Consultant

0001909904-24-000001.txt : 20240208 0001909904-24-000001.hdr.sgml : 20240208 20240208161040 ACCESSION NUMBER: 0001909904-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 EFFECTIVENESS DATE: 20240208 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GREENUP STREET WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001909904 ORGANIZATION NAME: 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: 24609185 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 12-31-2023 12-31-2023 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 02-08-2024 0 84 359568579 false INFORMATION TABLE 2 13FQ423.xml Abbvie Inc Com Usd0.01 Equities 00287Y109 230905 1490 SH SOLE N/A 0 0 1490 Alphabet Inc C Equities 02079K107 1166570 8278 SH SOLE N/A 0 0 8278 Alphabet Inc Cap Stk Cl A Equities 02079K305 7086543 50730 SH SOLE N/A 0 0 50730 Amazon.Com Inc Equities 023135106 3084924 20304 SH SOLE N/A 0 0 20304 Analog Devices Inc Com Usd0.16 2/3 Equities 032654105 2003052 10088 SH SOLE N/A 0 0 10088 Apple Inc Equities 037833100 4504244 23395 SH SOLE N/A 0 0 23395 AVANTIS EMERGING MARKETS EQ ETF Equities 025072604 22537455 399671 SH SOLE N/A 0 0 399671 AVANTIS INTERNATIONAL EQUITY ETF Equities 025072703 33398009 552673 SH SOLE N/A 0 0 552673 AVANTIS US SMALL CAP VALUE ETF Equities 025072877 2665537 29683 SH SOLE N/A 0 0 29683 Banyan Gold Corp Equities 06683K106 7393 26708 SH SOLE N/A 0 0 26708 Becton Dickinson and Co Equities 075887109 1615069 6624 SH SOLE N/A 0 0 6624 Berkshire Hathaway Inc Com Usd0.0033 Cla Equities 084670702 2172059 6090 SH SOLE N/A 0 0 6090 Bk Of America Corp Com Equities 060505104 1099684 32661 SH SOLE N/A 0 0 32661 Booking Holdings Inc Com Equities 09857L108 4667921 1316 SH SOLE N/A 0 0 1316 Caterpillar Inc Equities 149123101 366039 1238 SH SOLE N/A 0 0 1238 Chevron Corp New Com Equities 166764100 1335852 8956 SH SOLE N/A 0 0 8956 CSX Corp Equities 126408103 2814449 81178 SH SOLE N/A 0 0 81178 Cvs Health Corporation Com Usd0.01 Equities 126650100 862543 10924 SH SOLE N/A 0 0 10924 Deere & Co Equities 244199105 2877632 7196 SH SOLE N/A 0 0 7196 Diamondback Energy Inc Equities 25278X109 1135201 7320 SH SOLE N/A 0 0 7320 Gentex Corp Equities 371901109 227216 6957 SH SOLE N/A 0 0 6957 Gilead Sciences Inc Equities 375558103 200662 2477 SH SOLE N/A 0 0 2477 Great Basin Gold Ltd Equities 390124105 0 10343 SH SOLE N/A 0 0 10343 Invesco Qqq Tr Unit Ser 1 Equities 46090E107 45866991 112002 SH SOLE N/A 0 0 112002 Iqvia Hldgs Inc Com Equities 46266C105 2575780 11132 SH SOLE N/A 0 0 11132 iShares 0-5 Year Invmt Grade Corp Bd ETF Equities 46434V100 13349140 271324 SH SOLE N/A 0 0 271324 iShares 1-3 Year Treasury Bond Equities 464287457 7238783 88235 SH SOLE N/A 0 0 88235 iShares 7-10 Year Treasury Bond ETF Equities 464287440 1659316 17215 SH SOLE N/A 0 0 17215 iShares Core S&P Small-Cap Equities 464287804 3022710 27923 SH SOLE N/A 0 0 27923 Ishares Core US Aggregate Bond Etf Equities 464287226 1387217 13977 SH SOLE N/A 0 0 13977 iShares MSCI ACWI Equities 464288257 327292 3216 SH SOLE N/A 0 0 3216 Ishares Msci Eafe Etf Equities 464287465 833070 11056 SH SOLE N/A 0 0 11056 iShares MSCI USA ESG Select ETF Equities 464288802 687689 6842 SH SOLE N/A 0 0 6842 Ishares National Muni Bond Etf Equities 464288414 1087900 10035 SH SOLE N/A 0 0 10035 iShares Russell 1000 Value ETF Equities 464287598 834513 5050 SH SOLE N/A 0 0 5050 Ishares S&P 500 Equities 464287200 33393514 69915 SH SOLE N/A 0 0 69915 iShares S&P 500 Growth Equities 464287309 3846247 51215 SH SOLE N/A 0 0 51215 Ishares S&P 500 Value Etf Equities 464287408 28782013 165519 SH SOLE N/A 0 0 165519 iShares S&P Mid-Cap 400 Growth Equities 464287606 9614050 121359 SH SOLE N/A 0 0 121359 Ishares S&P Midcap 400 Index Fund Equities 464287507 3879758 13999 SH SOLE N/A 0 0 13999 iShares S&P Mid-Cap 400 Value ETF Equities 464287705 8259035 72422 SH SOLE N/A 0 0 72422 iShares S&P Small-Cap 600 Growth ETF Equities 464287887 636108 5083 SH SOLE N/A 0 0 5083 iShares Semiconductor ETF Equities 464287523 8769981 15223 SH SOLE N/A 0 0 15223 Ishares Short-Term National Muni Bond Et Equities 464288158 2272755 21557 SH SOLE N/A 0 0 21557 Ishares Tr 20 Yr Tr Bd Etf Equities 464287432 12897981 130441 SH SOLE N/A 0 0 130441 Ishares Tr Blackrock Ultra Equities 46434V878 1729925 34351 SH SOLE N/A 0 0 34351 Ishares Tr Fltg Rate Nt Etf Equities 46429B655 812313 16047 SH SOLE N/A 0 0 16047 Ishares Tr Iboxx Hi Yd Etf Equities 464288513 2991326 38653 SH SOLE N/A 0 0 38653 iShares Treasury Floating Rate Bond ETF Equities 46434V860 227468 4507 SH SOLE N/A 0 0 4507 J.A.G. Mines Ltd Equities 466080108 0 415000 SH SOLE N/A 0 0 415000 Johnson & Johnson Equities 478160104 226186 1443 SH SOLE N/A 0 0 1443 Lockheed Martin Corp Equities 539830109 973757 2148 SH SOLE N/A 0 0 2148 Mcdonald S Corp Equities 580135101 416868 1406 SH SOLE N/A 0 0 1406 Meta Platforms Inc Class A Equities 30303M102 3000903 8478 SH SOLE N/A 0 0 8478 Microsoft Corp Equities 594918104 4609326 12258 SH SOLE N/A 0 0 12258 Novartis Ag Sponsored Adr Equities 66987V109 225163 2230 SH SOLE N/A 0 0 2230 Nuveen ESG Emerging Markets Equity ETF Equities 67092P888 433113 16071 SH SOLE N/A 0 0 16071 Omnicom Group Inc Equities 681919106 2004977 23176 SH SOLE N/A 0 0 23176 Parker-Hannifin Corp Com Equities 701094104 357964 777 SH SOLE N/A 0 0 777 Phillips 66 Equities 718546104 295437 2219 SH SOLE N/A 0 0 2219 Procter & Gamble Co Equities 742718109 251306 1715 SH SOLE N/A 0 0 1715 Salesforce.com Inc Equities 79466L302 783011 2976 SH SOLE N/A 0 0 2976 SCHWAB 1 5 YEAR CORP BOND ETF Equities 808524714 4618283 95459 SH SOLE N/A 0 0 95459 Schwab Charles Corp Com Equities 808513105 4715814 68544 SH SOLE N/A 0 0 68544 Schwab Intermediate-Term US Trs ETF Equities 808524854 330141 6640 SH SOLE N/A 0 0 6640 SCHWAB LONG TERM US TREASURY ETF Equities 808524680 881840 25138 SH SOLE N/A 0 0 25138 Schwab US Aggregate Bond ETF Equities 808524839 612417 13136 SH SOLE N/A 0 0 13136 Spdr S&P500 Etf TRUST Trust Unit Deposit Equities 78462F103 3785369 7964 SH SOLE N/A 0 0 7964 SPDR Portfolio S&P 500 ETF Equities 78464A854 213762 3824 SH SOLE N/A 0 0 3824 Taiwan Semiconductor Manufacturing Spon Equities 874039100 1742775 16757 SH SOLE N/A 0 0 16757 Tesla Motors Inc Equities 88160R101 1594496 6417 SH SOLE N/A 0 0 6417 Unilever Plc Spon Adr New Equities 904767704 1807549 37284 SH SOLE N/A 0 0 37284 Vale SA Equities 91912E105 253966 16013 SH SOLE N/A 0 0 16013 Vanguard FTSE Developed Markets ETF Equities 921943858 258133 5389 SH SOLE N/A 0 0 5389 Vanguard Intermediate-Term Bond ETF Equities 921937819 4307085 56390 SH SOLE N/A 0 0 56390 Vanguard Long-Term Bond ETF Equities 921937793 5290006 70931 SH SOLE N/A 0 0 70931 Vanguard Mid-Cap ETF Equities 922908629 228689 983 SH SOLE N/A 0 0 983 Vanguard Short-Term Bond ETF Equities 921937827 446390 5796 SH SOLE N/A 0 0 5796 Vanguard Small-Cap ETF Equities 922908751 1474939 6914 SH SOLE N/A 0 0 6914 Vanguard Small-Cap Value ETF Equities 922908611 1307470 7265 SH SOLE N/A 0 0 7265 Vanguard Tax-Exempt Bond ETF Equities 922907746 314927 6169 SH SOLE N/A 0 0 6169 Vanguard Value ETF Equities 922908744 15801442 105695 SH SOLE N/A 0 0 105695 Visa Inc Equities 92826C839 2370824 9106 SH SOLE N/A 0 0 9106 Welltower Inc Com Equities 95040Q104 592417 6570 SH SOLE N/A 0 0 6570