13F HOLDINGS REPORT
BUSH INVESTMENT GROUP, LLC
Quarter ended Q4 2024 · Filed December 3, 2024 · Accession 0001966640-24-000006
Total Value
$125.1M
Positions
31
Other Managers
0
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 99,520 | $28.2M | 22.53% |
| 2 | ISHARES TR | 464289438 | 103,618 | $22.8M | 18.23% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 408,544 | $16.8M | 13.43% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 128,379 | $10.7M | 8.53% |
| 5 | SPDR SER TR | 78464A854 | 123,398 | $8.3M | 6.66% |
| 6 | SPDR SER TR | 78468R606 | 163,613 | $3.9M | 3.15% |
| 7 | ISHARES TR | 464287309 | 39,237 | $3.8M | 3.00% |
| 8 | ISHARES TR | 46434V613 | 71,794 | $3.4M | 2.70% |
| 9 | ISHARES TR | 46432F339 | 17,159 | $3.1M | 2.46% |
| 10 | BLACKROCK ETF TRUST | BLK | 60,146 | $3.0M | 2.38% |
| 11 | ISHARES TR | 464288885 | 24,359 | $2.6M | 2.10% |
| 12 | ISHARES TR | 464288877 | 43,813 | $2.5M | 2.02% |
| 13 | SCHWAB STRATEGIC TR | 808524839 | 38,288 | $1.8M | 1.45% |
| 14 | ISHARES TR | 464287408 | 9,126 | $1.8M | 1.44% |
| 15 | APPLE INC | AAPL | 5,846 | $1.4M | 1.09% |
| 16 | ISHARES INC | 46434G764 | 21,406 | $1.3M | 1.05% |
| 17 | ISHARES TR | 464287721 | 8,531 | $1.3M | 1.03% |
| 18 | ISHARES TR | 464288588 | 12,712 | $1.2M | 0.97% |
| 19 | LOWES COS INC | 548661107 | 4,035 | $1.1M | 0.87% |
| 20 | SOUTHERN CO | SOMN | 11,594 | $1.0M | 0.84% |
| 21 | AFLAC INC | AFL | 8,038 | $898,688 | 0.72% |
| 22 | BLACKROCK ETF TRUST II | BLK | 11,576 | $619,663 | 0.50% |
| 23 | ISHARES INC | 46434G103 | 10,645 | $611,155 | 0.49% |
| 24 | ISHARES TR | 464287432 | 5,873 | $576,173 | 0.46% |
| 25 | VANGUARD SCOTTSDALE FDS | 92206C102 | 9,618 | $567,654 | 0.45% |
| 26 | GLOBAL PMTS INC | 37940X102 | 4,622 | $473,385 | 0.38% |
| 27 | ISHARES TR | 46435U713 | 7,277 | $341,784 | 0.27% |
| 28 | NVIDIA CORPORATION | NVDA | 2,520 | $306,054 | 0.24% |
| 29 | CATERPILLAR INC | CAT | 630 | $246,406 | 0.20% |
| 30 | BANK AMERICA CORP | 060505104 | 6,032 | $239,350 | 0.19% |
| 31 | CUMMINS INC | CMI | 630 | $203,988 | 0.16% |