93 is the total number of securities Orin Green Financial, LLC has owned. The longest Orin Green Financial, LLC has owned a single stock is 12 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 12 | 12 | 9.78% | 12.77% | 14.26% | Q4 2020 | Q3 2023 | 12 |
IJH | ISHARES TR | 12 | 12 | 6.51% | 7.99% | 9.13% | Q4 2020 | Q3 2023 | 12 |
VEA | VANGUARD TAX-MANAGED I... | 12 | 12 | 5.50% | 7.87% | 10.70% | Q4 2020 | Q3 2023 | 12 |
CMF | ISHARES TR | 12 | 12 | 1.08% | 5.61% | 10.95% | Q4 2020 | Q3 2023 | 12 |
QCOM | QUALCOMM INC | 12 | 12 | 2.59% | 5.33% | 7.48% | Q4 2020 | Q3 2023 | 12 |
EFA | ISHARES TR | 12 | 12 | 4.03% | 4.94% | 5.87% | Q4 2020 | Q3 2023 | 12 |
VV | VANGUARD INDEX FDS | 12 | 12 | 3.56% | 4.10% | 4.46% | Q4 2020 | Q3 2023 | 12 |
SPDW | SPDR INDEX SHS FDS | 12 | 12 | 3.32% | 4.06% | 5.54% | Q4 2020 | Q3 2023 | 12 |
IWR | ISHARES TR | 12 | 12 | 2.84% | 3.71% | 4.75% | Q4 2020 | Q3 2023 | 12 |
MUB | ISHARES TR | 12 | 12 | 0.57% | 3.15% | 6.16% | Q4 2020 | Q3 2023 | 12 |
IJR | ISHARES TR | 12 | 12 | 2.41% | 3.10% | 3.91% | Q4 2020 | Q3 2023 | 12 |
RWO | SPDR INDEX SHS FDS | 12 | 12 | 2.06% | 2.84% | 3.58% | Q4 2020 | Q3 2023 | 12 |
VO | VANGUARD INDEX FDS | 12 | 12 | 2.09% | 2.56% | 3.00% | Q4 2020 | Q3 2023 | 12 |
VWO | VANGUARD INTL EQUITY I... | 12 | 12 | 2.10% | 2.54% | 3.56% | Q4 2020 | Q3 2023 | 12 |
SPY | SPDR S&P 500 ETF TR | 12 | 12 | 1.75% | 2.15% | 2.58% | Q4 2020 | Q3 2023 | 12 |
VB | VANGUARD INDEX FDS | 12 | 12 | 1.42% | 2.12% | 2.71% | Q4 2020 | Q3 2023 | 12 |
VUG | VANGUARD INDEX FDS | 12 | 12 | 0.85% | 1.55% | 2.33% | Q4 2020 | Q3 2023 | 12 |
AAPL | APPLE INC | 12 | 12 | 1.00% | 1.55% | 2.20% | Q4 2020 | Q3 2023 | 12 |
GBIL | GOLDMAN SACHS ETF TR | 12 | 12 | 1.05% | 1.41% | 2.62% | Q4 2020 | Q3 2023 | 12 |
SPAB | SPDR SER TR | 12 | 12 | 1.06% | 1.26% | 1.49% | Q4 2020 | Q3 2023 | 12 |
EEM | ISHARES TR | 12 | 12 | 0.74% | 1.17% | 1.76% | Q4 2020 | Q3 2023 | 12 |
SPSB | SPDR SER TR | 12 | 12 | 0.62% | 0.95% | 1.59% | Q4 2020 | Q3 2023 | 12 |
DBEF | DBX ETF TR | 12 | 12 | 0.63% | 0.95% | 1.23% | Q4 2020 | Q3 2023 | 12 |
IWM | ISHARES TR | 12 | 12 | 0.50% | 0.74% | 1.07% | Q4 2020 | Q3 2023 | 12 |
IWP | ISHARES TR | 12 | 12 | 0.53% | 0.71% | 1.01% | Q4 2020 | Q3 2023 | 12 |
IAGG | ISHARES TR | 12 | 12 | 0.59% | 0.68% | 0.86% | Q4 2020 | Q3 2023 | 12 |
IWL | ISHARES TR | 12 | 12 | 0.50% | 0.63% | 0.80% | Q4 2020 | Q3 2023 | 12 |
SPSM | SPDR SER TR | 12 | 12 | 0.44% | 0.63% | 0.95% | Q4 2020 | Q3 2023 | 12 |
SPLG | SPDR SER TR | 12 | 12 | 0.47% | 0.60% | 0.76% | Q4 2020 | Q3 2023 | 12 |
AGG | ISHARES TR | 12 | 12 | 0.37% | 0.58% | 1.06% | Q4 2020 | Q3 2023 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.26% | 0.56% | 0.79% | Q4 2020 | Q3 2023 | 12 |
SPMD | SPDR SER TR | 12 | 12 | 0.38% | 0.56% | 0.78% | Q4 2020 | Q3 2023 | 12 |
SPEM | SPDR INDEX SHS FDS | 12 | 12 | 0.31% | 0.50% | 0.96% | Q4 2020 | Q3 2023 | 12 |
VCSH | VANGUARD SCOTTSDALE FDS | 12 | 12 | 0.20% | 0.50% | 0.76% | Q4 2020 | Q3 2023 | 12 |
MSFT | MICROSOFT CORP | 12 | 12 | 0.37% | 0.47% | 0.61% | Q4 2020 | Q3 2023 | 12 |
VBK | VANGUARD INDEX FDS | 12 | 12 | 0.28% | 0.47% | 0.82% | Q4 2020 | Q3 2023 | 12 |
AMZN | AMAZON COM INC | 12 | 12 | 0.24% | 0.38% | 0.52% | Q4 2020 | Q3 2023 | 12 |
MDYV | SPDR SER TR | 12 | 12 | 0.27% | 0.35% | 0.47% | Q4 2020 | Q3 2023 | 12 |
DXCM | DEXCOM INC | 12 | 12 | 0.22% | 0.33% | 0.43% | Q4 2020 | Q3 2023 | 12 |
GOOGL | ALPHABET INC | 12 | 12 | 0.15% | 0.32% | 0.52% | Q4 2020 | Q3 2023 | 12 |
IWF | ISHARES TR | 12 | 12 | 0.22% | 0.29% | 0.36% | Q4 2020 | Q3 2023 | 12 |
AOR | ISHARES TR | 12 | 12 | 0.18% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 12 |
NOK | NOKIA CORP | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SUB | ISHARES TR | 10 | 1 | 0.15% | 0.58% | 1.00% | Q4 2020 | Q3 2023 | 11 |
GOOG | ALPHABET INC | 7 | 4 | 0.33% | 0.53% | 0.76% | Q4 2020 | Q3 2023 | 11 |
TREX | TREX CO INC | 7 | 4 | 0.15% | 0.29% | 0.48% | Q4 2020 | Q3 2023 | 11 |
AOA | ISHARES TR | 7 | 4 | 0.22% | 0.26% | 0.31% | Q4 2020 | Q3 2023 | 11 |
BRKB | BERKSHIRE HATHAWAY INC... | 11 | 11 | 0.16% | 0.22% | 0.27% | Q1 2021 | Q3 2023 | 11 |
SCZ | ISHARES TR | 11 | 11 | 0.11% | 0.22% | 0.31% | Q4 2020 | Q2 2023 | 11 |
ADBE | ADOBE SYSTEMS INCORPOR... | 7 | 4 | 0.12% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 11 |
EFG | ISHARES TR | 7 | 4 | 0.12% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 11 |
OGCP | EMPIRE ST RLTY OP L P | 7 | 4 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
SLY | SPDR SER TR | 10 | 10 | 0.30% | 0.43% | 0.57% | Q4 2020 | Q1 2023 | 10 |
JNJ | JOHNSON & JOHNSON | 6 | 4 | 0.17% | 0.22% | 0.27% | Q4 2020 | Q2 2023 | 10 |
COST | COSTCO WHSL CORP NEW | 10 | 10 | 0.14% | 0.19% | 0.25% | Q2 2021 | Q3 2023 | 10 |
ICF | ISHARES TR | 9 | 1 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q2 2023 | 10 |
V | VISA INC | 7 | 3 | 0.12% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 10 |
SLYG | SPDR SER TR | 10 | 10 | 0.12% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 10 |
MGK | VANGUARD WORLD FD | 9 | 9 | 0.14% | 0.20% | 0.24% | Q4 2020 | Q4 2022 | 9 |
MDYG | SPDR SER TR | 9 | 9 | 0.15% | 0.19% | 0.24% | Q4 2020 | Q4 2022 | 9 |
SPTM | SPDR SER TR | 6 | 3 | 0.11% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 9 |
CRM | SALESFORCE INC | 7 | 1 | 0.72% | 1.35% | 2.52% | Q3 2021 | Q3 2023 | 8 |
SDY | SPDR SER TR | 6 | 2 | 0.11% | 0.17% | 0.23% | Q4 2020 | Q1 2023 | 8 |
CXDO | CREXENDO INC | 8 | 8 | 0.04% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
FB | META PLATFORMS INC | 4 | 1 | 0.13% | 0.21% | 0.29% | Q4 2020 | Q3 2023 | 7 |
PACB | PACIFIC BIOSCIENCES CA... | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
SPYG | SPDR SER TR | 6 | 6 | 0.38% | 0.40% | 0.43% | Q2 2022 | Q3 2023 | 6 |
QQQ | INVESCO QQQ TR | 6 | 6 | 0.13% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
VSS | VANGUARD INTL EQUITY I... | 5 | 5 | 0.14% | 0.17% | 0.20% | Q4 2020 | Q4 2021 | 5 |
RMD | RESMED INC | 4 | 4 | 0.17% | 0.25% | 0.33% | Q4 2022 | Q3 2023 | 4 |
SHCR | SHARECARE INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PAGAYA TECHNOLOGIES LTD | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 | |
GLD | SPDR GOLD TR | 3 | 3 | 0.94% | 0.96% | 0.99% | Q1 2023 | Q3 2023 | 3 |
RC | READY CAPITAL CORP | 3 | 3 | 0.43% | 0.46% | 0.50% | Q2 2022 | Q4 2022 | 3 |
ACWI | ISHARES TR | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q3 2021 | 3 |
WORK | SLACK TECHNOLOGIES INC | 2 | 2 | 3.43% | 3.45% | 3.48% | Q4 2020 | Q1 2021 | 2 |
SRE | SEMPRA ENERGY | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2020 | Q1 2021 | 2 |
ESGU | ISHARES TR | 2 | 2 | 0.11% | 0.22% | 0.33% | Q2 2023 | Q3 2023 | 2 |
IGSB | ISHARES TR | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q1 2021 | 2 |
SLYV | SPDR SER TR | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
VOT | VANGUARD INDEX FDS | 1 | 1 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q1 2022 | 2 |
PLX | PROTALIX BIOTHERAPEUTI... | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
NVTA | INVITAE CORP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MOMENTUS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 | |
CLTL | INVESCO EXCH TRADED FD... | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
EAGG | ISHARES TR | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
ESGD | ISHARES TR | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
DFAC | DIMENSIONAL ETF TRUST | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
FTV | FORTIVE CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ESML | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
VTI | VANGUARD INDEX FDS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
ALLO | ALLOGENE THERAPEUTICS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and VANGUARD TAX-MANAGED INTL FD, are the highest-conviction holdings of Orin Green Financial, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Orin Green Financial, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Orin Green Financial, LLC owns currently or has owned in the past.