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Orin Green Financial

Latest statistics and disclosures from Orin Green Financial's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, CMF, IJH, QCOM, VEA, and represent 47.00% of Orin Green Financial's stock portfolio.
Added to shares of these 10 stocks: IJH (+$15M), MUB, CMF, QCOM, VNQ, AMD, SUB, SLYV, EMXC, VEA.
Started 4 new stock positions in VNQ, EMXC, SLYV, AMD.
Reduced shares in these 10 stocks: AAPL, VV, IVV, IWL, IWM, EFA, EEM, DFAC, CXDO, VB.
Sold out of its positions in CXDO, DFAC, FVAL, NVTAQ, Pagaya Technologies.
Orin Green Financial was a net buyer of stock by $12M.
Orin Green Financial has $213M in assets under management (AUM), dropping by 4.98%.
Central Index Key (CIK): 0001844227

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Portfolio Holdings for Orin Green Financial

Orin Green Financial holds 79 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (Principal) (IVV)	13.8	$29M		56k	525.73	View chart
Ishares Tr Calif Mun Bd Etf (Principal) (CMF)	9.2	$20M	+3%	341k	57.54	View chart
Ishares Tr Core S&p Mcp Etf (Principal) (IJH)	8.9	$19M	+407%	314k	60.74	View chart
Qualcomm (Principal) (QCOM)	7.6	$16M	+3%	96k	169.30	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (Principal) (VEA)	7.4	$16M		315k	50.17	View chart
Ishares Tr National Mun Etf (Principal) (MUB)	5.2	$11M	+6%	103k	107.60	View chart
Ishares Tr Msci Eafe Etf (Principal) (EFA)	4.0	$8.5M	-2%	106k	79.86	View chart
Vanguard Index Fds Large Cap Etf (Principal) (VV)	4.0	$8.5M	-7%	35k	239.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (Principal) (SPDW)	3.2	$6.8M		189k	35.84	View chart
Ishares Tr Rus Mid Cap Etf (Principal) (IWR)	2.8	$6.0M	-3%	71k	84.09	View chart
Ishares Tr Core S&p Scp Etf (Principal) (IJR)	2.3	$5.0M		45k	110.52	View chart
Spdr S&p 500 Etf Tr Tr Unit (Principal) (SPY)	2.2	$4.6M	-2%	8.8k	523.06	View chart
Vanguard Index Fds Mid Cap Etf (Principal) (VO)	2.1	$4.4M		18k	249.86	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (Principal) (RWO)	1.9	$4.1M	-4%	96k	42.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (Principal) (VWO)	1.9	$4.0M	-4%	95k	41.77	View chart
Spdr Ser Tr Portfolio Short (Principal) (SPSB)	1.4	$2.9M		97k	29.77	View chart
Vanguard Index Fds Small Cp Etf (Principal) (VB)	1.3	$2.7M	-7%	12k	228.59	View chart
salesforce (Principal) (CRM)	1.2	$2.5M		8.3k	301.18	View chart
Spdr Ser Tr Portfolio Agrgte (Principal) (SPAB)	1.0	$2.2M		88k	25.28	View chart
Spdr Gold Tr Gold Shs (Principal) (GLD)	1.0	$2.1M		10k	205.72	View chart
Goldman Sachs Etf Tr Acces Treasury (Principal) (GBIL)	1.0	$2.0M		20k	100.89	View chart
Ishares Tr Shrt Nat Mun Etf (Principal) (SUB)	0.9	$1.9M	+13%	18k	104.73	View chart
Vanguard Index Fds Growth Etf (Principal) (VUG)	0.9	$1.8M	-7%	5.3k	344.20	View chart
Ishares Tr Core Intl Aggr (Principal) (IAGG)	0.8	$1.7M	+5%	35k	49.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$1.5M	-8%	9.8k	152.26	View chart
Apple (AAPL)	0.6	$1.4M	-33%	8.0k	171.48	View chart
Dbx Etf Tr Xtrack Msci Eafe (Principal) (DBEF)	0.6	$1.3M		33k	40.93	View chart
Spdr Ser Tr Portfolio S&p600 (Principal) (SPSM)	0.6	$1.3M	-4%	31k	43.04	View chart
Ishares Tr Rus Md Cp Gr Etf (Principal) (IWP)	0.6	$1.2M		11k	114.14	View chart
Ishares Tr Msci Emg Mkt Etf (Principal) (EEM)	0.6	$1.2M	-17%	29k	41.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (Principal) (VCSH)	0.5	$1.1M	-16%	14k	77.31	View chart
Spdr Ser Tr Portfolio S&p500 (Principal) (SPLG)	0.5	$988k	-5%	16k	61.53	View chart
Ishares Tr Esg Awr Msci Usa (Principal) (ESGU)	0.4	$917k		8.0k	114.96	View chart
Spdr Index Shs Fds Portfolio Emg Mk (Principal) (SPEM)	0.4	$886k	-7%	25k	36.19	View chart
Microsoft Corporation (Principal) (MSFT)	0.4	$835k	-3%	2.0k	420.72	View chart
Spdr Ser Tr Prtflo S&p500 Gw (Principal) (SPYG)	0.4	$815k	-11%	11k	73.15	View chart
Ishares Tr Russell 2000 Etf (Principal) (IWM)	0.4	$803k	-24%	3.8k	210.30	View chart
Amazon (AMZN)	0.4	$791k	-5%	4.4k	180.38	View chart
Spdr Ser Tr Portfolio S&p400 (Principal) (SPMD)	0.4	$775k		15k	53.34	View chart
Ishares Tr Core Us Aggbd Et (Principal) (AGG)	0.3	$741k		7.6k	97.94	View chart
Ishares Tr Esg Aw Msci Eafe (Principal) (ESGD)	0.3	$703k		8.8k	79.91	View chart
Ishares Tr Rus Top 200 Etf (Principal) (IWL)	0.3	$697k	-41%	5.5k	127.12	View chart
Dex (Principal) (DXCM)	0.3	$663k	+4%	4.8k	138.70	View chart
Tesla Motors (Principal) (TSLA)	0.3	$631k		3.6k	175.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (Principal) (VBK)	0.3	$592k		2.3k	260.72	View chart
Ishares Tr Rus 1000 Grw Etf (Principal) (IWF)	0.3	$562k		1.7k	337.05	View chart
Ishares Tr Aggres Alloc Etf (Principal) (AOA)	0.3	$545k	+3%	7.4k	73.46	View chart
Spdr Ser Tr S&p 400 Mdcp Val (Principal) (MDYV)	0.2	$500k		6.6k	76.00	View chart
NVIDIA Corporation (Principal) (NVDA)	0.2	$497k	-11%	550.00	903.56	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$495k		1.2k	420.52	View chart
Ishares Tr Grwt Allocat Etf (Principal) (AOR)	0.2	$490k	+8%	8.8k	55.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$479k	-3%	3.2k	150.93	View chart
Ishares Tr Esg Awr Us Agrgt (Principal) (EAGG)	0.2	$466k		9.9k	47.06	View chart
Costco Wholesale Corporation (Principal) (COST)	0.2	$466k		636.00	732.05	View chart
Trex Company (Principal) (TREX)	0.2	$407k	-33%	4.1k	99.75	View chart
ResMed (Principal) (RMD)	0.2	$398k	-2%	2.0k	198.03	View chart
Meta Platforms Cl A (Principal) (META)	0.2	$378k		778.00	485.58	View chart
Invesco Qqq Tr Unit Ser 1 (Principal) (QQQ)	0.2	$357k		805.00	444.01	View chart
Adobe Systems Incorporated (ADBE)	0.1	$302k		598.00	504.60	View chart
Vanguard Index Fds Real Estate Etf (Principal) (VNQ)	0.1	$297k	NEW	3.4k	86.48	View chart
Ishares Tr Esg Aware Msci (Principal) (ESML)	0.1	$291k	+15%	7.2k	40.27	View chart
Ishares Tr Eafe Grwth Etf (Principal) (EFG)	0.1	$266k		2.6k	103.79	View chart
Visa Com Cl A (Principal) (V)	0.1	$265k		949.00	279.08	View chart
Spdr Ser Tr Portfoli S&p1500 (Principal) (SPTM)	0.1	$263k		4.1k	64.15	View chart
Fortive (Principal) (FTV)	0.1	$258k		3.0k	86.02	View chart
Vanguard Index Fds Total Stk Mkt (Principal) (VTI)	0.1	$247k		949.00	259.90	View chart
Spdr Ser Tr S&P 600 SMCP GRW (Principal) (SLYG)	0.1	$247k		2.8k	87.23	View chart
Ishares Tr Msci Acwi Etf (Principal) (ACWI)	0.1	$236k		2.1k	110.13	View chart
Advanced Micro Devices (AMD)	0.1	$223k	NEW	1.2k	180.49	View chart
Ishares Tr Eafe Sml Cp Etf (Principal) (SCZ)	0.1	$220k		3.5k	63.33	View chart
Spdr Ser Tr S&p Divid Etf (Principal) (SDY)	0.1	$212k		1.6k	131.24	View chart
Ishares Tr Cohen Steer Reit (Principal) (ICF)	0.1	$210k		3.6k	57.70	View chart
Spdr Ser Tr S&p 600 Smcp Val (Principal) (SLYV)	0.1	$207k	NEW	2.5k	82.97	View chart
Ishares Msci Emrg Chn (Principal) (EMXC)	0.1	$205k	NEW	3.6k	57.57	View chart
Empire St Rlty Op Unit Ltd Prt 60 (Principal) (OGCP)	0.1	$109k		11k	10.15	View chart
Protalix Biotherapeutics (Principal) (PLX)	0.0	$91k	-10%	72k	1.26	View chart
Pacific Biosciences of California (Principal) (PACB)	0.0	$45k		12k	3.75	View chart
Nokia Corp Sponsored Adr (Principal) (NOK)	0.0	$35k		10k	3.54	View chart
Sharecare Com Cl A (Principal) (SHCR)	0.0	$29k	-20%	38k	0.77	View chart

Past Filings by Orin Green Financial

SEC 13F filings are viewable for Orin Green Financial going back to 2020

Orin Green Financial 2024 Q1 filed May 8, 2024
Orin Green Financial 2023 Q4 filed Feb. 9, 2024
Orin Green Financial 2023 Q3 filed Nov. 13, 2023
Orin Green Financial 2023 Q2 filed July 31, 2023
Orin Green Financial 2023 Q1 filed May 12, 2023
Orin Green Financial 2022 Q4 filed Feb. 28, 2023
Orin Green Financial 2022 Q3 filed Oct. 14, 2022
Orin Green Financial 2022 Q2 filed July 19, 2022
Orin Green Financial 2022 Q1 filed April 27, 2022
Orin Green Financial 2021 Q4 filed Feb. 14, 2022
Orin Green Financial 2021 Q3 filed Oct. 28, 2021
Orin Green Financial 2021 Q2 filed Aug. 16, 2021
Orin Green Financial 2021 Q1 filed May 17, 2021
Orin Green Financial 2020 Q4 filed Feb. 11, 2021

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