0001909904-22-000004.txt : 20221021 0001909904-22-000004.hdr.sgml : 20221021 20221021123054 ACCESSION NUMBER: 0001909904-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221021 DATE AS OF CHANGE: 20221021 EFFECTIVENESS DATE: 20221021 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: 221322877 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 09-30-2022 09-30-2022 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 10-21-2022 0 80 221785 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 3449 36056 SH SOLE 0 0 36056 AMAZON COM INC COM 023135106 1305 11546 SH SOLE 0 0 11546 AMERICAN CENTY ETF TR DIVERSIFIED MU 025072505 276 5800 SH SOLE 0 0 5800 AMERICAN CENTY ETF TR INTL EQT ETF 025072703 29732 651729 SH SOLE 0 0 651729 AMERICAN CENTY ETF TR US SML CP VALU 025072877 2725 41204 SH SOLE 0 0 41204 AMERICAN CENTY ETF TR CORE MUNI FXD IN 025072695 281 6386 SH SOLE 0 0 6386 AMERICAN CENTY ETF TR SUSTAINABLE EQTY 025072752 210 4734 SH SOLE 0 0 4734 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 5870 127804 SH SOLE 0 0 127804 AMERISOURCEBERGEN CORP COM 03073E105 1851 13681 SH SOLE 0 0 13681 ANALOG DEVICES INC COM 032654105 766 5497 SH SOLE 0 0 5497 APPLE INC COM 037833100 2476 17918 SH SOLE 0 0 17918 BECTON DICKINSON & CO COM 075887109 864 3875 SH SOLE 0 0 3875 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3220 12059 SH SOLE 0 0 12059 BOOKING HOLDINGS INC COM 09857L108 1656 1008 SH SOLE 0 0 1008 COINBASE GLOBAL INC COM CL A 19260Q107 425 6594 SH SOLE 0 0 6594 COMCAST CORP NEW CL A 20030N101 898 30612 SH SOLE 0 0 30612 DIAMONDBACK ENERGY INC COM 25278X109 1220 10127 SH SOLE 0 0 10127 DISNEY WALT CO COM 254687106 510 5411 SH SOLE 0 0 5411 ETF SER SOLUTIONS US GLB JETS 26922A842 4905 326783 SH SOLE 0 0 326783 EXXON MOBIL CORP COM 30231G102 396 4538 SH SOLE 0 0 4538 FEDEX CORP COM 31428X106 1608 10833 SH SOLE 0 0 10833 FIDELITY NATL INFORMATION SV COM 31620M106 989 13089 SH SOLE 0 0 13089 INNOVATOR ETFS TR US EQT ULTRA BF 45782C805 4283 176537 SH SOLE 0 0 176537 INVESCO EXCH TRADED FD TR II SR LN ETF 46138G508 4075 201819 SH SOLE 0 0 201819 INVESCO QQQ TR UNIT SER 1 46090E103 18971 70983 SH SOLE 0 0 70983 IQVIA HLDGS INC COM 46266C105 1454 8028 SH SOLE 0 0 8028 ISHARES TR RUS MD CP GR ETF 464287481 366 4664 SH SOLE 0 0 4664 ISHARES TR S&P 500 GRWT ETF 464287309 383 6624 SH SOLE 0 0 6624 ISHARES TR CORE S&P500 ETF 464287200 16126 44964 SH SOLE 0 0 44964 ISHARES TR S&P 500 VAL ETF 464287408 12467 97003 SH SOLE 0 0 97003 ISHARES TR SHRT NAT MUN ETF 464288158 2384 23218 SH SOLE 0 0 23218 ISHARES TR MSCI USA ESG SLC 464288802 549 7227 SH SOLE 0 0 7227 ISHARES TR ISHARES SEMICDTR 464287523 2503 7853 SH SOLE 0 0 7853 ISHARES TR CORE S&P SCP ETF 464287804 2250 25806 SH SOLE 0 0 25806 ISHARES TR CORE S&P MCP ETF 464287507 7387 33692 SH SOLE 0 0 33692 ISHARES TR 20 YR TR BD ETF 464287432 4688 45755 SH SOLE 0 0 45755 ISHARES TR U.S. MED DVC ETF 464288810 2612 55369 SH SOLE 0 0 55369 ISHARES TR 7-10 YR TRSY BD 464287440 2404 25044 SH SOLE 0 0 25044 ISHARES TR BLACKROCK ULTRA 46434V878 10695 213860 SH SOLE 0 0 213860 ISHARES TR IBOXX HI YD ETF 464288513 2162 30289 SH SOLE 0 0 30289 ISHARES TR NATIONAL MUN ETF 464288414 551 5370 SH SOLE 0 0 5370 ISHARES TR MSCI USA MIN VOL 46429B697 223 3378 SH SOLE 0 0 3378 ISHARES TR MSCI EAFE ETF 464287465 1499 26755 SH SOLE 0 0 26755 ISHARES TR CORE US AGGBD ET 464287226 5085 52779 SH SOLE 0 0 52779 ISHARES TR S&P MC 400VL ETF 464287705 5322 59129 SH SOLE 0 0 59129 ISHARES TR FLTG RATE NT ETF 46429B655 2481 49351 SH SOLE 0 0 49351 JOHNSON & JOHNSON COM 478160104 256 1570 SH SOLE 0 0 1570 JPMORGAN CHASE & CO COM 46625H100 847 8103 SH SOLE 0 0 8103 LAM RESEARCH CORP COM 512807108 146 400 SH Call SOLE 0 0 0 LAM RESEARCH CORP COM 512807108 728 1988 SH SOLE 0 0 1988 MASTERCARD INCORPORATED CL A 57636Q104 1484 5220 SH SOLE 0 0 5220 MCDONALDS CORP COM 580135101 249 1081 SH SOLE 0 0 1081 META PLATFORMS INC CL A 30303M102 1691 12462 SH SOLE 0 0 12462 META PLATFORMS INC CL A 30303M102 597 4400 SH Call SOLE 0 0 0 MICROSOFT CORP COM 594918104 2690 11550 SH SOLE 0 0 11550 NOVARTIS AG SPONSORED ADR 66987V109 866 11396 SH SOLE 0 0 11396 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 462 10026 SH SOLE 0 0 10026 PARKER-HANNIFIN CORP COM 701094104 727 3000 SH Call SOLE 0 0 0 PARKER-HANNIFIN CORP COM 701094104 1865 7695 SH SOLE 0 0 7695 PFIZER INC COM 717081103 210 4791 SH SOLE 0 0 4791 PROCTER AND GAMBLE CO COM 742718109 213 1687 SH SOLE 0 0 1687 QUALCOMM INC COM 747525103 841 7448 SH SOLE 0 0 7448 QUALCOMM INC COM 747525103 282 2500 SH Call SOLE 0 0 0 SCHWAB CHARLES CORP COM 808513105 1423 19795 SH SOLE 0 0 19795 SNOWFLAKE INC CL A 833445109 119 700 SH Call SOLE 0 0 0 SNOWFLAKE INC CL A 833445109 420 2472 SH SOLE 0 0 2472 SPDR S&P 500 ETF TR TR UNIT 78462F103 755 2114 SH SOLE 0 0 2114 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 938 13683 SH SOLE 0 0 13683 TARGET CORP COM 87612E106 1688 11374 SH SOLE 0 0 11374 UNILEVER PLC SPON ADR NEW 904767704 911 20776 SH SOLE 0 0 20776 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 8611 115086 SH SOLE 0 0 115086 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1700 23627 SH SOLE 0 0 23627 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3882 52830 SH SOLE 0 0 52830 VANGUARD INDEX FDS VALUE ETF 922908744 6051 49000 SH SOLE 0 0 49000 VANGUARD INDEX FDS SMALL CP ETF 922908751 636 3723 SH SOLE 0 0 3723 VANGUARD INDEX FDS SM CP VAL ETF 922908611 833 5810 SH SOLE 0 0 5810 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 334 9198 SH SOLE 0 0 9198 VISA INC COM CL A 92826C839 1595 8980 SH SOLE 0 0 8980 WELLS FARGO CO NEW COM 949746101 760 18894 SH SOLE 0 0 18894 WELLTOWER INC COM 95040Q104 423 6570 SH SOLE 0 0 6570