StockDriftsStockDriftsTop 36 Greenbush Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.66% | 69.0K | $41.3M | +0.63%(+429) | $544.31(+22.23%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.79% | 319.6K | $23.5M | +13.85%(+38.89K) | $73.61(-0.50%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.62% | 102.0K | $20.0M | +17.64%(+15.29K) | $177.20(+16.55%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 6.61% | 496.4K | $20.0M | -10.83%(-60.27K) | $36.83(+22.60%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 6.28% | 551.2K | $19.0M | +7.05%(+36.28K) | $32.11(+14.39%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.56% | 217.9K | $16.8M | +1.08%(+2.32K) | $63.83(+30.68%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 5.41% | 37.9K | $16.3M | -11.26%(-4.81K) | $250.52(+66.96%) | 2026-03-31 | |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 4.61% | 530.7K | $13.9M | +20.40%(+89.93K) | $26.38(-0.77%) | 2026-03-31 | |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | 4.57% | 515.9K | $13.8M | +34.06%(+131.09K) | $25.24(+9.39%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 4.51% | 320.5K | $13.6M | +8.94%(+26.30K) | $37.74(+23.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.74% | +18.24% |
| Top 20 Holdings Unweighted | +6.41% | +20.50% |
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