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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 $133,790,537
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 87,833 $49,117,991 36.71%
2.
Vanguard Index Fds - VALUE ETF
 76,458 $13,203,791 9.87%
3.
Ishares Trust
 IEF 19,319 $10,855,178 8.11%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 14,521 $7,453,105 5.57%
5.
Vanguard Index Fds
 23,180 $6,370,853 4.76%
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)