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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 $155,236,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 92,452 $57,095,142 36.78%
2.
Ishares Trust
 IEF 22,560 $14,007,311 9.02%
3.
Vanguard Index Fds - VALUE ETF
 72,748 $12,857,388 8.28%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 14,952 $8,489,694 5.47%
5.
Vanguard Index Fds
 23,176 $7,043,803 4.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)