The Analysis of Orin Green Financial, LLC's Holdings
Currently, Orin Green Financial, LLC holds 77 types of securities in its portfolio with a total value $250.0M. In the most recent quarter, they have increased their positions in IVV (+1.4K shares, valued at $933.6K), IJH (+6.6K shares, valued at $434.4K), IAGG (+4.8K shares, valued at $238.4K); decreased their positions in CMF (-17.9K shares, valued at $1.0M), VWO (-13.5K shares, valued at $723.4K), TSLA (-1.6K shares, valued at $701.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR53.3K shares2.63%2025-12-312026-02-06
VEA VANGUARD TAX-MANAGED FDS372.1K shares-0.43%2025-12-312026-02-06 IJH ISHARES TR335.0K shares2.00%2025-12-312026-02-06 CMF ISHARES TR307.0K shares-5.51%2025-12-312026-02-06 QCOM QUALCOMM INC86.2K shares-0.11%2025-12-312026-02-06 MUB ISHARES TR89.0K shares-4.19%2025-12-312026-02-06 EFA ISHARES TR97.9K shares-5.02%2025-12-312026-02-06 SPDW SPDR INDEX SHS FDS203.8K shares0.20%2025-12-312026-02-06 VV VANGUARD INDEX FDS27.9K shares-4.93%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR9.1K shares-1.41%2025-12-312026-02-06 IWR ISHARES TR61.8K shares-5.97%2025-12-312026-02-06 IJR ISHARES TR47.8K shares1.98%2025-12-312026-02-06 VO VANGUARD INDEX FDS18.7K shares1.48%2025-12-312026-02-06 RWO SPDR INDEX SHS FDS118.3K shares1.10%2025-12-312026-02-06 GLD SPDR GOLD TR11.6K shares0.41%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F79.9K shares-14.41%2025-12-312026-02-06 SPSB SPDR SERIES TRUST129.8K shares1.21%2025-12-312026-02-06 AAPL APPLE INC13.7K shares0.89%2025-12-312026-02-06 IAGG ISHARES TR68.7K shares7.45%2025-12-312026-02-06 VB VANGUARD INDEX FDS13.1K shares-4.65%2025-12-312026-02-06 ALPHABET INC ALPHABET INC10.3K shares5.19%2025-12-312026-02-06 SPAB SPDR SERIES TRUST100.6K shares4.12%2025-12-312026-02-06 CRM SALESFORCE INC8.4K shares-1.05%2025-12-312026-02-06 VUG VANGUARD INDEX FDS4.5K shares-2.69%2025-12-312026-02-06 GBIL GOLDMAN SACHS ETF TR20.1K shares0.00%2025-12-312026-02-06 AMZN AMAZON COM INC8.0K shares2.28%2025-12-312026-02-06 ALPHABET INC ALPHABET INC5.4K shares5.83%2025-12-312026-02-06 DBEF DBX ETF TR31.2K shares0.00%2025-12-312026-02-06 SPYM SPDR SERIES TRUST18.4K shares-2.59%2025-12-312026-02-06 NVDA NVIDIA CORPORATION7.5K shares0.56%2025-12-312026-02-06 SPSM SPDR SERIES TRUST25.5K shares-1.84%2025-12-312026-02-06 IWP ISHARES TR8.7K shares-4.58%2025-12-312026-02-06 ESGU ISHARES TR8.0K shares0.00%2025-12-312026-02-06 MSFT MICROSOFT CORP2.4K shares0.00%2025-12-312026-02-06 SUB ISHARES TR11.0K shares-15.00%2025-12-312026-02-06 EEM ISHARES TR19.8K shares-1.93%2025-12-312026-02-06 IWM ISHARES TR4.0K shares1.90%2025-12-312026-02-06 SPEM SPDR INDEX SHS FDS20.4K shares-9.87%2025-12-312026-02-06 SPMD SPDR SERIES TRUST16.4K shares0.20%2025-12-312026-02-06 SPYG SPDR SERIES TRUST8.9K shares0.00%2025-12-312026-02-06 TSLA TESLA INC2.0K shares-43.78%2025-12-312026-02-06 ESGD ISHARES TR9.1K shares0.00%2025-12-312026-02-06 VCSH VANGUARD SCOTTSDALE FDS10.4K shares-8.25%2025-12-312026-02-06 TBLL INVESCO EXCH TRADED FD TR II7.7K shares-23.88%2025-12-312026-02-06 IWF ISHARES TR1.6K shares0.00%2025-12-312026-02-06 AGG ISHARES TR7.5K shares-12.34%2025-12-312026-02-06 IBIT ISHARES BITCOIN TRUST ETF14.8K shares7.87%2025-12-312026-02-06 META META PLATFORMS INC1.1K shares31.06%2025-12-312026-02-06 AOA ISHARES TR7.7K shares0.69%2025-12-312026-02-06 VBK VANGUARD INDEX FDS2.2K shares0.00%2025-12-312026-02-06 COST COSTCO WHSL CORP NEW716 shares-0.28%2025-12-312026-02-06 AOR ISHARES TR8.0K shares0.16%2025-12-312026-02-06 MDYV SPDR SERIES TRUST5.6K shares0.00%2025-12-312026-02-06 RMD RESMED INC2.0K shares0.00%2025-12-312026-02-06 EAGG ISHARES TR9.8K shares0.00%2025-12-312026-02-06 DXCM DEXCOM INC6.5K shares0.00%2025-12-312026-02-06 ACWI ISHARES TR2.9K shares12.71%2025-12-312026-02-06 VTI VANGUARD INDEX FDS1.1K shares-12.24%2025-12-312026-02-06 V VISA INC949 shares-0.63%2025-12-312026-02-06 ESML ISHARES TR7.0K shares0.00%2025-12-312026-02-06 AMD ADVANCED MICRO DEVICES INC1.5K shares0.00%2025-12-312026-02-06 SPTM SPDR SERIES TRUST3.9K shares0.00%2025-12-312026-02-06 IWL ISHARES TR1.8K shares0.00%2025-12-312026-02-06 EFG ISHARES TR2.6K shares0.00%2025-12-312026-02-06 CAT CATERPILLAR INC499 shares0.00%2025-12-312026-02-06 SLYG SPDR SERIES TRUST2.8K shares0.00%2025-12-312026-02-06 MGK VANGUARD WORLD FD597 shares0.00%2025-12-312026-02-06 SLYV SPDR SERIES TRUST2.5K shares0.00%2025-12-312026-02-06 VNQ VANGUARD INDEX FDS2.5K shares0.00%2025-12-312026-02-06 ADBE ADOBE INC621 shares-0.48%2025-12-312026-02-06 PLX PROTALIX BIOTHERAPEUTICS INC61.4K shares0.38%2025-12-312026-02-06 LGCY LEGACY ED INC10.0K shares0.00%2025-12-312026-02-06 OGCP EMPIRE ST RLTY OP L P10.7K shares0.00%2025-12-312026-02-06 NOK NOKIA CORP10.0K shares0.00%2025-12-312026-02-06 VEEA VEEA INC39.2K shares0.00%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available