Greenbush Financial Group, LLC: 13F holdings
CIK 20618182026Q2
| Positions | 35 |
|---|
| Reported value | $340.1m |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 35 (-1 vs prior quarter) |
|---|
| Reported value | $340.1m (+12.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 69,832 | $48.0m | 14.1% |
| VTV VANGUARD INDEX FDS | 179,259 | $39.1m | 11.5% |
| BND VANGUARD BD INDEX FDS | 349,889 | $25.7m | 7.6% |
| CGGR CAPITAL GROUP GROWTH ETF | 496,641 | $23.4m | 6.9% |
| CGBL CAPITAL GROUP CORE BALANCED | 549,400 | $20.9m | 6.1% |
| VXUS VANGUARD STAR FDS | 224,147 | $19.2m | 5.6% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 337,883 | $16.7m | 4.9% |
| CGCB CAPITAL GRP FIXED INCM ETF T | 582,238 | $15.2m | 4.5% |
| GLD SPDR GOLD TR | 38,619 | $14.2m | 4.2% |
| CGCP CAPITAL GRP FIXED INCM ETF T | 623,656 | $13.9m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2061818")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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