Orin Green Financial, LLC
83 holdingsFiling period: 2026-06-30Current AUM: $268.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR | 53.8K | $40.3M | $41.4M | 15.42% | +604 | 2026-06-30 |
| 2 | IJH | iShares TR | 343.1K | $26.5M | $25.0M | 9.32% | +6.0K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 364.7K | $26.0M | $25.3M | 9.42% | -4,461 | 2026-06-30 |
| 4 | CMF | iShares TR | 284.9K | $16.4M | $15.8M | 5.90% | -2,304 | 2026-06-30 |
| 5 | QCOM | Qualcomm Inc | 85.6K | $15.8M | $15.4M | 5.73% | -864 | 2026-06-30 |
| 6 | SPDW | Spdr Index Shs Fds | 196.8K | $9.9M | $9.7M | 3.61% | -1,676 | 2026-06-30 |
| 7 | EFA | iShares TR | 95.2K | $9.9M | $9.8M | 3.65% | -1,818 | 2026-06-30 |
| 8 | VV | Vanguard Index Fds | 26.9K | $9.2M | $9.5M | 3.53% | -743 | 2026-06-30 |
| 9 | MUB | iShares TR | 84.5K | $9.1M | $8.8M | 3.27% | +112 | 2026-06-30 |
| 10 | IJR | iShares TR | 47.7K | $7.1M | $6.6M | 2.47% | -103 | 2026-06-30 |
| 11 | SPY | State Str Spdr S&P 500 ETF T | 9.0K | $6.7M | $6.9M | 2.56% | -89 | 2026-06-30 |
| 12 | IWR | iShares TR | 60.6K | $6.7M | $6.7M | 2.48% | -1,358 | 2026-06-30 |
| 13 | VO | Vanguard Index Fds | 75.6K | $6.1M | $6.1M | 2.29% | +56.8K | 2026-06-30 |
| 14 | RWO | Spdr Index Shs Fds | 116.5K | $5.8M | $5.5M | 2.06% | -1,362 | 2026-06-30 |
| 15 | VWO | Vanguard Intl Equity Index F | 74.2K | $4.4M | $4.2M | 1.56% | -2,941 | 2026-06-30 |
| 16 | GLD | Spdr Gold TR | 11.7K | $4.3M | $4.3M | 1.60% | +36 | 2026-06-30 |
| 17 | AAPL | Apple Inc | 13.7K | $4.0M | $4.7M | 1.75% | -102 | 2026-06-30 |
| 18 | SPSB | Spdr Series Trust | 130.6K | $3.9M | $3.9M | 1.44% | +2.2K | 2026-06-30 |
| 19 | VB | Vanguard Index Fds | 12.9K | $3.9M | $3.7M | 1.39% | -182 | 2026-06-30 |
| 20 | IAGG | iShares TR | 75.4K | $3.8M | $3.7M | 1.39% | +3.2K | 2026-06-30 |
| 21 | GOOG | Alphabet Inc | 10.4K | $3.7M | $3.3M | 1.21% | +24 | 2026-06-30 |
| 22 | SPAB | Spdr Series Trust | 99.6K | $2.5M | $2.5M | 0.92% | -647 | 2026-06-30 |
| 23 | VUG | Vanguard Index Fds | 26.0K | $2.2M | $2.3M | 0.85% | +21.5K | 2026-06-30 |
| 24 | GBIL | Goldman Sachs ETF TR | 20.1K | $2.0M | $2.0M | 0.75% | -- | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc | 8.4K | $2.0M | $2.1M | 0.78% | -155 | 2026-06-30 |
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