GREENUP STREET WEALTH MANAGEMENT LLC [Rocket]

Holdings

GREENUP STREET WEALTH MANAGEMENT LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
INVESCO QQQ TRUST, SERIES 1	QQQ	ETF	81,731	-23,274	30,192,976,000	-3,506,377,000	8.25		Hist	06/30/2023
iSHARES TRUST	IVV	Common	63,149	-19,430	28,146,079,000	-5,800,437,000	7.69		Hist	06/30/2023
iSHARES TRUST	IVE	Common	120,494	32,038	19,422,434,000	5,998,359,000	5.31		Hist	06/30/2023
AMERICAN CENTY ETF TR	AVEM	Common	296,965	193,095	15,979,677,000	10,486,007,000	4.37		Hist	06/30/2023
iSHARES TRUST	SHY	1-3 YR TRS BD	149,577	-13,305	12,127,675,000	-1,254,710,000	3.31		Hist	06/30/2023
VANGUARD INDEX FUNDS	VTV	Common	73,172	6,876	10,397,797,000	1,241,624,000	2.84		Hist	06/30/2023
iSHARES TRUST	IJH	Common	38,193	16,745	9,986,637,000	4,621,260,000	2.73		Hist	06/30/2023
iSHARES TRUST	TLT	20+ YR TRS BD	81,691	24,475	8,409,272,000	2,323,179,000	2.30		Hist	06/30/2023
iSHARES TRUST	IGW	ETF	14,718	-64	7,465,829,000	892,827,000	2.04		Hist	06/30/2023
iSHARES TRUST	ICSH	Common	143,323	-252	7,209,124,000	-5,511,000	1.97		Hist	06/30/2023
iSHARES TRUST	IJJ	Common	57,225	9,869	6,130,546,000	1,263,804,000	1.68		Hist	06/30/2023
iSHARES TRUST	SLQD	Common	120,651	-14,214	5,816,585,000	-721,670,000	1.59		Hist	06/30/2023
iSHARES TRUST	HYG	Common	75,479	4,470	5,666,187,000	301,454,000	1.55		Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BLV	Common	74,065	42,922	5,548,950,000	3,162,150,000	1.52		Hist	06/30/2023
iSHARES TRUST	IWP	RUSSELL MCP GR	53,293	50,104	5,149,734,000	4,859,376,000	1.41		Hist	06/30/2023
Alphabet Inc.	GOOGL	COM	42,480	325	5,084,856,000	712,118,000	1.39		Hist	06/30/2023
Vanguard BD Index Fund Inc Sho	BSV	COM	63,247	-24,312	4,779,576,000	-1,917,812,000	1.31		Hist	06/30/2023
MICROSOFT CORP	MSFT	Common	13,404	-3,032	4,564,583,000	-173,860,000	1.25	0.00	Hist	06/30/2023
VANGUARD BOND INDEX FUNDS	BIV	Common	56,814	2,977	4,274,117,000	142,666,000	1.17		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK/B	Common	10,516	7,754	3,585,956,000	2,733,134,000	0.98	0.00	Hist	06/30/2023
Meta Platforms, Inc.	FB	Common	12,122	150	3,478,772,000	941,426,000	0.95		Hist	06/30/2023
SCHWAB CHARLES CORP	SCHW	Common	60,874	5,183	3,450,316,000	533,219,000	0.94	0.00	Hist	06/30/2023
Booking Holdings Inc.	BKNG	COMMON STOCK	1,043	-191	2,816,444,000	-456,630,000	0.77	0.00	Hist	06/30/2023
iSHARES TRUST	IVW	S&P500 GRW	39,075	-41,875	2,754,006,000	-2,417,890,000	0.75		Hist	06/30/2023
iSHARES TRUST	IJR	S&P SMLCAP 600	24,832	17,205	2,474,473,000	1,736,975,000	0.68		Hist	06/30/2023
VISA INC.	V	CL A	9,904	-2,772	2,351,903,000	-506,134,000	0.64		Hist	06/30/2023
AMAZON COM INC	AMZN	Common	16,810	5,012	2,191,352,000	972,737,000	0.60		Hist	06/30/2023
iShares U.S. Basic Materials ETF	IYM	common	14,579	14,579	1,939,736,000	1,939,736,000	0.53		Hist	06/30/2023
FEDEX CORP	FDX	Common	7,821	-3,751	1,938,846,000	-705,181,000	0.53	0.00	Hist	06/30/2023
iSHARES TRUST	IEF	7-10 YR TRS BD	20,025	-119	1,934,370,000	-62,346,000	0.53		Hist	06/30/2023
BRISTOL MYERS SQUIBB CO	BMY	Common	29,988	29,988	1,917,758,000	1,917,758,000	0.52		Hist	06/30/2023
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	DIA	FD	5,484	5,484	1,885,673,000	1,885,673,000	0.52		Hist	06/30/2023
DANAHER CORP /DE/	DHR	Common	7,842	7,842	1,882,080,000	1,882,080,000	0.51	0.00	Hist	06/30/2023
iSHARES TRUST	SUB	Common	17,792	-481	1,851,080,000	-61,738,000	0.51		Hist	06/30/2023
CARMAX INC	KMX	Common	21,814	-520	1,825,832,000	390,202,000	0.50	0.01	Hist	06/30/2023
<< Prev Next >>