Sponsored

The Analysis of Greenhouse Wealth Management, LLC's Holdings & P&L

Currently, Greenhouse Wealth Management, LLC holds 57 types of securities in its portfolio with a total value $161.7M. In the most recent quarter, they have increased their positions in ITOT (+2.8K shares, valued at $394.5K), MDLZ (+3.5K shares, valued at $201.6K), VXUS (+2.5K shares, valued at $191.7K); decreased their positions in SPY (-1.0K shares, valued at $675.6K), VTI (-661 shares, valued at $212.1K), VTV (-1.0K shares, valued at $200.6K); initiated new positions in ITOT (+2.8K shares, valued at $394.5K), MDLZ (+3.5K shares, valued at $201.6K).

1M P&L

+4.8M+3.17%

3M P&L

-13.9M-8.14%

HY P&L

-6.8M-4.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A129.0M

93.3%

2Software - Infrastructure1.7M

1.2%

3Consumer Electronics1.5M

1.1%

Top Industries by Stock Count

1N/A32 stocks

64.0%

2Auto Manufacturers2 stocks

4.0%

3Software - Infrastructure2 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T88.0K shares-1.17%2026-03-312026-04-23

IVV ISHARES TR22.2K shares-0.50%2026-03-312026-04-23

VTV VANGUARD INDEX FDS64.6K shares-1.56%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS14.6K shares-0.41%2026-03-312026-04-23

VTI VANGUARD INDEX FDS23.8K shares-2.70%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR12.3K shares-0.02%2026-03-312026-04-23

VXUS VANGUARD STAR FDS88.8K shares2.88%2026-03-312026-04-23

VB VANGUARD INDEX FDS25.9K shares0.07%2026-03-312026-04-23

Sponsored

VBR VANGUARD INDEX FDS15.3K shares0.35%2026-03-312026-04-23

ALPHABET INC ALPHABET INC10.4K shares-0.14%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR25.5K shares1.39%2026-03-312026-04-23

VUG VANGUARD INDEX FDS5.1K shares-0.25%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR55.5K shares-3.09%2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR64.9K shares0.00%2026-03-312026-04-23

AAPL APPLE INC6.1K shares-1.68%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F20.6K shares-0.85%2026-03-312026-04-23

Sponsored

MSFT MICROSOFT CORP3.7K shares-3.21%2026-03-312026-04-23

TQQQ PROSHARES TR31.2K shares0.00%2026-03-312026-04-23

ALPHABET INC ALPHABET INC4.5K shares-2.19%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS7.2K shares0.49%2026-03-312026-04-23

VO VANGUARD INDEX FDS3.5K shares-0.20%2026-03-312026-04-23

VOT VANGUARD INDEX FDS3.9K shares0.18%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-0.68%2026-03-312026-04-23

SDY SPDR SERIES TRUST6.5K shares0.26%2026-03-312026-04-23

Sponsored

IJR ISHARES TR7.5K shares0.15%2026-03-312026-04-23

VGT VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-04-23

IWF ISHARES TR1.8K shares0.00%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR23.9K shares0.37%2026-03-312026-04-23

AMZN AMAZON COM INC3.5K shares0.00%2026-03-312026-04-23

IWR ISHARES TR7.2K shares0.26%2026-03-312026-04-23

ONEQ FIDELITY COMWLTH TR8.1K shares0.00%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP1.0K shares0.00%2026-03-312026-04-23

Sponsored

GM GENERAL MTRS CO6.7K shares0.24%2026-03-312026-04-23

CSCO CISCO SYS INC6.4K shares0.52%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION492 shares-1.80%2026-03-312026-04-23

RTX RTX CORPORATION2.5K shares0.00%2026-03-312026-04-23

IJH ISHARES TR7.1K shares0.23%2026-03-312026-04-23

RSG REPUBLIC SVCS INC2.2K shares0.00%2026-03-312026-04-23

IWV ISHARES TR1.3K shares0.00%2026-03-312026-04-23

ITOT ISHARES TR2.8K sharesnew addition2026-03-312026-04-23

Sponsored

ORCL ORACLE CORP2.3K shares0.00%2026-03-312026-04-23

MO ALTRIA GROUP INC5.1K shares0.00%2026-03-312026-04-23

XOM EXXON MOBIL CORP2.0K shares0.00%2026-03-312026-04-23

VHT VANGUARD WORLD FD1.1K shares0.36%2026-03-312026-04-23

IWB ISHARES TR824 shares0.12%2026-03-312026-04-23

ALL ALLSTATE CORP1.4K shares0.00%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF7.4K shares-2.11%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON1.2K shares-1.53%2026-03-312026-04-23

Sponsored

F FORD MTR CO23.7K shares-10.54%2026-03-312026-04-23

IUSV ISHARES TR2.7K shares0.00%2026-03-312026-04-23

IWD ISHARES TR1.2K shares0.00%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS3.1K shares0.00%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE806 shares0.00%2026-03-312026-04-23

EA ELECTRONIC ARTS INC1.0K shares0.10%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC3.5K sharesnew addition2026-03-312026-04-23

Sponsored

GWH.WS ESS TECH INC50.0K shares0.00%2026-03-312026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-1.17%

Shares88.0K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

-0.50%

Shares22.2K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

-1.56%

Shares64.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.41%

Shares14.6K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-2.70%

Shares23.8K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-0.02%

Shares12.3K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

2.88%

Shares88.8K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

0.07%

Shares25.9K

Event2026-03-31

Filed2026-04-23

VBR

VANGUARD INDEX FDS

0.35%

Shares15.3K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-0.14%

Shares10.4K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

1.39%

Shares25.5K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

-0.25%

Shares5.1K

Event2026-03-31

Filed2026-04-23

SCHA

SCHWAB STRATEGIC TR

-3.09%

Shares55.5K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares64.9K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-1.68%

Shares6.1K

Event2026-03-31

Filed2026-04-23

VEU

VANGUARD INTL EQUITY INDEX F

-0.85%

Shares20.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-3.21%

Shares3.7K

Event2026-03-31

Filed2026-04-23

TQQQ

PROSHARES TR

0.00%

Shares31.2K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-2.19%

Shares4.5K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

0.49%

Shares7.2K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.20%

Shares3.5K

Event2026-03-31

Filed2026-04-23

VOT

VANGUARD INDEX FDS

0.18%

Shares3.9K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

-0.68%

Shares2.0K

Event2026-03-31

Filed2026-04-23

SDY

SPDR SERIES TRUST

0.26%

Shares6.5K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

0.15%

Shares7.5K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

IWF

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

0.37%

Shares23.9K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-23

IWR

ISHARES TR

0.26%

Shares7.2K

Event2026-03-31

Filed2026-04-23

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-23

LMT

LOCKHEED MARTIN CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

GENERAL MTRS CO

0.24%

Shares6.7K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

0.52%

Shares6.4K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

-1.80%

Shares492

Event2026-03-31

Filed2026-04-23

RTX

RTX CORPORATION

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

0.23%

Shares7.1K

Event2026-03-31

Filed2026-04-23

RSG

REPUBLIC SVCS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-23

IWV

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-23

ITOT

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD WORLD FD

0.36%

Shares1.1K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.12%

Shares824

Event2026-03-31

Filed2026-04-23

ALL

ALLSTATE CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

IBIT

ISHARES BITCOIN TRUST ETF

-2.11%

Shares7.4K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-1.53%

Shares1.2K

Event2026-03-31

Filed2026-04-23

FORD MTR CO

-10.54%

Shares23.7K

Event2026-03-31

Filed2026-04-23

IUSV

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-23

IWD

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

BND

VANGUARD BD INDEX FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

0.00%

Shares806

Event2026-03-31

Filed2026-04-23

ELECTRONIC ARTS INC

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-23

GWH.WS

ESS TECH INC

0.00%

Shares50.0K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available