Orin Green Financial, LLC
78 holdingsFiling period: 2026-03-31Current AUM: $268.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 53.2K | $34.8M | $39.9M | 14.89% | -54 | 2026-03-31 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 369.2K | $23.7M | $26.1M | 9.72% | -2,941 | 2026-03-31 |
| 3 | IJH | ISHARES TR | 337.1K | $22.8M | $25.4M | 9.46% | +2.1K | 2026-03-31 |
| 4 | CMF | ISHARES TR | 287.2K | $16.3M | $16.2M | 6.05% | -19,863 | 2026-03-31 |
| 5 | QCOM | QUALCOMM INC | 86.4K | $11.1M | $12.8M | 4.76% | +192 | 2026-03-31 |
| 6 | EFA | ISHARES TR | 97.0K | $9.4M | $10.2M | 3.82% | -909 | 2026-03-31 |
| 7 | SPDW | SPDR INDEX SHS FDS | 198.5K | $9.1M | $9.9M | 3.70% | -5,295 | 2026-03-31 |
| 8 | MUB | ISHARES TR | 84.4K | $9.0M | $8.9M | 3.32% | -4,576 | 2026-03-31 |
| 9 | VV | VANGUARD INDEX FDS | 27.6K | $8.3M | $9.5M | 3.54% | -287 | 2026-03-31 |
| 10 | IWR | ISHARES TR | 61.9K | $6.0M | $6.8M | 2.53% | +92 | 2026-03-31 |
| 11 | IJR | ISHARES TR | 47.9K | $5.9M | $7.0M | 2.59% | +69 | 2026-03-31 |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | 9.1K | $5.9M | $6.8M | 2.52% | -3 | 2026-03-31 |
| 13 | VO | VANGUARD INDEX FDS | 18.8K | $5.4M | $6.1M | 2.27% | +108 | 2026-03-31 |
| 14 | RWO | SPDR INDEX SHS FDS | 117.8K | $5.4M | $6.0M | 2.25% | -478 | 2026-03-31 |
| 15 | GLD | SPDR GOLD TR | 11.6K | $5.0M | $4.3M | 1.61% | +7 | 2026-03-31 |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | 77.1K | $4.2M | $4.5M | 1.69% | -2,803 | 2026-03-31 |
| 17 | SPSB | SPDR SERIES TRUST | 128.4K | $3.9M | $3.8M | 1.43% | -1,347 | 2026-03-31 |
| 18 | IAGG | ISHARES TR | 72.1K | $3.6M | $3.6M | 1.34% | +3.4K | 2026-03-31 |
| 19 | AAPL | APPLE INC | 13.8K | $3.5M | $4.3M | 1.59% | +130 | 2026-03-31 |
| 20 | VB | VANGUARD INDEX FDS | 13.1K | $3.4M | $3.9M | 1.44% | +36 | 2026-03-31 |
| 21 | GOOG | ALPHABET INC | 10.3K | $3.0M | $3.7M | 1.38% | -- | 2026-03-31 |
| 22 | SPAB | SPDR SERIES TRUST | 100.2K | $2.6M | $2.5M | 0.94% | -376 | 2026-03-31 |
| 23 | SRE | SEMPRA | 23.9K | $2.3M | $2.1M | 0.79% | -- | 2026-03-31 |
| 24 | GBIL | GOLDMAN SACHS ETF TR | 20.1K | $2.0M | $2.0M | 0.75% | -- | 2026-03-31 |
| 25 | VUG | VANGUARD INDEX FDS | 4.5K | $2.0M | $2.3M | 0.85% | -11 | 2026-03-31 |
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