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Bush Investment Group

Latest statistics and disclosures from Bush Investment Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0001966640

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Positions held by Bush Investment Group consolidated in one spreadsheet with up to 7 years of data

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

Past Filings by Bush Investment Group

SEC 13F filings are viewable for Bush Investment Group going back to 2023

Bush Investment Group 2023 Q4 filed Feb. 12, 2024

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