Greenbush Financial Group, LLC - Portfolio overview

Greenbush Financial Group, LLC has 37 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 13.65%
2. BND - VANGUARD BD INDEX FDS, 7.79%
3. VTV - VANGUARD INDEX FDS, 6.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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