Bush Investment Group

Bush Investment Group as of March 31, 2025

Portfolio Holdings for Bush Investment Group

Bush Investment Group holds 35 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 21.7 $29M 105k 274.84
Ishares Tr Rus Tp200 Gr Etf (IWY) 16.3 $22M 103k 210.94
Schwab Strategic Tr Intl Eqty Etf (SCHF) 12.7 $17M 851k 19.78
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 7.3 $9.7M 370k 26.20
Spdr Ser Tr Portfolio S&p500 (SPLG) 5.8 $7.7M 118k 65.76
Spdr Ser Tr Portfolio Short (SPSB) 3.1 $4.1M 137k 30.10
World Gold Tr Spdr Gld Minis (GLDM) 3.1 $4.1M 66k 61.89
Spdr Ser Tr Portfli High Yld (SPHY) 3.0 $4.0M 171k 23.42
Ishares Tr S&p 500 Grwt Etf (IVW) 2.9 $3.8M 41k 92.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $3.5M 20k 170.89
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.4 $3.1M 65k 48.76
Ishares Tr Core Total Usd (IUSB) 2.2 $3.0M 65k 46.08
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $2.5M 13k 190.58
Ishares Tr Eafe Value Etf (EFV) 1.7 $2.2M 38k 58.94
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.5 $1.9M 84k 23.16
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.4M 14k 100.00
Apple (AAPL) 1.0 $1.3M 5.8k 222.13
Ishares Msci Emrg Chn (EMXC) 0.9 $1.2M 22k 55.09
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.2M 8.4k 140.44
Ishares Tr Mbs Etf (MBB) 0.9 $1.1M 12k 93.78
Southern Company (SO) 0.8 $1.1M 12k 91.95
Ishares Core Msci Emkt (IEMG) 0.8 $1.0M 19k 53.97
Lowe's Companies (LOW) 0.7 $940k 4.0k 233.23
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.7 $916k 9.9k 92.53
AFLAC Incorporated (AFL) 0.7 $903k 8.1k 111.19
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.7 $889k 19k 46.57
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.7 $878k 19k 46.02
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $662k 13k 52.38
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $485k 13k 36.29
Global Payments (GPN) 0.3 $418k 4.3k 97.92
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.3 $345k 5.9k 58.69
NVIDIA Corporation (NVDA) 0.2 $271k 2.5k 108.36
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $256k 2.8k 90.58
Bank of America Corporation (BAC) 0.2 $242k 5.8k 41.73
Caterpillar (CAT) 0.2 $208k 630.00 329.80