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 X0202 13F-HR LIVE false true false 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