$222 Million is the total value of GREENUP STREET WEALTH MANAGEMENT LLC's 80 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -5,149 | -100.0% | -0.12% | – |
| SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -8,209 | -100.0% | -0.19% | – |
| RBLX | Exit | ROBLOX CORPcl a | $0 | – | -14,181 | -100.0% | -0.22% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -10,488 | -100.0% | -0.25% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -3,149 | -100.0% | -0.26% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -6,888 | -100.0% | -0.30% | – |
| VOOV | Exit | VANGUARD ADMIRAL FDS INC500 val idx fd | $0 | – | -29,269 | -100.0% | -1.83% | – |
| SLYV | Exit | SPDR SER TRs&p 600 smcp val | $0 | – | -53,810 | -100.0% | -1.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-21
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AVANTIS INTERNATIONAL EQUITY ETF | 8 | Q3 2023 | 14.9% |
| ISHARES TR | 8 | Q3 2023 | 11.9% |
| ISHARES TR | 8 | Q3 2023 | 6.3% |
| Ishares Tr Blackrock Ultra | 8 | Q3 2023 | 6.1% |
| AVANTIS EMERGING MARKETS EQ ETF | 8 | Q3 2023 | 6.0% |
| Vanguard Value ETF | 8 | Q3 2023 | 4.0% |
| ISHARES TR | 8 | Q3 2023 | 3.5% |
| Vanguard Short-Term Bond ETF | 8 | Q3 2023 | 3.9% |
| ISHARES TR | 8 | Q3 2023 | 3.7% |
| Ishares Tr 20 Yr Tr Bd Etf | 8 | Q3 2023 | 3.6% |
View GREENUP STREET WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-09 |
View GREENUP STREET WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.