Orin Green Financial, LLC Top Holdings and 13F Report (2025) About Orin Green Financial, LLCInvestment ActivityOrin Green Financial, LLC has $227.69 million in total holdings as of December 31, 2024.Orin Green Financial, LLC owns shares of 79 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.78% of the portfolio was purchased this quarter.About 2.16% of the portfolio was sold this quarter.This quarter, Orin Green Financial, LLC has purchased 83 new stocks and bought additional shares in 25 stocks.Orin Green Financial, LLC sold shares of 24 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,548,861iShares California Muni Bond ETF $21,231,004iShares Core S&P Mid-Cap ETF $19,501,783Vanguard FTSE Developed Markets ETF $16,691,881QUALCOMM $13,371,302 Largest New Holdings this Quarter Vanguard Mega Cap Growth ETF $204,329 HoldingLEGACY ED INC $166,400 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 15,482 shares (about $740.35K)Vanguard FTSE Emerging Markets ETF 15,563 shares (about $685.40K)Apple 2,050 shares (about $513.37K)iShares California Muni Bond ETF 8,566 shares (about $490.66K)SPDR Gold Shares 1,514 shares (about $366.58K) Largest Sales this Quarter QUALCOMM 3,741 shares (about $574.70K)iShares Core S&P 500 ETF 830 shares (about $488.60K)Vanguard Large-Cap ETF 968 shares (about $261.07K)Goldman Sachs Access Treasury 0-1 Year ETF 2,047 shares (about $204.54K)Vanguard Short-Term Corporate Bond ETF 2,565 shares (about $200.09K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrin Green Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$31,548,861$488,600 ▼-1.5%53,59313.9%ETFCMFiShares California Muni Bond ETF$21,231,004$490,660 ▲2.4%370,6539.3%ETFIJHiShares Core S&P Mid-Cap ETF$19,501,783$9,035 ▲0.0%312,9808.6%ETFVEAVanguard FTSE Developed Markets ETF$16,691,881$740,350 ▲4.6%349,0567.3%ETFQCOMQUALCOMM$13,371,302$574,695 ▼-4.1%87,0415.9%Computer and TechnologyMUBiShares National Muni Bond ETF$12,759,043$229,828 ▲1.8%119,7475.6%ETFVVVanguard Large-Cap ETF$8,088,842$261,070 ▼-3.1%29,9923.6%ETFEFAiShares MSCI EAFE ETF$8,070,339$76,896 ▼-0.9%106,7363.5%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$6,901,136$22,082 ▲0.3%202,2013.0%ETFIWRiShares Russell Mid-Cap ETF$6,176,685$24,487 ▼-0.4%69,8722.7%ETFIJRiShares Core S&P Small-Cap ETF$5,407,362$34,911 ▲0.6%46,9312.4%ETFSPYSPDR S&P 500 ETF Trust$5,078,830$30,475 ▼-0.6%8,6662.2%FinanceVWOVanguard FTSE Emerging Markets ETF$4,966,680$685,398 ▲16.0%112,7762.2%ETFVOVanguard Mid-Cap ETF$4,613,823$5,547 ▼-0.1%17,4682.0%ETFRWOSPDR Dow Jones Global Real Estate ETF$4,355,879$39,158 ▲0.9%101,5601.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,565,494$107,377 ▲3.1%119,4071.6%ETFAAPLApple$3,336,874$513,365 ▲18.2%13,3251.5%Computer and TechnologyGLDSPDR Gold Shares$2,794,664$366,585 ▲15.1%11,5421.2%FinanceCRMSalesforce$2,774,939$10,030 ▲0.4%8,3001.2%Computer and TechnologyVBVanguard Small-Cap ETF$2,764,421$82,656 ▼-2.9%11,5051.2%ETFIAGGiShares Core International Aggregate Bond ETF$2,429,478$18,171 ▲0.8%48,6671.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,292,556$47,606 ▼-2.0%91,7391.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,214,327$204,536 ▼-8.5%22,1611.0%ETFSUBiShares Short-Term National Muni Bond ETF$2,127,2150.0%20,1670.9%ETFVUGVanguard Growth ETF$2,010,746$98,095 ▼-4.7%4,8990.9%ETFGOOGAlphabet$1,865,1690.0%9,7940.8%Computer and TechnologyAMZNAmazon.com$1,616,684$5,704 ▼-0.4%7,3690.7%Retail/WholesaleTSLATesla$1,509,150$86,422 ▼-5.4%3,7370.7%Auto/Tires/TrucksDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,350,1780.0%32,6130.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,302,954$12,133 ▼-0.9%18,9000.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,235,006$64,731 ▼-5.0%27,4930.5%ETFIWPiShares Russell Mid-Cap Growth ETF$1,163,309$42,081 ▼-3.5%9,1780.5%ETFEEMiShares MSCI Emerging Markets ETF$1,131,705$39,228 ▼-3.4%27,0610.5%FinanceESGUiShares ESG Aware MSCI USA ETF$1,027,7260.0%7,9780.5%ManufacturingVCSHVanguard Short-Term Corporate Bond ETF$1,002,185$200,094 ▼-16.6%12,8470.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$968,3060.0%11,0160.4%ETFGOOGLAlphabet$954,261$13,251 ▲1.4%5,0410.4%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$894,795$5,907 ▼-0.7%16,3610.4%ETFMSFTMicrosoft$889,787$53,109 ▲6.3%2,1110.4%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$876,407$29,391 ▼-3.2%22,8410.4%ETFNVDANVIDIA$851,3990.0%6,3400.4%Computer and TechnologyIWMiShares Russell 2000 ETF$829,926$9,059 ▲1.1%3,7560.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$764,735$21,512 ▲2.9%7,8920.3%FinanceIWLiShares Russell Top 200 ETF$707,053$4,486 ▼-0.6%4,8860.3%ETFESGDiShares ESG Aware MSCI EAFE ETF$669,4990.0%8,7930.3%ManufacturingIWFiShares Russell 1000 Growth ETF$654,5750.0%1,6300.3%ETFVBKVanguard Small-Cap Growth ETF$635,7360.0%2,2700.3%ETFISHARES BITCOIN TRUST ETF$625,831$187,479 ▲42.8%11,7970.3%SHS BEN INTCOSTCostco Wholesale$621,689$916 ▲0.1%6790.3%Retail/WholesaleAOAiShares Core Aggressive Allocation ETF$582,926$32,329 ▲5.9%7,6090.3%ETFBRK.BBerkshire Hathaway$555,7210.0%1,2260.2%FinanceDXCMDexCom$508,6160.0%6,5400.2%MedicalMDYVSPDR S&P 400 Mid Cap Value ETF$479,275$37,453 ▼-7.2%5,9760.2%ETFMETAMeta Platforms$465,480$9,954 ▲2.2%7950.2%Computer and TechnologyEAGGiShares ESG Aware U.S. Aggregate Bond ETF$454,8330.0%9,7940.2%ETFRMDResMed$452,349$7,318 ▼-1.6%1,9780.2%MedicalAORiShares Core Growth Allocation ETF$451,994$21,955 ▲5.1%7,8850.2%ETFACWIiShares MSCI ACWI ETF$324,1830.0%2,7590.1%ManufacturingVTIVanguard Total Stock Market ETF$318,211$43,182 ▲15.7%1,0980.1%ETFVVisa$299,9220.0%9490.1%Business ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$282,5060.0%3,9550.1%ETFTREXTrex$281,2970.0%4,0750.1%ConstructionADBEAdobe$276,146$10,228 ▲3.8%6210.1%Computer and TechnologyESMLiShares ESG Aware MSCI USA Small-Cap ETF$259,4490.0%6,1700.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$253,431$1,897 ▼-0.7%2,8050.1%ETFEFGiShares MSCI EAFE Growth ETF$247,8850.0%2,5600.1%ETFICFiShares Cohen & Steers REIT ETF$219,5270.0%3,6430.1%ETFVNQVanguard Real Estate ETF$219,0480.0%2,4590.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$218,4200.0%8,7860.1%ETFSLYVSPDR S&P 600 Small CapValue ETF$217,1650.0%2,4890.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$211,3490.0%3,4790.1%ETFMGKVanguard Mega Cap Growth ETF$204,329$204,329 ▲New Holding5950.1%ETFSDYSPDR S&P Dividend ETF$201,0560.0%1,5220.1%ETFLEGACY ED INC$166,400$166,400 ▲New Holding20,0000.1%COMPLXProtalix BioTherapeutics$135,3600.0%72,0000.1%MedicalEMPIRE ST RLTY OP L P$107,3700.0%10,7370.0%UNIT LTD PRT 60NOKNokia Oyj$44,3350.0%10,0080.0%Computer and TechnologyPACBPacific Biosciences of California$21,9600.0%12,0000.0%MedicalBLRXBioLineRx$10,914$1,712 ▲18.6%51,0000.0%MedicalTBLLInvesco Short Term Treasury ETF$0$1,328,660 ▼-100.0%00.0%ETFLLYEli Lilly and Company$0$271,098 ▼-100.0%00.0%MedicalTMOThermo Fisher Scientific$0$233,201 ▼-100.0%00.0%MedicalFTVFortive$0$225,977 ▼-100.0%00.0%Computer and TechnologyGMEDGlobus Medical$0$214,692 ▼-100.0%00.0%MedicalAMDAdvanced Micro Devices$0$202,967 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
