Greenhouse Wealth Management, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Greenhouse Wealth Management, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 35.33% | 57.136 M $ | 87957 | 2020/12/31 | -2.811 M $ | -4.63 % |
| 2026/03/31 | IVV | ISHARES TR | 8.97% | 14.502 M $ | 22202 | 2020/12/31 | -708.023 K $ | -4.63 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 7.83% | 12.663 M $ | 64563 | 2020/12/31 | 341.703 K $ | 2.73 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 5.38% | 8.695 M $ | 14550 | 2020/12/31 | -432.163 K $ | -4.72 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 4.73% | 7.642 M $ | 23822 | 2020/12/31 | -354.024 K $ | -4.31 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 4.39% | 7.096 M $ | 12294 | 2020/12/31 | -456.550 K $ | -6.04 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 4.23% | 6.838 M $ | 88837 | 2020/12/31 | 144.199 K $ | 2.21 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 4.20% | 6.784 M $ | 25935 | 2020/12/31 | 102.890 K $ | 1.54 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 2.06% | 3.326 M $ | 15309 | 2020/12/31 | 83.292 K $ | 2.58 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 1.86% | 3.004 M $ | 10447 | 2020/12/31 | -266.153 K $ | -8.13 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 1.39% | 2.252 M $ | 25546 | 2021/06/30 | 176.120 K $ | 8.61 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 1.39% | 2.240 M $ | 5129 | 2020/12/31 | -262.601 K $ | -10.47 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 1.00% | 1.614 M $ | 55497 | 2020/12/31 | 34.360 K $ | 2.11 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 0.99% | 1.607 M $ | 64938 | 2020/12/31 | 46.105 K $ | 2.95 % |
| 2026/03/31 | AAPL | APPLE INC | 0.96% | 1.549 M $ | 6103 | 2020/12/31 | -112.160 K $ | -6.65 % |
| 2026/03/31 | VEU | VANGUARD INTL EQUITY INDEX F | 0.96% | 1.549 M $ | 20620 | 2020/12/31 | 32.027 K $ | 2.09 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.85% | 1.374 M $ | 3711 | 2020/12/31 | -434.967 K $ | -23.46 % |
| 2026/03/31 | TQQQ | PROSHARES TR | 0.80% | 1.302 M $ | 31226 | 2024/12/31 | -344.735 K $ | -20.94 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.79% | 1.281 M $ | 4466 | 2020/12/31 | -123.008 K $ | -8.59 % |
| 2026/03/31 | VYM | VANGUARD WHITEHALL FDS | 0.66% | 1.066 M $ | 7201 | 2020/12/31 | 32.820 K $ | 3.19 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.62% | 1.007 M $ | 3507 | 2020/12/31 | -10.682 K $ | -1.05 % |
| 2026/03/31 | VOT | VANGUARD INDEX FDS | 0.62% | 1.004 M $ | 3902 | 2022/12/31 | -84.872 K $ | -7.81 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.61% | 980.443 K $ | 2046 | 2020/12/31 | -48.306 K $ | -4.67 % |
| 2026/03/31 | SDY | SPDR SERIES TRUST | 0.59% | 950.081 K $ | 6510 | 2020/12/31 | 44.022 K $ | 4.87 % |
| 2026/03/31 | IJR | ISHARES TR | 0.58% | 933.303 K $ | 7527 | 2020/12/31 | 31.041 K $ | 3.44 % |
| 2026/03/31 | VGT | VANGUARD WORLD FD | 0.56% | 897.536 K $ | 1286 | 2020/12/31 | -72.093 K $ | -7.44 % |
| 2026/03/31 | IWF | ISHARES TR | 0.48% | 781.993 K $ | 1834 | 2020/12/31 | -86.014 K $ | -9.91 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.45% | 734.008 K $ | 23925 | 2022/12/31 | 77.467 K $ | 11.85 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.45% | 719.573 K $ | 3455 | 2020/12/31 | -77.910 K $ | -9.77 % |
| 2026/03/31 | IWR | ISHARES TR | 0.43% | 700.946 K $ | 7209 | 2020/12/31 | 6.902 K $ | 1.00 % |
| 2026/03/31 | ONEQ | FIDELITY COMWLTH TR | 0.43% | 690.318 K $ | 8130 | 2020/12/31 | -52.763 K $ | -7.10 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.38% | 619.195 K $ | 1024 | 2020/12/31 | 123.617 K $ | 24.95 % |
| 2026/03/31 | GM | GENERAL MTRS CO | 0.31% | 502.761 K $ | 6748 | 2020/12/31 | -45.912 K $ | -8.39 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.31% | 498.436 K $ | 6424 | 2020/12/31 | 3.578 K $ | 0.73 % |
| 2026/03/31 | COST | COSTCO WHOLESALE CORPORATION | 0.30% | 490.669 K $ | 492 | 2022/06/30 | 67.179 K $ | 15.55 % |
| 2026/03/31 | RTX | RTX CORPORATION | 0.30% | 485.336 K $ | 2516 | 2020/12/31 | 23.902 K $ | 5.18 % |
| 2026/03/31 | IJH | ISHARES TR | 0.30% | 479.241 K $ | 7108 | 2020/12/31 | 10.850 K $ | 2.32 % |
| 2026/03/31 | RSG | REPUBLIC SVCS INC | 0.29% | 472.122 K $ | 2156 | 2020/12/31 | 15.286 K $ | 3.35 % |
| 2026/03/31 | IWV | ISHARES TR | 0.29% | 467.057 K $ | 1260 | 2020/12/31 | -20.374 K $ | -4.18 % |
| 2026/03/31 | ITOT | ISHARES TR | 0.24% | 394.531 K $ | 2770 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.21% | 342.561 K $ | 2329 | 2023/03/31 | -111.326 K $ | -24.53 % |
| 2026/03/31 | MO | ALTRIA GROUP INC | 0.21% | 339.290 K $ | 5142 | 2020/12/31 | 42.832 K $ | 14.45 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.21% | 333.783 K $ | 1967 | 2023/09/30 | 97.012 K $ | 40.98 % |
| 2026/03/31 | VHT | VANGUARD WORLD FD | 0.19% | 300.927 K $ | 1105 | 2020/12/31 | -17.087 K $ | -5.39 % |
| 2026/03/31 | IWB | ISHARES TR | 0.18% | 293.783 K $ | 824 | 2020/12/31 | -13.892 K $ | -4.52 % |
| 2026/03/31 | ALL | ALLSTATE CORP | 0.18% | 285.847 K $ | 1379 | 2025/12/31 | -1.116 K $ | -0.39 % |
| 2026/03/31 | IBIT | ISHARES BITCOIN TRUST ETF | 0.18% | 284.797 K $ | 7413 | 2024/03/31 | -85.044 K $ | -22.62 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.18% | 283.237 K $ | 1159 | 2020/12/31 | 44.125 K $ | 18.12 % |
| 2026/03/31 | F | FORD MTR CO | 0.17% | 273.201 K $ | 23674 | 2020/12/31 | -41.811 K $ | -12.04 % |
| 2026/03/31 | IUSV | ISHARES TR | 0.17% | 272.099 K $ | 2661 | 2023/06/30 | -771.000 $ | -0.28 % |
| 2026/03/31 | IWD | ISHARES TR | 0.16% | 260.912 K $ | 1221 | 2020/12/31 | 4.065 K $ | 1.58 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.14% | 231.476 K $ | 1400 | 2025/03/31 | 6.915 K $ | 3.08 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 0.14% | 230.751 K $ | 3140 | 2024/03/31 | -1.350 K $ | -0.58 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.14% | 228.756 K $ | 806 | 2025/09/30 | -19.553 K $ | -7.87 % |
| 2026/03/31 | EA | ELECTRONIC ARTS INC | 0.13% | 209.716 K $ | 1029 | 2025/09/30 | -472.000 $ | -0.23 % |
| 2026/03/31 | MDLZ | MONDELEZ INTL INC | 0.12% | 201.567 K $ | 3497 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ESS TECH INC | 0.00% | 1.125 K $ | 50000 | 2021/12/31 | -1.430 K $ | -55.97 % | |
| 2026/03/31 | RGTI | RIGETTI COMPUTING INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO. | 0.00% | 0.000 $ | 0 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIS | DISNEY WALT CO | 0.00% | 0.000 $ | 0 | 2020/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IVW | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |