Orin Green Financial

SAN DIEGO, CAfiles as Orin Green Financial, LLC

$271m in 83 US stocks at the end of 30 June 2026. The top 10 are 62.8% of the money. It changed about 3.8% of the portfolio this quarter.

Value

$271m

Stocks

Top 10 share

62.8%

Turnover

3.8%

What changed this quarter

New

Bought for the first time this quarter.

BroadcomAVGO
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
Seagate Technology HoldingsSTX
<0.1% of the fund
IsharesESGE
<0.1% of the fund
Legacy EducationLGCY
<0.1% of the fund
Direxion Shares ETF Trust
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIAGG
1.4% of the fund
+5%
Ishares TRESGU
0.6% of the fund
+3%
Ishares TREAGG
0.2% of the fund
+6%
Ishares TRACWI
0.2% of the fund
+12%
DexcomDXCM
0.2% of the fund
+8%
Ishares TRESML
0.2% of the fund
+3%

Cut

Sold some of their stake.

Vanguard Index FDSVV
3.4% of the fund
-3%
Ishares TRIWR
2.5% of the fund
-2%
Vanguard Intl Equity Index FVWO
1.6% of the fund
-4%
Vanguard Index FDSVUG
0.8% of the fund
-3%
AlphabetGOOGL
0.7% of the fund
-7%
Spdr Series TrustSPSM
0.5% of the fund
-6%
Ishares TREEM
0.4% of the fund
-10%
SempraSRE
0.4% of the fund
-50%
Spdr Index SHS FDSSPEM
0.4% of the fund
-4%
Invesco Exch Traded FD TR IITBLL
0.2% of the fund
-32%
Spdr Series TrustMDYV
0.2% of the fund
-7%
Vanguard Index FDSVTI
0.1% of the fund
-16%
Ishares TRIWL
<0.1% of the fund
-15%
Protalix BioTherapeuticsPLX
<0.1% of the fund
-84%

Sold out

Sold their entire stake.

NokiaNOK
-100%

Holdings

Ishares TRIVV
Share
14.9%
Value
$40m
Shares
53,825
Held
Ishares TRIJH
Share
9.8%
Value
$26m
Shares
343,070
Held
Vanguard Tax-Managed FDSVEA
Share
9.6%
Value
$26m
Shares
364,728
Held
Ishares TRCMF
Share
6.1%
Value
$16m
Shares
284,860
Held
QualcommQCOM
Share
5.8%
Value
$16m
Shares
85,559
Held
Spdr Index SHS FDSSPDW
Share
3.7%
Value
$10m
Shares
196,823
Held
Ishares TREFA
Share
3.6%
Value
$10m
Shares
95,203
Held
Vanguard Index FDSVV
Share
3.4%
Value
$9m
Shares
26,876
-3%
Ishares TRMUB
Share
3.4%
Value
$9m
Shares
84,531
Held
Ishares TRIJR
Share
2.6%
Value
$7m
Shares
47,749
Held
State STR Spdr S&P 500 ETF TSPY
Share
2.5%
Value
$7m
Shares
8,968
Held
Ishares TRIWR
Share
2.5%
Value
$7m
Shares
60,571
-2%
Vanguard Index FDSVO
Share
2.2%
Value
$6m
Shares
75,582
Held
Spdr Index SHS FDSRWO
Share
2.1%
Value
$6m
Shares
116,451
Held
Vanguard Intl Equity Index FVWO
Share
1.6%
Value
$4m
Shares
74,155
-4%
Spdr Gold TRGLD
Share
1.6%
Value
$4m
Shares
11,664
Held
AppleAAPL
Share
1.5%
Value
$4m
Shares
13,684
Held
Spdr Series TrustSPSB
Share
1.4%
Value
$4m
Shares
130,628
Held
Vanguard Index FDSVB
Share
1.4%
Value
$4m
Shares
12,928
Held
Ishares TRIAGG
Share
1.4%
Value
$4m
Shares
75,394
+5%
AlphabetGOOG
Share
1.4%
Value
$4m
Shares
10,370
Held
Spdr Series TrustSPAB
Share
0.9%
Value
$3m
Shares
99,567
Held
Vanguard Index FDSVUG
Share
0.8%
Value
$2m
Shares
25,975
-3%
Goldman Sachs ETF TRGBIL
Share
0.7%
Value
$2m
Shares
20,106
Held
Amazon.comAMZN
Share
0.7%
Value
$2m
Shares
8,391
Held
AlphabetGOOGL
Share
0.7%
Value
$2m
Shares
4,961
-7%
DBX ETF TRDBEF
Share
0.6%
Value
$2m
Shares
31,158
Held
Spdr Series TrustSPYM
Share
0.6%
Value
$2m
Shares
17,911
Held
Ishares TRESGU
Share
0.6%
Value
$2m
Shares
9,260
+3%
NvidiaNVDA
Share
0.5%
Value
$1m
Shares
7,173
Held
Spdr Series TrustSPSM
Share
0.5%
Value
$1m
Shares
23,502
-6%
SalesforceCRM
Share
0.5%
Value
$1m
Shares
8,370
Held
Ishares TRIWP
Share
0.5%
Value
$1m
Shares
8,659
Held
Ishares TRIWM
Share
0.4%
Value
$1m
Shares
4,041
Held
Ishares TREEM
Share
0.4%
Value
$1m
Shares
17,526
-10%
Ishares TRSUB
Share
0.4%
Value
$1m
Shares
10,833
Held
SempraSRE
Share
0.4%
Value
$1m
Shares
11,891
-50%
Spdr Series TrustSPMD
Share
0.4%
Value
$1m
Shares
16,095
Held
Ishares TRESGD
Share
0.4%
Value
$1m
Shares
10,359
Held
Spdr Series TrustSPYG
Share
0.4%
Value
$1m
Shares
8,861
Held
Spdr Index SHS FDSSPEM
Share
0.4%
Value
$957,774
Shares
18,497
-4%
MicrosoftMSFT
Share
0.3%
Value
$910,914
Shares
2,442
Held
Ishares TRAGG
Share
0.3%
Value
$892,107
Shares
9,013
Held
Advanced Micro DevicesAMD
Share
0.3%
Value
$869,041
Shares
1,496
Held
Ishares TRAOA
Share
0.3%
Value
$824,232
Shares
8,445
Held
Vanguard Scottsdale FDSVCSH
Share
0.3%
Value
$814,849
Shares
10,311
Held
Vanguard Index FDSVBK
Share
0.3%
Value
$806,369
Shares
2,205
Held
Ishares TRIWF
Share
0.3%
Value
$779,788
Shares
6,280
Held
Costco WholesaleCOST
Share
0.2%
Value
$669,329
Shares
716
Held
Berkshire HathawayBRK-B
Share
0.2%
Value
$661,015
Shares
1,321
Held
Ishares TREAGG
Share
0.2%
Value
$639,798
Shares
13,495
+6%
Ishares TRACWI
Share
0.2%
Value
$638,711
Shares
4,069
+12%
Ishares Bitcoin Trust ETFIBIT
Share
0.2%
Value
$603,847
Shares
18,139
Held
Meta PlatformsMETA
Share
0.2%
Value
$594,270
Shares
1,055
Held
Ishares TRAOR
Share
0.2%
Value
$563,485
Shares
8,107
Held
Invesco Exch Traded FD TR IITBLL
Share
0.2%
Value
$542,736
Shares
5,141
-32%
CaterpillarCAT
Share
0.2%
Value
$531,385
Shares
499
Held
Spdr Series TrustMDYV
Share
0.2%
Value
$494,453
Shares
5,213
-7%
DexcomDXCM
Share
0.2%
Value
$474,009
Shares
7,038
+8%
Ishares TRESML
Share
0.2%
Value
$432,954
Shares
7,741
+3%
Vanguard Index FDSVTI
Share
0.1%
Value
$402,604
Shares
1,088
-16%
ResmedRMD
Share
0.1%
Value
$388,201
Shares
1,992
Held
Spdr Series TrustSPTM
Share
0.1%
Value
$355,261
Shares
3,913
Held
Spdr Series TrustSLYG
Share
0.1%
Value
$334,160
Shares
2,805
Held
VisaV
Share
0.1%
Value
$325,592
Shares
949
Held
Invesco QQQ TRQQQ
Share
0.1%
Value
$298,979
Shares
406
Held
Ishares TREFG
Share
0.1%
Value
$287,410
Shares
2,310
Held
Spdr Series TrustSLYV
Share
0.1%
Value
$271,575
Shares
2,489
Held
Ishares TRIWL
Share
<0.1%
Value
$262,999
Shares
1,422
-15%
Vanguard World FDMGK
Share
<0.1%
Value
$262,411
Shares
2,985
Held
TeslaTSLA
Share
<0.1%
Value
$240,163
Shares
571
Held
Vanguard Index FDSVNQ
Share
<0.1%
Value
$237,121
Shares
2,459
Held
Dimensional ETF TrustDFAX
Share
<0.1%
Value
$224,245
Shares
6,087
Held
BroadcomAVGO
Share
<0.1%
Value
$221,739
Shares
587
New
Ishares TRICF
Share
<0.1%
Value
$221,556
Shares
3,276
Held
ASML Holding NVASML
Share
<0.1%
Value
$220,828
Shares
111
New
Seagate Technology HoldingsSTX
Share
<0.1%
Value
$219,055
Shares
227
New
IsharesESGE
Share
<0.1%
Value
$205,361
Shares
3,755
New
Legacy EducationLGCY
Share
<0.1%
Value
$154,997
Shares
13,180
New
Direxion Shares ETF Trust
Share
<0.1%
Value
$62,370
Shares
19,250
New
Empire ST Rlty OP L POGCP
Share
<0.1%
Value
$51,001
Shares
10,737
Held
Protalix BioTherapeuticsPLX
Share
<0.1%
Value
$23,300
Shares
10,000
-84%
Veea
Share
<0.1%
Value
$9,252
Shares
39,205
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	14.9%	$40m	53,825	Held
Ishares TRIJH	9.8%	$26m	343,070	Held
Vanguard Tax-Managed FDSVEA	9.6%	$26m	364,728	Held
Ishares TRCMF	6.1%	$16m	284,860	Held
QualcommQCOM	5.8%	$16m	85,559	Held
Spdr Index SHS FDSSPDW	3.7%	$10m	196,823	Held
Ishares TREFA	3.6%	$10m	95,203	Held
Vanguard Index FDSVV	3.4%	$9m	26,876	-3%
Ishares TRMUB	3.4%	$9m	84,531	Held
Ishares TRIJR	2.6%	$7m	47,749	Held
State STR Spdr S&P 500 ETF TSPY	2.5%	$7m	8,968	Held
Ishares TRIWR	2.5%	$7m	60,571	-2%
Vanguard Index FDSVO	2.2%	$6m	75,582	Held
Spdr Index SHS FDSRWO	2.1%	$6m	116,451	Held
Vanguard Intl Equity Index FVWO	1.6%	$4m	74,155	-4%
Spdr Gold TRGLD	1.6%	$4m	11,664	Held
AppleAAPL	1.5%	$4m	13,684	Held
Spdr Series TrustSPSB	1.4%	$4m	130,628	Held
Vanguard Index FDSVB	1.4%	$4m	12,928	Held
Ishares TRIAGG	1.4%	$4m	75,394	+5%
AlphabetGOOG	1.4%	$4m	10,370	Held
Spdr Series TrustSPAB	0.9%	$3m	99,567	Held
Vanguard Index FDSVUG	0.8%	$2m	25,975	-3%
Goldman Sachs ETF TRGBIL	0.7%	$2m	20,106	Held
Amazon.comAMZN	0.7%	$2m	8,391	Held
AlphabetGOOGL	0.7%	$2m	4,961	-7%
DBX ETF TRDBEF	0.6%	$2m	31,158	Held
Spdr Series TrustSPYM	0.6%	$2m	17,911	Held
Ishares TRESGU	0.6%	$2m	9,260	+3%
NvidiaNVDA	0.5%	$1m	7,173	Held
Spdr Series TrustSPSM	0.5%	$1m	23,502	-6%
SalesforceCRM	0.5%	$1m	8,370	Held
Ishares TRIWP	0.5%	$1m	8,659	Held
Ishares TRIWM	0.4%	$1m	4,041	Held
Ishares TREEM	0.4%	$1m	17,526	-10%
Ishares TRSUB	0.4%	$1m	10,833	Held
SempraSRE	0.4%	$1m	11,891	-50%
Spdr Series TrustSPMD	0.4%	$1m	16,095	Held
Ishares TRESGD	0.4%	$1m	10,359	Held
Spdr Series TrustSPYG	0.4%	$1m	8,861	Held
Spdr Index SHS FDSSPEM	0.4%	$957,774	18,497	-4%
MicrosoftMSFT	0.3%	$910,914	2,442	Held
Ishares TRAGG	0.3%	$892,107	9,013	Held
Advanced Micro DevicesAMD	0.3%	$869,041	1,496	Held
Ishares TRAOA	0.3%	$824,232	8,445	Held
Vanguard Scottsdale FDSVCSH	0.3%	$814,849	10,311	Held
Vanguard Index FDSVBK	0.3%	$806,369	2,205	Held
Ishares TRIWF	0.3%	$779,788	6,280	Held
Costco WholesaleCOST	0.2%	$669,329	716	Held
Berkshire HathawayBRK-B	0.2%	$661,015	1,321	Held
Ishares TREAGG	0.2%	$639,798	13,495	+6%
Ishares TRACWI	0.2%	$638,711	4,069	+12%
Ishares Bitcoin Trust ETFIBIT	0.2%	$603,847	18,139	Held
Meta PlatformsMETA	0.2%	$594,270	1,055	Held
Ishares TRAOR	0.2%	$563,485	8,107	Held
Invesco Exch Traded FD TR IITBLL	0.2%	$542,736	5,141	-32%
CaterpillarCAT	0.2%	$531,385	499	Held
Spdr Series TrustMDYV	0.2%	$494,453	5,213	-7%
DexcomDXCM	0.2%	$474,009	7,038	+8%
Ishares TRESML	0.2%	$432,954	7,741	+3%
Vanguard Index FDSVTI	0.1%	$402,604	1,088	-16%
ResmedRMD	0.1%	$388,201	1,992	Held
Spdr Series TrustSPTM	0.1%	$355,261	3,913	Held
Spdr Series TrustSLYG	0.1%	$334,160	2,805	Held
VisaV	0.1%	$325,592	949	Held
Invesco QQQ TRQQQ	0.1%	$298,979	406	Held
Ishares TREFG	0.1%	$287,410	2,310	Held
Spdr Series TrustSLYV	0.1%	$271,575	2,489	Held
Ishares TRIWL	<0.1%	$262,999	1,422	-15%
Vanguard World FDMGK	<0.1%	$262,411	2,985	Held
TeslaTSLA	<0.1%	$240,163	571	Held
Vanguard Index FDSVNQ	<0.1%	$237,121	2,459	Held
Dimensional ETF TrustDFAX	<0.1%	$224,245	6,087	Held
BroadcomAVGO	<0.1%	$221,739	587	New
Ishares TRICF	<0.1%	$221,556	3,276	Held
ASML Holding NVASML	<0.1%	$220,828	111	New
Seagate Technology HoldingsSTX	<0.1%	$219,055	227	New
IsharesESGE	<0.1%	$205,361	3,755	New
Legacy EducationLGCY	<0.1%	$154,997	13,180	New
Direxion Shares ETF Trust	<0.1%	$62,370	19,250	New
Empire ST Rlty OP L POGCP	<0.1%	$51,001	10,737	Held
Protalix BioTherapeuticsPLX	<0.1%	$23,300	10,000	-84%
Veea	<0.1%	$9,252	39,205	Held

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 14.7% since 30 June 2025.

Where the money is

Technology9.1%

Media & telecom2.2%

Retail & consumer0.9%

Utilities0.4%

Financial services0.4%

Health care0.3%

Industrials0.3%

Everyday goods0.2%

Other86.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.