Bush Investment Group

Bush Investment Group as of Dec. 31, 2024

Portfolio Holdings for Bush Investment Group

Bush Investment Group holds 33 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 22.2 $29M 98k 289.81
Ishares Tr Rus Tp200 Gr Etf (IWY) 18.8 $24M 102k 235.27
Schwab Strategic Tr Intl Eqty Etf (SCHF) 12.0 $15M 834k 18.50
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 8.3 $11M 386k 27.71
Spdr Ser Tr Portfolio S&p500 (SPLG) 6.6 $8.5M 123k 68.94
Ishares Tr S&p 500 Grwt Etf (IVW) 3.2 $4.1M 41k 101.53
Spdr Ser Tr Portfli High Yld (SPHY) 3.1 $3.9M 168k 23.47
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.5 $3.2M 63k 51.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.5 $3.2M 18k 178.08
Ishares Tr Core Total Usd (IUSB) 2.3 $2.9M 65k 45.20
Ishares Tr Eafe Grwth Etf (EFG) 2.0 $2.5M 26k 96.83
Ishares Tr Eafe Value Etf (EFV) 2.0 $2.5M 48k 52.47
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.4 $1.8M 81k 22.70
Ishares Tr S&p 500 Val Etf (IVE) 1.4 $1.8M 9.7k 190.88
World Gold Tr Spdr Gld Minis (GLDM) 1.4 $1.8M 35k 51.99
Apple (AAPL) 1.1 $1.5M 5.8k 250.42
Ishares Tr U.s. Tech Etf (IYW) 1.1 $1.3M 8.4k 159.52
Ishares Msci Emrg Chn (EMXC) 1.0 $1.3M 23k 55.45
Ishares Tr Mbs Etf (MBB) 1.0 $1.2M 14k 91.68
Southern Company (SO) 0.7 $954k 12k 82.32
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.7 $905k 9.5k 95.01
Lowe's Companies (LOW) 0.7 $901k 3.7k 246.80
AFLAC Incorporated (AFL) 0.7 $835k 8.1k 103.44
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $631k 12k 52.02
Ishares Core Msci Emkt (IEMG) 0.5 $585k 11k 52.22
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $561k 6.4k 87.33
Global Payments (GPN) 0.4 $479k 4.3k 112.06
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $369k 6.3k 58.18
Ishares Tr Us Infrastruc (IFRA) 0.3 $351k 7.6k 46.29
NVIDIA Corporation (NVDA) 0.3 $339k 2.5k 134.27
Bank of America Corporation (BAC) 0.2 $265k 6.0k 43.95
Caterpillar (CAT) 0.2 $229k 630.00 362.76
Cummins (CMI) 0.2 $220k 630.00 348.60