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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Greenhouse Wealth Management, LLC

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001951757-25-000379

Total Value
$133.8M
Positions
53
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (53)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY87,833$49.1M36.71%
2VANGUARD INDEX FDS92290874476,458$13.2M9.87%
3ISHARES TR46428720019,319$10.9M8.11%
4VANGUARD INDEX FDS92290836314,521$7.5M5.57%
5VANGUARD INDEX FDS92290876923,180$6.4M4.76%
6VANGUARD INDEX FDS92290875123,780$5.3M3.94%
7VANGUARD STAR FDS92190976880,939$5.0M3.76%
8INVESCO QQQ TRIVZ10,341$4.8M3.62%
9VANGUARD INDEX FDS92290861117,691$3.3M2.46%
10VANGUARD INDEX FDS9229087365,106$1.9M1.42%
11ALPHABET INCGOOG10,444$1.6M1.21%
12ISHARES GOLD TRIAU25,196$1.5M1.11%
13MICROSOFT CORPMSFT3,820$1.4M1.07%
14APPLE INCAAPL6,207$1.4M1.03%
15SCHWAB STRATEGIC TR80852460756,930$1.3M1.00%
16SCHWAB STRATEGIC TR80852480563,461$1.3M0.94%
17VANGUARD INTL EQUITY INDEX F92204277518,740$1.1M0.85%
18BERKSHIRE HATHAWAY INC DELBRK-A2,060$1.1M0.82%
19VANGUARD INDEX FDS9229086293,942$1.0M0.76%
20VANGUARD INDEX FDS9229085383,888$951,1900.71%
21VANGUARD WHITEHALL FDS9219464067,039$907,7390.68%
22ISHARES TR4642878047,507$784,5790.59%
23SCHWAB STRATEGIC TR80852479726,201$732,5820.55%
24ALPHABET INCGOOG4,565$713,1830.53%
25VANGUARD WORLD FD92204A7021,287$697,9560.52%
26ISHARES TR4642876141,835$662,5370.50%
27AMAZON COM INCAMZN3,455$657,3480.49%
28ELI LILLY & COLLY794$653,1880.49%
29ISHARES TR4642874997,116$605,3470.45%
30VANGUARD WORLD FD92204A5042,092$553,8040.41%
31REPUBLIC SVCS INC7607591002,156$522,0030.39%
32COSTCO WHSL CORP NEW22160K105500$473,0740.35%
33LOCKHEED MARTIN CORPLMT1,024$457,6520.34%
34ISHARES TR4642875077,017$409,3630.31%
35CISCO SYS INCCSCO6,281$387,5780.29%
36SPDR SER TR78464A7632,786$377,9500.28%
37RTX CORPORATIONRTX2,516$333,2690.25%
38ORACLE CORPORCL-PD2,329$325,5620.24%
39GENERAL MTRS CO37045V1006,682$314,2490.23%
40DISNEY WALT CO2546871063,062$302,1990.23%
41ALTRIA GROUP INCMO4,992$299,6200.22%
42FORD MTR CO34537086026,264$263,4280.20%
43ISHARES TR464287622827$253,6000.19%
44ISHARES TR4642874081,330$253,5310.19%
45ISHARES TR4642876632,687$248,0190.19%
46MONDELEZ INTL INC6092071053,454$234,3540.18%
47VANGUARD BD INDEX FDS9219378353,140$230,2490.17%
48ISHARES TR4642875981,209$227,4040.17%
49JOHNSON & JOHNSONJNJ1,327$220,0230.16%
50NORFOLK SOUTHN CORP655844108900$213,1650.16%
51EXXON MOBIL CORPXOM1,788$212,6470.16%
52PHILIP MORRIS INTL INC7181721091,335$211,9050.16%
53ESS TECH INCGWH-WT50,000$4,3500.00%