Institutional
BUSH INVESTMENT GROUP, LLC
CIK 0001966640
$178.7M
Reported AUM
38
Positions
Q4 2025
Period
2026-03-05
Filed
Editorial summary
Summary for BUSH INVESTMENT GROUP, LLC · Q4 2025 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q4 2025
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | 19.26% | 65.80% | $34.0M | 19.01% | — | HELD |
| 2 | SCHF | SCHWAB STRATEGIC TR | $27.59 | 3.18% | 27.58% | 55.74% | $24.9M | 13.93% | — | HELD |
| 3 | IWY | ISHARES TR | $274.05 | 3.19% | 9.59% | 73.35% | $20.5M | 11.48% | — | HELD |
| 4 | SCHM | SCHWAB STRATEGIC TR | $34.79 | 1.90% | 24.62% | 39.94% | $11.4M | 6.38% | — | HELD |
| 5 | BAI | BLACKROCK ETF TRUST | $41.08 | 9.55% | 25.51% | 44.20% | $8.1M | 4.53% | — | HELD |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $81.19 | 0.79% | 28.66% | 47.37% | $6.4M | 3.59% | — | HELD |
| 7 | GLDM | WORLD GOLD TR | $81.33 | 1.64% | 20.40% | 121.54% | $6.2M | 3.45% | — | HELD |
| 8 | SPYM | SPDR SERIES TRUST | $87.31 | 1.61% | 18.80% | 73.56% | $5.8M | 3.27% | — | HELD |
| 9 | IVE | ISHARES TR | $232.16 | -0.09% | 21.39% | 68.81% | $4.4M | 2.48% | — | HELD |
| 10 | SPSB | SPDR SERIES TRUST | $29.96 | 0.07% | 3.48% | 14.72% | $4.4M | 2.46% | — | HELD |
| 11 | DYNF | BLACKROCK ETF TRUST | $66.92 | 1.95% | 20.34% | 90.15% | $4.3M | 2.43% | — | HELD |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $47.88 | 0.15% | 1.05% | 0.31% | $4.3M | 2.38% | — | HELD |
| 13 | SPHY | SPDR SERIES TRUST | $23.26 | 0.30% | 5.46% | 22.15% | $4.2M | 2.37% | — | HELD |
| 14 | IVW | ISHARES TR | $133.33 | 3.13% | 16.18% | 69.99% | $4.0M | 2.24% | — | HELD |
| 15 | XLG | INVESCO EXCHANGE TRADED FD T | $60.13 | 2.54% | 14.45% | 80.53% | $3.8M | 2.13% | — | HELD |
| 16 | SHLD | GLOBAL X FDS | $62.77 | 1.19% | 2.57% | 146.61% | $3.2M | 1.80% | — | HELD |
| 17 | EFV | ISHARES TR | $81.31 | 2.43% | 31.74% | 91.22% | $3.2M | 1.77% | — | HELD |
| 18 | IEMG | ISHARES INC | $77.05 | 3.91% | 26.95% | 33.80% | $2.6M | 1.44% | — | HELD |
| 19 | QUAL | ISHARES TR | $218.92 | 1.36% | 19.58% | 62.20% | $2.1M | 1.16% | — | HELD |
| 20 | IUSB | ISHARES TR | $45.54 | 0.08% | 2.48% | 0.22% | $2.0M | 1.15% | — | HELD |
| 21 | SCHZ | SCHWAB STRATEGIC TR | $22.83 | 0.04% | 2.05% | -1.73% | $2.0M | 1.14% | — | HELD |
| 22 | XTEN | BONDBLOXX ETF TRUST | $44.46 | 0.07% | 0.23% | 5.69% | $2.0M | 1.11% | — | HELD |
| 23 | THRO | BLACKROCK ETF TRUST | $42.23 | 2.43% | 16.39% | 76.78% | $1.8M | 1.02% | — | HELD |
| 24 | SPMO | INVESCO EXCH TRADED FD TR II | $143.42 | 5.17% | 21.45% | 127.27% | $1.8M | 1.02% | — | HELD |
| 25 | AAPL | APPLE INC | $333.60 | -1.36% | 65.41% | 124.96% | $1.6M | 0.89% | — | HELD |
| 26 | AVEM | AMERICAN CENTY ETF TR | $89.42 | 4.13% | 28.04% | 47.37% | $1.5M | 0.84% | — | HELD |
| 27 | SO | SOUTHERN CO | $94.34 | -1.78% | 4.42% | 73.99% | $1.4M | 0.76% | — | HELD |
| 28 | MBB | ISHARES TR | $93.29 | 0.06% | 3.42% | 0.76% | $1.3M | 0.72% | — | HELD |
| 29 | IAGG | ISHARES TR | $49.83 | 0.12% | 1.65% | 4.23% | $915K | 0.51% | — | HELD |
| 30 | AFL | AFLAC INC | $127.36 | -1.02% | 33.97% | 152.92% | $910K | 0.51% | — | HELD |
| 31 | BINC | BLACKROCK ETF TRUST II | $52.03 | 0.21% | — | — | $806K | 0.45% | — | HELD |
| 32 | LOW | LOWES COS INC | $210.09 | -2.59% | — | — | $753K | 0.42% | — | HELD |
| 33 | NVDA | NVIDIA CORPORATION | $195.05 | 2.66% | — | — | $501K | 0.28% | — | HELD |
| 34 | IVV | ISHARES TR | $745.23 | 1.65% | — | — | $365K | 0.20% | — | HELD |
| 35 | EMB | ISHARES TR | $94.79 | 0.24% | — | — | $325K | 0.18% | — | HELD |
| 36 | GPN | GLOBAL PMTS INC | $86.84 | -1.62% | — | — | $325K | 0.18% | — | HELD |
| 37 | BAC | BANK AMERICA CORP | $61.76 | 1.13% | — | — | $319K | 0.18% | — | HELD |
| 38 | GLD | SPDR GOLD TR | $377.16 | 1.64% | — | — | $207K | 0.12% | — | HELD |
Source: SEC EDGAR · accession 0001966640-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.