Titelia

Holdings of Orin Green Financial, LLC

75 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 61.9 % of the equity sleeve

Sector breakdown

  • Funds 29.2 %
  • Technology 7.7 %
  • Communication 2.1 %
  • Utilities 1.0 %
  • Consumer discretionary 0.8 %
  • Financials 0.4 %
  • Health care 0.4 %
  • Consumer staples 0.3 %
  • Industrials 0.1 %
  • Unattributed 58.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %
  • FI 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US74243M $99.97 %
2FI180.5K $0.03 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 53,22134.8M $
2Vanguard FTSE Developed Markets ETF 369,18923.7M $
3iShares Core S&P Mid-Cap ETF 337,07622.8M $
4iShares California Muni Bond ETF 287,16416.3M $
5QUALCOMM Inc 86,42311.1M $
6iShares MSCI EAFE ETF 97,0219.4M $
7State Street SPDR Portfolio Developed World ex-US ETF 198,4999.1M $
8iShares National Muni Bond ETF 84,4199M $
9Vanguard Large-Cap ETF 27,6198.3M $
10iShares Trust 61,9296M $
11iShares Core S&P Small-Cap ETF 47,8525.9M $
12State Street SPDR S&P 500 ETF Trust 9,0575.9M $
13Vanguard Mid-Cap ETF 18,7955.4M $
14State Street SPDR Dow Jones Global Real Estate ETF 117,8135.4M $
15SPDR Gold Shares 11,6285M $
16Vanguard International Equity Index Funds 77,0964.2M $
17SPDR Series Trust 128,4443.9M $
18iShares Trust 72,1493.6M $
19Apple Inc 13,7863.5M $
20Vanguard Small-Cap ETF 13,1103.4M $
21Alphabet Inc 10,3463M $
22State Street SPDR Portfolio Ag 100,2142.6M $
23Sempra 23,9392.3M $
24Goldman Sachs Access Treasury 0-1 Year ETF 20,1062M $
25Vanguard Growth ETF 4,4822M $
26Amazon.com Inc 8,5461.8M $
27Salesforce Inc 8,3721.6M $
28Xtrackers MSCI EAFE Hedged Equ 31,1581.5M $
29Alphabet Inc 5,3361.5M $
30SPDR Series Trust 17,9941.4M $
31NVIDIA Corp 7,3031.3M $
32iShares ESG Aware MSCI USA ETF 8,9531.3M $
33SPDR Series Trust 25,0111.2M $
34iShares Short-Term National Muni Bond ETF 10,8331.2M $
35iShares Trust 8,7671.1M $
36iShares MSCI Emerging Markets ETF 19,3791.1M $
37iShares Russell 2000 ETF 4,0491M $
38iShares ESG Aware MSCI EAFE ETF 10,251980.2K $
39SPDR Series Trust 16,376969.8K $
40Microsoft Corp 2,442904K $
41State Street SPDR Portfolio Emerging Markets ETF 19,263903.6K $
42iShares Core U.S. Aggregate Bond ETF 8,889882.4K $
43SPDR Series Trust 8,861867.6K $
44VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 10,407825K $
45Invesco Short Term Treasury ETF 7,580800.1K $
46iShares Core 80/20 Aggressive 8,313735.6K $
47Costco Wholesale Corp 716712.9K $
48iShares Bitcoin Trust ETF 18,139696.9K $
49Vanguard Index Funds 2,224672.2K $
50iShares Russell 1000 Growth ETF 1,570669.4K $
51Berkshire Hathaway Inc 1,321633K $
52iShares ESG Aware U.S. Aggregate Bond ETF 12,744606K $
53Meta Platforms Inc 1,055603.6K $
54iShares Core 60/40 Balanced Al 8,099521.2K $
55iShares Trust 3,645504.4K $
56ResMed Inc 1,992447.2K $
57Vanguard Total Stock Market ETF 1,302417.7K $
58Dexcom Inc 6,540410.7K $
59Caterpillar Inc 499353.5K $
60iShares ESG Aware MSCI USA Small-Cap ETF 7,488352.1K $
61State Street SPDR Portfolio S& 3,913309.4K $
62Advanced Micro Devices Inc 1,503305.8K $
63Visa Inc 949286.8K $
64State Street SPDR S&P 600 Smal 2,805271K $
65iShares Trust 1,674268.6K $
66iShares MSCI EAFE Growth ETF 2,310257.3K $
67SPDR SERIES TRUST 2,489235.4K $
68Invesco QQQ Trust Series 1 406234.3K $
69Vanguard Mega Cap Growth ETF 597219.4K $
70Vanguard Real Estate ETF 2,459218.1K $
71Tesla Inc 573213K $
72iShares Select U.S. REIT ETF 3,276202.8K $
73Protalix BioTherapeutics Inc 64,433139.8K $
74Nokia Oyj 10,00880.5K $
75VEEA INC 39,20520.9K $