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The Analysis of Orin Green Financial, LLC's Holdings & P&L

Currently, Orin Green Financial, LLC holds 78 types of securities in its portfolio with a total value $243.8M. In the most recent quarter, they have increased their positions in SRE (+23.9K shares, valued at $2.3M), DFAX (+6.1K shares, valued at $206.8K), ICF (+3.3K shares, valued at $202.8K); decreased their positions in CMF (-19.9K shares, valued at $1.1M), TSLA (-1.4K shares, valued at $531.6K), MUB (-4.6K shares, valued at $485.7K); initiated new positions in SRE (+23.9K shares, valued at $2.3M), DFAX (+6.1K shares, valued at $206.8K), ICF (+3.3K shares, valued at $202.8K).

1M P&L

+13.7M+5.48%

3M P&L

-14.3M-5.14%

HY P&L

-1.5M-0.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A212.4M

89.1%

2Semiconductors12.7M

5.3%

3Consumer Electronics3.5M

1.5%

Top Industries by Stock Count

1N/A56 stocks

75.7%

2Semiconductors3 stocks

4.1%

3Internet Retail1 stocks

1.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR53.2K shares-0.10%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS369.2K shares-0.79%2026-03-312026-04-29

IJH ISHARES TR337.1K shares0.63%2026-03-312026-04-29

CMF ISHARES TR287.2K shares-6.47%2026-03-312026-04-29

QCOM QUALCOMM INC86.4K shares0.22%2026-03-312026-04-29

EFA ISHARES TR97.0K shares-0.93%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS198.5K shares-2.60%2026-03-312026-04-29

MUB ISHARES TR84.4K shares-5.14%2026-03-312026-04-29

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VV VANGUARD INDEX FDS27.6K shares-1.03%2026-03-312026-04-29

IWR ISHARES TR61.9K shares0.15%2026-03-312026-04-29

IJR ISHARES TR47.9K shares0.14%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T9.1K shares-0.03%2026-03-312026-04-29

VO VANGUARD INDEX FDS18.8K shares0.58%2026-03-312026-04-29

RWO SPDR INDEX SHS FDS117.8K shares-0.40%2026-03-312026-04-29

GLD SPDR GOLD TR11.6K shares0.06%2026-03-312026-04-29

VWO VANGUARD INTL EQUITY INDEX F77.1K shares-3.51%2026-03-312026-04-29

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SPSB SPDR SERIES TRUST128.4K shares-1.04%2026-03-312026-04-29

IAGG ISHARES TR72.1K shares4.99%2026-03-312026-04-29

AAPL APPLE INC13.8K shares0.95%2026-03-312026-04-29

VB VANGUARD INDEX FDS13.1K shares0.28%2026-03-312026-04-29

ALPHABET INC ALPHABET INC10.3K shares0.00%2026-03-312026-04-29

SPAB SPDR SERIES TRUST100.2K shares-0.37%2026-03-312026-04-29

SRE SEMPRA23.9K sharesnew addition2026-03-312026-04-29

GBIL GOLDMAN SACHS ETF TR20.1K shares0.00%2026-03-312026-04-29

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VUG VANGUARD INDEX FDS4.5K shares-0.24%2026-03-312026-04-29

AMZN AMAZON COM INC8.5K shares6.93%2026-03-312026-04-29

CRM SALESFORCE INC8.4K shares0.00%2026-03-312026-04-29

DBEF DBX ETF TR31.2K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC5.3K shares-0.43%2026-03-312026-04-29

SPYM SPDR SERIES TRUST18.0K shares-1.96%2026-03-312026-04-29

NVDA NVIDIA CORPORATION7.3K shares-2.69%2026-03-312026-04-29

ESGU ISHARES TR9.0K shares12.22%2026-03-312026-04-29

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SPSM SPDR SERIES TRUST25.0K shares-1.87%2026-03-312026-04-29

SUB ISHARES TR10.8K shares-1.28%2026-03-312026-04-29

IWP ISHARES TR8.8K shares0.92%2026-03-312026-04-29

EEM ISHARES TR19.4K shares-1.95%2026-03-312026-04-29

IWM ISHARES TR4.0K shares0.47%2026-03-312026-04-29

ESGD ISHARES TR10.3K shares13.02%2026-03-312026-04-29

SPMD SPDR SERIES TRUST16.4K shares-0.15%2026-03-312026-04-29

MSFT MICROSOFT CORP2.4K shares0.00%2026-03-312026-04-29

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SPEM SPDR INDEX SHS FDS19.3K shares-5.38%2026-03-312026-04-29

AGG ISHARES TR8.9K shares18.41%2026-03-312026-04-29

SPYG SPDR SERIES TRUST8.9K shares0.00%2026-03-312026-04-29

VCSH VANGUARD SCOTTSDALE FDS10.4K shares0.06%2026-03-312026-04-29

TBLL INVESCO EXCH TRADED FD TR II7.6K shares-0.99%2026-03-312026-04-29

AOA ISHARES TR8.3K shares7.72%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION716 shares0.00%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF18.1K shares22.83%2026-03-312026-04-29

Sponsored

VBK VANGUARD INDEX FDS2.2K shares0.00%2026-03-312026-04-29

IWF ISHARES TR1.6K shares-3.68%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares12.62%2026-03-312026-04-29

EAGG ISHARES TR12.7K shares30.12%2026-03-312026-04-29

META META PLATFORMS INC1.1K shares0.00%2026-03-312026-04-29

AOR ISHARES TR8.1K shares1.44%2026-03-312026-04-29

ACWI ISHARES TR3.6K shares26.83%2026-03-312026-04-29

MDYV SPDR SERIES TRUST5.6K shares-0.55%2026-03-312026-04-29

Sponsored

RMD RESMED INC2.0K shares0.71%2026-03-312026-04-29

VTI VANGUARD INDEX FDS1.3K shares21.12%2026-03-312026-04-29

DXCM DEXCOM INC6.5K shares0.00%2026-03-312026-04-29

CAT CATERPILLAR INC499 shares0.00%2026-03-312026-04-29

ESML ISHARES TR7.5K shares6.74%2026-03-312026-04-29

SPTM SPDR SERIES TRUST3.9K shares0.59%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.5K shares0.00%2026-03-312026-04-29

V VISA INC949 shares0.00%2026-03-312026-04-29

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SLYG SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-04-29

IWL ISHARES TR1.7K shares-4.34%2026-03-312026-04-29

EFG ISHARES TR2.3K shares-9.87%2026-03-312026-04-29

SLYV SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR406 shares0.00%2026-03-312026-04-29

MGK VANGUARD WORLD FD597 shares0.00%2026-03-312026-04-29

VNQ VANGUARD INDEX FDS2.5K shares0.00%2026-03-312026-04-29

TSLA TESLA INC573 shares-71.39%2026-03-312026-04-29

Sponsored

DFAX DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-03-312026-04-29

ICF ISHARES TR3.3K sharesnew addition2026-03-312026-04-29

PLX PROTALIX BIOTHERAPEUTICS INC64.4K shares4.88%2026-03-312026-04-29

NOK NOKIA CORP10.0K shares0.00%2026-03-312026-04-29

OGCP EMPIRE ST RLTY OP L P10.7K shares0.00%2026-03-312026-04-29

VEEA VEEA INC39.2K shares0.00%2026-03-312026-04-29

IVV

ISHARES TR

-0.10%

Shares53.2K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

-0.79%

Shares369.2K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

0.63%

Shares337.1K

Event2026-03-31

Filed2026-04-29

CMF

ISHARES TR

-6.47%

Shares287.2K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

0.22%

Shares86.4K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

-0.93%

Shares97.0K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

-2.60%

Shares198.5K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

-5.14%

Shares84.4K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-1.03%

Shares27.6K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

0.15%

Shares61.9K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

0.14%

Shares47.9K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-0.03%

Shares9.1K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.58%

Shares18.8K

Event2026-03-31

Filed2026-04-29

RWO

SPDR INDEX SHS FDS

-0.40%

Shares117.8K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

0.06%

Shares11.6K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

-3.51%

Shares77.1K

Event2026-03-31

Filed2026-04-29

SPSB

SPDR SERIES TRUST

-1.04%

Shares128.4K

Event2026-03-31

Filed2026-04-29

IAGG

ISHARES TR

4.99%

Shares72.1K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

0.95%

Shares13.8K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.28%

Shares13.1K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-29

SPAB

SPDR SERIES TRUST

-0.37%

Shares100.2K

Event2026-03-31

Filed2026-04-29

SRE

SEMPRA

New

Shares23.9K

Event2026-03-31

Filed2026-04-29

GBIL

GOLDMAN SACHS ETF TR

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

-0.24%

Shares4.5K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

6.93%

Shares8.5K

Event2026-03-31

Filed2026-04-29

CRM

SALESFORCE INC

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-29

DBEF

DBX ETF TR

0.00%

Shares31.2K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-0.43%

Shares5.3K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

-1.96%

Shares18.0K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-2.69%

Shares7.3K

Event2026-03-31

Filed2026-04-29

ESGU

ISHARES TR

12.22%

Shares9.0K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

-1.87%

Shares25.0K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

-1.28%

Shares10.8K

Event2026-03-31

Filed2026-04-29

IWP

ISHARES TR

0.92%

Shares8.8K

Event2026-03-31

Filed2026-04-29

EEM

ISHARES TR

-1.95%

Shares19.4K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

0.47%

Shares4.0K

Event2026-03-31

Filed2026-04-29

ESGD

ISHARES TR

13.02%

Shares10.3K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

-0.15%

Shares16.4K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-29

SPEM

SPDR INDEX SHS FDS

-5.38%

Shares19.3K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

18.41%

Shares8.9K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

0.06%

Shares10.4K

Event2026-03-31

Filed2026-04-29

TBLL

INVESCO EXCH TRADED FD TR II

-0.99%

Shares7.6K

Event2026-03-31

Filed2026-04-29

AOA

ISHARES TR

7.72%

Shares8.3K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares716

Event2026-03-31

Filed2026-04-29

IBIT

ISHARES BITCOIN TRUST ETF

22.83%

Shares18.1K

Event2026-03-31

Filed2026-04-29

VBK

VANGUARD INDEX FDS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

-3.68%

Shares1.6K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

12.62%

Shares1.3K

Event2026-03-31

Filed2026-04-29

EAGG

ISHARES TR

30.12%

Shares12.7K

Event2026-03-31

Filed2026-04-29