Bush Investment Group

Bush Investment Group as of June 30, 2025

Portfolio Holdings for Bush Investment Group

Bush Investment Group holds 36 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 20.4 $30M 100k 303.93
Ishares Tr Rus Tp200 Gr Etf (IWY) 15.2 $23M 92k 246.51
Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.1 $21M 950k 22.10
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.8 $10M 362k 28.05
Spdr Ser Tr Portfolio S&p500 (SPLG) 3.5 $5.1M 71k 72.69
Spdr Ser Tr Portfolio Short (SPSB) 2.8 $4.1M 137k 30.19
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.8 $4.1M 83k 49.51
Spdr Ser Tr Portfli High Yld (SPHY) 2.7 $4.1M 172k 23.80
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $3.9M 21k 182.82
Ishares Tr Eafe Value Etf (EFV) 2.6 $3.8M 61k 63.48
Ishares Tr S&p 500 Grwt Etf (IVW) 2.4 $3.6M 33k 110.10
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.4 $3.6M 66k 54.46
World Gold Tr Spdr Gld Minis (GLDM) 2.3 $3.4M 51k 65.52
Ishares Tr S&p 500 Val Etf (IVE) 1.8 $2.7M 14k 195.42
Ishares Core Msci Emkt (IEMG) 1.7 $2.5M 42k 60.03
Blackrock Etf Trust Ishares A I Inno (BAI) 1.7 $2.5M 86k 28.85
Ishares Tr Core Total Usd (IUSB) 1.6 $2.4M 53k 46.23
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.3 $1.9M 81k 23.24
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.2 $1.8M 40k 46.16
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.1 $1.6M 31k 52.10
Blackrock Etf Trust Ishares Us Thema (THRO) 1.1 $1.6M 45k 35.58
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $1.6M 14k 112.00
Ishares Tr U.s. Tech Etf (IYW) 0.8 $1.2M 7.0k 173.27
Apple (AAPL) 0.8 $1.2M 5.8k 205.17
Ishares Tr Mbs Etf (MBB) 0.8 $1.2M 12k 93.89
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.8 $1.1M 10k 112.47
Southern Company (SO) 0.7 $1.0M 11k 91.83
Lowe's Companies (LOW) 0.6 $870k 3.9k 221.87
AFLAC Incorporated (AFL) 0.6 $861k 8.2k 105.46
Ishares Tr Core Intl Aggr (IAGG) 0.6 $824k 16k 51.09
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $694k 13k 52.84
NVIDIA Corporation (NVDA) 0.3 $403k 2.5k 157.98
Global Payments (GPN) 0.2 $336k 4.2k 80.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $275k 3.0k 92.61
Bank of America Corporation (BAC) 0.2 $274k 5.8k 47.32
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $270k 4.6k 58.78