Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, QQQ, and represent 64.62% of Greenhouse Wealth Management's stock portfolio.
Added to shares of these 10 stocks: IJH, Ishares Bitcoin Tr, BND, ONTO, XOM, MRK, IJR, IVV, BRK.B, MSFT.
Started 5 new stock positions in XOM, MRK, BND, Ishares Bitcoin Tr, ONTO.
Reduced shares in these 10 stocks: SPY, VTV, BA, VOO, VHT, IWV, LLY, VB, AAPL, VO.
Sold out of its position in BA.
Greenhouse Wealth Management was a net seller of stock by $-930k.
Greenhouse Wealth Management has $134M in assets under management (AUM), dropping by 7.86%.
Central Index Key (CIK): 0001843566

Tip: Access up to 7 years of quarterly data

Positions held by Greenhouse Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 59 positions in its portfolio as reported in the March 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)	36.7	$49M	-2%	94k	523.07	View chart
Vanguard Index Fds Value Etf (VTV)	9.7	$13M	-2%	79k	162.86	View chart
Ishares Tr Core S&p500 Etf (IVV)	7.5	$10M		19k	525.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	6.6	$8.8M	-2%	18k	480.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.1	$5.5M		12k	444.01	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.8	$5.1M		22k	228.59	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	3.3	$4.4M		74k	60.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.1	$4.1M		16k	259.89	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.5	$3.4M		18k	191.88	View chart
Vanguard Index Fds Growth Etf (VUG)	1.3	$1.8M		5.1k	344.21	View chart
Microsoft Corporation (MSFT)	1.2	$1.6M		3.8k	420.67	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$1.6M		10k	150.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.1	$1.4M		29k	49.24	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$1.3M		34k	39.02	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$1.2M		20k	58.65	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.1M		25k	42.01	View chart
Apple (AAPL)	0.8	$1.0M	-3%	6.1k	171.49	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$1.0M	-2%	4.0k	249.87	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.7	$994k		4.2k	235.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.7	$911k		7.9k	115.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$866k	+2%	2.1k	420.52	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.6	$835k		6.4k	131.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$827k		6.8k	120.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$814k	+6%	7.4k	110.53	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$788k	-3%	9.8k	80.63	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.6	$753k	-3%	2.2k	337.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$689k		4.5k	152.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$673k		1.3k	524.36	View chart
Eli Lilly & Co. (LLY)	0.5	$617k	-10%	794.00	777.64	View chart
Amazon (AMZN)	0.5	$617k		3.4k	180.38	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$601k		7.1k	84.09	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.4	$524k		8.1k	64.40	View chart
Lockheed Martin Corporation (LMT)	0.3	$466k		1.0k	455.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$421k	+401%	6.9k	60.74	View chart
Republic Services (RSG)	0.3	$410k		2.1k	191.42	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.3	$394k	-20%	1.3k	300.08	View chart
Walt Disney Company (DIS)	0.3	$386k		3.2k	122.37	View chart
Costco Wholesale Corporation (COST)	0.3	$365k		499.00	732.25	View chart
Ford Motor Company (F)	0.2	$330k		25k	13.28	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$325k		1.1k	287.97	View chart
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN)	0.2	$313k	-7%	6.9k	45.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$311k		1.7k	186.84	View chart
Cisco Systems (CSCO)	0.2	$305k	-2%	6.1k	49.91	View chart
General Motors Company (GM)	0.2	$300k		6.6k	45.35	View chart
Ishares Bitcoin Tr SHS	0.2	$296k	NEW	7.3k	40.47	View chart
Vanguard World Health Car Etf (VHT)	0.2	$293k	-34%	1.1k	270.46	View chart
Oracle Corporation (ORCL)	0.2	$293k		2.3k	125.59	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$263k		1.5k	179.09	View chart
Raytheon Technologies Corp (RTX)	0.2	$245k	-4%	2.5k	97.53	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$242k		2.7k	90.46	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$242k		3.5k	70.00	View chart
Lululemon Athletica (LULU)	0.2	$234k		600.00	390.65	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$228k	NEW	3.1k	72.64	View chart
Altria (MO)	0.2	$218k		5.0k	43.62	View chart
Onto Innovation (ONTO)	0.2	$217k	NEW	1.2k	181.08	View chart
Johnson & Johnson (JNJ)	0.2	$209k		1.3k	158.20	View chart
Exxon Mobil Corporation (XOM)	0.2	$208k	NEW	1.8k	116.24	View chart
Merck & Co (MRK)	0.2	$204k	NEW	1.5k	131.95	View chart
Ess Tech *w Exp 10/08/202 (GWH.WS)	0.0	$3.8k		50k	0.08	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 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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z