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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002061818

Greenbush Financial Group, LLC

ALBANY, NY · File #028-25498

Latest AUM
$294.1M
Positions
34
Top-10 Concentration
65.7%
Filings
5

Sector Allocation

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836368,610$43.0M14.63%
2CAPITAL GROUP GROWTH ETF14020G101556,683$24.8M8.42%
3VANGUARD BD INDEX FDS921937835280,724$20.8M7.07%
4CAPITAL GROUP CORE BALANCED14021D107514,956$18.2M6.19%
5SPDR GOLD TRGLD42,758$16.9M5.76%
6VANGUARD INDEX FDS92290874486,671$16.6M5.63%
7VANGUARD STAR FDS921909768215,560$16.3M5.53%
8CAPITAL GROUP DIVIDEND14020W106294,173$12.8M4.37%
9J P MORGAN EXCHANGE TRADED46654Q609131,875$12.2M4.16%
10CAPITAL GRP FIXED INCM ETF14020Y508440,814$11.7M3.98%
11VANGUARD INDEX FDS92290876931,795$10.7M3.63%
12CAPITAL GRP FIXED INCM ETF14020Y102451,960$10.2M3.48%
13MFS ACTIVE EXCHANGE TRADED55286W504384,837$10.2M3.47%
14VANGUARD INDEX FDS92290862934,945$10.1M3.45%
15J P MORGAN EXCHANGE TRADED46641Q670203,507$9.6M3.28%
16TESLA INCTSLA13,795$6.2M2.11%
17VANGUARD MALVERN FDS922020805111,584$5.5M1.88%
18ALPHABET INCGOOG16,160$5.1M1.72%
19NVIDIA CORPORATIONNVDA25,973$4.8M1.65%
20J P MORGAN EXCHANGE TRADED46641Q83792,517$4.7M1.59%