Greenhouse Wealth Management

Greenhouse Wealth Management as of June 30, 2026

Portfolio Holdings for Greenhouse Wealth Management

Greenhouse Wealth Management holds 52 positions in its portfolio as reported in the June 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) 36.7 $52M 70k 746.08
Ishares Tr Core S&p500 Etf (IVV) 11.6 $17M 22k 748.91
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.8 $9.6M 14k 685.48
Vanguard Index Fds Value Etf (VTV) 5.9 $8.4M 39k 217.95
Vanguard Index Fds Small Cp Etf (VB) 5.3 $7.6M 25k 303.04
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.1 $7.3M 86k 85.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $4.7M 6.4k 732.70
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $4.1M 11k 370.04
Proshares Tr Ultrapro Qqq (TQQQ) 1.7 $2.4M 31k 77.19
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.4 $2.0M 54k 36.13
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $1.8M 64k 27.70
Apple (AAPL) 1.2 $1.8M 6.1k 289.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.2 $1.7M 21k 83.75
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.6M 4.5k 353.32
Vanguard Index Fds Growth Etf (VUG) 1.1 $1.5M 17k 86.14
Alphabet Cap Stk Cl A (GOOGL) 1.0 $1.4M 3.8k 357.36
Vanguard World Inf Tech Etf (VGT) 0.9 $1.2M 10k 119.52
Vanguard Whitehall Fds High Div Yld (VYM) 0.8 $1.1M 7.2k 158.03
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $1.1M 7.5k 148.23
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $1.1M 14k 80.57
Spdr Series Trust St Str Sp Div (SDY) 0.7 $996k 6.5k 152.51
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $910k 7.3k 124.17
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.6 $827k 8.1k 101.67
Ishares Tr Rus Mid Cap Etf (IWR) 0.6 $797k 7.2k 110.33
Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $549k 7.1k 77.08
Lockheed Martin Corporation (LMT) 0.4 $522k 1.0k 509.71
Ishares Tr Russell 3000 Etf (IWV) 0.4 $510k 1.2k 423.17
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $505k 2.1k 242.96
Raytheon Technologies Corp (RTX) 0.3 $477k 2.5k 189.73
Republic Services (RSG) 0.3 $459k 2.2k 213.04
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $456k 2.8k 164.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $404k 807.00 500.39
Altria (MO) 0.3 $370k 5.1k 71.94
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $343k 11k 31.71
Oracle Corporation (ORCL) 0.2 $341k 2.3k 146.53
Ishares Tr Rus 1000 Etf (IWB) 0.2 $337k 823.00 409.70
Vanguard World Health Car Etf (VHT) 0.2 $331k 1.1k 299.12
Allstate Corporation (ALL) 0.2 $328k 1.4k 237.88
Ge Aerospace Com New (GE) 0.2 $301k 806.00 373.79
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $296k 1.2k 242.50
Johnson & Johnson (JNJ) 0.2 $294k 1.2k 253.91
Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $293k 2.7k 110.15
Exxon Mobil Corporation (XOM) 0.2 $269k 2.0k 136.75
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $253k 7.4k 34.17
Philip Morris International (PM) 0.2 $253k 1.4k 180.91
Costco Wholesale Corporation (COST) 0.2 $244k 260.00 936.75
Ge Vernova (GEV) 0.2 $235k 200.00 1174.86
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.2 $232k 3.1k 73.72
Microsoft Corporation (MSFT) 0.2 $227k 608.00 372.82
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $224k 1.6k 137.53
JPMorgan Chase & Co. (JPM) 0.2 $221k 675.00 327.33
Mondelez Intl Cl A (MDLZ) 0.1 $202k 3.5k 57.84