Orin Green Financial, LLC
CIK 1844227 · Holdings on Dec 31, 2024 · First reported Feb 19, 2025
Top ten holdings
Q4 2024- IVV13.86%
- CMF9.32%
- IJH8.56%
- VEA7.33%
- QCOM5.87%
- MUB5.60%
- VV3.55%
- EFA3.54%
- SPDW3.03%
- IWR2.71%
Share classes counted separately63.37%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- QCOMWeight decreased · -0.79 pp6.66% → 5.87%Shares -3.74K (-4.12%)
- EFAWeight decreased · -0.35 pp3.89% → 3.54%Shares -1.02K (-0.94%)
- AAPLWeight increased · +0.34 pp1.13% → 1.47%Shares +2.05K (+18.18%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $31.55M | 13.86% | 53.59K principal (USD) | 13.53% → 13.86%+0.33 pp -830 (-1.53%) | Reduced | ↗▾ |
| 02 | CMFISHARES CALIFORNIA MUNI BONDCALIF MUN BD ETF View history and evidence | $21.23M | 9.32% | 370.65K principal (USD) | 9.07% → 9.32%+0.25 pp +8.57K (+2.37%) | Added | ↗▾ |
| 03 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $19.50M | 8.56% | 312.98K principal (USD) | 8.41% → 8.56%+0.15 pp +145 (+0.05%) | Added | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $16.69M | 7.33% | 349.06K principal (USD) | 7.59% → 7.33%-0.26 pp +15.48K (+4.64%) | Added | ↗▾ |
| 05 | QCOMQUALCOMM INC View history and evidence | $13.37M | 5.87% | 87.04K principal (USD) | 6.66% → 5.87%-0.79 pp -3.74K (-4.12%) | Reduced | ↗▾ |
| 06 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $12.76M | 5.60% | 119.75K principal (USD) | 5.51% → 5.60%+0.09 pp +2.16K (+1.83%) | Added | ↗▾ |
| 07 | VVVNGRD MRGSTR LRG-CAP ETF-USDLARGE CAP ETF View history and evidence | $8.09M | 3.55% | 29.99K principal (USD) | 3.51% → 3.55%+0.04 pp -968 (-3.13%) | Reduced | ↗▾ |
| 08 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $8.07M | 3.54% | 106.74K principal (USD) | 3.89% → 3.54%-0.35 pp -1.02K (-0.94%) | Reduced | ↗▾ |
| 09 | SPDWSTE STR SPDR PT DW EU ETFPORTFOLIO DEVLPD View history and evidence | $6.90M | 3.03% | 202.20K principal (USD) | 3.26% → 3.03%-0.23 pp +647 (+0.32%) | Added | ↗▾ |
| 10 | IWRISHARES RUSSELL MID-CAP ETFRUS MID CAP ETF View history and evidence | $6.18M | 2.71% | 69.87K principal (USD) | 2.67% → 2.71%+0.04 pp -277 (-0.39%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TBLL INVESCO SHORT TERM TREASURY | Non-derivative | -12,575 | -$1.33M | SEC filing ↗ | SEC filing ↗ |
| LLY ELI LILLY & CO | Non-derivative | -306 | -$271.10K | SEC filing ↗ | SEC filing ↗ |
| TMO THERMO FISHER SCIENTIFIC INC | Non-derivative | -377 | -$233.20K | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1844227 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-19
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 227693686
}Research all 79 reported holdings.
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