Greenhouse Wealth Management, LLC
58 holdingsFiling period: 2026-03-31Current AUM: $185.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 88.0K | $57.1M | $65.6M | 35.42% | -1,040 | 2026-03-31 |
| 2 | IVV | ISHARES TR | 22.2K | $14.5M | $16.7M | 8.99% | -112 | 2026-03-31 |
| 3 | VTV | VANGUARD INDEX FDS | 64.6K | $12.7M | $14.2M | 7.66% | -1,023 | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 14.6K | $8.7M | $10.0M | 5.39% | -60 | 2026-03-31 |
| 5 | VTI | VANGUARD INDEX FDS | 23.8K | $7.6M | $8.8M | 4.73% | -661 | 2026-03-31 |
| 6 | QQQ | INVESCO QQQ TR | 12.3K | $7.1M | $8.5M | 4.56% | -2 | 2026-03-31 |
| 7 | VXUS | VANGUARD STAR FDS | 88.8K | $6.8M | $7.5M | 4.05% | +2.5K | 2026-03-31 |
| 8 | VB | VANGUARD INDEX FDS | 25.9K | $6.8M | $7.6M | 4.12% | +18 | 2026-03-31 |
| 9 | VBR | VANGUARD INDEX FDS | 15.3K | $3.3M | $3.7M | 2.02% | +54 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 10.4K | $3.0M | $3.7M | 2.01% | -15 | 2026-03-31 |
| 11 | IAU | ISHARES GOLD TR | 25.5K | $2.3M | $1.9M | 1.05% | +350 | 2026-03-31 |
| 12 | VUG | VANGUARD INDEX FDS | 5.1K | $2.2M | $2.6M | 1.41% | -13 | 2026-03-31 |
| 13 | SCHA | SCHWAB STRATEGIC TR | 55.5K | $1.6M | $1.9M | 1.00% | -1,770 | 2026-03-31 |
| 14 | SCHF | SCHWAB STRATEGIC TR | 64.9K | $1.6M | $1.8M | 0.96% | -- | 2026-03-31 |
| 15 | AAPL | APPLE INC | 6.1K | $1.5M | $1.9M | 1.02% | -104 | 2026-03-31 |
| 16 | VEU | VANGUARD INTL EQUITY INDEX F | 20.6K | $1.5M | $1.7M | 0.92% | -177 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 3.7K | $1.4M | $1.7M | 0.93% | -123 | 2026-03-31 |
| 18 | TQQQ | PROSHARES TR | 31.2K | $1.3M | $2.0M | 1.09% | -- | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 4.5K | $1.3M | $1.6M | 0.86% | -100 | 2026-03-31 |
| 20 | VYM | VANGUARD WHITEHALL FDS | 7.2K | $1.1M | $1.2M | 0.63% | +35 | 2026-03-31 |
| 21 | VO | VANGUARD INDEX FDS | 3.5K | $1.0M | $1.1M | 0.61% | -7 | 2026-03-31 |
| 22 | VOT | VANGUARD INDEX FDS | 3.9K | $1.0M | $1.2M | 0.62% | +7 | 2026-03-31 |
| 23 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.0K | $980K | $980K | 0.53% | -14 | 2026-03-31 |
| 24 | SDY | SPDR SERIES TRUST | 6.5K | $950K | $1.0M | 0.54% | +17 | 2026-03-31 |
| 25 | IJR | ISHARES TR | 7.5K | $933K | $1.1M | 0.59% | +11 | 2026-03-31 |
← Scroll →
Page 1 of 3