13F HOLDINGS REPORT
BUSH INVESTMENT GROUP, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001966640-25-000002
Total Value
$128.1M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 98,356 | $28.5M | 22.25% |
| 2 | ISHARES TR | 464289438 | 102,206 | $24.0M | 18.77% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 834,429 | $15.4M | 12.05% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 385,929 | $10.7M | 8.35% |
| 5 | SPDR SER TR | 78464A854 | 122,640 | $8.5M | 6.60% |
| 6 | ISHARES TR | 464287309 | 40,651 | $4.1M | 3.22% |
| 7 | SPDR SER TR | 78468R606 | 167,496 | $3.9M | 3.07% |
| 8 | BLACKROCK ETF TRUST | BLK | 63,290 | $3.2M | 2.53% |
| 9 | ISHARES TR | 46432F339 | 18,206 | $3.2M | 2.53% |
| 10 | ISHARES TR | 46434V613 | 64,623 | $2.9M | 2.28% |
| 11 | ISHARES TR | 464288885 | 26,151 | $2.5M | 1.98% |
| 12 | ISHARES TR | 464288877 | 47,744 | $2.5M | 1.96% |
| 13 | SCHWAB STRATEGIC TR | 808524839 | 81,331 | $1.8M | 1.44% |
| 14 | ISHARES TR | 464287408 | 9,655 | $1.8M | 1.44% |
| 15 | WORLD GOLD TR | GLDW | 35,349 | $1.8M | 1.43% |
| 16 | APPLE INC | AAPL | 5,846 | $1.5M | 1.14% |
| 17 | ISHARES TR | 464287721 | 8,438 | $1.3M | 1.05% |
| 18 | ISHARES INC | 46434G764 | 23,202 | $1.3M | 1.00% |
| 19 | ISHARES TR | 464288588 | 13,589 | $1.2M | 0.97% |
| 20 | SOUTHERN CO | SOMN | 11,594 | $954,418 | 0.74% |
| 21 | INVESCO EXCH TRADED FD TR II | IVZ | 9,520 | $904,495 | 0.71% |
| 22 | LOWES COS INC | 548661107 | 3,652 | $901,314 | 0.70% |
| 23 | AFLAC INC | AFL | 8,074 | $835,213 | 0.65% |
| 24 | BLACKROCK ETF TRUST II | BLK | 12,126 | $630,795 | 0.49% |
| 25 | ISHARES INC | 46434G103 | 11,200 | $584,877 | 0.46% |
| 26 | ISHARES TR | 464287432 | 6,428 | $561,328 | 0.44% |
| 27 | GLOBAL PMTS INC | 37940X102 | 4,270 | $478,496 | 0.37% |
| 28 | VANGUARD SCOTTSDALE FDS | 92206C102 | 6,336 | $368,628 | 0.29% |
| 29 | ISHARES TR | 46435U713 | 7,575 | $350,636 | 0.27% |
| 30 | NVIDIA CORPORATION | NVDA | 2,521 | $338,491 | 0.26% |
| 31 | BANK AMERICA CORP | 060505104 | 6,032 | $265,106 | 0.21% |
| 32 | CATERPILLAR INC | CAT | 630 | $228,539 | 0.18% |
| 33 | CUMMINS INC | CMI | 630 | $219,618 | 0.17% |