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Orin Green Financial, LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $266,527,655
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $40,124,682
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $25,373,813
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $24,728,287
- QUALCOMM INC · COM · 747525103 · shares: $15,651,498
- ISHARES TR · CALIF MUN BD ETF · 464288356 · shares: $15,218,924
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $9,877,175
- SPDR INDEX SHS FDS · ST STR PO EX ETF · 78463X889 · shares: $9,549,610
- VANGUARD INDEX FDS · MRNGSTR LRG CAP · 922908637 · shares: $8,777,954
- ISHARES TR · NATIONAL MUN ETF · 464288414 · shares: $8,663,070
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $6,765,108
Reported holdings
82 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 52,393 shares | $40,124,682 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 359,351 shares | $25,373,813 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 343,687 shares | $24,728,287 |
| QUALCOMM INC | COM | 747525103 | — | 85,044 shares | $15,651,498 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 | — | 281,207 shares | $15,218,924 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 95,073 shares | $9,877,175 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 190,193 shares | $9,549,610 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 24,948 shares | $8,777,954 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 85,688 shares | $8,663,070 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 8,871 shares | $6,765,108 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 47,450 shares | $6,455,072 |
| ISHARES TR | RUS MID CAP ETF | 464287499 | — | 60,270 shares | $6,431,412 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 75,457 shares | $5,917,338 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 111,322 shares | $5,477,061 |
| SPDR INDEX SHS FDS | ST DOW GLOBA ETF | 78463X749 | — | 116,260 shares | $5,394,433 |
| APPLE INC | COM | 037833100 | — | 13,423 shares | $4,470,273 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 11,686 shares | $4,450,307 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 71,810 shares | $4,259,034 |
| SPDR SERIES TRUST | ST SHOR CORP ETF | 78464A474 | — | 131,555 shares | $3,892,715 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 12,578 shares | $3,578,316 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 10,370 shares | $3,533,474 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | — | 100,726 shares | $2,453,687 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 25,475 shares | $2,295,552 |
| AMAZON COM INC | COM | 023135106 | — | 8,270 shares | $2,060,471 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | — | 20,106 shares | $2,012,811 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 | — | 31,158 shares | $1,712,132 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,960 shares | $1,706,637 |
| SALESFORCE INC | COM | 79466L302 | — | 7,209 shares | $1,654,970 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 9,560 shares | $1,594,608 |
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 17,671 shares | $1,586,133 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 6,763 shares | $1,544,626 |
| MICROSOFT CORP | COM | 594918104 | — | 2,442 shares | $1,252,502 |
| SPDR SERIES TRUST | ST STR SP600 SML | 78468R853 | — | 22,906 shares | $1,210,829 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 8,612 shares | $1,185,687 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 16,966 shares | $1,133,174 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 10,833 shares | $1,132,482 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 | — | 10,725 shares | $1,105,211 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 3,965 shares | $1,101,834 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 8,861 shares | $1,090,612 |
| SPDR SERIES TRUST | ST STR P400MID | 78464A847 | — | 15,953 shares | $1,005,685 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | 78463X509 | — | 18,085 shares | $936,079 |
| SEMPRA | COM | 816851109 | — | 11,891 shares | $927,006 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 1,496 shares | $915,193 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 9,273 shares | $876,669 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 18,139 shares | $858,700 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 8,354 shares | $812,546 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | — | 10,320 shares | $797,238 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 6,280 shares | $786,633 |
| META PLATFORMS INC | CL A | 30303M102 | — | 1,055 shares | $765,065 |
| VANGUARD INDEX FDS | MRNGSTR SM CP GR | 922908595 | — | 2,205 shares | $744,915 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 4,446 shares | $705,869 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 1,321 shares | $657,792 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 716 shares | $651,348 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 14,317 shares | $647,844 |
| DEXCOM INC | COM | 252131107 | — | 7,038 shares | $607,309 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 7,957 shares | $545,260 |
| INVESCO EXCH TRADED FD TR II | SHORT TERM ETF | 46138G888 | — | 5,141 shares | $542,684 |
| SPDR SERIES TRUST | ST STR SP400VAL | 78464A839 | — | 5,213 shares | $461,403 |
| RESMED INC | COM | 761152107 | — | 1,992 shares | $440,431 |
| ISHARES TR | ESG AWARE MSCI | 46435U663 | — | 7,988 shares | $415,376 |
| CATERPILLAR INC | COM | 149123101 | — | 499 shares | $404,584 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 948 shares | $354,780 |
| SPDR SERIES TRUST | ST STR PR SP1500 | 78464A805 | — | 3,816 shares | $351,263 |
| VISA INC | COM CL A | 92826C839 | — | 949 shares | $341,004 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 406 shares | $300,346 |
| SPDR SERIES TRUST | ST STR SP600GRWO | 78464A201 | — | 2,805 shares | $300,051 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 2,310 shares | $276,807 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 2,985 shares | $276,560 |
| ISHARES TR | RUS TOP 200 ETF | 464289446 | — | 1,388 shares | $263,942 |
| SPDR SERIES TRUST | ST STR SP600SM C | 78464A300 | — | 2,489 shares | $254,251 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 6,087 shares | $225,341 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 2,459 shares | $220,400 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 3,966 shares | $214,799 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 227 shares | $209,371 |
| BROADCOM INC | COM | 11135F101 | — | 587 shares | $206,149 |
| ISHARES TR | SELECT US REIT | 464287564 | — | 3,276 shares | $206,060 |
| TESLA INC | COM | 88160R101 | — | 571 shares | $202,597 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 111 shares | $201,095 |
| LEGACY ED INC | COM | 52474R207 | — | 13,180 shares | $127,451 |
| PROTALIX BIOTHERAPEUTICS INC | COM | 74365A309 | — | 10,675 shares | $29,463 |
| ETF OPPORTUNITIES TRUST | T RE 2X CRWV ETF | 26923Q465 | — | 10,000 shares | $29,200 |
| EMPIRE ST RLTY OP L P | UNIT LTD PRT 60 | 292102209 | — | 10,737 shares | $7,582 |