GS

GREENUP STREET WEALTH MANAGEMENT LLC

13F
GREENUP STREET WEALTH MANAGEMENT LLC
Last update 2024-10-16 84 Stocks (10 new)
Value $484.00 Mil Turnover 13 %
Countries:
Top Holdings: QQQ(15.27%)AVDE(10.93%)IVV(6.61%)AVEM(4.87%)IVE(4.33%)
Portfolio Report
Summary Stock Picks Current Portfolio
GREENUP STREET WEALTH MANAGEME... 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
QQQ 		INVESCO QQQ Trust
151,544
73964.170
-1.01%
15.270
-0.17%
0.030
+7.00%
+20.97%
298800.510
 
AVDE 		Avantis International Equity ETF
789,670
52931.610
+9.80%
10.930
+0.98%
1.000
+1.67%
+7.03%
5125.890
 
IVV 		iShares Core S&P 500 ETF
55,514
32022.030
-5.42%
6.610
-0.41%
0.010
+6.62%
+22.20%
548049.583
 
AVEM 		Avantis Emerging Markets Equity ETF
365,089
23584.770
-4.31%
4.870
-0.24%
0.330
+5.20%
+12.68%
7005.285
 
IVE 		iShares S&P 500 Value ETF
106,419
20982.730
+23.63%
4.330
+0.83%
0.060
+4.18%
+13.47%
35634.144
 
AGG 		iShares Core U.S. Aggregate Bond ETF
169,436
17158.810
+2.78%
3.540
+0.10%
0.010
+0.11%
-0.83%
117688.325
 
SLQD 		iShares 0-5 Year Investment Grade Corporate Bond E
334,335
16860.540
+9.99%
3.480
+0.32%
0.800
+0.73%
+1.59%
2109.278
 
VTV 		Vanguard Value ETF
94,676
16527.660
+7.48%
3.410
+0.24%
0.010
+4.60%
+16.78%
122667.511
 
IJH 		iShares Core S&P Mid-Cap ETF
246,540
15364.410
+37.12%
3.170
+0.86%
0.020
+2.08%
+13.19%
92410.917
 
BIV 		Vanguard Intermediate-Term Bond ETF
180,305
14130.560
+18.92%
2.920
+0.46%
0.070
+0.20%
-0.37%
18680.362
 

GREENUP STREET WEALTH MANAGEMENT LLC's Historical Top Holdings Breakdowns

GREENUP STREET 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
EPI 		WisdomTree India Earnings Fund2024-09-30New Buy
+2.07%
●
47.41 ($49.31) 50.82
$47.28
-4.12%
New holding
198,728
198,728
AVDE 		Avantis International Equity ETF2024-09-30Add
+0.98%
●
60.09 ($64.27) 67.66
$64.68
0.64%
Add 9.8%
789,670
70,467
IJS 		iShares S&P Small-Cap 600 Value ETF2024-09-30Add
+0.94%
●
95.81 ($103.85) 109.03
$107.57
3.58%
Add 1744.33%
44,762
42,335
IJH 		iShares Core S&P Mid-Cap ETF2024-09-30Add
+0.86%
●
57.32 ($60.3) 62.65
$62.74
4.05%
Add 37.12%
246,540
66,739
IVE 		iShares S&P 500 Value ETF2024-09-30Add
+0.83%
●
181.06 ($189.95) 197.17
$197.31
3.87%
Add 23.63%
106,419
20,338
MDY 		S&P MidCap 400 ETF2024-09-30Reduce
-0.68%
●
523.84 ($550.93) 572.06
$573.42
4.08%
Reduce -90.68%
557
-5,421
EFA 		iShares MSCI EAFE ETF2024-09-30Add
+0.67%
●
75.32 ($80.46) 84.43
$80.52
0.07%
Add 359.47%
49,705
38,887
ADSK 		Autodesk Inc2024-09-30New Buy
+0.54%
●
225.72 ($251.72) 275.48
$286.57
13.84%
New holding
9,501
9,501
BRK.B 		Berkshire Hathaway Inc2024-09-30Add
+0.48%
●
405.19 ($442.18) 478.57
$458.49
3.69%
Add 76.14%
11,541
4,989
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.46%
●
74.26 ($77.1) 78.84
$76.10
-1.30%
Add 18.92%
180,305
28,686

GREENUP STREET WEALTH MANAGEMENT LLC Total Holding History ($B)

To

GREENUP STREET WEALTH MANAGEMENT LLC's Asset Allocation

To

GREENUP STREET WEALTH MANAGEMENT LLC Past Portfolios

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

Top Ranked Articles

  • 1

GREENUP STREET WEALTH MANAGEMENT LLC's Hypothetical Growth since 2024-09-30

GREENUP STREET WEALTH MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

GREENUP STREET WEALTH MANAGEMENT LLC's Holdings Heat Map

Size field:

GREENUP STREET WEALTH MANAGEMENT LLC's Holdings Bubble Chart

GREENUP STREET WEALTH MANAGEMENT LLC News

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