$240 Million is the total value of GREENUP STREET WEALTH MANAGEMENT LLC's 84 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PH | PARKER-HANNIFIN CORPcall | $873,045 | +20.1% | 3,000 | 0.0% | 0.36% | +11.0% | |
| FB | META PLATFORMS INCcall | $529,496 | -11.3% | 4,400 | 0.0% | 0.22% | -17.8% | |
| WELL | WELLTOWER INC | $430,664 | +1.8% | 6,570 | 0.0% | 0.18% | -5.8% | |
| VEA | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $386,040 | +15.6% | 9,198 | 0.0% | 0.16% | +6.6% | |
| QCOM | QUALCOMM INCcall | $274,845 | -2.5% | 2,500 | 0.0% | 0.12% | -9.4% | |
| LRCX | LAM RESEARCH CORPcall | $168,120 | +15.2% | 400 | 0.0% | 0.07% | +6.1% | |
| SNOW | SNOWFLAKE INCcall | $100,478 | -15.6% | 700 | 0.0% | 0.04% | -22.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-26
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.