0001909904-24-000002.txt : 20240506 0001909904-24-000002.hdr.sgml : 20240506 20240506113010 ACCESSION NUMBER: 0001909904-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 EFFECTIVENESS DATE: 20240506 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: 24916415 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 03-31-2024 03-31-2024 GREENUP STREET WEALTH MANAGEMENT LLC

2723 S STATE STREET, SUITE 117 ANN ARBOR MI 48104

13F HOLDINGS REPORT 028-21687 000311391 N Ryan Westerbeck 513-562-1671 Ryan Westerbeck Covington KY 05-06-2024 0 79 398313558 false INFORMATION TABLE 2 13FQ124.xml AVANTIS INTERNATIONAL EQUITY ETF Equities 025072703 37248490 584381 SH SOLE 0 0 584381 AVANTIS EMERGING MARKETS EQ ETF Equities 025072604 28582085 493134 SH SOLE 0 0 493134 AVANTIS US SMALL CAP VALUE ETF Equities 025072877 6940486 74063 SH SOLE 0 0 74063 iShares S&P Mid-Cap 400 Value ETF Equities 464287705 8811302 74488 SH SOLE 0 0 74488 iShares S&P Mid-Cap 400 Growth Equities 464287606 9425027 103287 SH SOLE 0 0 103287 iShares Core S&P Small-Cap Equities 464287804 2674254 24197 SH SOLE 0 0 24197 Ishares S&P 500 Value Etf Equities 464287408 21268046 113848 SH SOLE 0 0 113848 Ishares S&P 500 Equities 464287200 32677768 62156 SH SOLE 0 0 62156 Invesco Qqq Tr Unit Ser 1 Equities 46090E107 64041355 144234 SH SOLE 0 0 144234 Select Sector Spdr Trust The Health Care Select Se Equities 81369Y209 9049373 61256 SH SOLE 0 0 61256 Apple Inc Equities 037833100 2349192 13699 SH SOLE 0 0 13699 Ishares S&P Midcap 400 Index Fund Equities 464287507 5689461 93669 SH SOLE 0 0 93669 Vanguard Small-Cap ETF Equities 922908751 1396177 6107 SH SOLE 0 0 6107 Vanguard Small-Cap Value ETF Equities 922908611 903142 4706 SH SOLE 0 0 4706 Vanguard Value ETF Equities 922908744 14937616 91720 SH SOLE 0 0 91720 iShares 1-3 Year Treasury Bond Equities 464287457 6537357 79938 SH SOLE 0 0 79938 iShares 0-5 Year Invmt Grade Corp Bd ETF Equities 46434V100 15300523 310859 SH SOLE 0 0 310859 Ishares Tr 20 Yr Tr Bd Etf Equities 464287432 11074438 117041 SH SOLE 0 0 117041 Ishares Msci Eafe Etf Equities 464287465 863925 10818 SH SOLE 0 0 10818 Exxon Mobil Corp Equities 30231G102 1648391 14180 SH SOLE 0 0 14180 Amazon.Com Inc Equities 023135106 3887419 21551 SH SOLE 0 0 21551 Disney Walt Co Com Equities 254687106 5184286 42369 SH SOLE 0 0 42369 Mcdonald S Corp Equities 580135101 347338 1231 SH SOLE 0 0 1231 Microsoft Corp Equities 594918104 5037844 11974 SH SOLE 0 0 11974 Starbucks Corp Equities 855244109 2270123 24839 SH SOLE 0 0 24839 Welltower Inc Com Equities 95040Q104 613900 6570 SH SOLE 0 0 6570 Vanguard Intermediate-Term Bond ETF Equities 921937819 4694620 62262 SH SOLE 0 0 62262 Vanguard Long-Term Bond ETF Equities 921937793 5805654 80266 SH SOLE 0 0 80266 Ishares Tr Iboxx Hi Yd Etf Equities 464288513 4114312 52930 SH SOLE 0 0 52930 SCHWAB 1 5 YEAR CORP BOND ETF Equities 808524714 4966323 102758 SH SOLE 0 0 102758 Vanguard FTSE Developed Markets ETF Equities 921943858 219443 4374 SH SOLE 0 0 4374 Spdr S&P500 Etf TRUST Trust Unit Deposit Equities 78462F103 429350 1021 SH SOLE 0 0 1021 iShares S&P 500 Growth Equities 464287309 4542365 53794 SH SOLE 0 0 53794 Ishares National Muni Bond Etf Equities 464288414 1456479 13536 SH SOLE 0 0 13536 Procter & Gamble Co Equities 742718109 274349 1690 SH SOLE 0 0 1690 Vanguard Tax-Exempt Bond ETF Equities 922907746 412187 8146 SH SOLE 0 0 8146 Johnson & Johnson Equities 478160104 231709 1464 SH SOLE 0 0 1464 SPDR Blmbg Convert Secs ETF Equities 78464A359 3269197 8219 SH SOLE 0 0 8219 Alphabet Inc Cap Stk Cl A Equities 02079K305 5912414 39173 SH SOLE 0 0 39173 Schwab Charles Corp Com Equities 808513105 3907208 54011 SH SOLE 0 0 54011 Ishares Tr Blackrock Ultra Equities 46434V878 1099689 21750 SH SOLE 0 0 21750 Nuveen ESG Emerging Markets Equity ETF Equities 67092P888 534627 19441 SH SOLE 0 0 19441 iShares MSCI USA ESG Select ETF Equities 464288802 642792 5888 SH SOLE 0 0 5888 iShares MSCI ACWI Equities 464288257 354178 3216 SH SOLE 0 0 3216 Ishares Short-Term National Muni Bond Et Equities 464288158 2372867 22657 SH SOLE 0 0 22657 Alphabet Inc C Equities 02079K107 1292166 8486 SH SOLE 0 0 8486 Nvidia Corporation Com Equities 67066G104 2716024 3005 SH SOLE 0 0 3005 Ishares Core US Aggregate Bond Etf Equities 464287226 1400270 14297 SH SOLE 0 0 14297 Comcast Corp Equities 20030N101 2665545 61488 SH SOLE 0 0 61488 Deere & Co Equities 244199105 1881742 4581 SH SOLE 0 0 4581 Medtronic PLC Equities G5960L103 2168180 24878 SH SOLE 0 0 24878 Tesla Motors Inc Equities 88160R101 1183315 6731 SH SOLE 0 0 6731 SCHWAB LONG TERM US TREASURY ETF Equities 808524680 1145060 33947 SH SOLE 0 0 33947 Schwab US Aggregate Bond ETF Equities 808524839 828431 18009 SH SOLE 0 0 18009 iShares Russell 1000 Value ETF Equities 464287598 707663 3951 SH SOLE 0 0 3951 Gentex Corp Equities 371901109 251286 6957 SH SOLE 0 0 6957 Vanguard Short-Term Bond ETF Equities 921937827 255334 3330 SH SOLE 0 0 3330 Parker-Hannifin Corp Com Equities 701094104 436850 786 SH SOLE 0 0 786 Taiwan Semiconductor Manufacturing Spon Equities 874039100 2473911 18183 SH SOLE 0 0 18183 Visa Inc Equities 92826C839 2619112 9384 SH SOLE 0 0 9384 Automatic Data Processing Inc Equities 053015103 3641158 14579 SH SOLE 0 0 14579 Becton Dickinson and Co Equities 075887109 1846420 7461 SH SOLE 0 0 7461 Booking Holdings Inc Com Equities 09857L108 2768801 763 SH SOLE 0 0 763 Cvs Health Corporation Com Usd0.01 Equities 126650100 2520551 31601 SH SOLE 0 0 31601 Chevron Corp New Com Equities 166764100 1501469 9518 SH SOLE 0 0 9518 Elevance Health Inc Equities 036752103 4342841 8375 SH SOLE 0 0 8375 Lockheed Martin Corp Equities 539830109 1488853 3273 SH SOLE 0 0 3273 Philip Morris International Inc Equities 718172109 1910304 20850 SH SOLE 0 0 20850 Meta Platforms Inc Class A Equities 30303M102 343790 708 SH SOLE 0 0 708 Diamondback Energy Inc Equities 25278X109 347788 1755 SH SOLE 0 0 1755 Ishares Tr Fltg Rate Nt Etf Equities 46429B655 741544 14523 SH SOLE 0 0 14523 SPDR Dow Jones Industrial Average ETF Equities 78467X109 4313083 8245 SH SOLE 0 0 8245 Ishares Iboxx $ Investment Grade Corpora Equities 464287242 664887 6104 SH SOLE 0 0 6104 Abbvie Inc Com Usd0.01 Equities 00287Y109 260220 1429 SH SOLE 0 0 1429 Omnicom Group Inc Equities 681919106 268702 2777 SH SOLE 0 0 2777 Vale SA Equities 91912E105 205633 16869 SH SOLE 0 0 16869 Vanguard Total Stock Market ETF Equities 922908769 297065 1143 SH SOLE 0 0 1143 Caterpillar Inc Equities 149123101 366430 1000 SH SOLE 0 0 1000 Berkshire Hathaway Inc Com Usd0.0033 Cla Equities 084670702 4460049 18351 SH SOLE 0 0 18351