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CIK: 0001844227
Total reported value
$271.1M
$271.1M
77 檔
42.1%
During the Q4 2025 filing period, Orin Green Financial, LLC (CIK: 0001844227) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $271.1M across 77 reported positions.
In Q4 2025, Orin Green Financial, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.60% | +0.61% | +2.63% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.30% | -0.11% | -0.43% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.84% | +0.42% | +2.00% | |
| 4 | CMF | Ishares California Muni Bond | ETF-Other | 7.06% | -0.64% | -5.51% | |
| 5 | QCOM | Qualcomm Inc | Stock-Tech | 5.90% | +1.26% | -0.11% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 3.81% | -0.32% | -4.19% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.76% | -0.22% | -5.02% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 3.62% | -0.06% | +0.20% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-Other | 3.51% | +0.02% | -4.93% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.47% | +0.05% | -1.41% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 2.38% | — | -5.97% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.30% | +0.17% | +1.98% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 2.17% | +0.04% | +1.48% | |
| 14 | RWO | State Street Spdr Dow Jones | ETF-Other | 2.13% | -0.07% | +1.10% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.84% | -0.46% | +0.41% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.72% | -0.08% | -14.41% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.57% | -0.13% | +1.21% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.02% | +0.89% | |
| 19 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.37% | -0.07% | +7.45% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.35% | +0.04% | -4.65% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.30% | +0.13% | +5.18% | |
| 22 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.04% | -0.11% | +4.12% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.89% | -0.16% | -1.05% | |
| 24 | VUG | Vanguard Growth ETF | ETF-Other | 0.88% | +0.03% | -2.69% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.80% | -0.09% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | +0.01% | +2.28% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.02% | +5.83% | |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.60% | — | — | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.02% | -2.59% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | +0.01% | +0.56% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.48% | — | -1.84% | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.48% | +0.01% | -4.58% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.48% | +0.04% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.03% | — | |
| 35 | SUB | Ishares Short-term National | ETF-Other | 0.47% | -0.04% | -15.00% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.43% | -0.01% | -1.93% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.04% | +1.90% | |
| 38 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.38% | -0.02% | -9.87% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.38% | — | +0.20% | |
| 40 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | — | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | — | -43.78% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.34% | -0.01% | — | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.33% | -0.04% | -8.25% | |
| 44 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.32% | -0.13% | -23.88% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.31% | +0.02% | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.30% | -0.03% | -12.34% | |
| 47 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.29% | -0.07% | +7.87% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | +31.06% | |
| 49 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.28% | — | +0.69% | |
| 50 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.27% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.7% | +2.63% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.4% | -0.43% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +5.18% | Add |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +2.00% | Add |
| 5 | GLD | Spdr Gold Shares | +0.2% | +0.41% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.83% | Add |
| 7 | QCOM | Qualcomm Inc | +0.2% | -0.11% | Trim |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +0.20% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +0.89% | Add |
| 10 | CRM | Salesforce Inc | +0.1% | -1.05% | Trim |
| 11 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.98% | Add |
| 12 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +7.45% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +2.28% | Add |
| 14 | META | Meta Platforms Inc-class A | 0% | +31.06% | Add |
| 15 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +4.12% | Add |
| 16 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.41% | Trim |
| 18 | ACWI | Ishares Msci Acwi ETF | 0% | +12.71% | Add |
| 19 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | — | Unchanged |
| 20 | SPSB | Ss Spdr P St C CORP ETF | 0% | +1.21% | Add |
| 21 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 22 | COST | Costco Wholesale CORP | 0% | -0.28% | Trim |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | -12.24% | Trim |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -8.25% | Trim |
| 25 | RMD | Resmed Inc | 0% | — | Unchanged |
| 26 | VB | Vanguard Small-cap ETF | 0% | -4.65% | Trim |
| 27 | AGG | Ishares Core U.s. Aggregate | 0% | -12.34% | Trim |
| 28 | IWP | Ishares Russell Mid-cap Grow | 0% | -4.58% | Trim |
| 29 | SPEM | State Street Sp Ptf Em ETF | 0% | -9.87% | Trim |
| 30 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 31 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | +7.87% | Add |
| 32 | SUB | Ishares Short-term National | -0.1% | -15.00% | Trim |
| 33 | EFA | Ishares Msci Eafe ETF | -0.1% | -5.02% | Trim |
| 34 | TBLL | Invesco Short Term Treasury | -0.1% | -23.88% | Trim |
| 35 | VV | Vanguard Large-cap ETF | -0.1% | -4.93% | Trim |
| 36 | MUB | Ishares National Muni Bond E | -0.1% | -4.19% | Trim |
| 37 | IWR | Ishares Russell Mid-cap ETF | -0.2% | -5.97% | Trim |
| 38 | TSLA | Tesla Inc | -0.3% | -43.78% | Trim |
| 39 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -14.41% | Trim |
| 40 | CMF | Ishares California Muni Bond | -0.4% | -5.51% | Trim |
| 41 | HDEF | Xtrackers Msci Eafe High Div | — | EXIT | Sold out |
| 42 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | Sold out |
| 43 | SMBS | Schwab Mbs ETF | — | EXIT | Sold out |
| 44 | SCHI | Schwab 5-10 Year Corporate B | — | EXIT | Sold out |
| 45 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | Sold out |
| 46 | DFAX | Dimensional World Ex US Core | — | EXIT | Sold out |
| 47 | HD | Home Depot Inc | — | EXIT | Sold out |
| 48 | SDY | Ss Spdr S&p Dividend ETF | — | EXIT | Sold out |
| 49 | VCIT | Vanguard Int-term Corporate | — | EXIT | Sold out |
| 50 | ICF | Ishares Select U.s. Reit ETF | — | EXIT | Sold out |
According to official SEC Form 13F filings, Orin Green Financial, LLC reported a total U.S. public equity portfolio value of $271.1M across 77 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, IJH) accounted for 42.1% of total reported equity market value during Q4 2025.
Top Position Liquidated / Trimmed
HDEF
前期市值: $341.2K
During Q4 2025, Orin Green Financial, LLC's top holdings by market value included IVV (14.6%)、VEA (9.3%)、IJH (8.8%). The largest single position, IVV, represented 14.6% of total portfolio value.
In Q4 2025, Orin Green Financial, LLC made 45 total portfolio adjustments, initiating 0 new buys, adding to 15 positions, trimming 20 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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