Bush Investment Group

Bush Investment Group as of June 30, 2024

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
Ishares Tr Rus Tp200 Gr Etf (IWY) 19.1 $22M 104k 214.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.3 $16M 404k 38.42
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.5 $9.9M 128k 77.83
Spdr Ser Tr Portfolio S&p500 (SPLG) 7.4 $8.6M 134k 64.00
Spdr Ser Tr Portfli High Yld (SPHY) 3.2 $3.7M 159k 23.23
Ishares Tr S&p 500 Grwt Etf (IVW) 3.0 $3.5M 38k 92.54
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.4 $2.8M 16k 170.76
Ishares Tr Core Total Usd (IUSB) 2.4 $2.8M 61k 45.22
Blackrock Etf Trust Us Eqt Factor (DYNF) 2.3 $2.7M 58k 46.94
Ishares Tr Eafe Grwth Etf (EFG) 2.1 $2.4M 24k 102.30
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $1.7M 37k 45.58
Ishares Tr S&p 500 Val Etf (IVE) 1.4 $1.6M 8.8k 182.01
Ishares Tr U.s. Tech Etf (IYW) 1.1 $1.3M 8.8k 150.50
Apple (AAPL) 1.1 $1.3M 5.9k 210.62
Ishares Tr Mbs Etf (MBB) 1.0 $1.1M 12k 91.81
Ishares Core Msci Emkt (IEMG) 0.8 $930k 17k 53.53
Ishares Tr Eafe Value Etf (EFV) 0.8 $916k 17k 53.04
Southern Company (SO) 0.8 $905k 12k 77.57
Lowe's Companies (LOW) 0.8 $890k 4.0k 220.46
Ishares Msci Emrg Chn (EMXC) 0.8 $878k 15k 59.20
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.7 $800k 14k 57.99
AFLAC Incorporated (AFL) 0.6 $715k 8.0k 89.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $632k 6.9k 91.78
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $478k 14k 35.56
Global Payments (GPN) 0.4 $457k 4.7k 96.70
Blackrock Etf Trust Ii Flexible Income (BINC) 0.3 $387k 7.4k 52.20
NVIDIA Corporation (NVDA) 0.3 $311k 2.5k 123.55
Ishares Tr Us Infrastruc (IFRA) 0.2 $290k 6.9k 42.12
Caterpillar (CAT) 0.2 $210k 630.00 333.10