Orin Green Financial, LLC Top Holdings and 13F Report (2025)

About Orin Green Financial, LLC

Investment Activity

Orin Green Financial, LLC has $212.17 million in total holdings as of March 31, 2025.
Orin Green Financial, LLC owns shares of 76 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 2.54% of the portfolio was purchased this quarter.
About 1.94% of the portfolio was sold this quarter.
This quarter, Orin Green Financial, LLC has purchased 79 new stocks and bought additional shares in 23 stocks.
Orin Green Financial, LLC sold shares of 28 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $26,644,074
iShares California Muni Bond ETF: $20,093,949
Vanguard FTSE Developed Markets ETF: $19,377,949
iShares Core S&P Mid-Cap ETF: $17,071,498
QUALCOMM: $11,781,828

Largest New Holdings this Quarter

46138G888 - Invesco Short Term Treasury ETF: $550,924 Holding
808524201 - Schwab US Large-Cap ETF: $234,952 Holding

Largest Purchases this Quarter

Vanguard FTSE Developed Markets ETF: 34,590 shares (about $1.75M)
SPDR Dow Jones Global Real Estate ETF: 13,521 shares (about $568.42K)
Invesco Short Term Treasury ETF: 5,225 shares (about $550.92K)
SPDR Portfolio Aggregate Bond ETF: 16,004 shares (about $402.02K)
Vanguard Small-Cap ETF: 1,903 shares (about $384.92K)

Largest Sales this Quarter

iShares Core S&P 500 ETF: 1,995 shares (about $1.03M)
iShares National Muni Bond ETF: 5,800 shares (about $597.23K)
iShares California Muni Bond ETF: 4,643 shares (about $254.90K)
Goldman Sachs Access Treasury 0-1 Year ETF: 2,055 shares (about $205.64K)
iShares Short-Term National Muni Bond ETF: 1,953 shares (about $205.18K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$26,644,074	$1,030,174 ▼	-3.7%	51,598	12.6%	ETF
CMF iShares California Muni Bond ETF	$20,093,949	$254,901 ▼	-1.3%	366,010	9.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$19,377,949	$1,747,140 ▲	9.9%	383,646	9.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$17,071,498	$295,765 ▲	1.8%	318,498	8.0%	ETF
QCOM QUALCOMM	$11,781,828	$67,934 ▼	-0.6%	86,542	5.6%	Computer and Technology
MUB iShares National Muni Bond ETF	$11,733,123	$597,226 ▼	-4.8%	113,947	5.5%	ETF
EFA iShares MSCI EAFE ETF	$8,689,372	$80,015 ▲	0.9%	107,728	4.1%	Finance
VV Vanguard Large-Cap ETF	$7,440,689	$349,680 ▲	4.9%	31,471	3.5%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$7,312,187	$6,648 ▲	0.1%	202,385	3.4%	ETF
IWR iShares Russell Mid-Cap ETF	$5,427,992	$62,550 ▼	-1.1%	69,076	2.6%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$4,849,335	$39,492 ▼	-0.8%	111,865	2.3%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$4,837,976	$568,419 ▲	13.3%	115,081	2.3%	ETF
SPY SPDR S&P 500 ETF Trust	$4,608,353	$155,188 ▲	3.5%	8,968	2.2%	Finance
VO Vanguard Mid-Cap ETF	$4,414,647	$221,104 ▲	5.3%	18,389	2.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$4,339,669	$89,661 ▼	-2.0%	45,981	2.0%	ETF
GLD SPDR Gold Shares	$3,645,696	$3,156 ▲	0.1%	11,552	1.7%	Finance
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$3,471,150	$108,678 ▼	-3.0%	115,782	1.6%	ETF
VB Vanguard Small-Cap ETF	$2,712,036	$384,920 ▲	16.5%	13,408	1.3%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$2,706,516	$402,022 ▲	17.4%	107,743	1.3%	ETF
IAGG iShares Core International Aggregate Bond ETF	$2,652,767	$195,549 ▲	8.0%	52,540	1.3%	ETF
AAPL Apple	$2,504,959	$68,960 ▼	-2.7%	12,968	1.2%	Computer and Technology
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$2,012,007	$205,644 ▼	-9.3%	20,106	0.9%	ETF
CRM Salesforce	$1,960,958		0.0%	8,300	0.9%	Computer and Technology
SUB iShares Short-Term National Muni Bond ETF	$1,913,563	$205,182 ▼	-9.7%	18,214	0.9%	ETF
VUG Vanguard Growth ETF	$1,587,552	$90,062 ▼	-5.4%	4,636	0.7%	ETF
GOOG Alphabet	$1,467,729		0.0%	9,794	0.7%	Computer and Technology
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,254,110	$58,564 ▼	-4.5%	31,158	0.6%	ETF
AMZN Amazon.com	$1,228,631	$4,350 ▼	-0.4%	7,343	0.6%	Retail/Wholesale
SPLG SPDR Portfolio S&P 500 ETF	$1,146,493	$3,809 ▲	0.3%	18,963	0.5%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,130,955	$3,185 ▼	-0.3%	26,985	0.5%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$1,009,893		0.0%	9,178	0.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,005,858	$6,147 ▼	-0.6%	27,326	0.5%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$961,053	$47,331 ▼	-4.7%	12,244	0.5%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$939,347	$77,329 ▲	9.0%	24,890	0.4%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$892,020		0.0%	7,978	0.4%	Manufacturing
TSLA Tesla	$856,083	$5,915 ▲	0.7%	3,763	0.4%	Auto/Tires/Trucks
SPYG SPDR Portfolio S&P 500 Growth ETF	$815,718	$4,093 ▼	-0.5%	10,961	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$787,287	$19,553 ▲	2.5%	8,093	0.4%	Finance
MSFT Microsoft	$767,081	$8,978 ▲	1.2%	2,136	0.4%	Computer and Technology
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$757,440	$11,706 ▼	-1.5%	16,112	0.4%	ETF
GOOGL Alphabet	$744,404		0.0%	5,041	0.4%	Computer and Technology
ESGD iShares ESG Aware MSCI EAFE ETF	$732,222	$22,362 ▲	3.2%	9,070	0.3%	Manufacturing
IWM iShares Russell 2000 ETF	$691,488	$5,117 ▲	0.7%	3,784	0.3%	Finance
COST Costco Wholesale	$649,847		0.0%	679	0.3%	Retail/Wholesale
ISHARES BITCOIN TRUST ETF	$596,491	$9,944 ▲	1.7%	11,997	0.3%	SHS BEN INT
BRK.B Berkshire Hathaway	$594,617	$26,867 ▼	-4.3%	1,173	0.3%	Finance
IWL iShares Russell Top 200 ETF	$580,520	$36,093 ▼	-5.9%	4,600	0.3%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$564,613	$11,058 ▲	2.0%	7,761	0.3%	ETF
NVDA NVIDIA	$563,241	$51,168 ▼	-8.3%	5,812	0.3%	Computer and Technology
TBLL Invesco Short Term Treasury ETF	$550,924	$550,924 ▲	New Holding	5,225	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$542,040		0.0%	1,630	0.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$512,276	$10,596 ▼	-2.0%	2,224	0.2%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$456,988		0.0%	9,794	0.2%	ETF
AOR iShares Core 60/40 Balanced Allocation ETF	$453,585	$19,014 ▲	4.4%	8,230	0.2%	ETF
DXCM DexCom	$432,359		0.0%	6,540	0.2%	Medical
RMD ResMed	$417,101		0.0%	1,978	0.2%	Medical
MDYV SPDR S&P 400 Mid Cap Value ETF	$412,734	$5,884 ▼	-1.4%	5,892	0.2%	ETF
META Meta Platforms	$360,587	$24,718 ▼	-6.4%	744	0.2%	Computer and Technology
V Visa	$303,775		0.0%	949	0.1%	Business Services
ACWI iShares MSCI ACWI ETF	$279,480	$22,906 ▼	-7.6%	2,550	0.1%	Manufacturing
VTI Vanguard Total Stock Market ETF	$271,545	$5,810 ▼	-2.1%	1,075	0.1%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$259,230	$12,121 ▲	4.9%	4,149	0.1%	ETF
EFG iShares MSCI EAFE Growth ETF	$252,314		0.0%	2,560	0.1%	ETF
SCHX Schwab US Large-Cap ETF	$234,952	$234,952 ▲	New Holding	11,574	0.1%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$227,206		0.0%	8,786	0.1%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$223,804		0.0%	3,479	0.1%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$216,320		0.0%	6,170	0.1%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$213,236		0.0%	2,805	0.1%	ETF
ADBE Adobe	$213,139		0.0%	621	0.1%	Computer and Technology
ICF iShares Select U.S. REIT ETF	$212,824		0.0%	3,643	0.1%	ETF
VNQ Vanguard Real Estate ETF	$209,089		0.0%	2,459	0.1%	ETF
PLX Protalix BioTherapeutics	$127,500	$56,100 ▼	-30.6%	50,000	0.1%	Medical
LEGACY ED INC	$127,000		0.0%	20,000	0.1%	COM
EMPIRE ST RLTY OP L P	$73,226		0.0%	10,737	0.0%	UNIT LTD PRT 60
NOK Nokia Oyj	$50,741		0.0%	10,008	0.0%	Computer and Technology
PACB Pacific Biosciences of California	$13,680		0.0%	12,000	0.0%	Medical
TREX Trex	$0	$281,297 ▼	-100.0%	0	0.0%	Construction
SLYV SPDR S&P 600 Small Cap Value ETF	$0	$217,165 ▼	-100.0%	0	0.0%	ETF
MGK Vanguard Mega Cap Growth ETF	$0	$204,329 ▼	-100.0%	0	0.0%	ETF
SDY SPDR S&P Dividend ETF	$0	$201,056 ▼	-100.0%	0	0.0%	ETF
BLRX BioLineRx	$0	$10,914 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

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
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

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.

Orin Green Financial, LLC Top Holdings and 13F Report (2025)

About Orin Green Financial, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Orin Green Financial, LLC Top Holdings and 13F Report (2025)

About Orin Green Financial, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOrin Green Financial, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools