Orin Green Financial, LLC Top Holdings and 13F Report (2025) About Orin Green Financial, LLCInvestment ActivityOrin Green Financial, LLC has $236.28 million in total holdings as of June 30, 2025.Orin Green Financial, LLC owns shares of 78 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.16% of the portfolio was purchased this quarter.About 2.45% of the portfolio was sold this quarter.This quarter, Orin Green Financial, LLC has purchased 76 new stocks and bought additional shares in 16 stocks.Orin Green Financial, LLC sold shares of 26 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $31,787,623Vanguard FTSE Developed Markets ETF $21,593,607iShares Core S&P Mid-Cap ETF $20,075,012iShares California Muni Bond ETF $19,069,824QUALCOMM $13,782,679 Largest New Holdings this Quarter 921910816 - Vanguard Mega Cap Growth ETF $217,871 Holding46090E103 - Invesco QQQ $214,588 Holding007903107 - Advanced Micro Devices $212,282 Holding78464A763 - SPDR S&P Dividend ETF $206,581 Holding437076102 - Home Depot $204,218 Holding Largest Purchases this Quarter SPDR Portfolio Short Term Corporate Bond ETF 11,916 shares (about $359.74K)iShares Core S&P Mid-Cap ETF 5,188 shares (about $321.76K)iShares Core International Aggregate Bond ETF 5,211 shares (about $266.23K)NVIDIA 1,432 shares (about $226.24K)Vanguard Mega Cap Growth ETF 595 shares (about $217.87K) Largest Sales this Quarter iShares National Muni Bond ETF 16,586 shares (about $1.73M)iShares California Muni Bond ETF 23,889 shares (about $1.33M)iShares MSCI EAFE ETF 5,733 shares (about $512.47K)Vanguard FTSE Emerging Markets ETF 7,161 shares (about $354.18K)Vanguard FTSE Developed Markets ETF 4,877 shares (about $278.04K) 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$31,787,623$249,602 ▼-0.8%51,19613.5%ETFVEAVanguard FTSE Developed Markets ETF$21,593,607$278,038 ▼-1.3%378,7699.1%ETFIJHiShares Core S&P Mid-Cap ETF$20,075,012$321,760 ▲1.6%323,6868.5%ETFCMFiShares California Muni Bond ETF$19,069,824$1,331,573 ▼-6.5%342,1218.1%ETFQCOMQUALCOMM$13,782,6790.0%86,5425.8%Computer and TechnologyMUBiShares National Muni Bond ETF$10,172,277$1,732,905 ▼-14.6%97,3614.3%ETFEFAiShares MSCI EAFE ETF$9,117,368$512,475 ▼-5.3%101,9953.9%FinanceVVVanguard Large-Cap ETF$8,863,415$115,261 ▼-1.3%31,0673.8%ETFSPDWSPDR Portfolio Developed World ex-US ETF$8,136,592$57,982 ▼-0.7%200,9533.4%ETFIWRiShares Russell Mid-Cap ETF$6,236,210$116,710 ▼-1.8%67,8072.6%ETFSPYSPDR S&P 500 ETF Trust$5,522,813$17,917 ▼-0.3%8,9392.3%FinanceVWOVanguard FTSE Emerging Markets ETF$5,178,645$354,182 ▼-6.4%104,7042.2%ETFVOVanguard Mid-Cap ETF$5,101,301$44,493 ▼-0.9%18,2302.2%ETFRWOSPDR Dow Jones Global Real Estate ETF$5,086,707$7,062 ▲0.1%115,2412.2%ETFIJRiShares Core S&P Small-Cap ETF$5,018,575$6,667 ▼-0.1%45,9202.1%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$3,855,192$359,743 ▲10.3%127,6981.6%ETFGLDSPDR Gold Shares$3,527,798$6,401 ▲0.2%11,5731.5%FinanceVBVanguard Small-Cap ETF$3,128,847$48,581 ▼-1.5%13,2031.3%ETFIAGGiShares Core International Aggregate Bond ETF$2,950,521$266,232 ▲9.9%57,7511.2%ETFSPABSPDR Portfolio Aggregate Bond ETF$2,735,200$23,040 ▼-0.8%106,8431.2%ETFAAPLApple$2,711,058$50,471 ▲1.9%13,2141.1%Computer and TechnologyCRMSalesforce$2,307,230$43,903 ▲1.9%8,4611.0%Computer and TechnologyVUGVanguard Growth ETF$2,024,093$8,330 ▼-0.4%4,6170.9%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,013,6160.0%20,1060.9%ETFGOOGAlphabet$1,737,3580.0%9,7940.7%Computer and TechnologyAMZNAmazon.com$1,714,752$103,771 ▲6.4%7,8160.7%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$1,712,074$224,803 ▼-11.6%16,1000.7%ETFSPLGSPDR Portfolio S&P 500 ETF$1,378,4080.0%18,9630.6%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,363,1630.0%31,1580.6%ETFEEMiShares MSCI Emerging Markets ETF$1,298,715$3,039 ▼-0.2%26,9220.5%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,262,511$10,262 ▼-0.8%9,1040.5%ETFTSLATesla$1,195,3550.0%3,7630.5%Auto/Tires/TrucksMSFTMicrosoft$1,194,281$131,814 ▲12.4%2,4010.5%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$1,146,158$17,935 ▼-1.5%26,9050.5%ETFNVDANVIDIA$1,144,480$226,242 ▲24.6%7,2440.5%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$1,079,4240.0%7,9780.5%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$1,044,870$18,934 ▼-1.8%24,4470.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,044,8030.0%10,9610.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$961,012$12,402 ▼-1.3%12,0880.4%ETFGOOGLAlphabet$888,3760.0%5,0410.4%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$876,338$163 ▲0.0%16,1150.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$860,560$57,734 ▲7.2%8,6750.4%FinanceIWMiShares Russell 2000 ETF$836,402$19,853 ▲2.4%3,8760.4%FinanceESGDiShares ESG Aware MSCI EAFE ETF$809,2250.0%9,0700.3%ManufacturingISHARES BITCOIN TRUST ETF$734,3360.0%11,9970.3%SHS BEN INTCOSTCostco Wholesale$708,302$36,602 ▲5.4%7160.3%Retail/WholesaleIWLiShares Russell Top 200 ETF$704,3520.0%4,6000.3%ETFIWFiShares Russell 1000 Growth ETF$692,0650.0%1,6300.3%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$639,177$8,090 ▼-1.2%7,6640.3%ETFVBKVanguard Small-Cap Growth ETF$615,9150.0%2,2240.3%ETFMETAMeta Platforms$585,305$36,166 ▲6.6%7930.2%Computer and TechnologyDXCMDexCom$570,8770.0%6,5400.2%MedicalBRK.BBerkshire Hathaway$569,8080.0%1,1730.2%FinanceTBLLInvesco Short Term Treasury ETF$551,4470.0%5,2250.2%ETFRMDResMed$510,3240.0%1,9780.2%MedicalAORiShares Core 60/40 Balanced Allocation ETF$497,642$9,113 ▼-1.8%8,0820.2%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$465,6070.0%9,7940.2%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$463,951$4,051 ▼-0.9%5,8410.2%ETFVVisa$336,9420.0%9490.1%Business ServicesACWIiShares MSCI ACWI ETF$327,9300.0%2,5500.1%ManufacturingVTIVanguard Total Stock Market ETF$326,7250.0%1,0750.1%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$310,7190.0%4,1490.1%ETFEFGiShares MSCI EAFE Growth ETF$286,7200.0%2,5600.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$258,0450.0%8,7860.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$255,0060.0%6,1700.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$248,9440.0%2,8050.1%ETFADBEAdobe$240,2520.0%6210.1%Computer and TechnologyVNQVanguard Real Estate ETF$218,9990.0%2,4590.1%ETFMGKVanguard Mega Cap Growth ETF$217,871$217,871 ▲New Holding5950.1%ETFQQQInvesco QQQ$214,588$214,588 ▲New Holding3890.1%FinanceAMDAdvanced Micro Devices$212,282$212,282 ▲New Holding1,4960.1%Computer and TechnologySDYSPDR S&P Dividend ETF$206,581$206,581 ▲New Holding1,5220.1%ETFHDHome Depot$204,218$204,218 ▲New Holding5570.1%Retail/WholesaleICFiShares Select U.S. REIT ETF$200,360$22,446 ▼-10.1%3,2760.1%ETFLEGACY ED INC$124,657$98,943 ▼-44.3%11,1500.1%COMPLXProtalix BioTherapeutics$90,576$16,576 ▲22.4%61,2000.0%MedicalEMPIRE ST RLTY OP L P$90,1910.0%10,7370.0%UNIT LTD PRT 60NOKNokia$51,8410.0%10,0080.0%Computer and TechnologySCHXSchwab US Large-Cap ETF$0$234,952 ▼-100.0%00.0%ETFSCZiShares MSCI EAFE Small-Cap ETF$0$223,804 ▼-100.0%00.0%ETFPACBPacific Biosciences of California$0$13,680 ▼-100.0%00.0%MedicalShowing 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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