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

About Orin Green Financial, LLC

Investment Activity

Orin 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: $31,787,623
Vanguard FTSE Developed Markets ETF: $21,593,607
iShares Core S&P Mid-Cap ETF: $20,075,012
iShares California Muni Bond ETF: $19,069,824
QUALCOMM: $13,782,679

Largest New Holdings this Quarter

921910816 - Vanguard Mega Cap Growth ETF: $217,871 Holding
46090E103 - Invesco QQQ: $214,588 Holding
007903107 - Advanced Micro Devices: $212,282 Holding
78464A763 - SPDR S&P Dividend ETF: $206,581 Holding
437076102 - 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 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	$31,787,623	$249,602 ▼	-0.8%	51,196	13.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$21,593,607	$278,038 ▼	-1.3%	378,769	9.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$20,075,012	$321,760 ▲	1.6%	323,686	8.5%	ETF
CMF iShares California Muni Bond ETF	$19,069,824	$1,331,573 ▼	-6.5%	342,121	8.1%	ETF
QCOM QUALCOMM	$13,782,679		0.0%	86,542	5.8%	Computer and Technology
MUB iShares National Muni Bond ETF	$10,172,277	$1,732,905 ▼	-14.6%	97,361	4.3%	ETF
EFA iShares MSCI EAFE ETF	$9,117,368	$512,475 ▼	-5.3%	101,995	3.9%	Finance
VV Vanguard Large-Cap ETF	$8,863,415	$115,261 ▼	-1.3%	31,067	3.8%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$8,136,592	$57,982 ▼	-0.7%	200,953	3.4%	ETF
IWR iShares Russell Mid-Cap ETF	$6,236,210	$116,710 ▼	-1.8%	67,807	2.6%	ETF
SPY SPDR S&P 500 ETF Trust	$5,522,813	$17,917 ▼	-0.3%	8,939	2.3%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$5,178,645	$354,182 ▼	-6.4%	104,704	2.2%	ETF
VO Vanguard Mid-Cap ETF	$5,101,301	$44,493 ▼	-0.9%	18,230	2.2%	ETF
RWO SPDR Dow Jones Global Real Estate ETF	$5,086,707	$7,062 ▲	0.1%	115,241	2.2%	ETF
IJR iShares Core S&P Small-Cap ETF	$5,018,575	$6,667 ▼	-0.1%	45,920	2.1%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$3,855,192	$359,743 ▲	10.3%	127,698	1.6%	ETF
GLD SPDR Gold Shares	$3,527,798	$6,401 ▲	0.2%	11,573	1.5%	Finance
VB Vanguard Small-Cap ETF	$3,128,847	$48,581 ▼	-1.5%	13,203	1.3%	ETF
IAGG iShares Core International Aggregate Bond ETF	$2,950,521	$266,232 ▲	9.9%	57,751	1.2%	ETF
SPAB SPDR Portfolio Aggregate Bond ETF	$2,735,200	$23,040 ▼	-0.8%	106,843	1.2%	ETF
AAPL Apple	$2,711,058	$50,471 ▲	1.9%	13,214	1.1%	Computer and Technology
CRM Salesforce	$2,307,230	$43,903 ▲	1.9%	8,461	1.0%	Computer and Technology
VUG Vanguard Growth ETF	$2,024,093	$8,330 ▼	-0.4%	4,617	0.9%	ETF
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$2,013,616		0.0%	20,106	0.9%	ETF
GOOG Alphabet	$1,737,358		0.0%	9,794	0.7%	Computer and Technology
AMZN Amazon.com	$1,714,752	$103,771 ▲	6.4%	7,816	0.7%	Retail/Wholesale
SUB iShares Short-Term National Muni Bond ETF	$1,712,074	$224,803 ▼	-11.6%	16,100	0.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$1,378,408		0.0%	18,963	0.6%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$1,363,163		0.0%	31,158	0.6%	ETF
EEM iShares MSCI Emerging Markets ETF	$1,298,715	$3,039 ▼	-0.2%	26,922	0.5%	Finance
IWP iShares Russell Mid-Cap Growth ETF	$1,262,511	$10,262 ▼	-0.8%	9,104	0.5%	ETF
TSLA Tesla	$1,195,355		0.0%	3,763	0.5%	Auto/Tires/Trucks
MSFT Microsoft	$1,194,281	$131,814 ▲	12.4%	2,401	0.5%	Computer and Technology
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$1,146,158	$17,935 ▼	-1.5%	26,905	0.5%	ETF
NVDA NVIDIA	$1,144,480	$226,242 ▲	24.6%	7,244	0.5%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$1,079,424		0.0%	7,978	0.5%	Manufacturing
SPEM SPDR Portfolio Emerging Markets ETF	$1,044,870	$18,934 ▼	-1.8%	24,447	0.4%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,044,803		0.0%	10,961	0.4%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$961,012	$12,402 ▼	-1.3%	12,088	0.4%	ETF
GOOGL Alphabet	$888,376		0.0%	5,041	0.4%	Computer and Technology
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$876,338	$163 ▲	0.0%	16,115	0.4%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$860,560	$57,734 ▲	7.2%	8,675	0.4%	Finance
IWM iShares Russell 2000 ETF	$836,402	$19,853 ▲	2.4%	3,876	0.4%	Finance
ESGD iShares ESG Aware MSCI EAFE ETF	$809,225		0.0%	9,070	0.3%	Manufacturing
ISHARES BITCOIN TRUST ETF	$734,336		0.0%	11,997	0.3%	SHS BEN INT
COST Costco Wholesale	$708,302	$36,602 ▲	5.4%	716	0.3%	Retail/Wholesale
IWL iShares Russell Top 200 ETF	$704,352		0.0%	4,600	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$692,065		0.0%	1,630	0.3%	ETF
AOA iShares Core 80/20 Aggressive Allocation ETF	$639,177	$8,090 ▼	-1.2%	7,664	0.3%	ETF
VBK Vanguard Small-Cap Growth ETF	$615,915		0.0%	2,224	0.3%	ETF
META Meta Platforms	$585,305	$36,166 ▲	6.6%	793	0.2%	Computer and Technology
DXCM DexCom	$570,877		0.0%	6,540	0.2%	Medical
BRK.B Berkshire Hathaway	$569,808		0.0%	1,173	0.2%	Finance
TBLL Invesco Short Term Treasury ETF	$551,447		0.0%	5,225	0.2%	ETF
RMD ResMed	$510,324		0.0%	1,978	0.2%	Medical
AOR iShares Core 60/40 Balanced Allocation ETF	$497,642	$9,113 ▼	-1.8%	8,082	0.2%	ETF
EAGG iShares ESG Aware U.S. Aggregate Bond ETF	$465,607		0.0%	9,794	0.2%	ETF
MDYV SPDR S&P 400 Mid Cap Value ETF	$463,951	$4,051 ▼	-0.9%	5,841	0.2%	ETF
V Visa	$336,942		0.0%	949	0.1%	Business Services
ACWI iShares MSCI ACWI ETF	$327,930		0.0%	2,550	0.1%	Manufacturing
VTI Vanguard Total Stock Market ETF	$326,725		0.0%	1,075	0.1%	ETF
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$310,719		0.0%	4,149	0.1%	ETF
EFG iShares MSCI EAFE Growth ETF	$286,720		0.0%	2,560	0.1%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$258,045		0.0%	8,786	0.1%	ETF
ESML iShares ESG Aware MSCI USA Small-Cap ETF	$255,006		0.0%	6,170	0.1%	ETF
SLYG SPDR S&P 600 Small Cap Growth ETF	$248,944		0.0%	2,805	0.1%	ETF
ADBE Adobe	$240,252		0.0%	621	0.1%	Computer and Technology
VNQ Vanguard Real Estate ETF	$218,999		0.0%	2,459	0.1%	ETF
MGK Vanguard Mega Cap Growth ETF	$217,871	$217,871 ▲	New Holding	595	0.1%	ETF
QQQ Invesco QQQ	$214,588	$214,588 ▲	New Holding	389	0.1%	Finance
AMD Advanced Micro Devices	$212,282	$212,282 ▲	New Holding	1,496	0.1%	Computer and Technology
SDY SPDR S&P Dividend ETF	$206,581	$206,581 ▲	New Holding	1,522	0.1%	ETF
HD Home Depot	$204,218	$204,218 ▲	New Holding	557	0.1%	Retail/Wholesale
ICF iShares Select U.S. REIT ETF	$200,360	$22,446 ▼	-10.1%	3,276	0.1%	ETF
LEGACY ED INC	$124,657	$98,943 ▼	-44.3%	11,150	0.1%	COM
PLX Protalix BioTherapeutics	$90,576	$16,576 ▲	22.4%	61,200	0.0%	Medical
EMPIRE ST RLTY OP L P	$90,191		0.0%	10,737	0.0%	UNIT LTD PRT 60
NOK Nokia	$51,841		0.0%	10,008	0.0%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$0	$234,952 ▼	-100.0%	0	0.0%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$0	$223,804 ▼	-100.0%	0	0.0%	ETF
PACB Pacific Biosciences of California	$0	$13,680 ▼	-100.0%	0	0.0%	Medical

Showing largest 100 holdings. View all holdings.

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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

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Advanced Stock Screeners and Research Tools

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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