Bush Investment Group

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

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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 30 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 22.5 $25M 98k 259.90
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Ishares Tr Rus Tp200 Gr Etf (IWY) 17.8 $20M 103k 195.10
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.8 $16M +2% 401k 39.02
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 9.1 $10M 127k 81.43
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Spdr Ser Tr Portfolio S&p500 (SPLG) 8.3 $9.4M -18% 154k 61.53
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Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.0 $3.4M 80k 42.55
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.3 $2.6M +21% 16k 164.35
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Ishares Tr Core Total Usd (IUSB) 2.3 $2.6M 57k 45.59
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Blackrock Etf Trust Us Eqt Factor (DYNF) 2.2 $2.5M +106% 57k 44.40
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Ishares Tr S&p 500 Grwt Etf (IVW) 1.7 $2.0M NEW 23k 84.44
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Ishares Tr Global Energ Etf (IXC) 1.5 $1.7M +2% 40k 42.95
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Ishares Tr S&p 500 Val Etf (IVE) 1.4 $1.6M +2% 8.4k 186.81
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Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $1.6M 34k 46.00
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Ishares Tr Eafe Value Etf (EFV) 1.4 $1.5M -34% 29k 54.40
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Ishares Tr Eafe Grwth Etf (EFG) 1.3 $1.5M +2% 15k 103.79
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $1.4M -73% 25k 58.07
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Lowe's Companies (LOW) 1.2 $1.4M 5.3k 254.73
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Ishares Tr U.s. Tech Etf (IYW) 1.0 $1.2M +4% 8.6k 135.06
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Ishares Tr Mbs Etf (MBB) 0.9 $1.0M 11k 92.42
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Apple (AAPL) 0.9 $1.0M NEW 5.8k 171.48
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Ishares Msci Emrg Chn (EMXC) 0.7 $833k +105% 15k 57.57
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Southern Company (SO) 0.7 $832k +73% 12k 71.74
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Ishares Tr Hdg Msci Eafe (HEFA) 0.7 $739k NEW 21k 34.88
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AFLAC Incorporated (AFL) 0.6 $683k 8.0k 85.86
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $605k -7% 6.4k 94.62
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Ishares Core Msci Emkt (IEMG) 0.3 $392k -50% 7.6k 51.60
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Blackrock Etf Trust Ii Flexible Income (BINC) 0.3 $358k +77% 6.8k 52.46
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Ishares Tr Us Infrastruc (IFRA) 0.3 $289k -10% 6.7k 43.36
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Caterpillar (CAT) 0.2 $231k NEW 630.00 366.43
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $217k NEW 2.4k 89.68
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Past Filings by Bush Investment Group

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