Orin Green Financial, LLC Purchases and Sells in Q3 2025

Orin Green Financial, LLC

$248 Million
Q3 2025

Top Buys

Incresed Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	716 + 1.4%	$620.67 - $670.08 $444K - $480K	51.9K $34.7M
IJH	4.69K + 1.45%	$62.09 - $66.51 $291K - $312K	328K $21.4M
AAPL	322 + 2.44%	$202.38 - $256.87 $65.2K - $82.7K	13.5K $3.45M
GOOG	42 + 0.43%	$175.16 - $255.24 $7.36K - $10.7K	9.84K $2.4M
SPY	251 + 2.81%	$617.65 - $666.84 $155K - $167K	9.19K $6.12M
SPDW	2.44K + 1.22%	$39.8 - $42.86 $97.2K - $105K	203K $8.7M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HDEF	11.6K New	$28.42 - $30.45 $330K - $353K	11.6K $341K
SCHD	11.3K New	$26.38 - $27.95 $299K - $317K	11.3K $309K
SCHI	12.3K New	$22.45 - $23.2 $276K - $285K	12.3K $283K
CAT	499 New	$390.92 - $477.15 $195K - $238K	499 $238K
VIG	1.31K New	N/A	1.31K $238K
SLYV	2.49K New	$79.39 - $90.39 $198K - $225K	2.49K $220K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CMF	-17.2K - 5.03%	$55.16 - $57.13 $949K - $983K	325K $18.5M
IWL	-2.85K - 61.96%	$152.78 - $166.59 $435K - $475K	1.75K $290K
SUB	-3.19K - 19.81%	$106.17 - $107.3 $339K - $342K	12.9K $1.38M
MUB	-4.47K - 4.6%	$103.24 - $106.68 $462K - $477K	92.9K $9.89M
SPAB	-10.2K - 9.58%	$25.21 - $25.99 $258K - $266K	96.6K $2.5M
EEM	-6.77K - 25.14%	$48.07 - $53.4 $325K - $361K	20.2K $1.08M

Activity Summary All Purchases 41 New Holdings 10 Increased Positions 31 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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