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Greenhouse Wealth Management

Latest statistics and disclosures from Greenhouse Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VTV, IVV, VOO, VTI, and represent 64.17% of Greenhouse Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VTI, SPY, RDDT, JNJ, CARR, VXUS, VB, VTV, VBR, IVV.
Started 3 new stock positions in JNJ, RDDT, CARR.
Reduced shares in these 7 stocks: TAN, VOO, IWF, IWB, IWD, VEU, IWR.
Sold out of its position in TAN.
Greenhouse Wealth Management was a net buyer of stock by $3.6M.
Greenhouse Wealth Management has $149M in assets under management (AUM), dropping by 8.37%.
Central Index Key (CIK): 0001843566

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Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	36.3	$54M		94k	573.53	View chart
Vanguard Index Fds Value Etf (VTV)	9.3	$14M		79k	174.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.4	$11M		19k	576.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$9.3M	-2%	18k	526.85	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.8	$7.2M	+60%	25k	283.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$6.1M		12k	487.85	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.7	$5.6M	+3%	23k	237.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.4	$5.1M	+4%	79k	64.76	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.4	$3.5M		18k	200.78	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$2.0M		5.1k	383.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$1.7M		10k	165.85	View chart
Microsoft Corporation (MSFT)	1.1	$1.6M		3.8k	430.29	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.5M		29k	51.50	View chart
Apple (AAPL)	1.0	$1.4M		6.1k	232.98	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.9	$1.4M		34k	41.12	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$1.3M		20k	63.00	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.3M		25k	49.70	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.1M		4.0k	263.79	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$1.0M		4.2k	243.46	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1000k		8.0k	125.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$948k		2.1k	460.26	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$907k		6.4k	141.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$890k		6.9k	128.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$868k		7.4k	116.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$833k		9.8k	84.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$763k		4.6k	167.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$754k		1.3k	586.40	View chart
Eli Lilly & Co. (LLY)	0.5	$698k		794.00	878.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$688k	-17%	1.8k	375.34	View chart
Norfolk Southern (NSC)	0.5	$671k		2.7k	248.50	View chart
Amazon (AMZN)	0.4	$644k		3.5k	186.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$623k		7.1k	88.13	View chart
Lockheed Martin Corporation (LMT)	0.4	$599k		1.0k	584.84	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$581k		8.1k	71.45	View chart
Costco Wholesale Corporation (COST)	0.3	$443k		500.00	885.89	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$434k		7.0k	62.32	View chart
Republic Services (RSG)	0.3	$433k		2.2k	200.80	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$427k		1.3k	325.60	View chart
Oracle Corporation (ORCL)	0.3	$397k		2.3k	170.37	View chart
Cisco Systems (CSCO)	0.2	$330k		6.2k	53.22	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$328k		1.7k	197.21	View chart
Vanguard World Health Car Etf (VHT)	0.2	$307k		1.1k	282.32	View chart
Raytheon Technologies Corp (RTX)	0.2	$305k		2.5k	121.16	View chart
Walt Disney Company (DIS)	0.2	$304k		3.2k	96.20	View chart
General Motors Company (GM)	0.2	$298k		6.7k	44.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$273k		7.3k	37.39	View chart
Ford Motor Company (F)	0.2	$270k		26k	10.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$259k	-25%	824.00	314.30	View chart
Onto Innovation (ONTO)	0.2	$258k		1.2k	215.37	View chart
Reddit Cl A (RDDT)	0.2	$258k	NEW	3.9k	65.92	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$257k		2.7k	95.50	View chart
Altria (MO)	0.2	$255k		5.0k	51.04	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$255k		3.5k	73.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$236k		3.1k	75.29	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$233k	-14%	1.2k	189.82	View chart
Johnson & Johnson (JNJ)	0.1	$215k	NEW	1.3k	162.03	View chart
Carrier Global Corporation (CARR)	0.1	$212k	NEW	2.6k	80.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$210k		1.8k	117.22	View chart
Ess Tech *w Exp 10/08/202 (GWH.WS)	0.0	$1.9k		50k	0.04	View chart

Past Filings by Greenhouse Wealth Management

SEC 13F filings are viewable for Greenhouse Wealth Management going back to 2020

Greenhouse Wealth Management 2024 Q3 filed Oct. 8, 2024
Greenhouse Wealth Management 2024 Q2 filed July 15, 2024
Greenhouse Wealth Management 2024 Q1 filed April 22, 2024
Greenhouse Wealth Management 2023 Q4 filed Jan. 12, 2024
Greenhouse Wealth Management 2023 Q3 filed Oct. 16, 2023
Greenhouse Wealth Management 2023 Q2 filed July 18, 2023
Greenhouse Wealth Management 2023 Q1 filed April 19, 2023
Greenhouse Wealth Management 2022 Q4 filed Jan. 20, 2023
Greenhouse Wealth Management 2022 Q3 filed Oct. 17, 2022
Greenhouse Wealth Management 2022 Q2 filed July 13, 2022
Greenhouse Wealth Management 2022 Q1 filed May 16, 2022
Greenhouse Wealth Management 2021 Q4 filed Feb. 3, 2022
Greenhouse Wealth Management 2021 Q3 filed Nov. 9, 2021
Greenhouse Wealth Management 2021 Q2 filed July 19, 2021
Greenhouse Wealth Management 2021 Q1 filed May 4, 2021
Greenhouse Wealth Management 2020 Q4 filed Feb. 8, 2021

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