Orin Green Financial, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $213 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $29.3M, Ishares California Muni Bond E with a value of $19.6M, Ishares Core S&P Mid Cap ETF with a value of $19M, Qualcomm Inc with a value of $16.3M, and Vanguard Ftse Developed Market with a value of $15.8M.

Examining the 13F form we can see an increase of $9.93M in the current position value, from $203M to 213M.

Below you can find more details about Orin Green Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $213 Million
ETFs: $184 Million
Technology: $22.3 Million
Communication Services: $2.35 Million
Consumer Cyclical: $1.42 Million
Healthcare: $1.23 Million
Financial Services: $758,000
Consumer Defensive: $465,000
Industrials: $406,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 79
  • Current Value $213 Million
  • Prior Value $203 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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