Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Orin Green Financial, LLC (CIK 1844227) reported $243.8M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($34.8M, 14.26%), VEA ($23.7M, 9.70%), IJH ($22.8M, 9.34%), CMF ($16.3M, 6.70%), QCOM ($11.1M, 4.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $34.8M | 14.26% | 53,221 | Trimmed |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $23.7M | 9.70% | 369,189 | Trimmed |
| 3 | IJH | ISHARES TR | $22.8M | 9.34% | 337,076 | Added |
| 4 | CMF | ISHARES TR | $16.3M | 6.70% | 287,164 | Trimmed |
| 5 | QCOM | QUALCOMM INC | $11.1M | 4.57% | 86,423 | Added |
| 6 | EFA | ISHARES TR | $9.4M | 3.87% | 97,021 | Trimmed |
| 7 | SPDW | SPDR INDEX SHS FDS | $9.1M | 3.72% | 198,499 | Trimmed |
| 8 | MUB | ISHARES TR | $9.0M | 3.68% | 84,419 | Trimmed |
| 9 | VV | VANGUARD INDEX FDS | $8.3M | 3.39% | 27,619 | Trimmed |
| 10 | IWR | ISHARES TR | $6.0M | 2.47% | 61,929 | Added |
| 11 | IJR | ISHARES TR | $5.9M | 2.44% | 47,852 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $5.9M | 2.42% | 9,057 | Trimmed |
| 13 | RWO | SPDR INDEX SHS FDS | $5.4M | 2.21% | 117,813 | Trimmed |
| 14 | VO | VANGUARD INDEX FDS | $5.4M | 2.21% | 18,795 | Added |
| 15 | GLD | SPDR GOLD TR | $5.0M | 2.05% | 11,628 | Added |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $4.2M | 1.71% | 77,096 | Trimmed |
| 17 | SPSB | SPDR SERIES TRUST | $3.9M | 1.58% | 128,444 | Trimmed |
| 18 | IAGG | ISHARES TR | $3.6M | 1.48% | 72,149 | Added |
| 19 | AAPL | APPLE INC | $3.5M | 1.44% | 13,786 | Added |
| 20 | VB | VANGUARD INDEX FDS | $3.4M | 1.41% | 13,110 | Added |
| 21 | GOOG | ALPHABET INC | $3.0M | 1.22% | 10,346 | Hold |
| 22 | SPAB | SPDR SERIES TRUST | $2.6M | 1.05% | 100,214 | Trimmed |
| 23 | SRE | SEMPRA | $2.3M | 0.95% | 23,939 | New |
| 24 | GBIL | GOLDMAN SACHS ETF TR | $2.0M | 0.83% | 20,106 | Hold |
| 25 | VUG | VANGUARD INDEX FDS | $2.0M | 0.80% | 4,482 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31