Orin Green Financial, LLC Top Holdings and 13F Report (2024) → This Apple-like Innovator is Revolutionizing Healthcare (From Wall Street Star) (Ad) About Orin Green Financial, LLCInvestment ActivityOrin Green Financial, LLC has $212.81 million in total holdings as of March 31, 2024.Orin Green Financial, LLC owns shares of 79 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 8.78% of the portfolio was purchased this quarter.About 2.95% of the portfolio was sold this quarter.This quarter, Orin Green Financial, LLC has purchased 80 new stocks and bought additional shares in 15 stocks.Orin Green Financial, LLC sold shares of 37 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $29,268,271iShares California Muni Bond ETF $19,612,221iShares Core S&P Mid-Cap ETF $19,041,959QUALCOMM $16,266,153Vanguard FTSE Developed Markets ETF $15,822,940 Largest New Holdings this Quarter Vanguard Real Estate ETF $296,626 HoldingAdvanced Micro Devices $223,266 HoldingSPDR S&P 600 Small CapValue ETF $206,513 HoldingiShares MSCI Emerging Markets ex China ETF $205,352 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 251,672 shares (about $15.29M)iShares National Muni Bond ETF 6,406 shares (about $689.29K)iShares California Muni Bond ETF 10,156 shares (about $584.38K)QUALCOMM 3,260 shares (about $551.92K)Vanguard Real Estate ETF 3,430 shares (about $296.63K) Largest Sales this Quarter Apple 4,053 shares (about $695.01K)Vanguard Large-Cap ETF 2,821 shares (about $676.36K)iShares Core S&P 500 ETF 958 shares (about $503.65K)iShares Russell Top 200 ETF 3,881 shares (about $493.35K)iShares Russell 2000 ETF 1,267 shares (about $266.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOrin Green Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$29,268,271$503,646 ▼-1.7%55,67213.8%ETFCMFiShares California Muni Bond ETF$19,612,221$584,376 ▲3.1%340,8459.2%ETFIJHiShares Core S&P Mid-Cap ETF$19,041,959$15,286,581 ▲407.1%313,4998.9%ETFQCOMQUALCOMM$16,266,153$551,917 ▲3.5%96,0797.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$15,822,940$184,023 ▲1.2%315,3877.4%ETFMUBiShares National Muni Bond ETF$11,059,989$689,286 ▲6.6%102,7885.2%ETFEFAiShares MSCI EAFE ETF$8,467,987$257,869 ▼-3.0%106,0354.0%FinanceVVVanguard Large-Cap ETF$8,464,008$676,363 ▼-7.4%35,3024.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$6,783,442$121,999 ▼-1.8%189,2703.2%ETFIWRiShares Russell Mid-Cap ETF$6,001,419$191,557 ▼-3.1%71,3692.8%ETFIJRiShares Core S&P Small-Cap ETF$4,973,577$47,965 ▼-1.0%45,0022.3%ETFSPYSPDR S&P 500 ETF Trust$4,612,829$118,211 ▼-2.5%8,8192.2%FinanceVOVanguard Mid-Cap ETF$4,377,797$59,966 ▼-1.4%17,5212.1%ETFRWOSPDR Dow Jones Global Real Estate ETF$4,098,573$185,923 ▼-4.3%95,7171.9%ETFVWOVanguard FTSE Emerging Markets ETF$3,959,377$190,889 ▼-4.6%94,7901.9%ETFSPSBSPDR Portfolio Short Term Corporate Bond ETF$2,897,901$8,574 ▼-0.3%97,3431.4%ETFVBVanguard Small-Cap ETF$2,713,821$221,732 ▼-7.6%11,8721.3%ETFCRMSalesforce$2,491,3610.0%8,2721.2%Computer and TechnologySPABSPDR Portfolio Aggregate Bond ETF$2,211,199$7,407 ▲0.3%87,4681.0%ETFGLDSPDR Gold Shares$2,062,9600.0%10,0281.0%FinanceGBILGoldman Sachs TreasuryAccess 0-1 Year ETF$2,028,4950.0%20,1061.0%ETFSUBiShares Short-Term National Muni Bond ETF$1,876,133$223,075 ▲13.5%17,9140.9%ETFVUGVanguard Growth ETF$1,832,177$142,499 ▼-7.2%5,3230.9%ETFIAGGiShares Core International Aggregate Bond ETF$1,727,455$97,302 ▲6.0%34,5840.8%ETFGOOGAlphabet$1,491,234$140,384 ▼-8.6%9,7940.7%Computer and TechnologyAAPLApple$1,371,326$695,009 ▼-33.6%7,9970.6%Computer and TechnologyDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,334,8500.0%32,6130.6%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,328,186$68,434 ▼-4.9%30,8590.6%ETFIWPiShares Russell Mid-Cap Growth ETF$1,193,053$114 ▲0.0%10,4530.6%ETFEEMiShares MSCI Emerging Markets ETF$1,191,767$245,740 ▼-17.1%29,0110.6%FinanceVCSHVanguard Short-Term Corporate Bond ETF$1,111,688$212,674 ▼-16.1%14,3800.5%ETFSPLGSPDR Portfolio S&P 500 ETF$988,100$56,607 ▼-5.4%16,0590.5%ETFESGUiShares ESG Aware MSCI USA ETF$917,151$10,346 ▼-1.1%7,9780.4%ManufacturingSPEMSPDR Portfolio Emerging Markets ETF$886,442$69,666 ▼-7.3%24,4940.4%ETFMSFTMicrosoft$835,129$31,133 ▼-3.6%1,9850.4%Computer and TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$815,330$108,847 ▼-11.8%11,1460.4%ETFIWMiShares Russell 2000 ETF$803,136$266,450 ▼-24.9%3,8190.4%FinanceAMZNAmazon.com$790,966$46,538 ▼-5.6%4,3850.4%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$774,932$1,600 ▼-0.2%14,5280.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$741,112$1,273 ▲0.2%7,5670.3%FinanceESGDiShares ESG Aware MSCI EAFE ETF$702,649$8,950 ▲1.3%8,7930.3%ManufacturingIWLiShares Russell Top 200 ETF$696,872$493,353 ▼-41.5%5,4820.3%ETFDXCMDexCom$663,125$30,791 ▲4.9%4,7810.3%MedicalTSLATesla$631,262$7,383 ▼-1.2%3,5910.3%Auto/Tires/TrucksVBKVanguard Small-Cap Growth ETF$591,835$8,343 ▼-1.4%2,2700.3%ETFIWFiShares Russell 1000 Growth ETF$562,1990.0%1,6680.3%ETFAOAiShares Core Aggressive Allocation ETF$545,073$17,043 ▲3.2%7,4200.3%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$500,384$2,812 ▼-0.6%6,5840.2%ETFNVDANVIDIA$496,958$65,960 ▼-11.7%5500.2%Computer and TechnologyBRK.BBerkshire Hathaway$494,5320.0%1,1760.2%FinanceAORiShares Core Growth Allocation ETF$490,405$39,471 ▲8.8%8,8090.2%ETFGOOGLAlphabet$478,599$15,848 ▼-3.2%3,1710.2%Computer and TechnologyEAGGiShares ESG U.S. Aggregate Bond ETF$466,0350.0%9,9030.2%ETFCOSTCostco Wholesale$465,5860.0%6360.2%Retail/WholesaleTREXTrex$406,481$208,477 ▼-33.9%4,0750.2%ConstructionRMDResMed$398,040$11,288 ▼-2.8%2,0100.2%MedicalMETAMeta Platforms$377,7810.0%7780.2%Computer and TechnologyQQQInvesco QQQ$357,4280.0%8050.2%FinanceADBEAdobe$301,7510.0%5980.1%Computer and TechnologyVNQVanguard Real Estate ETF$296,626$296,626 ▲New Holding3,4300.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$290,709$38,055 ▲15.1%7,2190.1%ETFEFGiShares MSCI EAFE Growth ETF$265,7020.0%2,5600.1%ETFVVisa$264,8470.0%9490.1%Business ServicesSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$262,7580.0%4,0960.1%ETFFTVFortive$258,0600.0%3,0000.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$246,6450.0%9490.1%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$246,512$2,442 ▼-1.0%2,8260.1%ETFACWIiShares MSCI ACWI ETF$236,4490.0%2,1470.1%ManufacturingAMDAdvanced Micro Devices$223,266$223,266 ▲New Holding1,2370.1%Computer and TechnologySCZiShares MSCI EAFE Small-Cap ETF$220,3250.0%3,4790.1%ETFSDYSPDR S&P Dividend ETF$212,0840.0%1,6160.1%ETFICFiShares Cohen & Steers REIT ETF$210,2020.0%3,6430.1%ETFSLYVSPDR S&P 600 Small CapValue ETF$206,513$206,513 ▲New Holding2,4890.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$205,352$205,352 ▲New Holding3,5670.1%ManufacturingEMPIRE ST RLTY OP L P$108,9810.0%10,7370.1%UNIT LTD PRT 60PLXProtalix BioTherapeutics$90,720$10,080 ▼-10.0%72,0000.0%MedicalPACBPacific Biosciences of California$45,0000.0%12,0000.0%MedicalNOKNokia Oyj$35,4280.0%10,0080.0%Computer and TechnologySHCRSharecare$28,935$7,675 ▼-21.0%37,7000.0%MedicalDFACDimensional U.S. Core Equity 2 ETF$0$243,252 ▼-100.0%00.0%ETFCXDOCrexendo$0$237,272 ▼-100.0%00.0%Computer and TechnologyFVALFidelity Value Factor ETF$0$211,992 ▼-100.0%00.0%ETFNVTAInvitae$0$48,116 ▼-100.0%00.0%MedicalPGYPagaya Technologies$0$20,700 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. 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