Orin Green Financial, LLC - Portfolio overview

Orin Green Financial, LLC has 90 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 14.03%
2. VEA - VANGUARD TAX-MANAGED FDS, 9.55%
3. IJH - ISHARES TR, 9.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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