Sponsored

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

Currently, Orin Green Financial, LLC holds 83 types of securities in its portfolio with a total value $271.1M. In the most recent quarter, they have increased their positions in VO (+56.8K shares, valued at $4.6M), VUG (+21.5K shares, valued at $1.9M), IWF (+4.7K shares, valued at $584.8K); decreased their positions in SRE (-12.0K shares, valued at $1.1M), VEA (-4.5K shares, valued at $317.8K), TBLL (-2.4K shares, valued at $257.5K); initiated new positions in N/A (+587 shares, valued at $221.7K), ASML (+111 shares, valued at $220.8K), N/A (+227 shares, valued at $219.1K).

1M P&L

+1.3M+0.61%

3M P&L

+2.5M+1.16%

HY P&L

-11.5M-5.11%

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/A183.5M

84.0%

2Semiconductors18.1M

8.3%

3Internet Content & Information5.4M

2.5%

Top Industries by Stock Count

1N/A53 stocks

74.6%

2Semiconductors3 stocks

4.2%

3Internet Content & Information2 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES TR ISHARES TR53.8K shares1.13%2026-06-302026-07-13

IJH ISHARES TR343.1K shares1.78%2026-06-302026-07-13

VEA VANGUARD TAX-MANAGED FDS364.7K shares-1.21%2026-06-302026-07-13

CMF ISHARES TR284.9K shares-0.80%2026-06-302026-07-13

QCOM QUALCOMM INC85.6K shares-1.00%2026-06-302026-07-13

SPDW SPDR INDEX SHS FDS196.8K shares-0.84%2026-06-302026-07-13

EFA ISHARES TR95.2K shares-1.87%2026-06-302026-07-13

VV VANGUARD INDEX FDS26.9K shares-2.69%2026-06-302026-07-13

Sponsored

MUB ISHARES TR84.5K shares0.13%2026-06-302026-07-13

IJR ISHARES TR47.7K shares-0.22%2026-06-302026-07-13

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T9.0K shares-0.98%2026-06-302026-07-13

IWR ISHARES TR60.6K shares-2.19%2026-06-302026-07-13

VO VANGUARD INDEX FDS75.6K shares302.14%2026-06-302026-07-13

RWO SPDR INDEX SHS FDS116.5K shares-1.16%2026-06-302026-07-13

VWO VANGUARD INTL EQUITY INDEX F74.2K shares-3.81%2026-06-302026-07-13

GLD SPDR GOLD TR11.7K shares0.31%2026-06-302026-07-13

Sponsored

AAPL APPLE INC13.7K shares-0.74%2026-06-302026-07-13

SPSB SPDR SERIES TRUST130.6K shares1.70%2026-06-302026-07-13

VB VANGUARD INDEX FDS12.9K shares-1.39%2026-06-302026-07-13

IAGG ISHARES TR75.4K shares4.50%2026-06-302026-07-13

GOOG ALPHABET INC10.4K shares0.23%2026-06-302026-07-13

SPAB SPDR SERIES TRUST99.6K shares-0.65%2026-06-302026-07-13

VUG VANGUARD INDEX FDS26.0K shares479.54%2026-06-302026-07-13

GBIL GOLDMAN SACHS ETF TR20.1K shares0.00%2026-06-302026-07-13

Sponsored

AMZN AMAZON COM INC8.4K shares-1.81%2026-06-302026-07-13

GOOGL ALPHABET INC5.0K shares-7.03%2026-06-302026-07-13

DBEF DBX ETF TR31.2K shares0.00%2026-06-302026-07-13

SPDR SERIES TRUST SPDR SERIES TRUST17.9K shares-0.46%2026-06-302026-07-13

ESGU ISHARES TR9.3K shares3.43%2026-06-302026-07-13

NVDA NVIDIA CORPORATION7.2K shares-1.78%2026-06-302026-07-13

SPSM SPDR SERIES TRUST23.5K shares-6.03%2026-06-302026-07-13

CRM SALESFORCE INC8.4K shares-0.02%2026-06-302026-07-13

Sponsored

IWP ISHARES TR8.7K shares-1.23%2026-06-302026-07-13

IWM ISHARES TR4.0K shares-0.20%2026-06-302026-07-13

EEM ISHARES TR17.5K shares-9.56%2026-06-302026-07-13

SUB ISHARES TR10.8K shares0.00%2026-06-302026-07-13

SRE SEMPRA11.9K shares-50.33%2026-06-302026-07-13

SPMD SPDR SERIES TRUST16.1K shares-1.72%2026-06-302026-07-13

ESGD ISHARES TR10.4K shares1.05%2026-06-302026-07-13

SPYG SPDR SERIES TRUST8.9K shares0.00%2026-06-302026-07-13

Sponsored

SPEM SPDR INDEX SHS FDS18.5K shares-3.98%2026-06-302026-07-13

MSFT MICROSOFT CORP2.4K shares0.00%2026-06-302026-07-13

ISHARES TR ISHARES TR9.0K shares1.39%2026-06-302026-07-13

AMD ADVANCED MICRO DEVICES INC1.5K shares-0.47%2026-06-302026-07-13

AOA ISHARES TR8.4K shares1.59%2026-06-302026-07-13

VCSH VANGUARD SCOTTSDALE FDS10.3K shares-0.92%2026-06-302026-07-13

VBK VANGUARD INDEX FDS2.2K shares-0.85%2026-06-302026-07-13

IWF ISHARES TR6.3K shares300.00%2026-06-302026-07-13

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION716 shares0.00%2026-06-302026-07-13

BRK.B BERKSHIRE HATHAWAY INC DEL1.3K shares0.00%2026-06-302026-07-13

EAGG ISHARES TR13.5K shares5.89%2026-06-302026-07-13

ACWI ISHARES TR4.1K shares11.63%2026-06-302026-07-13

IBIT ISHARES BITCOIN TRUST ETF18.1K shares0.00%2026-06-302026-07-13

META PLATFORMS INC META PLATFORMS INC1.1K shares0.00%2026-06-302026-07-13

AOR ISHARES TR8.1K shares0.10%2026-06-302026-07-13

TBLL INVESCO EXCH TRADED FD TR II5.1K shares-32.18%2026-06-302026-07-13

Sponsored

CAT CATERPILLAR INC499 shares0.00%2026-06-302026-07-13

MDYV SPDR SERIES TRUST5.2K shares-6.98%2026-06-302026-07-13

DEXCOM INC DEXCOM INC7.0K shares7.61%2026-06-302026-07-13

ESML ISHARES TR7.7K shares3.38%2026-06-302026-07-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares-16.44%2026-06-302026-07-13

RMD RESMED INC2.0K shares0.00%2026-06-302026-07-13

SPTM SPDR SERIES TRUST3.9K shares0.00%2026-06-302026-07-13

SLYG SPDR SERIES TRUST2.8K shares0.00%2026-06-302026-07-13

Sponsored

VISA INC VISA INC949 shares0.00%2026-06-302026-07-13

QQQ INVESCO QQQ TR406 shares0.00%2026-06-302026-07-13

EFG ISHARES TR2.3K shares0.00%2026-06-302026-07-13

SLYV SPDR SERIES TRUST2.5K shares0.00%2026-06-302026-07-13

IWL ISHARES TR1.4K shares-15.05%2026-06-302026-07-13

MGK VANGUARD WORLD FD3.0K shares400.00%2026-06-302026-07-13

TSLA TESLA INC571 shares-0.35%2026-06-302026-07-13

VNQ VANGUARD INDEX FDS2.5K shares0.00%2026-06-302026-07-13

Sponsored

DFAX DIMENSIONAL ETF TRUST6.1K shares0.00%2026-06-302026-07-13

BROADCOM INC BROADCOM INC587 sharesnew addition2026-06-302026-07-13

ICF ISHARES TR3.3K shares0.00%2026-06-302026-07-13

ASML ASML HLDG NV111 sharesnew addition2026-06-302026-07-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL227 sharesnew addition2026-06-302026-07-13

ESGE ISHARES INC3.8K sharesnew addition2026-06-302026-07-13

LGCY LEGACY ED INC13.2K sharesnew addition2026-06-302026-07-13

DIREXION SHARES ETF TRUST DIREXION SHARES ETF TRUST19.3K sharesnew addition2026-06-302026-07-13

Sponsored

OGCP EMPIRE ST RLTY OP L P10.7K shares0.00%2026-06-302026-07-13

PLX PROTALIX BIOTHERAPEUTICS INC10.0K shares-84.48%2026-06-302026-07-13

VEEA VEEA INC39.2K shares0.00%2026-06-302026-07-13

ISHARES TR

1.13%

Shares53.8K

Event2026-06-30

Filed2026-07-13

IJH

ISHARES TR

1.78%

Shares343.1K

Event2026-06-30

Filed2026-07-13

VEA

VANGUARD TAX-MANAGED FDS

-1.21%

Shares364.7K

Event2026-06-30

Filed2026-07-13

CMF

ISHARES TR

-0.80%

Shares284.9K

Event2026-06-30

Filed2026-07-13

QCOM

QUALCOMM INC

-1.00%

Shares85.6K

Event2026-06-30

Filed2026-07-13

SPDW

SPDR INDEX SHS FDS

-0.84%

Shares196.8K

Event2026-06-30

Filed2026-07-13

EFA

ISHARES TR

-1.87%

Shares95.2K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-2.69%

Shares26.9K

Event2026-06-30

Filed2026-07-13

MUB

ISHARES TR

0.13%

Shares84.5K

Event2026-06-30

Filed2026-07-13

IJR

ISHARES TR

-0.22%

Shares47.7K

Event2026-06-30

Filed2026-07-13

STATE STR SPDR S&P 500 ETF T

-0.98%

Shares9.0K

Event2026-06-30

Filed2026-07-13

IWR

ISHARES TR

-2.19%

Shares60.6K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

302.14%

Shares75.6K

Event2026-06-30

Filed2026-07-13

RWO

SPDR INDEX SHS FDS

-1.16%

Shares116.5K

Event2026-06-30

Filed2026-07-13

VWO

VANGUARD INTL EQUITY INDEX F

-3.81%

Shares74.2K

Event2026-06-30

Filed2026-07-13

GLD

SPDR GOLD TR

0.31%

Shares11.7K

Event2026-06-30

Filed2026-07-13

AAPL

APPLE INC

-0.74%

Shares13.7K

Event2026-06-30

Filed2026-07-13

SPSB

SPDR SERIES TRUST

1.70%

Shares130.6K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-1.39%

Shares12.9K

Event2026-06-30

Filed2026-07-13

IAGG

ISHARES TR

4.50%

Shares75.4K

Event2026-06-30

Filed2026-07-13

GOOG

ALPHABET INC

0.23%

Shares10.4K

Event2026-06-30

Filed2026-07-13

SPAB

SPDR SERIES TRUST

-0.65%

Shares99.6K

Event2026-06-30

Filed2026-07-13

VUG

VANGUARD INDEX FDS

479.54%

Shares26.0K

Event2026-06-30

Filed2026-07-13

GBIL

GOLDMAN SACHS ETF TR

0.00%

Shares20.1K

Event2026-06-30

Filed2026-07-13

AMZN

AMAZON COM INC

-1.81%

Shares8.4K

Event2026-06-30

Filed2026-07-13

GOOGL

ALPHABET INC

-7.03%

Shares5.0K

Event2026-06-30

Filed2026-07-13

DBEF

DBX ETF TR

0.00%

Shares31.2K

Event2026-06-30

Filed2026-07-13

SPDR SERIES TRUST

-0.46%

Shares17.9K

Event2026-06-30

Filed2026-07-13

ESGU

ISHARES TR

3.43%

Shares9.3K

Event2026-06-30

Filed2026-07-13

NVDA

NVIDIA CORPORATION

-1.78%

Shares7.2K

Event2026-06-30

Filed2026-07-13

SPSM

SPDR SERIES TRUST

-6.03%

Shares23.5K

Event2026-06-30

Filed2026-07-13

CRM

SALESFORCE INC

-0.02%

Shares8.4K

Event2026-06-30

Filed2026-07-13

IWP

ISHARES TR

-1.23%

Shares8.7K

Event2026-06-30

Filed2026-07-13

IWM

ISHARES TR

-0.20%

Shares4.0K

Event2026-06-30

Filed2026-07-13

EEM

ISHARES TR

-9.56%

Shares17.5K

Event2026-06-30

Filed2026-07-13

SUB

ISHARES TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-13

SRE

SEMPRA

-50.33%

Shares11.9K

Event2026-06-30

Filed2026-07-13

SPMD

SPDR SERIES TRUST

-1.72%

Shares16.1K

Event2026-06-30

Filed2026-07-13

ESGD

ISHARES TR

1.05%

Shares10.4K

Event2026-06-30

Filed2026-07-13

SPYG

SPDR SERIES TRUST

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-13

SPEM

SPDR INDEX SHS FDS

-3.98%

Shares18.5K

Event2026-06-30

Filed2026-07-13

MSFT

MICROSOFT CORP

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-13

ISHARES TR

1.39%

Shares9.0K

Event2026-06-30

Filed2026-07-13

AMD

ADVANCED MICRO DEVICES INC

-0.47%

Shares1.5K

Event2026-06-30

Filed2026-07-13

AOA

ISHARES TR

1.59%

Shares8.4K

Event2026-06-30

Filed2026-07-13

VCSH

VANGUARD SCOTTSDALE FDS

-0.92%

Shares10.3K

Event2026-06-30

Filed2026-07-13

VBK

VANGUARD INDEX FDS

-0.85%

Shares2.2K

Event2026-06-30

Filed2026-07-13

IWF

ISHARES TR

300.00%

Shares6.3K

Event2026-06-30

Filed2026-07-13

COSTCO WHOLESALE CORPORATION

0.00%

Shares716

Event2026-06-30

Filed2026-07-13

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-13

EAGG

ISHARES TR

5.89%

Shares13.5K

Event2026-06-30

Filed2026-07-13

ACWI

ISHARES TR

11.63%

Shares4.1K

Event2026-06-30

Filed2026-07-13

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares18.1K

Event2026-06-30

Filed2026-07-13

META PLATFORMS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-13

AOR

ISHARES TR

0.10%

Shares8.1K

Event2026-06-30

Filed2026-07-13

TBLL

INVESCO EXCH TRADED FD TR II

-32.18%

Shares5.1K

Event2026-06-30

Filed2026-07-13

CAT

CATERPILLAR INC

0.00%

Shares499

Event2026-06-30

Filed2026-07-13

MDYV

SPDR SERIES TRUST

-6.98%

Shares5.2K

Event2026-06-30

Filed2026-07-13

DEXCOM INC

7.61%

Shares7.0K

Event2026-06-30

Filed2026-07-13

ESML

ISHARES TR

3.38%

Shares7.7K

Event2026-06-30

Filed2026-07-13

VANGUARD INDEX FDS

-16.44%

Shares1.1K

Event2026-06-30

Filed2026-07-13

RMD

RESMED INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-13

SPTM

SPDR SERIES TRUST

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-13

SLYG

SPDR SERIES TRUST

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-13

VISA INC

0.00%

Shares949

Event2026-06-30

Filed2026-07-13

QQQ

INVESCO QQQ TR

0.00%

Shares406

Event2026-06-30

Filed2026-07-13

EFG

ISHARES TR

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-13

SLYV

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

IWL

ISHARES TR

-15.05%

Shares1.4K

Event2026-06-30

Filed2026-07-13

MGK

VANGUARD WORLD FD

400.00%

Shares3.0K

Event2026-06-30

Filed2026-07-13

TSLA

TESLA INC

-0.35%

Shares571

Event2026-06-30

Filed2026-07-13

VNQ

VANGUARD INDEX FDS

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-13

DFAX

DIMENSIONAL ETF TRUST

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-13

BROADCOM INC

New

Shares587

Event2026-06-30

Filed2026-07-13

ICF

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-13

ASML

ASML HLDG NV

New

Shares111

Event2026-06-30

Filed2026-07-13

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares227

Event2026-06-30

Filed2026-07-13

ESGE

ISHARES INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-13

LGCY

LEGACY ED INC

New

Shares13.2K

Event2026-06-30

Filed2026-07-13

DIREXION SHARES ETF TRUST

New

Shares19.3K

Event2026-06-30

Filed2026-07-13

OGCP

EMPIRE ST RLTY OP L P

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-13

PLX

PROTALIX BIOTHERAPEUTICS INC

-84.48%

Shares10.0K

Event2026-06-30

Filed2026-07-13

VEEA

VEEA INC

0.00%

Shares39.2K

Event2026-06-30

Filed2026-07-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available