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Ryan Callas

@Greenhouse Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$151.257MTotal holdings60
Assets growth rate1.89%Assets growth rate (2-Q avg)5.13%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Greenhouse Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Greenhouse Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 151.257M in assets, with a quarterly growth rate of 1.89% and a 2-quarter average growth rate of 5.13%. The portfolio is managed by Ryan Callas, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOTVanguard Index Fds
Recent Activity
Decreased -7.83%
0.66%
$987,632
3,892 shares@ $253.76 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.62%
$933,757
2,060 shares@ $453.29 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 0.75%
0.59%
$892,243
6,993 shares@ $127.6 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.03%
0.58%
$869,300
4,565 shares@ $190.43 avg price
IJRIshares Tr
Recent Activity
Increased 0.88%
0.58%
$862,558
7,486 shares@ $115.23 avg price
SDYSpdr Ser Tr
Recent Activity
Increased 0.33%
0.57%
$847,925
6,419 shares@ $132.1 avg price
VGTVanguard World Fd
Recent Activity
Increased 0.08%
0.53%
$799,743
1,286 shares@ $621.89 avg price
AMZNAmazon Com Inc
Recent Activity
0.51%
$757,992
3,455 shares@ $219.39 avg price
IWFIshares Tr
Recent Activity
Increased 0.06%
0.49%
$736,420
1,834 shares@ $401.54 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 165.08%
0.48%
$713,197
26,105 shares@ $27.33 avg price