The Analysis of Orin Green Financial, LLC's Holdings
Currently, Orin Green Financial, LLC holds 88 types of securities in its portfolio with a total value $250.2M. In the most recent quarter, they have increased their positions in TBLL (+4.8K shares, valued at $510.6K), IVV (+716 shares, valued at $479.2K), HDEF (+11.6K shares, valued at $341.2K); decreased their positions in CMF (-17.2K shares, valued at $981.1K), VWO (-11.3K shares, valued at $614.8K), VV (-1.7K shares, valued at $527.4K); initiated new positions in HDEF (+11.6K shares, valued at $341.2K), SCHD (+11.3K shares, valued at $309.3K), SMBS (+11.4K shares, valued at $291.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR51.9K shares1.40%2025-09-302025-10-28
VEA VANGUARD TAX-MANAGED FDS373.7K shares-1.33%2025-09-302025-10-28 IJH ISHARES TR328.4K shares1.45%2025-09-302025-10-28 CMF ISHARES TR324.9K shares-5.03%2025-09-302025-10-28 QCOM QUALCOMM INC86.3K shares-0.25%2025-09-302025-10-28 MUB ISHARES TR92.9K shares-4.60%2025-09-302025-10-28 EFA ISHARES TR103.1K shares1.09%2025-09-302025-10-28 VV VANGUARD INDEX FDS29.4K shares-5.51%2025-09-302025-10-28 SPDW SPDR INDEX SHS FDS203.4K shares1.22%2025-09-302025-10-28 IWR ISHARES TR65.8K shares-3.02%2025-09-302025-10-28 SPY SPDR S&P 500 ETF TR9.2K shares2.81%2025-09-302025-10-28 IJR ISHARES TR46.9K shares2.04%2025-09-302025-10-28 VO VANGUARD INDEX FDS18.4K shares1.01%2025-09-302025-10-28 RWO SPDR INDEX SHS FDS117.0K shares1.53%2025-09-302025-10-28 VWO VANGUARD INTL EQUITY INDEX F93.4K shares-10.84%2025-09-302025-10-28 GLD SPDR GOLD TR11.6K shares0.00%2025-09-302025-10-28 SPSB SPDR SERIES TRUST128.2K shares0.43%2025-09-302025-10-28 VB VANGUARD INDEX FDS13.7K shares3.85%2025-09-302025-10-28 AAPL APPLE INC13.5K shares2.44%2025-09-302025-10-28 IAGG ISHARES TR64.0K shares10.74%2025-09-302025-10-28 SPAB SPDR SERIES TRUST96.6K shares-9.58%2025-09-302025-10-28 GOOG ALPHABET INC9.8K shares0.43%2025-09-302025-10-28 VUG VANGUARD INDEX FDS4.6K shares0.00%2025-09-302025-10-28 GBIL GOLDMAN SACHS ETF TR20.1K shares0.00%2025-09-302025-10-28 CRM SALESFORCE INC8.5K shares0.00%2025-09-302025-10-28 AMZN AMAZON COM INC7.8K shares-0.03%2025-09-302025-10-28 TSLA TESLA INC3.6K shares-5.31%2025-09-302025-10-28 SPYM SPDR SERIES TRUST18.8K shares-0.64%2025-09-302025-10-28 DBEF DBX ETF TR31.2K shares0.00%2025-09-302025-10-28 NVDA NVIDIA CORPORATION7.5K shares3.02%2025-09-302025-10-28 SUB ISHARES TR12.9K shares-19.81%2025-09-302025-10-28 IWP ISHARES TR9.1K shares0.00%2025-09-302025-10-28 MSFT MICROSOFT CORP2.4K shares1.71%2025-09-302025-10-28 GOOGL ALPHABET INC5.1K shares0.46%2025-09-302025-10-28 SPSM SPDR SERIES TRUST26.0K shares-3.49%2025-09-302025-10-28 ESGU ISHARES TR8.0K shares0.00%2025-09-302025-10-28 EEM ISHARES TR20.2K shares-25.14%2025-09-302025-10-28 TBLL INVESCO EXCH TRADED FD TR II10.1K shares92.50%2025-09-302025-10-28 SPEM SPDR INDEX SHS FDS22.6K shares-7.61%2025-09-302025-10-28 IWM ISHARES TR4.0K shares2.04%2025-09-302025-10-28 SPMD SPDR SERIES TRUST16.4K shares1.56%2025-09-302025-10-28 SPYG SPDR SERIES TRUST8.9K shares-19.16%2025-09-302025-10-28 VCSH VANGUARD SCOTTSDALE FDS11.3K shares-6.22%2025-09-302025-10-28 IBIT ISHARES BITCOIN TRUST ETF13.7K shares14.10%2025-09-302025-10-28 AGG ISHARES TR8.6K shares-1.28%2025-09-302025-10-28 ESGD ISHARES TR9.1K shares0.00%2025-09-302025-10-28 IWF ISHARES TR1.6K shares0.00%2025-09-302025-10-28 AOA ISHARES TR7.7K shares0.00%2025-09-302025-10-28 COST COSTCO WHSL CORP NEW718 shares0.28%2025-09-302025-10-28 VBK VANGUARD INDEX FDS2.2K shares0.00%2025-09-302025-10-28 BRK.B BERKSHIRE HATHAWAY INC DEL1.2K shares0.94%2025-09-302025-10-28 META META PLATFORMS INC805 shares1.51%2025-09-302025-10-28 RMD RESMED INC2.0K shares0.00%2025-09-302025-10-28 AOR ISHARES TR8.0K shares-1.37%2025-09-302025-10-28 EAGG ISHARES TR9.8K shares0.00%2025-09-302025-10-28 MDYV SPDR SERIES TRUST5.6K shares-3.53%2025-09-302025-10-28 DXCM DEXCOM INC6.5K shares0.00%2025-09-302025-10-28 VTI VANGUARD INDEX FDS1.2K shares13.95%2025-09-302025-10-28 ACWI ISHARES TR2.5K shares0.00%2025-09-302025-10-28 HDEF DBX ETF TR11.6K sharesnew addition2025-09-302025-10-28 V VISA INC955 shares0.63%2025-09-302025-10-28 ESML ISHARES TR7.0K shares13.70%2025-09-302025-10-28 SPTM SPDR SERIES TRUST3.9K shares-6.24%2025-09-302025-10-28 SCHD SCHWAB STRATEGIC TR11.3K sharesnew addition2025-09-302025-10-28 EFG ISHARES TR2.6K shares0.12%2025-09-302025-10-28 SMBS SCHWAB STRATEGIC TR11.4K sharesnew addition2025-09-302025-10-28 IWL ISHARES TR1.8K shares-61.96%2025-09-302025-10-28 SCHI SCHWAB STRATEGIC TR12.3K sharesnew addition2025-09-302025-10-28 VIG VANGUARD SPECIALIZED FUNDS1.3K sharesnew addition2025-09-302025-10-28 DFAX DIMENSIONAL ETF TRUST8.8K shares0.00%2025-09-302025-10-28 SLYG SPDR SERIES TRUST2.8K shares0.00%2025-09-302025-10-28 AMD ADVANCED MICRO DEVICES INC1.5K shares0.47%2025-09-302025-10-28 MGK VANGUARD WORLD FD597 shares0.34%2025-09-302025-10-28 CAT CATERPILLAR INC499 sharesnew addition2025-09-302025-10-28 QQQ INVESCO QQQ TR389 shares0.00%2025-09-302025-10-28 HD HOME DEPOT INC563 shares1.08%2025-09-302025-10-28 VNQ VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-10-28 SLYV SPDR SERIES TRUST2.5K sharesnew addition2025-09-302025-10-28 ADBE ADOBE INC624 shares0.48%2025-09-302025-10-28 SDY SPDR SERIES TRUST1.5K shares0.00%2025-09-302025-10-28 VCIT VANGUARD SCOTTSDALE FDS2.4K sharesnew addition2025-09-302025-10-28 ICF ISHARES TR3.3K shares0.00%2025-09-302025-10-28 PLX PROTALIX BIOTHERAPEUTICS INC61.2K shares0.00%2025-09-302025-10-28 LGCY LEGACY ED INC10.0K shares-10.31%2025-09-302025-10-28 OGCP EMPIRE ST RLTY OP L P10.7K shares0.00%2025-09-302025-10-28 NOK NOKIA CORP10.0K shares0.00%2025-09-302025-10-28 VEEA VEEA INC39.2K sharesnew addition2025-09-302025-10-28 NVDQ ETF OPPORTUNITIES TRUST16.0K sharesnew addition2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available