account_balance
Investment manager · 13F filer · SEC CIK 2061818
Greenbush Financial Group, LLC
Reported value$341Mas of Sep 30, 2026
Positions38 3 new, 0 sold out
Top 10 weight63.9%VOO alone is 12%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.7%Trimmed −18%
VTVVanguard Index FDS
7.7%Trimmed −32%
BNDVanguard Bd Index FDS
7.5%Added +5%
CGGRCapital Group Growth ETF
6.9%
CGBLCapital Group Core Balanced
6.1%Added +4%
VXUSVanguard Star FDS
5.8%Added +4%
CGDVCapital Group Dividend Value
5.2%Added +7%
CGCBCapital GRP Fixed Incm ETF T
4.5%Added +5%
GLDSPDR Gold Trust
4.3%
PVALPutnam ETF Trust
4.2%New
CGCPCapital GRP Fixed Incm ETF T
4.1%Added +6%
JCPBJ P Morgan Exchange Traded F
3.6%Added +5%
VOOVanguard Index FDS
11.7%Trimmed −18%
VTVVanguard Index FDS
7.7%−32%
BNDVanguard Bd Index FDS
7.5%+5%
CGGRCapital Group Growth ETF
6.9%
CGBLCapital Group Core Balanced
6.1%+4%
VXUSVanguard Star FDS
5.8%
CGDVCapital Group Dividend Value
5.2%
CGCBCapital GRP Fixed Incm ETF T
4.5%
GLDSPDR Gold Trust
4.3%
PVAL4.2%
CGCP4.1%
JCPB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 11.7% Trimmed −18%
VTV Vanguard Index FDS 7.7% Trimmed −32%
BND Vanguard Bd Index FDS 7.5% Added +5%
CGGR Capital Group Growth ETF 6.9% Held
CGBL Capital Group Core Balanced 6.1% Added +4%
VXUS Vanguard Star FDS 5.8% Added +4%
CGDV Capital Group Dividend Value 5.2% Added +7%
CGCB Capital GRP Fixed Incm ETF T 4.5% Added +5%
GLD SPDR Gold Trust 4.3% HeldPVAL Putnam ETF Trust 4.2% New
CGCP Capital GRP Fixed Incm ETF T 4.1% Added +6%
JCPB J P Morgan Exchange Traded F 3.6% Added +5%
What changed
Biggest moves since Jun 30, 2026
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