Greenhouse Wealth Management, LLC

The portfolio structure is highly systematic and modular, characterized by a "Core and Satellite" architecture. The firm utilizes a broad array of index funds and ETFs to establish market exposure, supplemented by a select list of individual equities and alternative assets. With 60 total holdings, the portfolio is sufficiently diversified to mitigate idiosyncratic risk, though it maintains a heavy reliance on U.S. large-cap equity indices. The activity level this quarter was exceptionally high, indicating a potential restructuring of the firm’s investment model or the onboarding of new client capital requiring rapid deployment.

2. Key Holdings