Bush Investment Group
Latest statistics and disclosures from Bush Investment Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, IWY, SCHF, SCHM, SPLG, and represent 71.07% of Bush Investment Group's stock portfolio.
- Added to shares of these 10 stocks: SPHY, IVW, EFG, IEMG, GPN, NVDA, VTI, IUSB, SCHZ, SCHF.
- Started 3 new stock positions in NVDA, GPN, SPHY.
- Reduced shares in these 8 stocks: SHYG, IXC, SPLG, VGSH, EFV, LOW, HEFA, EMB.
- Sold out of its positions in IXC, EMB, SHYG.
- Bush Investment Group was a net buyer of stock by $260k.
- Bush Investment Group has $117M in assets under management (AUM), dropping by 2.88%.
- Central Index Key (CIK): 0001966640
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Portfolio Holdings for Bush Investment Group
Bush Investment Group holds 30 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 22.7 | $26M | 99k | 267.51 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 19.1 | $22M | 104k | 214.52 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 13.3 | $16M | 404k | 38.42 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 8.5 | $9.9M | 128k | 77.83 |
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| Spdr Ser Tr Portfolio S&p500 (SPLG) | 7.4 | $8.6M | -12% | 134k | 64.00 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 3.2 | $3.7M | NEW | 159k | 23.23 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 3.0 | $3.5M | +62% | 38k | 92.54 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 2.4 | $2.8M | +2% | 16k | 170.76 |
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| Ishares Tr Core Total Usd (IUSB) | 2.4 | $2.8M | +6% | 61k | 45.22 |
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| Blackrock Etf Trust Us Eqt Factor (DYNF) | 2.3 | $2.7M | +2% | 58k | 46.94 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 2.1 | $2.4M | +63% | 24k | 102.30 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.4 | $1.7M | +9% | 37k | 45.58 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.4 | $1.6M | +3% | 8.8k | 182.01 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.1 | $1.3M | +2% | 8.8k | 150.50 |
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| Apple (AAPL) | 1.1 | $1.3M | 5.9k | 210.62 |
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| Ishares Tr Mbs Etf (MBB) | 1.0 | $1.1M | +8% | 12k | 91.81 |
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| Ishares Core Msci Emkt (IEMG) | 0.8 | $930k | +128% | 17k | 53.53 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.8 | $916k | -39% | 17k | 53.04 |
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| Southern Company (SO) | 0.8 | $905k | 12k | 77.57 |
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| Lowe's Companies (LOW) | 0.8 | $890k | -24% | 4.0k | 220.46 |
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| Ishares Msci Emrg Chn (EMXC) | 0.8 | $878k | +2% | 15k | 59.20 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.7 | $800k | -44% | 14k | 57.99 |
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| AFLAC Incorporated (AFL) | 0.6 | $715k | 8.0k | 89.31 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $632k | +7% | 6.9k | 91.78 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.4 | $478k | -36% | 14k | 35.56 |
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| Global Payments (GPN) | 0.4 | $457k | NEW | 4.7k | 96.70 |
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| Blackrock Etf Trust Ii Flexible Income (BINC) | 0.3 | $387k | +8% | 7.4k | 52.20 |
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| NVIDIA Corporation (NVDA) | 0.3 | $311k | NEW | 2.5k | 123.55 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.2 | $290k | +3% | 6.9k | 42.12 |
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| Caterpillar (CAT) | 0.2 | $210k | 630.00 | 333.10 |
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Past Filings by Bush Investment Group
SEC 13F filings are viewable for Bush Investment Group going back to 2023
- Bush Investment Group 2024 Q2 filed Aug. 12, 2024
- Bush Investment Group 2024 Q1 filed June 13, 2024
- Bush Investment Group 2023 Q4 filed Feb. 12, 2024