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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 $161,703,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 87,957 $57,136,307 35.33%
2.
Ishares Trust
 IEF 22,202 $14,502,321 8.97%
3.
Vanguard Index Fds - VALUE ETF
 64,563 $12,663,254 7.83%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 14,550 $8,694,563 5.38%
5.
Vanguard Index Fds
 23,822 $7,642,284 4.73%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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