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Home > Institutional Investor > Greenbush Financial Group, Llc > Profile

Instuitional Investor - Greenbush Financial Group, Llc

Fund Profile
Filing Period:
Fund Name: Greenbush Financial Group, Llc
Portfolio Value $201,037,854
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 42,960 $22,077,477 10.98%
2.
Capital Group Growth Etf
 498,474 $17,072,727 8.49%
3.
Vanguard Bond Index Funds
 BND 231,414 $16,997,370 8.45%
4.
Spdr Gold Trust
 GLD 42,080 $12,124,853 6.03%
5.
Vanguard Index Fds - VALUE ETF
 67,538 $11,666,519 5.8%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)