0001909904-22-000003.txt : 20220729 0001909904-22-000003.hdr.sgml : 20220729 20220729140346 ACCESSION NUMBER: 0001909904-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220729 EFFECTIVENESS DATE: 20220729 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: 221119896 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 06-30-2022 06-30-2022 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 734-656-8121 /s/ Anthony M. Schmitt Ann Arbor MI 07-29-2022 0 80 212446 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 4199 1927 SH SOLE 0 0 1927 AMAZON COM INC COM 023135106 1561 14696 SH SOLE 0 0 14696 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 354 7100 SH SOLE 0 0 7100 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 6842 131497 SH SOLE 0 0 131497 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 22002 431746 SH SOLE 0 0 431746 AMERICAN CENTY ETF TR US SML CP VALU 025072877 1772 25915 SH SOLE 0 0 25915 AMERICAN CENTY ETF TR CORE MUNI FXD IN 025072695 317 6953 SH SOLE 0 0 6953 APPLE INC COM 037833100 2418 17682 SH SOLE 0 0 17682 BECTON DICKINSON & CO COM 075887109 936 3797 SH SOLE 0 0 3797 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3615 13244 SH SOLE 0 0 13244 BOOKING HOLDINGS INC COM 09857L108 1899 1086 SH SOLE 0 0 1086 COINBASE GLOBAL INC COM CL A 19260Q107 364 7735 SH SOLE 0 0 7735 COMCAST CORP NEW CL A 20030N101 1223 31162 SH SOLE 0 0 31162 CVS HEALTH CORP COM 126650100 638 6888 SH SOLE 0 0 6888 DIAMONDBACK ENERGY INC COM 25278X109 1147 9467 SH SOLE 0 0 9467 ETF SER SOLUTIONS US GLB JETS 26922A842 6326 383392 SH SOLE 0 0 383392 EXXON MOBIL CORP COM 30231G102 378 4411 SH SOLE 0 0 4411 FEDEX CORP COM 31428X106 1563 6895 SH SOLE 0 0 6895 FIDELITY NATL INFORMATION SV COM 31620M106 1155 12599 SH SOLE 0 0 12599 INNOVATOR ETFS TR US EQT ULTRA BF 45782C805 4003 163188 SH SOLE 0 0 163188 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 5041 248690 SH SOLE 0 0 248690 INVESCO QQQ TR UNIT SER 1 46090E103 11823 42183 SH SOLE 0 0 42183 IQVIA HLDGS INC COM 46266C105 1673 7710 SH SOLE 0 0 7710 ISHARES TR 0-5YR INVT GR CP 46434V100 398 8209 SH SOLE 0 0 8209 ISHARES TR 7-10 YR TRSY BD 464287440 1964 19203 SH SOLE 0 0 19203 ISHARES TR U.S. MED DVC ETF 464288810 4614 91472 SH SOLE 0 0 91472 ISHARES TR CORE S&P SCP ETF 464287804 1794 19412 SH SOLE 0 0 19412 ISHARES TR CORE US AGGBD ET 464287226 4442 43688 SH SOLE 0 0 43688 ISHARES TR MSCI EAFE ETF 464287465 2209 35345 SH SOLE 0 0 35345 ISHARES TR RUS MD CP GR ETF 464287481 661 8349 SH SOLE 0 0 8349 ISHARES TR MSCI USA ESG SLC 464288802 406 5031 SH SOLE 0 0 5031 ISHARES TR NATIONAL MUN ETF 464288414 376 3538 SH SOLE 0 0 3538 ISHARES TR CORE S&P500 ETF 464287200 14069 37106 SH SOLE 0 0 37106 ISHARES TR S&P 500 VAL ETF 464287408 11546 83996 SH SOLE 0 0 83996 ISHARES TR S&P MC 400VL ETF 464287705 7880 83470 SH SOLE 0 0 83470 ISHARES TR CORE S&P MCP ETF 464287507 6183 27333 SH SOLE 0 0 27333 ISHARES TR ISHARES SEMICDTR 464287523 3475 9940 SH SOLE 0 0 9940 ISHARES TR SHRT NAT MUN ETF 464288158 1828 17469 SH SOLE 0 0 17469 ISHARES TR 20 YR TR BD ETF 464287432 3745 32602 SH SOLE 0 0 32602 ISHARES TR BLACKROCK ULTRA 46434V878 13057 260926 SH SOLE 0 0 260926 ISHARES TR FLTG RATE NT ETF 46429B655 3278 65668 SH SOLE 0 0 65668 ISHARES TR IBOXX HI YD ETF 464288513 1547 21014 SH SOLE 0 0 21014 ISHARES TR MSCI USA MIN VOL 46429B697 271 3866 SH SOLE 0 0 3866 JOHNSON & JOHNSON COM 478160104 262 1474 SH SOLE 0 0 1474 JPMORGAN CHASE & CO COM 46625H100 1048 9305 SH SOLE 0 0 9305 LAM RESEARCH CORP COM 512807108 170 400 SH Call SOLE 0 0 0 LAM RESEARCH CORP COM 512807108 806 1891 SH SOLE 0 0 1891 MASTERCARD INCORPORATED CL A 57636Q104 1081 3426 SH SOLE 0 0 3426 META PLATFORMS INC CL A 30303M102 226 1400 SH Call SOLE 0 0 0 META PLATFORMS INC CL A 30303M102 2459 15252 SH SOLE 0 0 15252 MICROSOFT CORP COM 594918104 2428 9455 SH SOLE 0 0 9455 NETFLIX INC COM 64110L106 551 3149 SH SOLE 0 0 3149 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 215 4458 SH SOLE 0 0 4458 PARKER-HANNIFIN CORP COM 701094104 1800 7315 SH SOLE 0 0 7315 PFIZER INC COM 717081103 251 4787 SH SOLE 0 0 4787 PROCTER AND GAMBLE CO COM 742718109 221 1534 SH SOLE 0 0 1534 QUALCOMM INC COM 747525103 912 7138 SH SOLE 0 0 7138 QUALCOMM INC COM 747525103 320 2500 SH Call SOLE 0 0 0 ROBLOX CORP CL A 771049103 466 14181 SH SOLE 0 0 14181 SANOFI SPONSORED ADR 80105N105 525 10488 SH SOLE 0 0 10488 SCHWAB CHARLES CORP COM 808513105 958 15169 SH SOLE 0 0 15169 SNOWFLAKE INC CL A 833445109 408 2931 SH SOLE 0 0 2931 SNOWFLAKE INC CL A 833445109 97 700 SH Call SOLE 0 0 9 SPDR S&P 500 ETF TR TR UNIT 78462F103 789 2091 SH SOLE 0 0 2091 SPDR SER TR S&P 600 SMCP VAL 78464A300 3896 53810 SH SOLE 0 0 53810 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 1080 13210 SH SOLE 0 0 13210 TARGET CORP COM 87612E106 1578 11173 SH SOLE 0 0 11173 UNILEVER PLC SPON ADR NEW 904767704 1180 25751 SH SOLE 0 0 25751 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 3889 29269 SH SOLE 0 0 29269 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2819 36304 SH SOLE 0 0 36304 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1035 12988 SH SOLE 0 0 12988 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 6660 86732 SH SOLE 0 0 86732 VANGUARD INDEX FDS VALUE ETF 922908744 5236 39706 SH SOLE 0 0 39706 VANGUARD INDEX FDS SM CP VAL ETF 922908611 519 3462 SH SOLE 0 0 3462 VANGUARD INDEX FDS SMALL CP ETF 922908751 533 3024 SH SOLE 0 0 3024 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 257 5149 SH SOLE 0 0 5149 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 408 10005 SH SOLE 0 0 10005 VISA INC COM CL A 92826C839 957 4862 SH SOLE 0 0 4862 WELLS FARGO CO NEW COM 949746101 873 22294 SH SOLE 0 0 22294 WELLTOWER INC COM 95040Q104 541 6570 SH SOLE 0 0 6570