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Corrine Fields

Orin Green Financial, Llc

Assets Managed
$271.051M
Holdings
83
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.18%(2Q avg: 4.35%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Orin Green Financial, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Orin Green Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 271.051M in assets, with a quarterly growth rate of 11.18% and a 2-quarter average growth rate of 4.35%. The portfolio is managed by Corrine Fields, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.14%
14.88%
$40.309M
53,825 shares@ $748.9 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.78%
9.76%
$26.454M
343,070 shares@ $77.12 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.2%
9.59%
$25.987M
364,728 shares@ $71.26 avg price
CMF
Ishares California Muni Bond
Recent Activity
Decreased -0.8%
6.06%
$16.419M
284,860 shares@ $57.65 avg price
QCOM
Qualcomm Inc
Recent Activity
Decreased -0.99%
5.84%
$15.81M
85,559 shares@ $184.8 avg price
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Decreased -0.84%
3.66%
$9.918M
196,823 shares@ $50.4 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -1.87%
3.65%
$9.89M
95,203 shares@ $103.89 avg price
VV
Vanguard Large-cap Etf
Recent Activity
Decreased -2.69%
3.42%
$9.243M
26,876 shares@ $343.91 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 0.14%
3.36%
$9.097M
84,531 shares@ $107.62 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.21%
2.62%
$7.082M
47,749 shares@ $148.31 avg price

1-10 of 83