 9.3k 163.67
NVIDIA Corporation (NVDA) 0.5 $1.4M 7.2k 200.09
Spdr Series Trust ST STR SP600 SML (SPSM) 0.5 $1.4M 24k 57.67
salesforce (CRM) 0.5 $1.3M 8.4k 156.66
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.3M 8.7k 146.42
Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.2M 4.0k 300.45
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $1.2M 18k 68.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $1.2M 11k 106.47
Sempra Energy (SRE) 0.4 $1.1M 12k 92.71
Spdr Series Trust St Str P400mid (SPMD) 0.4 $1.1M 16k 67.56
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.4 $1.1M 10k 102.81
Spdr Series Trust ST STR P500GRW (SPYG) 0.4 $1.1M 8.9k 118.99
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.4 $958k 19k 51.78
Microsoft Corporation (MSFT) 0.3 $911k 2.4k 373.02
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $892k 9.0k 98.98
Advanced Micro Devices (AMD) 0.3 $869k 1.5k 580.91
Ishares Tr Core 80 20 Etf (AOA) 0.3 $824k 8.4k 97.60
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.3 $815k 10k 79.03
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $806k 2.2k 365.70
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $780k 6.3k 124.17
Costco Wholesale Corporation (COST) 0.2 $669k 716.00 934.82
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $661k 1.3k 500.39
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $640k 14k 47.41
Ishares Tr Msci Acwi Etf (ACWI) 0.2 $639k 4.1k 156.97
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $604k 18k 33.29
Meta Platforms Cl A (META) 0.2 $594k 1.1k 563.29
Ishares Tr Core 60 Bala Etf (AOR) 0.2 $564k 8.1k 69.51
Invesco Exch Traded Fd Tr Ii Short Term Etf (TBLL) 0.2 $543k 5.1k 105.57
Caterpillar (CAT) 0.2 $531k 499.00 1064.90
Spdr Series Trust St Str Sp400val (MDYV) 0.2 $495k 5.2k 94.85
Dex (DXCM) 0.2 $474k 7.0k 67.35
Ishares Tr Esg Aware Msci (ESML) 0.2 $433k 7.7k 55.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $403k 1.1k 370.04
ResMed (RMD) 0.1 $388k 2.0k 194.88
Spdr Series Trust ST STR PR SP1500 (SPTM) 0.1 $355k 3.9k 90.79
Spdr Series Trust St Str Sp600grwo (SLYG) 0.1 $334k 2.8k 119.13
Visa Com Cl A (V) 0.1 $326k 949.00 343.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $299k 406.00 736.40
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $287k 2.3k 124.42
Spdr Series Trust ST STR SP600SM C (SLYV) 0.1 $272k 2.5k 109.11
Ishares Tr Rus Top 200 Etf (IWL) 0.1 $263k 1.4k 184.95
Vanguard World Mega Grwth Ind (MGK) 0.1 $262k 3.0k 87.91
Tesla Motors (TSLA) 0.1 $240k 571.00 420.60
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $237k 2.5k 96.43
Dimensional Etf Trust World Ex Us Core (DFAX) 0.1 $224k 6.1k 36.84
Broadcom (AVGO) 0.1 $222k 587.00 377.75
Ishares Tr Select Us Reit (ICF) 0.1 $222k 3.3k 67.63
Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $221k 111.00 1989.44
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $219k 227.00 965.00
Ishares Esg Awr Msci Em (ESGE) 0.1 $205k 3.8k 54.69
Legacy Ed (LGCY) 0.1 $155k 13k 11.76
Direxion Shares Etf Trust Dai Sem 3x Etf (SOXS) 0.0 $62k 19k 3.24
Empire St Rlty Op Unit Ltd Prt 60 (OGCP) 0.0 $51k 11k 4.75
Protalix Biotherapeutics (PLX) 0.0 $23k 10k 2.33
Veea (VEEA) 0.0 $9.3k 39k 0.24