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Home > Institutional Investor > Greenup Street Wealth Management Llc > Profile

Instuitional Investor - Greenup Street Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Greenup Street Wealth Management Llc
Portfolio Value $359,568,579
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr Unit Ser 1
 112,002 $45,866,991 12.75%
2.
Avantis International Equity Etf
 552,673 $33,398,009 9.28%
3.
Ishares Trust
 IEF 69,915 $33,393,514 9.28%
4.
Ishares Trust
 IEF 165,519 $28,782,013 8%
5.
Avantis Emerging Markets Eq Etf
 399,671 $22,537,455 6.26%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)