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Home > Institutional Investor > Greenhouse Wealth Management, Llc > Profile

Instuitional Investor - Greenhouse Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Greenhouse Wealth Management, Llc
Portfolio Value $151,257,216
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 93,510 $54,804,237 36.23%
2.
Vanguard Index Fds
 79,289 $13,423,699 8.87%
3.
Ishares Trust
 IEF 19,107 $11,248,153 7.43%
4.
Vanguard Index Fds
 17,709 $9,541,749 6.3%
5.
Vanguard Index Fds
 25,732 $7,457,385 4.93%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)