Orin Green Financial, LLC

Est. AUM

$243.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$34.8M	53221	14.26%	SOLE
2	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$23.7M	369189	9.70%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$22.8M	337076	9.34%	SOLE
4	ISHARES TR	CALIF MUN BD ETF	$16.3M	287164	6.70%	SOLE
5	QUALCOMM INC	COM	$11.1M	86423	4.56%	SOLE
6	ISHARES TR	MSCI EAFE ETF	$9.4M	97021	3.87%	SOLE
7	SPDR INDEX SHS FDS	STATE STREET SPD	$9.1M	198499	3.72%	SOLE
8	ISHARES TR	NATIONAL MUN ETF	$9.0M	84419	3.68%	SOLE
9	VANGUARD INDEX FDS	LARGE CAP ETF	$8.3M	27619	3.39%	SOLE
10	ISHARES TR	RUS MID CAP ETF	$6.0M	61929	2.47%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$5.9M	47852	2.44%	SOLE
12	STATE STR SPDR S&P 500 ETF T	TR UNIT	$5.9M	9057	2.42%	SOLE
13	VANGUARD INDEX FDS	MID CAP ETF	$5.4M	18795	2.21%	SOLE
14	SPDR INDEX SHS FDS	STATE STREET SPD	$5.4M	117813	2.21%	SOLE
15	SPDR GOLD TR	GOLD SHS	$5.0M	11628	2.05%	SOLE
16	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$4.2M	77096	1.71%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	128444	1.58%	SOLE
18	ISHARES TR	CORE INTL AGGR	$3.6M	72149	1.48%	SOLE
19	APPLE INC	COM	$3.5M	13786	1.43%	SOLE
20	VANGUARD INDEX FDS	SMALL CP ETF	$3.4M	13110	1.41%	SOLE
21	ALPHABET INC	CAP STK CL C	$3.0M	10346	1.22%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$2.6M	100214	1.05%	SOLE
23	SEMPRA	COM	$2.3M	23939	0.95%	SOLE
24	GOLDMAN SACHS ETF TR	ACCES TREASURY	$2.0M	20106	0.83%	SOLE
25	VANGUARD INDEX FDS	GROWTH ETF	$2.0M	4482	0.80%	SOLE
26	AMAZON COM INC	COM	$1.8M	8546	0.73%	SOLE
27	SALESFORCE INC	COM	$1.6M	8372	0.64%	SOLE
28	DBX ETF TR	XTRACK MSCI EAFE	$1.5M	31158	0.63%	SOLE
29	ALPHABET INC	CAP STK CL A	$1.5M	5336	0.63%	SOLE
30	SPDR SERIES TRUST	STATE STREET SPD	$1.4M	17994	0.56%	SOLE
31	NVIDIA CORPORATION	COM	$1.3M	7303	0.52%	SOLE
32	ISHARES TR	ESG AWR MSCI USA	$1.3M	8953	0.52%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	25011	0.50%	SOLE
34	ISHARES TR	SHRT NAT MUN ETF	$1.2M	10833	0.47%	SOLE
35	ISHARES TR	RUS MD CP GR ETF	$1.1M	8767	0.46%	SOLE
36	ISHARES TR	MSCI EMG MKT ETF	$1.1M	19379	0.45%	SOLE
37	ISHARES TR	RUSSELL 2000 ETF	$1.0M	4049	0.41%	SOLE
38	ISHARES TR	ESG AW MSCI EAFE	$980K	10251	0.40%	SOLE
39	SPDR SERIES TRUST	STATE STREET SPD	$969K	16376	0.40%	SOLE
40	SPDR INDEX SHS FDS	STATE STREET SPD	$903K	19263	0.37%	SOLE
41	MICROSOFT CORP	COM	$903K	2442	0.37%	SOLE
42	ISHARES TR	CORE US AGGBD ET	$882K	8889	0.36%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$867K	8861	0.36%	SOLE
44	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$824K	10407	0.34%	SOLE
45	INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$800K	7580	0.33%	SOLE
46	ISHARES TR	CORE 80/20 AGGRE	$735K	8313	0.30%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$712K	716	0.29%	SOLE
48	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$696K	18139	0.29%	SOLE
49	VANGUARD INDEX FDS	SML CP GRW ETF	$672K	2224	0.28%	SOLE
50	ISHARES TR	RUS 1000 GRW ETF	$669K	1570	0.27%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.