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Size ($ in 1000's)
At 03/31/2024: $133,452
At 12/31/2023: $123,726
Greenhouse Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Greenhouse Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Greenhouse Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Greenhouse Wealth Management LLC.
In the Greenhouse Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Greenhouse Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Greenhouse Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR S&P 500 ETF TR (SPY) |
93,753 |
-2,544 |
$49,039 | | SPY | 93,753 | -2,544 | $49,039 | | VANGUARD INDEX FDS (VTV) |
79,314 |
-2,088 |
$12,917 | | VTV | 79,314 | -2,088 | $12,917 | | ISHARES TR (IVV) |
18,956 |
+51 |
$9,966 | | IVV | 18,956 | +51 | $9,966 | | VANGUARD INDEX FDS (VOO) |
18,354 |
-431 |
$8,823 | | VOO | 18,354 | -431 | $8,823 | | INVESCO QQQ TR |
12,373 |
+25 |
$5,494 | | QQQ | 12,373 | +25 | $5,494 | | VANGUARD INDEX FDS (VB) |
22,218 |
-172 |
$5,079 | | VB | 22,218 | -172 | $5,079 | | VANGUARD STAR FDS (VXUS) |
73,598 |
+116 |
$4,438 | | VXUS | 73,598 | +116 | $4,438 | | VANGUARD INDEX FDS (VTI) |
15,813 |
+55 |
$4,110 | | VTI | 15,813 | +55 | $4,110 | | VANGUARD INDEX FDS (VBR) |
17,463 |
+81 |
$3,351 | | VBR | 17,463 | +81 | $3,351 | | VANGUARD INDEX FDS (VUG) |
5,141 |
+5 |
$1,770 | | VUG | 5,141 | +5 | $1,770 | | MICROSOFT CORP |
3,799 |
+46 |
$1,598 | | MSFT | 3,799 | +46 | $1,598 | | ALPHABET INC |
10,410 |
UNCH |
$1,571 | | GOOGL | 10,410 | UNCH | $1,571 | | SCHWAB STRATEGIC TR |
29,361 |
+30 |
$1,446 | | SCHA | 29,361 | +30 | $1,446 | | SCHWAB STRATEGIC TR |
33,956 |
-130 |
$1,325 | | SCHF | 33,956 | -130 | $1,325 | | VANGUARD INTL EQUITY INDEX F (VEU) |
20,225 |
-4 |
$1,186 | | VEU | 20,225 | -4 | $1,186 | | ISHARES GOLD TR (IAU) |
25,196 |
-25 |
$1,058 | | IAU | 25,196 | -25 | $1,058 | | APPLE INC |
6,094 |
-194 |
$1,045 | | AAPL | 6,094 | -194 | $1,045 | | VANGUARD INDEX FDS (VO) |
4,034 |
-100 |
$1,008 | | VO | 4,034 | -100 | $1,008 | | VANGUARD INDEX FDS (VOT) |
4,213 |
+6 |
$993 | | VOT | 4,213 | +6 | $993 | | ISHARES TR (ITOT) |
7,904 |
+21 |
$911 | | ITOT | 7,904 | +21 | $911 |  BERKSHIRE HATHAWAY INC DEL |
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$866 | | BRK.B | 2,060 | +57 | $866 | | SPDR SER TR (SDY) |
6,364 |
+15 |
$835 | | SDY | 6,364 | +15 | $835 | | VANGUARD WHITEHALL FDS (VYM) |
6,836 |
+38 |
$827 | | VYM | 6,836 | +38 | $827 | | ISHARES TR (IJR) |
7,368 |
+469 |
$814 | | IJR | 7,368 | +469 | $814 | | SCHWAB STRATEGIC TR |
9,767 |
-303 |
$788 | | SCHD | 9,767 | -303 | $788 | | ISHARES TR (IWF) |
2,234 |
-70 |
$753 | | IWF | 2,234 | -70 | $753 | | ALPHABET INC |
4,525 |
UNCH |
$689 | | GOOG | 4,525 | UNCH | $689 | | VANGUARD WORLD FD (VGT) |
1,284 |
+2 |
$673 | | VGT | 1,284 | +2 | $673 | | AMAZON COM INC |
3,420 |
UNCH |
$617 | | AMZN | 3,420 | UNCH | $617 | | ELI LILLY & CO |
794 |
-90 |
$617 | | LLY | 794 | -90 | $617 | | ISHARES TR (IWR) |
7,148 |
+18 |
$601 | | IWR | 7,148 | +18 | $601 | | FIDELITY COMWLTH TR |
8,130 |
UNCH |
$524 | | ONEQ | 8,130 | UNCH | $524 | | LOCKHEED MARTIN CORP |
1,024 |
UNCH |
$466 | | LMT | 1,024 | UNCH | $466 | | ISHARES TR (IJH) |
6,926 |
+5,544 |
$421 | | IJH | 6,926 | +5,544 | $421 | | REPUBLIC SVCS INC |
2,144 |
+7 |
$410 | | RSG | 2,144 | +7 | $410 | | ISHARES TR (IWV) |
1,312 |
-341 |
$394 | | IWV | 1,312 | -341 | $394 | | DISNEY WALT CO |
3,154 |
+6 |
$386 | | DIS | 3,154 | +6 | $386 | | COSTCO WHSL CORP NEW |
499 |
+1 |
$365 | | COST | 499 | +1 | $365 | | FORD MTR CO DEL |
24,867 |
+287 |
$330 | | F | 24,867 | +287 | $330 | | ISHARES TR (IWB) |
1,128 |
+2 |
$325 | | IWB | 1,128 | +2 | $325 | | INVESCO EXCH TRADED FD TR II (TAN) |
6,898 |
-530 |
$313 | | TAN | 6,898 | -530 | $313 | | ISHARES TR (IVE) |
1,664 |
UNCH |
$311 | | IVE | 1,664 | UNCH | $311 | | CISCO SYS INC |
6,108 |
-158 |
$305 | | CSCO | 6,108 | -158 | $305 | | GENERAL MTRS CO |
6,617 |
+20 |
$300 | | GM | 6,617 | +20 | $300 | | ISHARES BITCOIN TR (IBIT) |
7,313 |
+7,313 |
$296 | | IBIT | 7,313 | +7,313 | $296 | | VANGUARD WORLD FD (VHT) |
1,083 |
-570 |
$293 | | VHT | 1,083 | -570 | $293 | | ORACLE CORP |
2,329 |
UNCH |
$292 | | ORCL | 2,329 | UNCH | $292 | | ISHARES TR (IWD) |
1,466 |
+4 |
$263 | | IWD | 1,466 | +4 | $263 | | RTX CORPORATION |
2,516 |
-120 |
$245 | | RTX | 2,516 | -120 | $245 | | ISHARES TR (IUSV) |
2,674 |
+12 |
$242 | | IUSV | 2,674 | +12 | $242 |
See Full List: All Stocks Held By Greenhouse Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Greenhouse Wealth Management LLC
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