Chief Compliance Officer

0001085146-24-002320.txt : 20240508 0001085146-24-002320.hdr.sgml : 20240508 20240508102522 ACCESSION NUMBER: 0001085146-24-002320 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240508 DATE AS OF CHANGE: 20240508 EFFECTIVENESS DATE: 20240508 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Orin Green Financial, LLC CENTRAL INDEX KEY: 0001844227 ORGANIZATION NAME: IRS NUMBER: 814692727 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20668 FILM NUMBER: 24924671 BUSINESS ADDRESS: STREET 1: 9280 WILLOW CREEK ROAD STREET 2: SUITE 210 CITY: SAN DIEGO STATE: CA ZIP: 92131 BUSINESS PHONE: (858) 634-3232 MAIL ADDRESS: STREET 1: 9280 WILLOW CREEK ROAD STREET 2: SUITE 210 CITY: SAN DIEGO STATE: CA ZIP: 92131 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001844227 XXXXXXXX 03-31-2024 03-31-2024 false Orin Green Financial, LLC

9280 WILLOW CREEK ROAD SUITE 210 SAN DIEGO CA 92131

13F HOLDINGS REPORT 028-20668 000285670 801-108776 N Corrine Barroso Chief Compliance Officer 858-634-3232 /s/Corrine Barroso San Diego CA 05-08-2024 0 79 212808555 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADOBE INC COM 00724F101 BBG001S5NCQ5 301751 598 SH SOLE 598 0 0 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 223266 1237 SH SOLE 1237 0 0 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 478599 3171 SH SOLE 3171 0 0 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1491234 9794 SH SOLE 9794 0 0 AMAZON COM INC COM 023135106 BBG001S5PQL7 790966 4385 SH SOLE 4385 0 0 APPLE INC COM 037833100 BBG001S5N8V8 1371326 7997 SH SOLE 7997 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 494532 1176 SH SOLE 1176 0 0 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 465586 636 PRN SOLE 636 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 BBG001S9Z3V8 1334850 32613 PRN SOLE 32613 0 0 DEXCOM INC COM 252131107 BBG001SKZG99 663125 4781 PRN SOLE 4781 0 0 EMPIRE ST RLTY OP L P UNIT LTD PRT 60 292102209 BBG005CL7PV1 108981 10737 PRN SOLE 10737 0 0 FORTIVE CORP COM 34959J108 BBG00BLVZ237 258060 3000 PRN SOLE 3000 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 BBG00DRGSD25 2028495 20106 PRN SOLE 20106 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 357428 805 PRN SOLE 805 0 0 ISHARES INC MSCI EMRG CHN 46434G764 BBG00H5VLN77 205352 3567 PRN SOLE 3567 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 BBG001T3YVL0 545073 7420 PRN SOLE 7420 0 0 ISHARES TR CALIF MUN BD ETF 464288356 BBG001T03XM5 19612221 340845 PRN SOLE 340845 0 0 ISHARES TR COHEN STEER REIT 464287564 BBG001SDX760 210202 3643 PRN SOLE 3643 0 0 ISHARES TR CORE INTL AGGR 46435G672 BBG00BDV2SQ0 1727455 34584 PRN SOLE 34584 0 0 ISHARES TR CORE S&P MCP ETF 464287507 BBG001SFC7V0 19041959 313499 PRN SOLE 313499 0 0 ISHARES TR CORE S&P SCP ETF 464287804 BBG001SFC7W9 4973577 45002 PRN SOLE 45002 0 0 ISHARES TR CORE S&P500 ETF 464287200 BBG001SFB7R6 29268271 55672 PRN SOLE 55672 0 0 ISHARES TR CORE US AGGBD ET 464287226 BBG001SM1QT8 741112 7567 PRN SOLE 7567 0 0 ISHARES TR EAFE GRWTH ETF 464288885 BBG001SP62C7 265702 2560 PRN SOLE 2560 0 0 ISHARES TR EAFE SML CP ETF 464288273 BBG001SYVWS7 220325 3479 PRN SOLE 3479 0 0 ISHARES TR ESG AW MSCI EAFE 46435G516 BBG00D7BBRS7 702649 8793 PRN SOLE 8793 0 0 ISHARES TR ESG AWARE MSCI 46435U663 BBG00KK87757 290709 7219 PRN SOLE 7219 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 BBG00FFPFTS4 917151 7978 PRN SOLE 7978 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 BBG00MC0P0K7 466035 9903 PRN SOLE 9903 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 BBG001T3YV58 490405 8809 PRN SOLE 8809 0 0 ISHARES TR MSCI ACWI ETF 464288257 BBG001S56QV7 236449 2147 PRN SOLE 2147 0 0 ISHARES TR MSCI EAFE ETF 464287465 BBG001SG09V7 8467987 106035 PRN SOLE 106035 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 BBG001SK77D5 1191767 29011 PRN SOLE 29011 0 0 ISHARES TR NATIONAL MUN ETF 464288414 BBG001SZV978 11059989 102788 PRN SOLE 102788 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 BBG001S56320 562199 1668 PRN SOLE 1668 0 0 ISHARES TR RUS MD CP GR ETF 464287481 BBG001S561Z8 1193053 10453 PRN SOLE 10453 0 0 ISHARES TR RUS MID CAP ETF 464287499 BBG001SJCNS1 6001419 71369 PRN SOLE 71369 0 0 ISHARES TR RUS TOP 200 ETF 464289446 BBG001T5LBQ8 696872 5482 PRN SOLE 5482 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 BBG001SFC7Y7 803136 3819 PRN SOLE 3819 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 BBG001SLS4Q3 1876133 17914 PRN SOLE 17914 0 0 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 377781 778 PRN SOLE 778 0 0 MICROSOFT CORP COM 594918104 BBG001S5TD05 835129 1985 PRN SOLE 1985 0 0 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 35428 10008 PRN SOLE 10008 0 0 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 496958 550 PRN SOLE 550 0 0 PACIFIC BIOSCIENCES CALIF IN COM 69404D108 BBG001SS9G64 45000 12000 PRN SOLE 12000 0 0 PROTALIX BIOTHERAPEUTICS INC COM 74365A309 BBG001SBVMW4 90720 72000 PRN SOLE 72000 0 0 QUALCOMM INC COM 747525103 BBG001S6VS70 16266153 96079 PRN SOLE 96079 0 0 RESMED INC COM 761152107 BBG001SBGRC2 398040 2010 PRN SOLE 2010 0 0 SALESFORCE INC COM 79466L302 BBG001SDLP09 2491361 8272 PRN SOLE 8272 0 0 SHARECARE INC COM CL A 81948W104 BBG00XPPTB53 28935 37700 PRN SOLE 37700 0 0 SPDR GOLD TR GOLD SHS 78463V107 BBG001SCPX28 2062960 10028 PRN SOLE 10028 0 0 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 BBG001T2P370 4098573 95717 PRN SOLE 95717 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 6783442 189270 PRN SOLE 189270 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 BBG001SRXRD7 886442 24494 PRN SOLE 24494 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 4612829 8819 PRN SOLE 8819 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 BBG001SG6843 262758 4096 PRN SOLE 4096 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 BBG001STKD11 2211199 87468 PRN SOLE 87468 0 0 SPDR SER TR PORTFOLIO S&P400 78464A847 BBG001SPT9T9 774932 14528 PRN SOLE 14528 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 BBG001SPTB87 988100 16059 PRN SOLE 16059 0 0 SPDR SER TR PORTFOLIO S&P600 78468R853 BBG004T58LZ5 1328186 30859 PRN SOLE 30859 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 BBG001T6B0P2 2897901 97343 PRN SOLE 97343 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 815330 11146 PRN SOLE 11146 0 0 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 500384 6584 PRN SOLE 6584 0 0 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 246512 2826 PRN SOLE 2826 0 0 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 206513 2489 PRN SOLE 2489 0 0 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 212084 1616 PRN SOLE 1616 0 0 TESLA INC COM 88160R101 BBG001SQKGD7 631262 3591 PRN SOLE 3591 0 0 TREX CO INC COM 89531P105 BBG001SB6TV8 406481 4075 PRN SOLE 4075 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 BBG001SHTTS4 1832177 5323 PRN SOLE 5323 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 BBG001SHTTQ6 8464008 35302 PRN SOLE 35302 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 BBG001SHVTS1 4377797 17521 PRN SOLE 17521 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 296626 3430 PRN SOLE 3430 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 BBG001SHTTV0 2713821 11872 PRN SOLE 11872 0 0 VANGUARD INDEX FDS SML CP GRW ETF 922908595 BBG001SHTTW9 591835 2270 PRN SOLE 2270 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 BBG001SHTB03 246645 949 PRN SOLE 949 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 BBG001SHTTZ6 3959377 94790 PRN SOLE 94790 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 1111688 14380 PRN SOLE 14380 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 BBG001SSPWL4 15822940 315387 PRN SOLE 315387 0 0 VISA INC COM CL A 92826C839 BBG001SRCFY3 264847 949 PRN SOLE 949 0 0