GW

Greenhouse Wealth Management, LLC

13F
Greenhouse Wealth Management, LLC
Last update 2024-10-08 59 Stocks (3 new)
Value $148.00 Mil Turnover 3 %
Countries:
Top Holdings: SPY(36.34%)VTV(9.30%)IVV(7.41%)VOO(6.29%)VTI(4.84%)
Portfolio Report
Summary Stock Picks Current Portfolio
Greenhouse Wealth Management, ... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY 		S&P 500 ETF TRUST ETF
94,064
53948.600
+0.59%
36.340
+0.21%
0.010
+13.19%
+24.35%
611302.102
 
VTV 		Vanguard Value ETF
79,097
13806.740
+0.93%
9.300
+0.09%
0.010
+10.52%
+19.22%
126301.214
 
IVV 		iShares Core S&P 500 ETF
19,061
10995.020
+0.28%
7.410
+0.02%
0.000
+13.09%
+24.34%
559461.136
 
VOO 		Vanguard S&P 500 ETF
17,718
9334.820
-2.40%
6.290
-0.16%
0.000
+13.20%
+24.38%
505818.902
 
VTI 		Vanguard Total Stock Market ETF
25,368
7183.130
+60.68%
4.840
+1.83%
0.000
+13.78%
+23.63%
435508.798
 
QQQ 		INVESCO QQQ Trust
12,406
6052.210
+0.15%
4.080
+0.01%
0.000
+15.03%
+23.46%
305572.552
 
VB 		Vanguard Small Cap ETF
23,406
5552.020
+3.37%
3.740
+0.12%
0.010
+15.52%
+17.55%
62437.806
 
VXUS 		Vanguard Total International Stock
78,474
5082.010
+4.10%
3.420
+0.13%
0.010
+6.56%
+7.02%
74592.403
 
VBR 		Vanguard Small Cap Value ETF
17,630
3539.700
+0.96%
2.380
+0.02%
0.010
+14.57%
+17.52%
31929.348
 
VUG 		Vanguard Growth ETF
5,148
1976.640
+0.14%
1.330
0%
0.000
+15.74%
+28.62%
137250.777
 

Greenhouse Wealth Management, LLC's Historical Top Holdings Breakdowns

Greenhouse Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTI 		Vanguard Total Stock Market ETF2024-09-30Add
+1.83%
●
255.18 ($272.76) 283.2
$293.28
7.52%
Add 60.68%
25,368
9,580
SPY 		S&P 500 ETF TRUST ETF2024-09-30Add
+0.21%
●
517.38 ($552.93) 573.76
$591.04
6.89%
Add 0.59%
94,064
551
TAN 		Invesco Solar ETF2024-09-30Sold Out
-0.20%
●
38.1 ($40.93) 44.5
$37.25
-8.99%
Sold Out
0
-6,871
RDDT 		Reddit Inc2024-09-30New Buy
+0.17%
●
50.69 ($61.82) 73.85
$121.08
95.86%
New holding
3,917
3,917
VOO 		Vanguard S&P 500 ETF2024-09-30Reduce
-0.16%
●
496.64 ($516.09) 527.7
$543.30
5.27%
Reduce -2.4%
17,718
-435
CARR 		Carrier Global Corp2024-09-30New Buy
+0.14%
●
61.9 ($69.63) 80.88
$75.38
8.26%
New holding
2,629
2,629
JNJ 		Johnson & Johnson2024-09-30New Buy
+0.14%
●
145.48 ($159.33) 167.38
$157.88
-0.91%
New holding
1,327
1,327
VXUS 		Vanguard Total International Stock2024-09-30Add
+0.13%
●
58.03 ($61.9) 65.37
$62.03
0.21%
Add 4.1%
78,474
3,093
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.12%
●
214.77 ($227.22) 237.72
$250.76
10.36%
Add 3.37%
23,406
763
IWF 		iShares Russell 1000 Growth ETF2024-09-30Reduce
-0.11%
●
332.02 ($362.65) 382.76
$390.63
7.72%
Reduce -17.8%
1,833
-397

Greenhouse Wealth Management, LLC Total Holding History ($B)

To

Greenhouse Wealth Management, LLC's Asset Allocation

To

Greenhouse Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Greenhouse Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Greenhouse Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Greenhouse Wealth Management, LLC's Holdings Heat Map

Size field:

Greenhouse Wealth Management, LLC's Holdings Bubble Chart

Greenhouse Wealth Management, LLC News

  • 1

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