GW

Greenhouse Wealth Management, LLC

13F
Greenhouse Wealth Management, LLC
Last update 2025-04-17 53 Stocks (3 new)
Value $134.00 Mil Turnover 1 %
Countries:
Top Holdings: SPY(36.71%)VTV(9.87%)IVV(8.11%)VOO(5.57%)VTI(4.76%)
Summary Stock Picks Current Portfolio
Greenhouse Wealth Management, ... Top Holdings of 2025-03-31 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 		SPDR S&P 500 ETF Trust
87,833
49,118.0
-6.07%
36.710
-2.20%
0.010
+4.93%
+2.54%
612,819.6
 
VTV 		Vanguard Value ETF
76,458
13,203.8
-3.57%
9.870
-0.32%
0.010
+0.65%
+2.79%
130,819.8
 
IVV 		iShares Core S&P 500 ETF
19,319
10,855.2
+1.11%
8.110
+0.09%
0.000
+4.92%
+2.58%
591,319.0
 
VOO 		Vanguard S&P 500 ETF
14,521
7,453.1
-18.00%
5.570
-1.14%
0.000
+4.92%
+2.55%
617,254.0
 
VTI 		Vanguard Total Stock Market ETF
23,180
6,370.9
-9.92%
4.760
-0.49%
0.000
+5.02%
+2.19%
450,908.3
 
VB 		Vanguard Small Cap ETF
23,780
5,273.1
-0.16%
3.940
-0.01%
0.010
+2.99%
-2.68%
58,555.2
 
VXUS 		Vanguard Total International Stock
80,939
5,028.3
-0.50%
3.760
-0.02%
0.010
+7.69%
+15.75%
87,827.4
 
QQQ 		INVESCO QQQ Trust
10,341
4,848.9
-15.58%
3.620
-0.64%
0.000
+8.71%
+3.81%
337,188.1
 
VBR 		Vanguard Small Cap Value ETF
17,691
3,295.6
+0.65%
2.460
+0.02%
0.010
+1.67%
-2.62%
27,711.4
 
VUG 		Vanguard Growth ETF
5,106
1,893.5
+0.08%
1.420
0%
0.000
+8.94%
+2.95%
153,592.3
 

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
SPY 		SPDR S&P 500 ETF Trust2025-03-31Reduce
-2.20%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Reduce -6.07%
87,833
-5,677
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-1.14%
●
507.05 ($540.58) 563.67
$550.66
1.86%
Reduce -18%
14,521
-3,188
TQQQ 		PROSHARES TRUST2025-03-31Sold Out
-0.81%
●
57.3 ($75.89) 90.4
$74.19
-2.24%
Sold Out
0
-15,427
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2025-03-31Sold Out
-0.68%
●
120.29 ($128.89) 134.6
$131.06
1.68%
Sold Out
0
-7,985
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-0.64%
●
468.34 ($508.07) 539.52
$529.92
4.30%
Reduce -15.58%
10,341
-1,908
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-0.49%
●
271.18 ($290.53) 303.12
$295.12
1.58%
Reduce -9.92%
23,180
-2,552
ONEQ 		Fidelity Nasdaq Composite Tracking Stock2025-03-31Sold Out
-0.41%
●
68.07 ($74.63) 78.99
$76.92
3.07%
Sold Out
0
-8,130
VTV 		Vanguard Value ETF2025-03-31Reduce
-0.32%
●
167.73 ($174.39) 179.21
$173.02
-0.79%
Reduce -3.57%
76,458
-2,831
SDY 		SPDR Dividend ETF2025-03-31Reduce
-0.32%
●
128.74 ($134.5) 138.67
$135.23
0.54%
Reduce -56.6%
2,786
-3,633
IWV 		iShares Russell 3000 ETF2025-03-31Sold Out
-0.29%
●
313.1 ($335.28) 349.83
$340.96
1.69%
Sold Out
0
-1,312

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 2025-03-31

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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