$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
WELL | WELLTOWER INC | $423,000 | -21.8% | 6,570 | 0.0% | 0.19% | -25.1% | |
QCOM | QUALCOMM INCcall | $282,000 | -11.9% | 2,500 | 0.0% | 0.13% | -15.9% | |
LRCX | LAM RESEARCH CORPcall | $146,000 | -14.1% | 400 | 0.0% | 0.07% | -17.5% | |
SNOW | SNOWFLAKE INCcall | $119,000 | +22.7% | 700 | 0.0% | 0.05% | +17.4% |
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.