0001909904-22-000001.txt : 20220209
0001909904-22-000001.hdr.sgml : 20220209
20220209141134
ACCESSION NUMBER: 0001909904-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220209
DATE AS OF CHANGE: 20220209
EFFECTIVENESS DATE: 20220209
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: 22605793
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
13F-HR
LIVE
false
false
false
0001909904
XXXXXXXX
12-31-2021
12-31-2021
false
GREENUP STREET WEALTH MANAGEMENT LLC
2723 S State Street, Suite 117
Ann Arbor
MI
48104
13F HOLDINGS REPORT
028-21687
N
Anthony M. Schmitt
President/CEO/CCO
734-656-8121
/s/ Anthony M. Schmitt
Ann Arbor
MI
02-09-2022
0
82
170201
INFORMATION TABLE
2
infotable.xml
ALPHABET INC
CAP STK CL A
02079K305
4117
1421
SH
SOLE
0
0
1421
ALPHABET INC
CAP STK CL C
02079K107
347
120
SH
SOLE
0
0
120
AMAZON COM INC
COM
023135106
1887
566
SH
SOLE
0
0
566
AMERICAN CENTY ETF TR
SUSTAINABLE EQTY
025072752
232
3849
SH
SOLE
0
0
3849
AMERICAN CENTY ETF TR
INTL EQT ETF
025072703
15620
246404
SH
SOLE
0
0
246404
AMERICAN CENTY ETF TR
AVANTIS EMGMKT
025072604
1048
16549
SH
SOLE
0
0
16549
AMERICAN CENTY ETF TR
CORE MUNI FXD IN
025072695
370
7401
SH
SOLE
0
0
7401
AMERICAN CENTY ETF TR
DIVERSIFIED MU
025072505
1010
18274
SH
SOLE
0
0
18274
AMERISOURCEBERGEN CORP
COM
03073E105
1794
13502
SH
SOLE
0
0
13502
ANTHEM INC
COM
036752103
914
1971
SH
SOLE
0
0
1971
APPLE INC
COM
037833100
3813
21474
SH
SOLE
0
0
21474
BECTON DICKINSON & CO
COM
075887109
648
2578
SH
SOLE
0
0
2578
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3109
10397
SH
SOLE
0
0
10397
COINBASE GLOBAL INC
COM CL A
19260Q107
746
2956
SH
SOLE
0
0
2956
COMCAST CORP NEW
CL A
20030N101
1319
26216
SH
SOLE
0
0
26216
CVS HEALTH CORP
COM
126650100
1111
10770
SH
SOLE
0
0
10770
DISNEY WALT CO
COM
254687106
399
2576
SH
SOLE
0
0
2576
ENBRIDGE INC
COM
29250N105
1412
36124
SH
SOLE
0
0
36124
EXXON MOBIL CORP
COM
30231G102
396
6464
SH
SOLE
0
0
6464
FIDELITY NATL INFORMATION SV
COM
31620M106
341
3127
SH
SOLE
0
0
3127
FISERV INC
COM
337738108
352
3396
SH
SOLE
0
0
3396
INVESCO QQQ TR
UNIT SER 1
46090E103
12848
32292
SH
SOLE
0
0
32292
IONIS PHARMACEUTICALS INC
COM
462222100
339
11145
SH
SOLE
0
0
11145
ISHARES INC
CORE MSCI EMKT
46434G103
1778
29695
SH
SOLE
0
0
29695
ISHARES TR
S&P MC 400VL ETF
464287705
2999
27098
SH
SOLE
0
0
27098
ISHARES TR
S&P 500 VAL ETF
464287408
1474
9409
SH
SOLE
0
0
9409
ISHARES TR
S&P 500 GRWT ETF
464287309
3196
38203
SH
SOLE
0
0
38203
ISHARES TR
CORE S&P MCP ETF
464287507
3633
12835
SH
SOLE
0
0
12835
ISHARES TR
RUS MD CP GR ETF
464287481
6101
52947
SH
SOLE
0
0
52947
ISHARES TR
U.S. REAL ES ETF
464287739
3076
26488
SH
SOLE
0
0
26488
ISHARES TR
BARCLAYS 7 10 YR
464287440
2200
19127
SH
SOLE
0
0
19127
ISHARES TR
U.S. MED DVC ETF
464288810
6051
91891
SH
SOLE
0
0
91891
ISHARES TR
BLACKROCK ULTRA
46434V878
4153
82426
SH
SOLE
0
0
82426
ISHARES TR
INTL TREA BD ETF
464288117
262
5209
SH
SOLE
0
0
5209
ISHARES TR
MSCI USA MIN VOL
46429B697
2830
34982
SH
SOLE
0
0
34982
ISHARES TR
20 YR TR BD ETF
464287432
2217
14962
SH
SOLE
0
0
14962
ISHARES TR
IBONDS DEC24 ETF
46434VBG4
205
7900
SH
SOLE
0
0
7900
ISHARES TR
IBOXX HI YD ETF
464288513
2732
31395
SH
SOLE
0
0
31395
ISHARES TR
MSCI USA ESG SLC
464288802
494
4649
SH
SOLE
0
0
4649
ISHARES TR
SHRT NAT MUN ETF
464288158
735
6846
SH
SOLE
0
0
6846
ISHARES TR
MSCI EAFE ETF
464287465
2686
34144
SH
SOLE
0
0
34144
ISHARES TR
MSCI EMG MKT ETF
464287234
471
9641
SH
SOLE
0
0
9641
ISHARES TR
CORE US AGGBD ET
464287226
6407
56163
SH
SOLE
0
0
56163
ISHARES TR
CORE S&P500 ETF
464287200
18751
39311
SH
SOLE
0
0
39311
ISHARES TR
NATIONAL MUN ETF
464288414
349
3000
SH
SOLE
0
0
3000
JOHNSON & JOHNSON
COM
478160104
217
1268
SH
SOLE
0
0
1268
LAS VEGAS SANDS CORP
COM
517834107
1552
35000
SH
Call
SOLE
0
0
0
LAS VEGAS SANDS CORP
COM
517834107
27
720
SH
SOLE
0
0
720
LOCKHEED MARTIN CORP
COM
539830109
557
1568
SH
SOLE
0
0
1568
LYFT INC
CL A COM
55087P104
357
8365
SH
SOLE
0
0
8365
MASTERCARD INCORPORATED
CL A
57636Q104
2074
5771
SH
SOLE
0
0
5771
MCKESSON CORP
COM
58155Q103
439
1768
SH
SOLE
0
0
1768
META PLATFORMS INC
CL A
30303M102
2669
7934
SH
SOLE
0
0
7934
MICROSOFT CORP
COM
594918104
2441
7257
SH
SOLE
0
0
7257
NOVARTIS AG
SPONSORED ADR
66987V109
1056
12077
SH
SOLE
0
0
12077
NUSHARES ETF TR
NUVEEN ESG SMLCP
67092P607
240
5711
SH
SOLE
0
0
5711
OMNICOM GROUP INC
COM
681919106
375
5116
SH
SOLE
0
0
5116
PFIZER INC
COM
717081103
262
4434
SH
SOLE
0
0
4434
PHILIP MORRIS INTL INC
COM
718172109
926
9747
SH
SOLE
0
0
9747
PROCTER AND GAMBLE CO
COM
742718109
208
1269
SH
SOLE
0
0
1269
SANOFI
SPONSORED ADR
80105N105
542
10822
SH
SOLE
0
0
10822
SNOWFLAKE INC
CL A
833445109
808
2384
SH
SOLE
0
0
2384
SPDR S&P 500 ETF TR
TR UNIT
78462F103
4422
9310
SH
SOLE
0
0
9310
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
375
725
SH
SOLE
0
0
725
SPDR SER TR
ICE PFD SEC ETF
78464A292
1574
36676
SH
SOLE
0
0
36676
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
927
7703
SH
SOLE
0
0
7703
TESLA INC
COM
88160R101
659
624
SH
SOLE
0
0
624
UBER TECHNOLOGIES INC
COM
90353T100
445
10604
SH
SOLE
0
0
10604
UNILEVER PLC
SPON ADR NEW
904767704
1067
19831
SH
SOLE
0
0
19831
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1260
14376
SH
SOLE
0
0
14376
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
1425
13845
SH
SOLE
0
0
13845
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
2115
26162
SH
SOLE
0
0
26162
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
2430
44060
SH
SOLE
0
0
44060
VANGUARD INDEX FDS
VALUE ETF
922908744
2677
18198
SH
SOLE
0
0
18198
VANGUARD INDEX FDS
SMALL CP ETF
922908751
814
3601
SH
SOLE
0
0
3601
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
1429
26025
SH
SOLE
0
0
26025
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1242
23500
SH
SOLE
0
0
23500
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
585
11453
SH
SOLE
0
0
11453
VISA INC
COM CL A
92826C839
1882
8683
SH
SOLE
0
0
8683
WELLTOWER INC
COM
95040Q104
564
6570
SH
SOLE
0
0
6570
WYNN RESORTS LTD
COM
983134107
36
422
SH
SOLE
0
0
422
WYNN RESORTS LTD
COM
983134107
2551
30000
SH
Call
SOLE
0
0
0