0001909904-23-000001.txt : 20230126 0001909904-23-000001.hdr.sgml : 20230126 20230126154334 ACCESSION NUMBER: 0001909904-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230126 DATE AS OF CHANGE: 20230126 EFFECTIVENESS DATE: 20230126 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: 23557496 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 false false 0001909904 XXXXXXXX 12-31-2022 12-31-2022 false GREENUP STREET WEALTH MANAGEMENT LLC

2723 S State Street, Suite 117 Ann Arbor MI 48104

13F HOLDINGS REPORT 028-21687 000311391 801-122080 N Anthony M. Schmitt 734-656-8121 /s/ Anthony M. Schmitt Ann Arbor MI 01-26-2023 0 84 239783676 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 3253128 36871 SH SOLE 0 0 36871 ALPHABET INC CAP STK CL C 02079K107 698929 7877 SH SOLE 0 0 7877 AMAZON COM INC COM 023135106 1052268 12527 SH SOLE 0 0 12527 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 35688976 670972 SH SOLE 0 0 670972 AMERICAN CENTY ETF TR US SML CP VALU 025072877 3099188 41594 SH SOLE 0 0 41594 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 6525757 129351 SH SOLE 0 0 129351 AMERISOURCEBERGEN CORP COM 03073E105 2327105 14043 SH SOLE 0 0 14043 ANALOG DEVICES INC COM 032654105 930401 5672 SH SOLE 0 0 5672 APPLE INC COM 037833100 2363533 18191 SH SOLE 0 0 18191 BECTON DICKINSON & CO COM 075887109 945595 3718 SH SOLE 0 0 3718 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3604554 11669 SH SOLE 0 0 10349 BOOKING HOLDINGS INC COM 09857L108 1964898 975 SH SOLE 0 0 975 COMCAST CORP NEW CL A 20030N101 1022654 29244 SH SOLE 0 0 29244 DIAMONDBACK ENERGY INC COM 25278X109 1357170 9922 SH SOLE 0 0 9922 DISNEY WALT CO COM 254687106 505902 5823 SH SOLE 0 0 5823 ETF SER SOLUTIONS US GLB JETS 26922A842 5456456 319465 SH SOLE 0 0 319465 EXXON MOBIL CORP COM 30231G102 508814 4613 SH SOLE 0 0 4613 FEDEX CORP COM 31428X106 1816231 10486 SH SOLE 0 0 10486 FIDELITY NATL INFORMATION SV COM 31620M106 882468 13006 SH SOLE 0 0 13006 GENTEX CORP COM 371901109 227841 8355 SH SOLE 0 0 8355 INNOVATOR ETFS TR US EQT ULTRA BF 45782C805 4523136 182311 SH SOLE 0 0 182311 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 4079068 198688 SH SOLE 0 0 198688 IQVIA HLDGS INC COM 46266C105 1619655 7905 SH SOLE 0 0 7905 ISHARES TR 7-10 YR TRSY BD 464287440 1894504 19780 SH SOLE 0 0 19780 ISHARES TR 0-5YR INVT GR CP 46434V100 1130645 23624 SH SOLE 0 0 23624 ISHARES TR CORE S&P SCP ETF 464287804 2495404 26367 SH SOLE 0 0 26367 ISHARES TR CORE US AGGBD ET 464287226 5917077 61007 SH SOLE 0 0 61007 ISHARES TR MSCI EAFE ETF 464287465 1933098 29450 SH SOLE 0 0 29450 ISHARES TR MSCI USA ESG SLC 464288802 488569 5935 SH SOLE 0 0 5935 ISHARES TR CORE S&P500 ETF 464287200 17695211 46056 SH SOLE 0 0 46056 ISHARES TR S&P 500 GRWT ETF 464287309 918275 15697 SH SOLE 0 0 15697 ISHARES TR S&P 500 VAL ETF 464287408 14649389 100982 SH SOLE 0 0 100982 ISHARES TR CORE S&P MCP ETF 464287507 8344745 34498 SH SOLE 0 0 34498 ISHARES TR S&P MC 400VL ETF 464287705 6199798 61506 SH SOLE 0 0 61506 ISHARES TR ISHARES SEMICDTR 464287523 2699063 7756 SH SOLE 0 0 7756 ISHARES TR SHRT NAT MUN ETF 464288158 1681249 16124 SH SOLE 0 0 16124 ISHARES TR 20 YR TR BD ETF 464287432 4788379 48095 SH SOLE 0 0 48095 ISHARES TR BLACKROCK ULTRA 46434V878 10992121 219667 SH SOLE 0 0 219667 ISHARES TR FLTG RATE NT ETF 46429B655 2392739 47541 SH SOLE 0 0 47541 ISHARES TR IBOXX HI YD ETF 464288513 4574926 62134 SH SOLE 0 0 62134 ISHARES TR MSCI USA MIN VOL 46429B697 202529 2809 SH SOLE 0 0 2809 ISHARES TR RUS MD CP GR ETF 464287481 298619 3572 SH SOLE 0 0 3572 ISHARES TR U.S. MED DVC ETF 464288810 2890364 54981 SH SOLE 0 0 54981 ISHARES TR TRS FLT RT BD 46434V860 488624 9693 SH SOLE 0 0 9693 JOHNSON & JOHNSON COM 478160104 279814 1584 SH SOLE 0 0 1584 JPMORGAN CHASE & CO COM 46625H100 974744 7269 SH SOLE 0 0 7269 LAM RESEARCH CORP COM 512807108 168120 400 SH Call SOLE 0 0 0 LAM RESEARCH CORP COM 512807108 832245 1980 SH SOLE 0 0 1980 MASTERCARD INCORPORATED CL A 57636Q104 1829018 5260 SH SOLE 0 0 5260 MCDONALDS CORP COM 580135101 298316 1132 SH SOLE 0 0 1132 META PLATFORMS INC CL A 30303M102 529496 4400 SH Call SOLE 0 0 0 META PLATFORMS INC CL A 30303M102 1468389 12202 SH SOLE 0 0 12202 MICROSOFT CORP COM 594918104 2709633 11299 SH SOLE 0 0 11299 NOVARTIS AG SPONSORED ADR 66987V109 1041012 11475 SH SOLE 0 0 11475 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 380951 7792 SH SOLE 0 0 7792 OCCIDENTAL PETE CORP COM 674599105 203017 3223 SH SOLE 0 0 3223 PARKER-HANNIFIN CORP COM 701094104 2209385 7592 SH SOLE 0 0 7592 PARKER-HANNIFIN CORP COM 701094104 873045 3000 SH Call SOLE 0 0 0 PFIZER INC COM 717081103 216387 4223 SH SOLE 0 0 4223 PIONEER NAT RES CO COM 723787107 237754 1041 SH SOLE 0 0 1041 PROCTER AND GAMBLE CO COM 742718109 262502 1732 SH SOLE 0 0 1732 QUALCOMM INC COM 747525103 790894 7194 SH SOLE 0 0 7194 QUALCOMM INC COM 747525103 274845 2500 SH Call SOLE 0 0 0 SCHWAB CHARLES CORP COM 808513105 1680985 20190 SH SOLE 0 0 20190 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 622441 12903 SH SOLE 0 0 12903 SNOWFLAKE INC CL A 833445109 675499 4706 SH SOLE 0 0 4706 SNOWFLAKE INC CL A 833445109 100478 700 SH Call SOLE 0 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 3921622 11836 SH SOLE 0 0 11836 SPDR S&P 500 ETF TR TR UNIT 78462F103 788188 2061 SH SOLE 0 0 2061 SPDR SER TR S&P 400 MDCP VAL 78464A839 3929345 60713 SH SOLE 0 0 60713 SPDR SER TR PRTFLO S&P500 VL 78464A508 3926762 100971 SH SOLE 0 0 100971 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 983412 13202 SH SOLE 0 0 13202 TARGET CORP COM 87612E106 1691735 11351 SH SOLE 0 0 11351 UNILEVER PLC SPON ADR NEW 904767704 1003177 19924 SH SOLE 0 0 19924 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4323492 58174 SH SOLE 0 0 58174 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1859680 25672 SH SOLE 0 0 25672 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8566036 113789 SH SOLE 0 0 113789 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1034106 6512 SH SOLE 0 0 6512 VANGUARD INDEX FDS VALUE ETF 922908744 7665479 54609 SH SOLE 0 0 54609 VANGUARD INDEX FDS SMALL CP ETF 922908751 814551 4438 SH SOLE 0 0 4438 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 386040 9198 SH SOLE 0 0 9198 VISA INC COM CL A 92826C839 1896085 9126 SH SOLE 0 0 9126 WELLS FARGO CO NEW COM 949746101 775277 18776 SH SOLE 0 0 18776 WELLTOWER INC COM 95040Q104 430664 6570 SH SOLE 0 0 6570