13F HOLDINGS REPORT
BUSH INVESTMENT GROUP, LLC
Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001966640-25-000003
Total Value
$132.7M
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 104,786 | $28.8M | 21.70% |
| 2 | ISHARES TR | 464289438 | 102,748 | $21.7M | 16.33% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 850,615 | $16.8M | 12.68% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 369,990 | $9.7M | 7.30% |
| 5 | SPDR SER TR | 78464A854 | 117,564 | $7.7M | 5.82% |
| 6 | SPDR SER TR | 78464A474 | 136,460 | $4.1M | 3.09% |
| 7 | WORLD GOLD TR | GLDW | 65,628 | $4.1M | 3.06% |
| 8 | SPDR SER TR | 78468R606 | 171,391 | $4.0M | 3.02% |
| 9 | ISHARES TR | 464287309 | 41,190 | $3.8M | 2.88% |
| 10 | ISHARES TR | 46432F339 | 20,225 | $3.5M | 2.60% |
| 11 | BLACKROCK ETF TRUST | BLK | 64,493 | $3.1M | 2.37% |
| 12 | ISHARES TR | 46434V613 | 64,786 | $3.0M | 2.25% |
| 13 | ISHARES TR | 464287408 | 13,104 | $2.5M | 1.88% |
| 14 | ISHARES TR | 464288877 | 37,737 | $2.2M | 1.68% |
| 15 | SCHWAB STRATEGIC TR | 808524839 | 83,818 | $1.9M | 1.46% |
| 16 | ISHARES TR | 464288885 | 13,735 | $1.4M | 1.03% |
| 17 | APPLE INC | AAPL | 5,846 | $1.3M | 0.98% |
| 18 | ISHARES INC | 46434G764 | 22,323 | $1.2M | 0.93% |
| 19 | ISHARES TR | 464287721 | 8,362 | $1.2M | 0.88% |
| 20 | ISHARES TR | 464288588 | 12,174 | $1.1M | 0.86% |
| 21 | SOUTHERN CO | SOMN | 11,735 | $1.1M | 0.81% |
| 22 | ISHARES INC | 46434G103 | 19,392 | $1.0M | 0.79% |
| 23 | LOWES COS INC | 548661107 | 4,030 | $939,917 | 0.71% |
| 24 | INVESCO EXCH TRADED FD TR II | IVZ | 9,899 | $915,954 | 0.69% |
| 25 | AFLAC INC | AFL | 8,117 | $902,520 | 0.68% |
| 26 | BONDBLOXX ETF TRUST | 09789C812 | 19,085 | $888,788 | 0.67% |
| 27 | INVESCO EXCHANGE TRADED FD T | IVZ | 19,078 | $877,970 | 0.66% |
| 28 | BLACKROCK ETF TRUST II | BLK | 12,628 | $661,455 | 0.50% |
| 29 | ISHARES TR | 46434V803 | 13,376 | $485,415 | 0.37% |
| 30 | GLOBAL PMTS INC | 37940X102 | 4,269 | $418,020 | 0.31% |
| 31 | VANGUARD SCOTTSDALE FDS | 92206C102 | 5,877 | $344,921 | 0.26% |
| 32 | NVIDIA CORPORATION | NVDA | 2,501 | $271,014 | 0.20% |
| 33 | ISHARES TR | 464288281 | 2,821 | $255,524 | 0.19% |
| 34 | BANK AMERICA CORP | 060505104 | 5,792 | $241,700 | 0.18% |
| 35 | CATERPILLAR INC | CAT | 630 | $207,774 | 0.16% |