account_balance
Investment manager · 13F filer · SEC CIK 1844227
Orin Green Financial, LLC
Reported value$267Mas of Sep 30, 2026
Positions82 1 new, 2 sold out
Top 10 weight61.8%IVV alone is 15%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
15.1%Trimmed −3%
VEAVanguard Tax-Managed FDS
9.5%
IJHiShares Tr
9.3%
QCOMQualcomm Inc
5.9%
CMFiShares Tr
5.7%
EFAiShares Tr
3.7%
SPDWSPDR Index SHS FDS
3.6%Trimmed −3%
VVVanguard Index FDS
3.3%Trimmed −7%
MUBiShares Tr
3.3%
SPYSPDR S&P 500 ETF Trust
2.5%
IJRiShares Tr
2.4%
IWRiShares Tr
2.4%
IVViShares Tr
15.1%Trimmed −3%
VEAVanguard Tax-Managed FDS
9.5%
IJHiShares Tr
9.3%
QCOMQualcomm Inc
5.9%
CMFiShares Tr
5.7%
EFAiShares Tr
3.7%
SPDWSPDR Index SHS FDS
3.6%
VVVanguard Index FDS
3.3%
MUB3.3%
SPYIJR2.4%
IWR2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 15.1% Trimmed −3%
VEA Vanguard Tax-Managed FDS 9.5% Held
IJH iShares Tr 9.3% Held
QCOM Qualcomm Inc 5.9% HeldCMF iShares Tr 5.7% Held
EFA iShares Tr 3.7% Held
SPDW SPDR Index SHS FDS 3.6% Trimmed −3%
VV Vanguard Index FDS 3.3% Trimmed −7%
MUB iShares Tr 3.3% Held
SPY SPDR S&P 500 ETF Trust 2.5% HeldIJR iShares Tr 2.4% Held
IWR iShares Tr 2.4% Held
What changed
Biggest moves since Jun 30, 2026
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