The Analysis of Greenhouse Wealth Management, LLC's Holdings


Currently, Greenhouse Wealth Management, LLC holds 60 types of securities in its portfolio with a total value $169.1M. In the most recent quarter, they have increased their positions in TQQQ (+15.6K shares, valued at $824.4K), ALL (+1.4K shares, valued at $287.0K), IVW (+1.6K shares, valued at $200.4K); decreased their positions in SPY (-1.9K shares, valued at $1.3M), VTV (-1.5K shares, valued at $278.8K), VBR (-648 shares, valued at $137.2K); initiated new positions in ALL (+1.4K shares, valued at $287.0K), IVW (+1.6K shares, valued at $200.4K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR89.0K shares-2.11%2025-12-312026-01-21history
IVV ISHARES TR22.3K shares0.15%2025-12-312026-01-21history
VTV VANGUARD INDEX FDS65.6K shares-2.18%2025-12-312026-01-21history
VANGUARD INDEX FDS VANGUARD INDEX FDS14.6K shares-0.38%2025-12-312026-01-21history
VTI VANGUARD INDEX FDS24.5K shares2.15%2025-12-312026-01-21history
INVESCO QQQ TR INVESCO QQQ TR12.3K shares0.18%2025-12-312026-01-21history
VB VANGUARD INDEX FDS25.9K shares0.47%2025-12-312026-01-21history
VXUS VANGUARD STAR FDS86.3K shares1.38%2025-12-312026-01-21history
Sponsored
ALPHABET INC ALPHABET INC10.5K shares0.04%2025-12-312026-01-21history
VBR VANGUARD INDEX FDS15.3K shares-4.07%2025-12-312026-01-21history
VUG VANGUARD INDEX FDS5.1K shares-0.43%2025-12-312026-01-21history
ISHARES GOLD TR ISHARES GOLD TR25.2K shares0.00%2025-12-312026-01-21history
MSFT MICROSOFT CORP3.8K shares0.13%2025-12-312026-01-21history
AAPL APPLE INC6.2K shares0.00%2025-12-312026-01-21history
TQQQ PROSHARES TR31.2K shares100.31%2025-12-312026-01-21history
SCHA SCHWAB STRATEGIC TR57.3K shares0.16%2025-12-312026-01-21history
Sponsored
SCHF SCHWAB STRATEGIC TR64.9K shares1.80%2025-12-312026-01-21history
VEU VANGUARD INTL EQUITY INDEX F20.8K shares0.80%2025-12-312026-01-21history
ALPHABET INC ALPHABET INC4.6K shares0.02%2025-12-312026-01-21history
VOT VANGUARD INDEX FDS3.9K shares0.03%2025-12-312026-01-21history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares0.00%2025-12-312026-01-21history
VYM VANGUARD WHITEHALL FDS7.2K shares0.55%2025-12-312026-01-21history
VO VANGUARD INDEX FDS3.5K shares0.92%2025-12-312026-01-21history
VGT VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-01-21history
Sponsored
SDY SPDR SERIES TRUST6.5K shares0.32%2025-12-312026-01-21history
IJR ISHARES TR7.5K shares0.41%2025-12-312026-01-21history
IWF ISHARES TR1.8K shares0.05%2025-12-312026-01-21history
AMZN AMAZON COM INC3.5K shares0.00%2025-12-312026-01-21history
ONEQ FIDELITY COMWLTH TR8.1K shares0.00%2025-12-312026-01-21history
IWR ISHARES TR7.2K shares0.40%2025-12-312026-01-21history
SCHD SCHWAB STRATEGIC TR23.8K shares-5.66%2025-12-312026-01-21history
GM GENERAL MTRS CO6.7K shares0.18%2025-12-312026-01-21history
Sponsored
LMT LOCKHEED MARTIN CORP1.0K shares0.00%2025-12-312026-01-21history
CSCO CISCO SYS INC6.4K shares0.53%2025-12-312026-01-21history
IWV ISHARES TR1.3K shares-3.96%2025-12-312026-01-21history
IJH ISHARES TR7.1K shares0.47%2025-12-312026-01-21history
RTX RTX CORPORATION2.5K shares0.00%2025-12-312026-01-21history
RSG REPUBLIC SVCS INC2.2K shares0.00%2025-12-312026-01-21history
ORCL ORACLE CORP2.3K shares0.00%2025-12-312026-01-21history
COST COSTCO WHSL CORP NEW501 shares0.00%2025-12-312026-01-21history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF7.6K shares3.56%2025-12-312026-01-21history
F FORD MTR CO26.5K shares2.59%2025-12-312026-01-21history
RGTI RIGETTI COMPUTING INC14.6K shares0.00%2025-12-312026-01-21history
VHT VANGUARD WORLD FD1.1K shares0.55%2025-12-312026-01-21history
IWB ISHARES TR823 shares0.24%2025-12-312026-01-21history
MO ALTRIA GROUP INC5.1K shares3.00%2025-12-312026-01-21history
ALL ALLSTATE CORP1.4K sharesnew addition2025-12-312026-01-21history
IUSV ISHARES TR2.7K shares0.00%2025-12-312026-01-21history
Sponsored
IWD ISHARES TR1.2K shares0.41%2025-12-312026-01-21history
GE AEROSPACE GE AEROSPACE806 shares5.50%2025-12-312026-01-21history
JNJ JOHNSON & JOHNSON1.2K shares0.00%2025-12-312026-01-21history
XOM EXXON MOBIL CORP2.0K shares10.01%2025-12-312026-01-21history
DIS DISNEY WALT CO2.1K shares-30.33%2025-12-312026-01-21history
BND VANGUARD BD INDEX FDS3.1K shares0.00%2025-12-312026-01-21history
PM PHILIP MORRIS INTL INC1.4K shares4.87%2025-12-312026-01-21history
TTWO TAKE-TWO INTERACTIVE SOFTWAR850 shares0.00%2025-12-312026-01-21history
Sponsored
JPM JPMORGAN CHASE & CO.675 shares0.00%2025-12-312026-01-21history
EA ELECTRONIC ARTS INC1.0K shares0.10%2025-12-312026-01-21history
IVW ISHARES TR1.6K sharesnew addition2025-12-312026-01-21history
GWH.WS ESS TECH INC50.0K shares0.00%2025-12-312026-01-21history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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