Orin Green Financial, LLC Portfolio Holdings
Q3 2025•87 long positions•$249.9M portfolio value
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Holding87 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $34.7M 13.9% | +$479.2K Bought | — 51.9K shares | 51.2K → 51.9K +$479.2K | +1.4% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $22.4M 8.96% | -$302.4K Sold | — 373.7K shares | 378.8K → 373.7K −$302.4K | -1.33% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $21.4M 8.58% | +$305.8K Bought | — 328.4K shares | 323.7K → 328.4K +$305.8K | +1.45% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $18.5M 7.42% | -$981.1K Sold | — 324.9K shares | 342.1K → 324.9K −$981.1K | -5.03% | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $14.4M 5.75% | -$35.9K Sold | 0.008% 86.3K shares | 86.5K → 86.3K −$35.9K | -0.25% | $179.50B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.9M 3.96% | -$476.4K Sold | — 92.9K shares | 97.4K → 92.9K −$476.4K | -4.6% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.6M 3.85% | +$103.6K Bought | — 103.1K shares | 102.0K → 103.1K +$103.6K | +1.09% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $9.0M 3.62% | -$527.4K Sold | — 29.4K shares | 31.1K → 29.4K −$527.4K | -5.51% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $8.7M 3.48% | +$104.5K Bought | — 203.4K shares | 201.0K → 203.4K +$104.5K | +1.22% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.3M 2.54% | -$197.5K Sold | — 65.8K shares | 67.8K → 65.8K −$197.5K | -3.02% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $6.1M 2.45% | +$167.2K Bought | — 9.2K shares | 8.9K → 9.2K +$167.2K | +2.81% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.6M 2.23% | +$111.2K Bought | — 46.9K shares | 45.9K → 46.9K +$111.2K | +2.04% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.4M 2.16% | +$54.0K Bought | — 18.4K shares | 18.2K → 18.4K +$54.0K | +1.01% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.4M 2.14% | +$80.5K Bought | — 117.0K shares | 115.2K → 117.0K +$80.5K | +1.53% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.1M 2.02% | -$614.8K Sold | — 93.4K shares | 104.7K → 93.4K −$614.8K | -10.84% | — — | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $4.1M 1.65% | — | — 11.6K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $3.9M 1.55% | +$16.5K Bought | — 128.2K shares | 127.7K → 128.2K +$16.5K | +0.43% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.5M 1.4% | +$129.2K Bought | — 13.7K shares | 13.2K → 13.7K +$129.2K | +3.85% | — — | Q4 2020 Held for 4y 11m | |
Consumer Electronics Technology | $3.4M 1.38% | +$82.0K Bought | 0.0% 13.5K shares | 13.2K → 13.5K +$82.0K | +2.44% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $3.3M 1.31% | +$317.9K Bought | — 64.0K shares | 57.8K → 64.0K +$317.9K | +10.74% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.5M 0.999% | -$264.6K Sold | — 96.6K shares | 106.8K → 96.6K −$264.6K | -9.58% | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $2.4M 0.959% | +$10.2K Bought | 0.0% 9.8K shares | 9.8K → 9.8K +$10.2K | +0.43% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.2M 0.886% | — | — 4.6K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.0M 0.806% | — | — 20.1K shares | — | — | — — | Q1 2025 Held for 8 months | |
Software - Application Technology | $2.0M 0.802% | — | 0.001% 8.5K shares | — | — | $225.62B Mega Cap | Q3 2021 Held for 4y 2m | |
Specialty Retail Consumer Cyclical | $1.7M 0.687% | -$439.1 Sold | 0.0% 7.8K shares | 7.8K → 7.8K −$439.1 | -0.03% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.6M 0.634% | -$88.9K Sold | 0.0% 3.6K shares | 3.8K → 3.6K −$88.9K | -5.31% | $1.48T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.5M 0.591% | -$9.5K Sold | — 18.8K shares | 19.0K → 18.8K −$9.5K | -0.64% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.579% | — | — 31.2K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $1.4M 0.557% | +$40.9K Bought | 0.0% 7.5K shares | 7.2K → 7.5K +$40.9K | +3.02% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.4M 0.552% | -$340.6K Sold | — 12.9K shares | 16.1K → 12.9K −$340.6K | -19.81% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.3M 0.519% | — | — 9.1K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $1.3M 0.506% | +$21.2K Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$21.2K | +1.71% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $1.2M 0.493% | +$5.6K Bought | 0.0% 5.1K shares | 5.0K → 5.1K +$5.6K | +0.46% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.2M 0.481% | -$43.4K Sold | — 26.0K shares | 26.9K → 26.0K −$43.4K | -3.49% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.2M 0.465% | — | — 8.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.1M 0.431% | -$361.4K Sold | — 20.2K shares | 26.9K → 20.2K −$361.4K | -25.14% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.1M 0.425% | +$510.6K Bought | — 10.1K shares | 5.2K → 10.1K +$510.6K | +92.5% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $1.1M 0.423% | -$87.1K Sold | — 22.6K shares | 24.4K → 22.6K −$87.1K | -7.61% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $957.0K 0.383% | +$19.1K Bought | — 4.0K shares | 3.9K → 4.0K +$19.1K | +2.04% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $936.1K 0.375% | +$14.4K Bought | — 16.4K shares | 16.1K → 16.4K +$14.4K | +1.56% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $926.1K 0.371% | -$219.5K Sold | — 8.9K shares | 11.0K → 8.9K −$219.5K | -19.16% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $906.1K 0.363% | -$60.1K Sold | — 11.3K shares | 12.1K → 11.3K −$60.1K | -6.22% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $889.8K 0.356% | +$110.0K Bought | — 13.7K shares | 12.0K → 13.7K +$110.0K | +14.1% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $858.5K 0.344% | -$11.1K Sold | — 8.6K shares | 8.7K → 8.6K −$11.1K | -1.28% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $843.3K 0.337% | — | — 9.1K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $763.5K 0.306% | — | — 1.6K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $675.5K 0.27% | — | — 7.7K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Discount Stores Consumer Defensive | $664.1K 0.266% | +$1.8K Bought | 0.0% 718.0 shares | 716.0 → 718.0 +$1.8K | +0.28% | $410.27B Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $661.9K 0.265% | — | — 2.2K shares | — | — | — — | Q4 2020 Held for 4y 11m |
