0001843867-23-000006.txt : 20231108
0001843867-23-000006.hdr.sgml : 20231108
20231108164926
ACCESSION NUMBER: 0001843867-23-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231108
DATE AS OF CHANGE: 20231108
EFFECTIVENESS DATE: 20231108
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: GREENUP STREET WEALTH MANAGEMENT LLC
CENTRAL INDEX KEY: 0001909904
IRS NUMBER: 853245392
STATE OF INCORPORATION: MI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21687
FILM NUMBER: 231388916
BUSINESS ADDRESS:
STREET 1: 2723 S STATE STREET, SUITE 117
CITY: ANN ARBOR
STATE: MI
ZIP: 48104
BUSINESS PHONE: 734-656-8121
MAIL ADDRESS:
STREET 1: 2723 S STATE STREET, SUITE 117
CITY: ANN ARBOR
STATE: MI
ZIP: 48104
13F-HR
1
primary_doc.xml
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0001909904
XXXXXXXX
09-30-2023
09-30-2023
GREENUP STREET WEALTH MANAGEMENT LLC
2723 S STATE STREET, SUITE 117
ANN ARBOR
MI
48104
13F HOLDINGS REPORT
028-21687
000311391
801-122080
N
Ryan Westerbeck
Consultant
513-562-1671
Ryan Westerbeck
Covington
KY
11-08-2023
0
84
306301379
false
INFORMATION TABLE
2
13FQ323.xml
Apple Inc
Equities
037833100
633983
3703
SH
SOLE
0
0
3703
iShares MSCI ACWI
Equities
464288257
297062
3216
SH
SOLE
0
0
3216
Ishares Core US Aggregate Bond Etf
Equities
464287226
1563509
16626
SH
SOLE
0
0
16626
Amazon.Com Inc
Equities
023135106
529201
4163
SH
SOLE
0
0
4163
Air Products & Chemicals Inc
Equities
009158106
1075374
3795
SH
SOLE
0
0
3795
AVANTIS INTERNATIONAL EQUITY ETF
Equities
025072703
44065292
791829
SH
SOLE
0
0
791829
AVANTIS EMERGING MARKETS EQ ETF
Equities
025072604
18495192
350354
SH
SOLE
0
0
350354
AVANTIS US EQUITY ETF
Equities
025072885
201898
2756
SH
SOLE
0
0
2756
AVANTIS US SMALL CAP VALUE ETF
Equities
025072877
2267095
29084
SH
SOLE
0
0
29084
Becton Dickinson and Co
Equities
075887109
1095754
4238
SH
SOLE
0
0
4238
Vanguard Intermediate-Term Bond ETF
Equities
921937819
4135654
57193
SH
SOLE
0
0
57193
Bank Of New York Mellon Corp Com Usd0.01
Equities
064058100
671602
15747
SH
SOLE
0
0
15747
Booking Holdings Inc Com
Equities
09857L108
3491658
1132
SH
SOLE
0
0
1132
Vanguard Long-Term Bond ETF
Equities
921937793
6496760
96880
SH
SOLE
0
0
96880
Berkshire Hathaway Inc Com Usd0.0033 Cla
Equities
084670702
4277163
12210
SH
SOLE
0
0
12210
Vanguard Short-Term Bond ETF
Equities
921937827
4237423
56371
SH
SOLE
0
0
56371
Banyan Gold Corp
Equities
06683K106
6124
26708
SH
SOLE
0
0
26708
Caterpillar Inc
Equities
149123101
337974
1238
SH
SOLE
0
0
1238
Comcast Corp
Equities
20030N101
1513331
34130
SH
SOLE
0
0
34130
Salesforce.com Inc
Equities
79466L302
642992
3171
SH
SOLE
0
0
3171
Chevron Corp New Com
Equities
166764100
975086
5783
SH
SOLE
0
0
5783
Danaher Corp
Equities
235851102
2726037
10988
SH
SOLE
0
0
10988
Disney Walt Co Com
Equities
254687106
914549
11284
SH
SOLE
0
0
11284
Ebay Inc. Com
Equities
278642103
948116
21504
SH
SOLE
0
0
21504
Ishares Msci Eafe Etf
Equities
464287465
1491704
21644
SH
SOLE
0
0
21644
Anthem Inc
Equities
036752103
1445032
3319
SH
SOLE
0
0
3319
Diamondback Energy Inc
Equities
25278X109
2689949
17368
SH
SOLE
0
0
17368
FedEx Corp
Equities
31428X106
2080201
7852
SH
SOLE
0
0
7852
Ishares Tr Fltg Rate Nt Etf
Equities
46429B655
833624
16381
SH
SOLE
0
0
16381
Great Basin Gold Ltd
Equities
390124105
0
10343
SH
SOLE
0
0
10343
General Dynamics Corp Com Usd1.00
Equities
369550108
991550
4487
SH
SOLE
0
0
4487
Gentex Corp
Equities
371901109
258107
7932
SH
SOLE
0
0
7932
Alphabet Inc C
Equities
02079K107
841203
6380
SH
SOLE
0
0
6380
Alphabet Inc Cap Stk Cl A
Equities
02079K305
5896659
45061
SH
SOLE
0
0
45061
Honeywell International Inc
Equities
438516106
1646234
8911
SH
SOLE
0
0
8911
Ishares Tr Iboxx Hi Yd Etf
Equities
464288513
2778369
37688
SH
SOLE
0
0
37688
Ishares Tr Blackrock Ultra
Equities
46434V878
2169106
43055
SH
SOLE
0
0
43055
iShares 7-10 Year Treasury Bond ETF
Equities
464287440
1888558
20620
SH
SOLE
0
0
20620
Ishares S&P Midcap 400 Index Fund
Equities
464287507
3614627
14496
SH
SOLE
0
0
14496
iShares S&P Mid-Cap 400 Value ETF
Equities
464287705
7033847
69690
SH
SOLE
0
0
69690
iShares Core S&P Small-Cap
Equities
464287804
2622841
27805
SH
SOLE
0
0
27805
Iqvia Hldgs Inc Com
Equities
46266C105
2249914
11435
SH
SOLE
0
0
11435
Ishares S&P 500 Value Etf
Equities
464287408
19313244
125541
SH
SOLE
0
0
125541
Ishares S&P 500
Equities
464287200
24217396
56394
SH
SOLE
0
0
56394
iShares S&P 500 Growth
Equities
464287309
803593
11745
SH
SOLE
0
0
11745
Ishares Tr Rus MD Cp Gr Etf
Equities
464287481
6022501
65928
SH
SOLE
0
0
65928
J.A.G. Mines Ltd
Equities
466080108
0
415000
SH
SOLE
0
0
415000
Johnson & Johnson
Equities
478160104
224804
1443
SH
SOLE
0
0
1443
Jpmorgan Chase & Co
Equities
46625H100
1350134
9310
SH
SOLE
0
0
9310
Mastercard Incorporated Cl A
Equities
57636Q104
1926812
4867
SH
SOLE
0
0
4867
Mcdonald S Corp
Equities
580135101
370374
1406
SH
SOLE
0
0
1406
Meta Platforms Inc Class A
Equities
30303M102
217352
724
SH
SOLE
0
0
724
Microsoft Corp
Equities
594918104
2708102
8577
SH
SOLE
0
0
8577
Nuveen ESG Emerging Markets Equity ETF
Equities
67092P888
296732
11317
SH
SOLE
0
0
11317
Procter & Gamble Co
Equities
742718109
274371
1881
SH
SOLE
0
0
1881
Parker-Hannifin Corp Com
Equities
701094104
319406
820
SH
SOLE
0
0
820
Philip Morris International Inc
Equities
718172109
1837476
19847
SH
SOLE
0
0
19847
QUALCOMM Inc
Equities
747525103
1025461
9233
SH
SOLE
0
0
9233
Invesco Qqq Tr Unit Ser 1
Equities
46090E103
35014017
97731
SH
SOLE
0
0
97731
iShares MSCI USA Quality Factor ETF
Equities
46432F339
350561
2660
SH
SOLE
0
0
2660
SCHWAB 1 5 YEAR CORP BOND ETF
Equities
808524714
213691
4550
SH
SOLE
0
0
4550
SCHWAB LONG TERM US TREASURY ETF
Equities
808524680
749203
23649
SH
SOLE
0
0
23649
Schwab Charles Corp Com
Equities
808513105
3818477
69553
SH
SOLE
0
0
69553
iShares 1-3 Year Treasury Bond
Equities
464287457
7799778
96329
SH
SOLE
0
0
96329
iShares 0-5 Year Invmt Grade Corp Bd ETF
Equities
46434V100
11929789
248563
SH
SOLE
0
0
248563
iShares Semiconductor ETF
Equities
464287523
6968537
14712
SH
SOLE
0
0
14712
SPDR Portfolio SP 500 ETF
Equities
78464A854
584323
11626
SH
SOLE
0
0
11626
Spdr S&P500 Etf TRUST Trust Unit Deposit
Equities
78462F103
762624
1784
SH
SOLE
0
0
1784
Ishares Short-Term National Muni Bond Et
Equities
464288158
1835331
17843
SH
SOLE
0
0
17843
iShares MSCI USA ESG Select ETF
Equities
464288802
540000
6002
SH
SOLE
0
0
6002
iShares Treasury Floating Rate Bond ETF
Equities
46434V860
455392
8975
SH
SOLE
0
0
8975
Ishares Tr 20 Yr Tr Bd Etf
Equities
464287432
10965999
123644
SH
SOLE
0
0
123644
Tesla Motors Inc
Equities
88160R101
366823
1466
SH
SOLE
0
0
1466
Taiwan Semiconductor Manufacturing Spon
Equities
874039100
1468827
16903
SH
SOLE
0
0
16903
Visa Inc
Equities
92826C839
2595030
11282
SH
SOLE
0
0
11282
Vale SA
Equities
91912E105
135809
10135
SH
SOLE
0
0
10135
Vanguard Small-Cap ETF
Equities
922908751
1085984
5744
SH
SOLE
0
0
5744
Vanguard Small-Cap Value ETF
Equities
922908611
917137
5750
SH
SOLE
0
0
5750
Vanguard FTSE Developed Markets ETF
Equities
921943858
347181
7941
SH
SOLE
0
0
7941
Vanguard Tax-Exempt Bond ETF
Equities
922907746
301665
6272
SH
SOLE
0
0
6272
Vanguard Value ETF
Equities
922908744
12373819
89711
SH
SOLE
0
0
89711
Welltower Inc Com
Equities
95040Q104
538214
6570
SH
SOLE
0
0
6570
Exxon Mobil Corp
Equities
30231G102
667755
5679
SH
SOLE
0
0
5679
Nuveen ESG Large-Cap Growth ETF
Equities
67092P201
477301
7959
SH
SOLE
0
0
7959