Filer Name: BUSH INVESTMENT GROUP, LLC
CIK: 1966640
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 33
Portfolio Value: $0.13B

Bush Investment Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 98,356 $29M 22.25% -1.2% -
IWY US ISHARES RUSSELL TOP 200 GROW 102,206 $24M 18.77% -1.4% -
SCHF US SCHWAB INTL EQUITY ETF 834,429 $15M 12.05% 104.2% -
SCHM US SCHWAB US MID CAP ETF 385,929 $11M 8.35% 200.6% -
SPLG US SPDR PORTFOLIO S&P 500 ETF 122,640 $8M 6.60% -0.6% -
IVW US ISHARES S&P 500 GROWTH ETF 40,651 $4M 3.22% 3.6% -
SPHY US SPDR PORTFOLIO HIGH YIELD BO 167,496 $4M 3.07% 2.4% -
DYNF US ISHRS US E F R A ETF-USD INC 63,290 $3M 2.53% 5.2% -
QUAL US ISHARES MSCI USA QUALITY FAC 18,206 $3M 2.53% 6.1% -
IUSB US ISHARES CORE TOTAL BOND ETF 64,623 $3M 2.28% -10.0% -
EFG US ISHARES MSCI EAFE GROWTH ETF 26,151 $3M 1.98% 7.4% -
EFV US ISHARES MSCI EAFE VALUE ETF 47,744 $3M 1.96% 9.0% -
IVE US ISHARES S&P 500 VALUE ETF 9,655 $2M 1.44% 5.8% -
SCHZ US SCHWAB US AGGREGATE BOND ETF 81,331 $2M 1.44% 112.4% -
GLDM US SPDR GOLD MINISHARES TRUST 35,349 $2M 1.43% 100.0% -
AAPL US APPLE INC 5,846 $1M 1.14% - -
IYW US ISHARES USTECHNOLOGY ETF 8,438 $1M 1.05% -1.1% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 23,202 $1M 1.00% 8.4% -
MBB US ISHARES MBS ETF 13,589 $1M 0.97% 6.9% -
SO US SOUTHERN CO/THE 11,594 $1M 0.74% - -
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