Orin Green Financial, LLC Top Holdings and 13F Report (2024) About Orin Green Financial, LLCInvestment ActivityOrin Green Financial, LLC has $231.95 million in total holdings as of September 30, 2024.Orin Green Financial, LLC owns shares of 83 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 4.03% of the portfolio was purchased this quarter.About 1.15% of the portfolio was sold this quarter.This quarter, Orin Green Financial, LLC has purchased 77 new stocks and bought additional shares in 29 stocks.Orin Green Financial, LLC sold shares of 15 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $31,392,417iShares California Muni Bond ETF $21,040,875iShares Core S&P Mid-Cap ETF $19,495,926Vanguard FTSE Developed Markets ETF $17,616,025QUALCOMM $15,437,551 Largest New Holdings this Quarter Invesco Short Term Treasury ETF $1,328,660 HoldingEli Lilly and Company $271,098 HoldingDimensional World ex U.S. Core Equity 2 ETF $237,310 HoldingThermo Fisher Scientific $233,201 HoldingSPDR S&P Dividend ETF $216,185 Holding Largest Purchases this Quarter Invesco Short Term Treasury ETF 12,575 shares (about $1.33M)iShares California Muni Bond ETF 17,139 shares (about $995.95K)Vanguard FTSE Developed Markets ETF 18,843 shares (about $995.10K)Apple 2,718 shares (about $633.29K)Amazon.com 3,010 shares (about $560.85K) Largest Sales this Quarter QUALCOMM 5,090 shares (about $865.56K)Goldman Sachs Access Treasury 0-1 Year ETF 6,074 shares (about $609.16K)Vanguard Large-Cap ETF 1,826 shares (about $480.77K)SPDR Portfolio S&P 600 Small Cap ETF 2,047 shares (about $93.16K)iShares MSCI Emerging Markets ETF 915 shares (about $41.96K) 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$31,392,417$518,564 ▲1.7%54,42313.5%ETFCMFiShares California Muni Bond ETF$21,040,875$995,947 ▲5.0%362,0879.1%ETFIJHiShares Core S&P Mid-Cap ETF$19,495,926$185,527 ▲1.0%312,8358.4%ETFVEAVanguard FTSE Developed Markets ETF$17,616,025$995,098 ▲6.0%333,5747.6%ETFQCOMQUALCOMM$15,437,551$865,559 ▼-5.3%90,7826.7%Computer and TechnologyMUBiShares National Muni Bond ETF$12,773,802$386,831 ▲3.1%117,5905.5%ETFEFAiShares MSCI EAFE ETF$9,011,417$57,370 ▲0.6%107,7533.9%FinanceVVVanguard Large-Cap ETF$8,151,458$480,768 ▼-5.6%30,9603.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$7,570,364$286,282 ▲3.9%201,5543.3%ETFIWRiShares Russell Mid-Cap ETF$6,182,933$41,867 ▲0.7%70,1492.7%ETFIJRiShares Core S&P Small-Cap ETF$5,453,561$217,427 ▲4.2%46,6282.4%ETFSPYSPDR S&P 500 ETF Trust$5,001,902$5,737 ▼-0.1%8,7182.2%FinanceRWOSPDR Dow Jones Global Real Estate ETF$4,783,718$29,468 ▲0.6%100,6472.1%ETFVWOVanguard FTSE Emerging Markets ETF$4,651,631$187,428 ▲4.2%97,2132.0%ETFVOVanguard Mid-Cap ETF$4,614,123$3,694 ▲0.1%17,4892.0%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,506,760$285,480 ▲8.9%115,8111.5%ETFVBVanguard Small-Cap ETF$2,810,701$14,233 ▲0.5%11,8491.2%ETFAAPLApple$2,627,041$633,286 ▲31.8%11,2751.1%Computer and TechnologyIAGGiShares Core International Aggregate Bond ETF$2,503,045$197,537 ▲8.6%48,3031.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,447,860$2,875 ▲0.1%93,6441.1%ETFGLDSPDR Gold Shares$2,437,4060.0%10,0281.1%FinanceGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,427,820$609,161 ▼-20.1%24,2081.0%ETFCRMSalesforce$2,263,5820.0%8,2701.0%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$2,141,534$126,578 ▲6.3%20,1670.9%ETFVUGVanguard Growth ETF$1,972,633$38,777 ▼-1.9%5,1380.9%ETFGOOGAlphabet$1,637,4590.0%9,7940.7%Computer and TechnologyAMZNAmazon.com$1,377,910$560,853 ▲68.6%7,3950.6%Retail/WholesaleDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,370,3980.0%32,6130.6%ETFTBLLInvesco Short Term Treasury ETF$1,328,660$1,328,660 ▲New Holding12,5750.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,316,806$93,160 ▼-6.6%28,9340.6%ETFSPLGSPDR Portfolio S&P 500 ETF$1,287,809$12,557 ▼-1.0%19,0760.6%ETFEEMiShares MSCI Emerging Markets ETF$1,284,021$41,961 ▼-3.2%27,9990.6%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,224,018$81,405 ▲7.1%15,4120.5%ETFIWPiShares Russell Mid-Cap Growth ETF$1,115,379$40,815 ▼-3.5%9,5100.5%ETFTSLATesla$1,033,700$15,698 ▲1.5%3,9510.4%Auto/Tires/TrucksESGUiShares ESG Aware MSCI USA ETF$1,006,6640.0%7,9780.4%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$974,504$21,218 ▼-2.1%23,6070.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$913,6670.0%11,0160.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$900,519$1,258 ▼-0.1%16,4690.4%ETFMSFTMicrosoft$854,1460.0%1,9850.4%Computer and TechnologyGOOGLAlphabet$824,440$298,530 ▲56.8%4,9710.4%Computer and TechnologyIWMiShares Russell 2000 ETF$820,606$14,579 ▼-1.7%3,7150.4%FinanceAGGiShares Core U.S. Aggregate Bond ETF$776,7410.0%7,6700.3%FinanceNVDANVIDIA$769,930$258,667 ▲50.6%6,3400.3%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$740,1070.0%8,7930.3%ManufacturingIWLiShares Russell Top 200 ETF$690,543$11,657 ▲1.7%4,9170.3%ETFIWFiShares Russell 1000 Growth ETF$611,8690.0%1,6300.3%ETFVBKVanguard Small-Cap Growth ETF$606,9300.0%2,2700.3%ETFCOSTCostco Wholesale$600,617$37,206 ▲6.6%6780.3%Retail/WholesaleAOAiShares Core Aggressive Allocation ETF$567,126$15,861 ▼-2.7%7,1870.2%ETFBRK.BBerkshire Hathaway$564,279$23,013 ▲4.3%1,2260.2%FinanceMDYVSPDR S&P 400 Mid Cap Value ETF$511,9610.0%6,4430.2%ETFRMDResMed$490,6810.0%2,0100.2%MedicalEAGGiShares ESG Aware U.S. Aggregate Bond ETF$475,8910.0%9,7940.2%ETFMETAMeta Platforms$445,3580.0%7780.2%Computer and TechnologyAORiShares Core Growth Allocation ETF$444,425$4,799 ▲1.1%7,5020.2%ETFDXCMDexCom$438,442$117,923 ▲36.8%6,5400.2%MedicalACWIiShares MSCI ACWI ETF$329,8380.0%2,7590.1%ManufacturingADBEAdobe$309,6330.0%5980.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$298,542$53,039 ▲21.6%8,2630.1%SHS BEN INTSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$277,0870.0%3,9550.1%ETFEFGiShares MSCI EAFE Growth ETF$275,5840.0%2,5600.1%ETFTREXTrex$271,3140.0%4,0750.1%ConstructionLLYEli Lilly and Company$271,098$271,098 ▲New Holding3060.1%MedicalVTIVanguard Total Stock Market ETF$268,7190.0%9490.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$263,1290.0%2,8260.1%ETFVVisa$260,9280.0%9490.1%Business ServicesESMLiShares ESG Aware MSCI USA Small-Cap ETF$258,029$22,039 ▼-7.9%6,1700.1%ETFICFiShares Cohen & Steers REIT ETF$240,1100.0%3,6430.1%ETFVNQVanguard Real Estate ETF$239,556$7,014 ▼-2.8%2,4590.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$237,310$237,310 ▲New Holding8,7860.1%ETFSCZiShares MSCI EAFE Small-Cap ETF$235,5280.0%3,4790.1%ETFTMOThermo Fisher Scientific$233,201$233,201 ▲New Holding3770.1%MedicalFTVFortive$225,9770.0%2,8630.1%Computer and TechnologySDYSPDR S&P Dividend ETF$216,185$216,185 ▲New Holding1,5220.1%ETFSLYVSPDR S&P 600 Small CapValue ETF$216,095$216,095 ▲New Holding2,4890.1%ETFGMEDGlobus Medical$214,692$214,692 ▲New Holding3,0010.1%MedicalAMDAdvanced Micro Devices$202,9670.0%1,2370.1%Computer and TechnologyEMPIRE ST RLTY OP L P$118,1070.0%10,7370.1%UNIT LTD PRT 60PLXProtalix BioTherapeutics$73,4400.0%72,0000.0%MedicalNOKNokia Oyj$43,7350.0%10,0080.0%Computer and TechnologyBLRXBioLineRx$23,0520.0%43,0000.0%MedicalPACBPacific Biosciences of California$20,4000.0%12,0000.0%MedicalQQQInvesco QQQ$0$385,683 ▼-100.0%00.0%FinanceShowing 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. 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