Bush Investment Group

Bush Investment Group as of Sept. 30, 2024

Portfolio Holdings for Bush Investment Group

Bush Investment Group holds 31 positions in its portfolio as reported in the September 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 $28M 100k 283.16
Ishares Tr Rus Tp200 Gr Etf (IWY) 18.2 $23M 104k 220.05
Schwab Strategic Tr Intl Eqty Etf (SCHF) 13.4 $17M 409k 41.12
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.5 $11M 128k 83.09
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.7 $8.3M 123k 67.51
Spdr Ser Tr Portfli High Yld (SPHY) 3.1 $3.9M 164k 24.05
Ishares Tr S&p 500 Grwt Etf (IVW) 3.0 $3.8M 39k 95.75
Ishares Tr Core Total Usd (IUSB) 2.7 $3.4M 72k 47.12
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $3.1M 17k 179.30
Blackrock Etf Trust Us Eqt Factor (DYNF) 2.4 $3.0M 60k 49.47
Ishares Tr Eafe Grwth Etf (EFG) 2.1 $2.6M 24k 107.65
Ishares Tr Eafe Value Etf (EFV) 2.0 $2.5M 44k 57.53
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.5 $1.8M 38k 47.52
Ishares Tr S&p 500 Val Etf (IVE) 1.4 $1.8M 9.1k 197.17
Apple (AAPL) 1.1 $1.4M 5.8k 233.00
Ishares Msci Emrg Chn (EMXC) 1.0 $1.3M 21k 61.11
Ishares Tr U.s. Tech Etf (IYW) 1.0 $1.3M 8.5k 151.62
Ishares Tr Mbs Etf (MBB) 1.0 $1.2M 13k 95.81
Lowe's Companies (LOW) 0.9 $1.1M 4.0k 270.85
Southern Company (SO) 0.8 $1.0M 12k 90.18
AFLAC Incorporated (AFL) 0.7 $899k 8.0k 111.80
Blackrock Etf Trust Ii Flexible Income (BINC) 0.5 $620k 12k 53.53
Ishares Core Msci Emkt (IEMG) 0.5 $611k 11k 57.41
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.5 $576k 5.9k 98.11
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $568k 9.6k 59.02
Global Payments (GPN) 0.4 $473k 4.6k 102.42
Ishares Tr Us Infrastruc (IFRA) 0.3 $342k 7.3k 46.97
NVIDIA Corporation (NVDA) 0.2 $306k 2.5k 121.45
Caterpillar (CAT) 0.2 $246k 630.00 391.12
Bank of America Corporation (BAC) 0.2 $239k 6.0k 39.68
Cummins (CMI) 0.2 $204k 630.00 323.79