OG

Orin Green Financial, LLC

13F
Orin Green Financial, LLC
Last update 2025-05-06 76 Stocks (2 new)
Value $212.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(12.56%)CMF(9.47%)VEA(9.13%)IJH(8.05%)QCOM(5.55%)
Summary Stock Picks Current Portfolio
Orin Green Financial, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV
iShares Core S&P 500 ETF
51,598
26,644.1
-3.72%
12.560
-0.52%
0.010
+16.68%
+7.37%
623,772.3
 
CMF
iShares California Muni Bond ETF
366,010
20,094.0
-1.25%
9.470
-0.12%
0.570
-0.83%
-1.49%
3,574.3
 
VEA
Vanguard FTSE Developed Markets ETF
383,646
19,378.0
+9.91%
9.130
+0.82%
0.010
+15.17%
+21.17%
151,853.0
 
IJH
iShares Core S&P Mid-Cap ETF
318,498
17,071.5
+1.76%
8.050
+0.14%
0.020
+15.11%
+2.98%
97,529.5
 
QCOM
Qualcomm Inc
86,542
11,781.8
-0.57%
5.550
-0.03%
0.010
+17.05%
+6.80%
178,106.6
Semiconductors
MUB
iShares National Muni Bond ETF
113,947
11,733.1
-4.84%
5.530
-0.27%
0.030
-0.65%
-0.57%
38,518.5
 
EFA
iShares MSCI EAFE ETF
107,728
8,689.4
+0.93%
4.100
+0.04%
0.020
+13.38%
+20.45%
64,562.5
 
VV
Vanguard Large Cap ETF
31,471
7,440.7
+4.93%
3.510
+0.16%
0.020
+16.96%
+7.69%
38,790.3
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
202,385
7,312.2
+0.09%
3.450
0%
0.030
+15.38%
+21.12%
27,201.8
 
IWR
iShares Russell Mid-Cap ETF
69,076
5,428.0
-1.14%
2.560
-0.03%
0.020
+15.08%
+6.66%
44,215.0
 

Orin Green Financial, LLC's Historical Top Holdings Breakdowns

Orin Green Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.82%
●
47.4 ($50.6) 52.99
$57.22
13.08%
Add 9.91%
383,646
34,590
IVV
iShares Core S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.52%
●
554.06 ($590.51) 615.85
$628.17
6.38%
Reduce -3.72%
51,598
-1,995
MUB
iShares National Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.27%
●
104.71 ($106.35) 107.68
$104.27
-1.96%
Reduce -4.84%
113,947
-5,800
RWO
SPDR Dow Jones Global Real Estate ETF
SPDR Dow Jones Global Real Estate ETF
2025-03-31
Add
Add
+0.27%
●
41.41 ($43.65) 45.24
$44.55
2.06%
Add 13.31%
115,081
13,521
CLTL
Invesco Treasury Collateral ETF
2025-03-31
New Buy
New Buy
+0.26%
●
105.37 ($105.62) 105.81
$105.41
-0.20%
New holding
5,225
5,225
SPAB
SPDR Portfolio Aggregate Bond ETF
2025-03-31
Add
Add
+0.19%
●
24.73 ($25.23) 25.62
$25.41
0.71%
Add 17.45%
107,743
16,004
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.18%
●
217.89 ($238.81) 252.64
$243.21
1.84%
Add 16.54%
13,408
1,903
VV
Vanguard Large Cap ETF
2025-03-31
Add
Add
+0.16%
●
253.32 ($270.87) 282.66
$288.60
6.55%
Add 4.93%
31,471
1,479
IJH
iShares Core S&P Mid-Cap ETF
2025-03-31
Add
Add
+0.14%
●
57.21 ($62.1) 65.8
$63.79
2.72%
Add 1.76%
318,498
5,518
CMF
iShares California Muni Bond ETF
2025-03-31
Reduce
Reduce
-0.12%
●
55.93 ($56.83) 57.46
$55.59
-2.18%
Reduce -1.25%
366,010
-4,643

Orin Green Financial, LLC Total Holding History ($B)

To

Orin Green Financial, LLC's Asset Allocation

To

Orin Green Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Orin Green Financial, LLC's Hypothetical Growth since 2025-03-31

Orin Green Financial, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Orin Green Financial, LLC's Holdings Heat Map

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Orin Green Financial, LLC's Holdings Bubble Chart

Orin Green Financial, LLC News

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