Bush Investment Group

Bush Investment Group as of Dec. 31, 2023

Portfolio Holdings for Bush Investment Group

Bush Investment Group holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 22.1 $24M 98k 244.85
Ishares Tr Rus Tp200 Gr Etf (IWY) 17.6 $19M 102k 186.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.3 $14M 392k 36.76
Spdr Ser Tr Portfolio S&p500 (SPLG) 10.1 $11M 188k 58.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.6 $9.3M 125k 74.55
Vanguard Scottsdale Fds Short Term Treas (VGSH) 4.9 $5.4M 92k 58.18
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.1 $3.3M 78k 42.23
Ishares Tr Core Total Usd (IUSB) 2.4 $2.6M 57k 45.62
Ishares Tr Eafe Value Etf (EFV) 2.0 $2.2M 43k 51.29
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $2.0M 13k 154.48
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $1.6M 34k 46.11
Ishares Tr Global Energ Etf (IXC) 1.4 $1.5M 39k 38.76
Ishares Tr S&p 500 Val Etf (IVE) 1.3 $1.4M 8.3k 175.18
Ishares Tr Eafe Grwth Etf (EFG) 1.3 $1.4M 14k 98.08
Lowe's Companies (LOW) 1.1 $1.2M 5.4k 218.12
Blackrock Etf Trust Us Eqt Factor (DYNF) 1.1 $1.1M 27k 41.57
Ishares Tr U.s. Tech Etf (IYW) 1.0 $1.1M 8.3k 129.91
Ishares Tr Mbs Etf (MBB) 1.0 $1.0M 11k 92.71
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $855k 7.9k 108.71
Ishares Core Msci Emkt (IEMG) 0.7 $758k 15k 49.89
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.6 $654k 6.9k 95.04
AFLAC Incorporated (AFL) 0.6 $608k 7.9k 76.92
Ishares Tr TRS FLT RT BD (TFLO) 0.5 $593k 12k 50.53
Southern Company (SO) 0.4 $451k 6.7k 67.40
Ishares Msci Emrg Chn (EMXC) 0.4 $390k 7.0k 55.36
Ishares Tr Us Infrastruc (IFRA) 0.3 $289k 7.5k 38.64
Blackrock Etf Trust Ii Flexible Income (BINC) 0.2 $201k 3.8k 52.37