Bush Investment Group

Bush Investment Group as of March 31, 2026

Portfolio Holdings for Bush Investment Group

Bush Investment Group holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.6 $34M 106k 320.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 14.3 $26M 1.1M 24.75
Ishares Tr Rus Tp200 Gr Etf (IWY) 10.7 $20M 79k 248.84
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 6.6 $12M 387k 30.96
Blackrock Etf Trust Ishares A I Inno (BAI) 4.6 $8.5M 258k 32.95
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.8 $6.9M 97k 71.13
Spdr Series Trust State Street Spd (SPYM) 3.8 $6.9M 90k 76.54
Global X Fds Defense Tech Etf (SHLD) 3.2 $5.9M 83k 70.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.7 $4.9M 102k 48.05
Ishares Tr S&p 500 Val Etf (IVE) 2.5 $4.6M 22k 211.15
Spdr Series Trust State Street Spd (SPSB) 2.5 $4.6M 153k 30.07
Spdr Series Trust State Street Spd (SPHY) 2.4 $4.4M 190k 23.32
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.3 $4.2M 72k 58.18
Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $3.9M 35k 113.11
Blackrock Etf Trust Ishares Intl Ctr (CORO) 1.5 $2.8M 86k 32.15
World Gold Tr Spdr Gld Minis (GLDM) 1.5 $2.7M 29k 92.69
Ishares Tr Msci Acwi Ex Us (ACWX) 1.4 $2.6M 38k 68.47
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $2.2M 94k 23.22
Ishares Tr Core Univrsl Usd (IUSB) 1.2 $2.2M 47k 46.19
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 1.1 $2.1M 46k 45.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.1 $2.1M 11k 191.82
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.9M 26k 74.35
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 1.0 $1.9M 17k 112.11
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $1.9M 23k 80.58
Blackrock Etf Trust Ishares Us Thema (THRO) 1.0 $1.8M 51k 36.22
Southern Company (SO) 0.8 $1.5M 16k 96.52
Apple (AAPL) 0.8 $1.5M 5.8k 253.79
Ishares Tr Mbs Etf (MBB) 0.8 $1.4M 15k 94.95
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.8 $1.4M 34k 41.06
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $1.3M 58k 22.91
Ishares Tr Core Intl Aggr (IAGG) 0.6 $1.0M 20k 50.04
AFLAC Incorporated (AFL) 0.5 $910k 8.3k 109.71
Lowe's Companies (LOW) 0.4 $738k 3.1k 236.28
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $687k 13k 51.93
Ishares Tr Core S&p500 Etf (IVV) 0.4 $660k 1.0k 653.21
NVIDIA Corporation (NVDA) 0.3 $469k 2.7k 174.42
Ishares Core Msci Emkt (IEMG) 0.2 $455k 6.5k 69.75
Global Payments (GPN) 0.2 $282k 4.2k 67.30