Institutions / Orin Green Financial, LLC
Orin Green Financial, LLC
CIK 1844227 · Institution · as of Dec 31, 2025
Portfolio value
$250.00M
Positions
77
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 77 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $36.49M | 14.6% |
| Vanguard Tax-Managed Fds | $23.25M | 9.3% |
| iShares Tr | $22.11M | 8.8% |
| iShares Tr | $17.64M | 7.1% |
| Qualcomm INC/DE | $14.75M | 5.9% |
| iShares Tr | $9.53M | 3.8% |
| iShares Tr | $9.40M | 3.8% |
| SPDR Index Shs Fds | $9.05M | 3.6% |
| Vanguard Index Fds | $8.78M | 3.5% |
| SPDR S&P 500 ETF Tr | $6.18M | 2.5% |
| iShares Tr | $5.95M | 2.4% |
| iShares Tr | $5.74M | 2.3% |
| Vanguard Index Fds | $5.42M | 2.2% |
| SPDR Index Shs Fds | $5.33M | 2.1% |
| SPDR Gold Tr | $4.61M | 1.8% |
| Vanguard Intl Equity Index F | $4.30M | 1.7% |
| SPDR Series Trust | $3.92M | 1.6% |
| Apple Inc. | $3.71M | 1.5% |
| iShares Tr | $3.44M | 1.4% |
| Vanguard Index Fds | $3.37M | 1.3% |
| Alphabet Inc. | $3.25M | 1.3% |
| SPDR Series Trust | $2.59M | 1.0% |
| Salesforce Inc | $2.22M | 0.9% |
| Vanguard Index Fds | $2.19M | 0.9% |
| Goldman Sachs ETF Tr | $2.01M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.