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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 63.78% of Greenhouse Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TQQQ, SCHA, SCHF, SCHD, VHT, LULU, RGTI, IBM, NOC, VXUS.
Started 5 new stock positions in IBM, LULU, TQQQ, NOC, RGTI.
Reduced shares in these 10 stocks: SPY, RDDT, JNJ, CARR, , VOT, QQQ, VEU, VUG, VBR.
Sold out of its positions in CARR, XOM, JNJ, RDDT.
Greenhouse Wealth Management was a net buyer of stock by $3.1M.
Greenhouse Wealth Management has $151M in assets under management (AUM), dropping by 1.89%.
Central Index Key (CIK): 0001843566

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Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 60 positions in its portfolio as reported in the December 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)	36.2	$55M		94k	586.08	View chart
Vanguard Index Fds Value Etf (VTV)	8.9	$13M		79k	169.30	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.4	$11M		19k	588.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.3	$9.5M		18k	538.81	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.9	$7.5M		26k	289.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$6.3M		12k	511.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.8	$5.7M		24k	240.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.2	$4.8M	+3%	81k	58.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.3	$3.5M		18k	198.18	View chart
Vanguard Index Fds Growth Etf (VUG)	1.4	$2.1M		5.1k	410.46	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$2.0M		10k	189.31	View chart
Microsoft Corporation (MSFT)	1.1	$1.6M		3.8k	421.46	View chart
Apple (AAPL)	1.0	$1.6M		6.2k	250.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.0	$1.5M	+100%	59k	25.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.2M		25k	49.51	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.8	$1.2M	NEW	15k	79.13	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.8	$1.2M	+85%	64k	18.50	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.7	$1.1M	-3%	20k	57.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$1.1M		4.1k	264.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$1.0M		8.0k	128.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$988k	-7%	3.9k	253.76	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$934k		2.1k	453.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$892k		7.0k	127.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$869k		4.6k	190.43	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$863k		7.5k	115.22	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$848k		6.4k	132.10	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$800k		1.3k	621.88	View chart
Amazon (AMZN)	0.5	$758k		3.5k	219.39	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.5	$736k		1.8k	401.54	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$713k	+165%	26k	27.32	View chart
Norfolk Southern (NSC)	0.4	$633k		2.7k	234.70	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$627k		7.1k	88.40	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$618k		8.1k	76.06	View chart
Eli Lilly & Co. (LLY)	0.4	$613k		794.00	771.76	View chart
Vanguard World Health Car Etf (VHT)	0.4	$530k	+92%	2.1k	253.73	View chart
Lockheed Martin Corporation (LMT)	0.3	$498k		1.0k	486.17	View chart
Costco Wholesale Corporation (COST)	0.3	$458k		500.00	916.15	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$439k		1.3k	334.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$436k		7.0k	62.31	View chart
Republic Services (RSG)	0.3	$434k		2.2k	201.14	View chart
Oracle Corporation (ORCL)	0.3	$388k		2.3k	166.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.3	$388k		7.3k	53.05	View chart
Cisco Systems (CSCO)	0.2	$370k		6.2k	59.20	View chart
General Motors Company (GM)	0.2	$355k		6.7k	53.27	View chart
Walt Disney Company (DIS)	0.2	$352k		3.2k	111.36	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$308k	-3%	1.6k	190.92	View chart
Raytheon Technologies Corp (RTX)	0.2	$291k		2.5k	115.72	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$266k		825.00	322.31	View chart
Altria (MO)	0.2	$261k		5.0k	52.29	View chart
Ford Motor Company (F)	0.2	$256k		26k	9.90	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$249k		2.7k	92.60	View chart
Lululemon Athletica (LULU)	0.2	$229k	NEW	600.00	382.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$226k		1.2k	185.10	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$226k		3.1k	71.92	View chart
Rigetti Computing Common Stock (RGTI)	0.1	$223k	NEW	15k	15.26	View chart
International Business Machines (IBM)	0.1	$213k	NEW	969.00	219.83	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$206k		3.5k	59.73	View chart
Northrop Grumman Corporation (NOC)	0.1	$201k	NEW	428.00	469.29	View chart
Onto Innovation (ONTO)	0.1	$200k		1.2k	166.67	View chart
Ess Tech *w Exp 10/08/202 (GWH.WS)	0.0	$3.3k		50k	0.07	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 Q4 filed Jan. 15, 2025
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

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