StockDriftsStockDriftsTop 50 Orin Green Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.26% | 53.2K | $34.8M | -0.10%(-54) | $388.44(+91.98%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 9.7% | 369.2K | $23.7M | -0.79%(-2.94K) | $45.72(+54.49%) | 2026-03-31 | |
| IJH | ISHARES TR | 9.34% | 337.1K | $22.8M | +0.63%(+2.12K) | $45.90(+59.33%) | 2026-03-31 | |
| CMF | ISHARES TR | 6.7% | 287.2K | $16.3M | -6.47%(-19.86K) | $57.53(-0.89%) | 2026-03-31 | |
| QCOM | QUALCOMM INC | 4.57% | 86.4K | $11.1M | +0.22%(+192) | $151.72(+40.50%) | 2026-03-31 | |
| EFA | ISHARES TR | 3.87% | 97.0K | $9.4M | -0.93%(-909) | $70.08(+48.15%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 3.72% | 198.5K | $9.1M | -2.60%(-5.29K) | $32.41(+55.09%) | 2026-03-31 | |
| MUB | ISHARES TR | 3.68% | 84.4K | $9.0M | -5.14%(-4.58K) | $108.05(-1.30%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 3.39% | 27.6K | $8.3M | -1.03%(-287) | $180.90(+88.66%) | 2026-03-31 | |
| IWR | ISHARES TR | 2.47% | 61.9K | $6.0M | +0.15%(+92) | $63.58(+64.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.08% | +29.78% |
| Top 20 Holdings Unweighted | +8.39% | +27.34% |
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