Greenhouse Wealth Management

Greenhouse Wealth Management as of March 31, 2026

Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 35.3 $57M 88k 649.59
Ishares Tr Core S&p500 Etf (IVV) 9.0 $15M 22k 653.20
Vanguard Index Fds Value Etf (VTV) 7.8 $13M 65k 196.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.4 $8.7M 15k 597.56
Vanguard Index Fds Total Stk Mkt (VTI) 4.7 $7.6M 24k 320.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.4 $7.1M 12k 577.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 4.2 $6.8M 89k 76.98
Vanguard Index Fds Small Cp Etf (VB) 4.2 $6.8M 26k 261.57
Vanguard Index Fds Sm Cp Val Etf (VBR) 2.1 $3.3M 15k 217.25
Alphabet Cap Stk Cl A (GOOGL) 1.9 $3.0M 10k 287.56
Ishares Gold Tr Ishares New (IAU) 1.4 $2.3M 26k 88.16
Vanguard Index Fds Growth Etf (VUG) 1.4 $2.2M 5.1k 436.79
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $1.6M 56k 29.08
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.0 $1.6M 65k 24.75
Apple (AAPL) 1.0 $1.5M 6.1k 253.77
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.0 $1.5M 21k 75.10
Microsoft Corporation (MSFT) 0.8 $1.4M 3.7k 370.20
Proshares Tr Ultrapro Qqq (TQQQ) 0.8 $1.3M 31k 41.68
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.3M 4.5k 286.84
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $1.1M 7.2k 148.10
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.0M 3.5k 287.21
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.6 $1.0M 3.9k 257.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $980k 2.0k 479.20
Spdr Series Trust State Street Spd (SDY) 0.6 $950k 6.5k 145.94
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $933k 7.5k 123.99
Vanguard World Inf Tech Etf (VGT) 0.6 $898k 1.3k 697.93
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $782k 1.8k 426.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $734k 24k 30.68
Amazon (AMZN) 0.4 $720k 3.5k 208.27
Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $701k 7.2k 97.23
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.4 $690k 8.1k 84.91
Lockheed Martin Corporation (LMT) 0.4 $619k 1.0k 604.68
General Motors Company (GM) 0.3 $503k 6.7k 74.51
Cisco Systems (CSCO) 0.3 $498k 6.4k 77.59
Costco Wholesale Corporation (COST) 0.3 $491k 492.00 997.29
Raytheon Technologies Corp (RTX) 0.3 $485k 2.5k 192.90
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $479k 7.1k 67.42
Republic Services (RSG) 0.3 $472k 2.2k 218.98
Ishares Tr Russell 3000 Etf (IWV) 0.3 $467k 1.3k 370.68
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $395k 2.8k 142.43
Oracle Corporation (ORCL) 0.2 $343k 2.3k 147.09
Altria (MO) 0.2 $339k 5.1k 65.98
Exxon Mobil Corporation (XOM) 0.2 $334k 2.0k 169.69
Vanguard World Health Car Etf (VHT) 0.2 $301k 1.1k 272.33
Ishares Tr Rus 1000 Etf (IWB) 0.2 $294k 824.00 356.53
Allstate Corporation (ALL) 0.2 $286k 1.4k 207.29
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $285k 7.4k 38.42
Johnson & Johnson (JNJ) 0.2 $283k 1.2k 244.38
Ford Motor Company (F) 0.2 $273k 24k 11.54
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $272k 2.7k 102.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $261k 1.2k 213.69
Philip Morris International (PM) 0.1 $232k 1.4k 165.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $231k 3.1k 73.49
Ge Aerospace Com New (GE) 0.1 $229k 806.00 283.82
Electronic Arts (EA) 0.1 $210k 1.0k 203.81
Mondelez Intl Cl A (MDLZ) 0.1 $202k 3.5k 57.64
Ess Tech *w Exp 10/08/202 (GWH.WS) 0.0 $1.1k 50k 0.02