Orin Green Financial, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Orin Green Financial, LLC 13F Holdings
CIK 0001844227 · SAN DIEGO, CA
As of Sep 30, 2025, Orin Green Financial, LLC reported
88 positions worth $250.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 51,912 | $34.7M | 13.89% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 373,723 | $22.4M | 8.95% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 328,372 | $21.4M | 8.57% |
| ISHARES CALIFORNIA MUNI BOND ETF | CMF | — | 324,921 |
|
8.5M7.41% |
| QUALCOMM INC | QCOM | Technology | 86,326 |
4.4M | 5.74% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 92,887 | $9.9M | 3.95% |
| ISHARES MSCI EAFE ETF | EFA | — | 103,105 | $9.6M | 3.85% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 29,354 | $9.0M | 3.61% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 203,396 | $8.7M | 3.48% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 65,761 | $6.3M | 2.54% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,190 | $6.1M | 2.45% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 46,856 | $5.6M | 2.23% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 18,414 | $5.4M | 2.16% |
| SPDR(R) DOW JONES GLOBAL REAL ESTATE ETF | RWO | — | 117,000 | $5.4M | 2.14% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 93,356 | $5.1M | 2.02% |
| SPDR GOLD TRUST | GQ9 | — | 11,573 | $4.1M | 1.64% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 128,243 | $3.9M | 1.55% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 13,711 | $3.5M | 1.39% |
| APPLE INC | AAPL | Technology | 13,536 | $3.4M | 1.38% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 63,956 | $3.3M | 1.31% |
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF | SPAB | — | 96,606 | $2.5M | 1.00% |
| ALPHABET INC | GOOG | Equity | 9,836 | $2.4M | 0.96% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 4,617 | $2.2M | 0.89% |
| GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | GBIL | — | 20,106 | $2.0M | 0.81% |
| SALESFORCE INC | CRM | Technology | 8,461 | $2.0M | 0.80% |