What Orin Green Financial, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1844227 · Filed Jul 13, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TRCORE S&P500 ETF | 53.8K | +1.1% | $40.3M | 14.9% |
ISHARES TRCORE S&P MCP ETF | 343.1K | +1.8% | $26.5M | 9.8% |
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | 364.7K | −1.2% | $26M | 9.6% |
ISHARES TRCALIF MUN BD ETF | 284.9K |
| −0.8% |
| $16.4M |
| 6.1% |
QCOMQualcomm Inc | 85.6K | −1.0% | $15.8M | 5.8% |
SPDR INDEX SHS FDSST STR PO EX ETF | 196.8K | New | $9.9M | 3.7% |
ISHARES TRMSCI EAFE ETF | 95.2K | −1.9% | $9.9M | 3.6% |
VANGUARD INDEX FDSLARGE CAP ETF | 26.9K | −2.7% | $9.2M | 3.4% |
ISHARES TRNATIONAL MUN ETF | 84.5K | +0.1% | $9.1M | 3.4% |
ISHARES TRCORE S&P SCP ETF | 47.7K | −0.2% | $7.1M | 2.6% |
SPYSPDR S&P 500 ETF Trust | 9K | −1.0% | $6.7M | 2.5% |
ISHARES TRRUS MID CAP ETF | 60.6K | −2.2% | $6.7M | 2.5% |
VANGUARD INDEX FDSMID CAP ETF | 75.6K | +302.1% | $6.1M | 2.2% |
SPDR INDEX SHS FDSST DOW GLOBA ETF | 116.5K | New | $5.8M | 2.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 74.2K | −3.8% | $4.4M | 1.6% |
GLDSPDR Gold Trust | 11.7K | +0.3% | $4.3M | 1.6% |
AAPLApple Inc. | 13.7K | −0.7% | $4M | 1.5% |
SPDR SERIES TRUSTST SHOR CORP ETF | 130.6K | New | $3.9M | 1.4% |
VANGUARD INDEX FDSSMALL CP ETF | 12.9K | −1.4% | $3.9M | 1.4% |
ISHARES TRCORE INTL AGGR | 75.4K | +4.5% | $3.8M | 1.4% |
GOOGAlphabet Inc. | 10.4K | +0.2% | $3.7M | 1.4% |
SPDR SERIES TRUSTST STR AGGRE ETF | 99.6K | New | $2.5M | 0.9% |
VANGUARD INDEX FDSGROWTH ETF | 26K | +479.5% | $2.2M | 0.8% |
GOLDMAN SACHS ETF TRACCES TREASURY | 20.1K | ±0% | $2M | 0.7% |
AMZNAmazon Com Inc | 8.4K | −1.8% | $2M | 0.7% |
GOOGLAlphabet Inc. | 5K | −7.0% | $1.8M | 0.7% |
DBX ETF TRXTRACK MSCI EAFE | 31.2K | ±0% | $1.7M | 0.6% |
SPDR SERIES TRUSTST STR P500ETF | 17.9K | New | $1.6M | 0.6% |
ISHARES TRESG AWR MSCI USA | 9.3K | +3.4% | $1.5M | 0.6% |
NVDANVIDIA Corp | 7.2K | −1.8% | $1.4M | 0.5% |
SPDR SERIES TRUSTST STR SP600 SML | 23.5K | New | $1.4M | 0.5% |
CRMSalesforce, Inc. | 8.4K | −0.0% | $1.3M | 0.5% |
ISHARES TRRUS MD CP GR ETF | 8.7K | −1.2% | $1.3M | 0.5% |
ISHARES TRRUSSELL 2000 ETF | 4K | −0.2% | $1.2M | 0.4% |
ISHARES TRMSCI EMG MKT ETF | 17.5K | −9.6% | $1.2M | 0.4% |
ISHARES TRSHRT NAT MUN ETF | 10.8K | ±0% | $1.2M | 0.4% |
SRESempra | 11.9K | −50.3% | $1.1M | 0.4% |
SPDR SERIES TRUSTST STR P400MID | 16.1K | New | $1.1M | 0.4% |
ISHARES TRESG AW MSCI EAFE | 10.4K | +1.1% | $1.1M | 0.4% |
SPDR SERIES TRUSTST STR P500GRW | 8.9K | New | $1.1M | 0.4% |
SPDR INDEX SHS FDSST PORT MARK ETF | 18.5K | New | $957.8K | 0.4% |
MSFTMicrosoft Corp | 2.4K | ±0% | $910.9K | 0.3% |
ISHARES TRCORE US AGGBD ET | 9K | +1.4% | $892.1K | 0.3% |
AMDAdvanced Micro Devices Inc | 1.5K | −0.5% | $869K | 0.3% |
ISHARES TRCORE 80 20 ETF | 8.4K | New | $824.2K | 0.3% |
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD | 10.3K | −0.9% | $814.8K | 0.3% |
VANGUARD INDEX FDSSML CP GRW ETF | 2.2K | −0.9% | $806.4K | 0.3% |
ISHARES TRRUS 1000 GRW ETF | 6.3K | +300.0% | $779.8K | 0.3% |
COSTCostco Wholesale Corp | 716 | ±0% | $669.3K | 0.2% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1.3K | ±0% | $661K | 0.2% |
ISHARES TRESG AWR US AGRGT | 13.5K | +5.9% | $639.8K | 0.2% |
ISHARES TRMSCI ACWI ETF | 4.1K | +11.6% | $638.7K | 0.2% |
IBITiShares Bitcoin Trust ETF | 18.1K | ±0% | $603.8K | 0.2% |
METAMeta Platforms, Inc. | 1.1K | ±0% | $594.3K | 0.2% |
ISHARES TRCORE 60 BALA ETF | 8.1K | New | $563.5K | 0.2% |
INVESCO EXCH TRADED FD TR IISHORT TERM ETF | 5.1K | New | $542.7K | 0.2% |
CATCaterpillar Inc | 499 | ±0% | $531.4K | 0.2% |
SPDR SERIES TRUSTST STR SP400VAL | 5.2K | New | $494.5K | 0.2% |
DXCMDexCom Inc | 7K | +7.6% | $474K | 0.2% |
ISHARES TRESG AWARE MSCI | 7.7K | +3.4% | $433K | 0.2% |
VANGUARD INDEX FDSTOTAL STK MKT | 1.1K | −16.4% | $402.6K | 0.1% |
RMDResmed Inc | 2K | ±0% | $388.2K | 0.1% |
SPDR SERIES TRUSTST STR PR SP1500 | 3.9K | New | $355.3K | 0.1% |
SPDR SERIES TRUSTST STR SP600GRWO | 2.8K | New | $334.2K | 0.1% |
VVisa Inc. | 949 | ±0% | $325.6K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 406 | ±0% | $299K | 0.1% |
ISHARES TREAFE GRWTH ETF | 2.3K | ±0% | $287.4K | 0.1% |
SPDR SERIES TRUSTST STR SP600SM C | 2.5K | New | $271.6K | 0.1% |
ISHARES TRRUS TOP 200 ETF | 1.4K | −15.1% | $263K | 0.1% |
VANGUARD WORLD FDMEGA GRWTH IND | 3K | +400.0% | $262.4K | 0.1% |
TSLATesla, Inc. | 571 | −0.3% | $240.2K | 0.1% |
VANGUARD INDEX FDSREAL ESTATE ETF | 2.5K | ±0% | $237.1K | 0.1% |
DIMENSIONAL ETF TRUSTWORLD EX US CORE | 6.1K | ±0% | $224.2K | 0.1% |
AVGOBroadcom Inc. | 587 | New | $221.7K | 0.1% |
ISHARES TRSELECT US REIT | 3.3K | ±0% | $221.6K | 0.1% |
ASMLASML Holding NV | 111 | New | $220.8K | 0.1% |
STXSeagate Technology Holdings plc | 227 | New | $219.1K | 0.1% |
ISHARES INCESG AWR MSCI EM | 3.8K | New | $205.4K | 0.1% |
LGCYLegacy Education Inc. | 13.2K | New | $155K | 0.1% |
DIREXION SHARES ETF TRUSTDAI SEM 3X ETF | 19.3K | New | $62.4K | 0.1% |
OGCPEmpire State Realty OP, L.P. | 10.7K | ±0% | $51K | 0.1% |
PLXProtalix BioTherapeutics, Inc. | 10K | −84.5% | $23.3K | 0.1% |
VEEAVeea Inc. | 39.2K | ±0% | $9.3K | 0.1% |