Greenbush Financial Group, LLC
Annual return
—
SPY
—
Alpha
—
Invested
$302M
Holdings
36
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Increased +7.8% (63.7k → 68.6k shares)
13.7%
02
$BND
VANGUARD BD INDEX FDS
Q4 2025: Increased +10.2% (254.8k → 280.7k shares)
7.8%
03
$VTV
VANGUARD INDEX FDS
Q4 2025: Increased +12.0% (77.4k → 86.7k shares)
6.6%
04
$CGGR
CAPITAL GROUP GROWTH ETF
Q4 2025: Increased +7.6% (517.5k → 556.7k shares)
6.6%
05
$CGBL
CAPITAL GROUP CORE BALANCED
Q4 2025: Increased +11.3% (462.5k → 515.0k shares)
6.3%
06
$VXUS
VANGUARD STAR FDS
Q4 2025: Increased +12.0% (192.5k → 215.6k shares)
5.6%
07
$GQ9
SPDR GOLD TR
Q4 2025: Increased +4.1% (41.1k → 42.8k shares)
5.4%
08
$CGCB
CAPITAL GRP FIXED INCM ETF T
Q4 2025: Increased +14.4% (385.4k → 440.8k shares)
4.6%
09
$MFSV
MFS ACTIVE EXCHANGE TRADED F
Q4 2025: Increased +22.3% (314.6k → 384.8k shares)
4.6%
10
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q4 2025: Increased +16.6% (252.2k → 294.2k shares)
4.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 13:20 UTC.