Greenhouse Wealth Management

Greenhouse Wealth Management as of March 31, 2025

Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 53 positions in its portfolio as reported in the March 2025 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 88k 559.22
Vanguard Index Fds Value Etf (VTV) 9.9 $13M 77k 172.69
Ishares Tr Core S&p500 Etf (IVV) 8.1 $11M 19k 561.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.6 $7.5M 15k 513.26
Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $6.4M 23k 274.84
Vanguard Index Fds Small Cp Etf (VB) 3.9 $5.3M 24k 221.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.8 $5.0M 81k 62.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $4.8M 10k 468.90
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.5 $3.3M 18k 186.29
Vanguard Index Fds Growth Etf (VUG) 1.4 $1.9M 5.1k 370.85
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.6M 10k 154.65
Ishares Gold Tr Ishares New (IAU) 1.1 $1.5M 25k 58.96
Microsoft Corporation (MSFT) 1.1 $1.4M 3.8k 375.44
Apple (AAPL) 1.0 $1.4M 6.2k 222.12
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.3M 57k 23.43
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.9 $1.3M 64k 19.78
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $1.1M 19k 60.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $1.1M 2.1k 532.58
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.0M 3.9k 258.51
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.7 $951k 3.9k 244.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $908k 7.0k 128.96
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $785k 7.5k 104.51
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $733k 26k 27.96
Alphabet Cap Stk Cl C (GOOG) 0.5 $713k 4.6k 156.23
Vanguard World Inf Tech Etf (VGT) 0.5 $698k 1.3k 542.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $663k 1.8k 361.06
Amazon (AMZN) 0.5 $657k 3.5k 190.26
Eli Lilly & Co. (LLY) 0.5 $653k 794.00 822.65
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $605k 7.1k 85.07
Vanguard World Health Car Etf (VHT) 0.4 $554k 2.1k 264.72
Republic Services (RSG) 0.4 $522k 2.2k 242.12
Costco Wholesale Corporation (COST) 0.4 $473k 500.00 946.15
Lockheed Martin Corporation (LMT) 0.3 $458k 1.0k 446.93
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $409k 7.0k 58.34
Cisco Systems (CSCO) 0.3 $388k 6.3k 61.71
Spdr Ser Tr S&p Divid Etf (SDY) 0.3 $378k 2.8k 135.66
Raytheon Technologies Corp (RTX) 0.2 $333k 2.5k 132.46
Oracle Corporation (ORCL) 0.2 $326k 2.3k 139.79
General Motors Company (GM) 0.2 $314k 6.7k 47.03
Walt Disney Company (DIS) 0.2 $302k 3.1k 98.69
Altria (MO) 0.2 $300k 5.0k 60.02
Ford Motor Company (F) 0.2 $263k 26k 10.03
Ishares Tr Rus 1000 Etf (IWB) 0.2 $254k 827.00 306.65
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $254k 1.3k 190.62
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $248k 2.7k 92.30
Mondelez Intl Cl A (MDLZ) 0.2 $234k 3.5k 67.85
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $230k 3.1k 73.33
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $227k 1.2k 188.09
Johnson & Johnson (JNJ) 0.2 $220k 1.3k 165.80
Norfolk Southern (NSC) 0.2 $213k 900.00 236.85
Exxon Mobil Corporation (XOM) 0.2 $213k 1.8k 118.93
Philip Morris International (PM) 0.2 $212k 1.3k 158.73
Ess Tech *w Exp 10/08/202 (GWH.WS) 0.0 $4.4k 50k 0.09