Portfolio (Quarterly)
Guide ↗
GREENUP STREET WEALTH MANAGEMENT LLC
· CIK 0001909904| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 963.0 | $285K | 0.04% | +13.0 | +1.4% | $296.07 | -17.0% |
| 42 | SCHF | SCHWAB STRATEGIC TR | — | 10,372.0 | $249K | 0.04% | +1K | +16.2% | $24.04 | +17.3% |
| 43 | SPYM | SPDR SERIES TRUST | — | 2,906.0 | $233K | 0.03% | +91.0 | +3.2% | $80.22 | +9.2% |
| 44 | VEA | VANGUARD TAX-MANAGED FDS | — | 3,653.0 | $228K | 0.03% | +272.0 | +8.0% | $62.48 | +15.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
41.4%
Technology
23.8%
Communication Services
9.6%
Consumer Cyclical
7.8%
Healthcare
7.4%
Industrials
4.9%
Energy
2.8%
Consumer Defensive
1.5%
Basic Materials
0.5%
Utilities
0.4%