BUSH INVESTMENT GROUP, LLC 13F Holdings
CIK 0001966640 · VALDOSTA, GA
As of Jun 30, 2025, BUSH INVESTMENT GROUP, LLC reported 36 positions worth
CIK 0001966640 · VALDOSTA, GA
As of Jun 30, 2025, BUSH INVESTMENT GROUP, LLC reported 36 positions worth
48.9M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 99,942 | $30.4M | 20.40% |
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 91,566 | $22.6M | 15.16% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 950,444 | $21.0M | 14.10% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 361,512 | 0.1M | 6.81% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 70,718 | $5.1M | 3.45% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM CORPORATE BOND ETF | SPSB | — | 137,440 | $4.1M | 2.79% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 83,245 | $4.1M | 2.77% |
| STATE STREET(R) SPDR(R) PORTFOLIO HIGH YIELD BOND ETF | SPHY | — | 171,682 | $4.1M | 2.74% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 21,415 | $3.9M | 2.63% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 60,450 | $3.8M | 2.58% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 32,655 | $3.6M | 2.41% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 65,620 | $3.6M | 2.40% |
| SPDR GOLD MINISHARES TRUST | GLDM | — | 51,199 | $3.4M | 2.25% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 13,677 | $2.7M | 1.79% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 41,543 | $2.5M | 1.67% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 85,978 | $2.5M | 1.67% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 52,467 | $2.4M | 1.63% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 80,931 | .9M | 1.26% |
| BONDBLOXX ETF TRUST | XTEN | — | 39,682 | .8M | 1.23% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 30,937 | .6M | 1.08% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 44,849 | .6M | 1.07% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 13,866 | .6M | 1.04% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 6,979 | .2M | 0.81% |
| APPLE INC | AAPL | Technology | 5,846 | .2M | 0.81% |
| ISHARES MBS ETF | MBB | — | 12,315 | .2M | 0.78% |