13F HOLDINGS REPORT
BUSH INVESTMENT GROUP, LLC
Quarter ended Q2 2025 · Filed July 1, 2025 · Accession 0001966640-25-000005
Total Value
$148.9M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 99,942 | $30.4M | 20.40% |
| 2 | ISHARES TR | 464289438 | 91,566 | $22.6M | 15.16% |
| 3 | SCHWAB STRATEGIC TR | 808524805 | 950,444 | $21.0M | 14.10% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 361,512 | $10.1M | 6.81% |
| 5 | SPDR SER TR | 78464A854 | 70,718 | $5.1M | 3.45% |
| 6 | SPDR SER TR | 78464A474 | 137,440 | $4.1M | 2.79% |
| 7 | VANGUARD CHARLOTTE FDS | 92203J407 | 83,245 | $4.1M | 2.77% |
| 8 | SPDR SER TR | 78468R606 | 171,682 | $4.1M | 2.74% |
| 9 | ISHARES TR | 46432F339 | 21,415 | $3.9M | 2.63% |
| 10 | ISHARES TR | 464288877 | 60,450 | $3.8M | 2.58% |
| 11 | ISHARES TR | 464287309 | 32,655 | $3.6M | 2.41% |
| 12 | BLACKROCK ETF TRUST | BLK | 65,620 | $3.6M | 2.40% |
| 13 | WORLD GOLD TR | GLDW | 51,199 | $3.4M | 2.25% |
| 14 | ISHARES TR | 464287408 | 13,677 | $2.7M | 1.79% |
| 15 | ISHARES INC | 46434G103 | 41,543 | $2.5M | 1.67% |
| 16 | BLACKROCK ETF TRUST | BLK | 85,978 | $2.5M | 1.67% |
| 17 | ISHARES TR | 46434V613 | 52,467 | $2.4M | 1.63% |
| 18 | SCHWAB STRATEGIC TR | 808524839 | 80,931 | $1.9M | 1.26% |
| 19 | BONDBLOXX ETF TRUST | 09789C812 | 39,682 | $1.8M | 1.23% |
| 20 | INVESCO EXCHANGE TRADED FD T | IVZ | 30,937 | $1.6M | 1.08% |
| 21 | BLACKROCK ETF TRUST | BLK | 44,849 | $1.6M | 1.07% |
| 22 | ISHARES TR | 464288885 | 13,866 | $1.6M | 1.04% |
| 23 | ISHARES TR | 464287721 | 6,979 | $1.2M | 0.81% |
| 24 | APPLE INC | AAPL | 5,846 | $1.2M | 0.81% |
| 25 | ISHARES TR | 464288588 | 12,315 | $1.2M | 0.78% |
| 26 | INVESCO EXCH TRADED FD TR II | IVZ | 10,044 | $1.1M | 0.76% |
| 27 | SOUTHERN CO | SOMN | 11,085 | $1.0M | 0.68% |
| 28 | LOWES COS INC | 548661107 | 3,921 | $869,952 | 0.58% |
| 29 | AFLAC INC | AFL | 8,163 | $860,834 | 0.58% |
| 30 | ISHARES TR | 46435G672 | 16,122 | $823,673 | 0.55% |
| 31 | BLACKROCK ETF TRUST II | BLK | 13,125 | $693,525 | 0.47% |
| 32 | NVIDIA CORPORATION | NVDA | 2,549 | $402,688 | 0.27% |
| 33 | GLOBAL PMTS INC | 37940X102 | 4,194 | $335,688 | 0.23% |
| 34 | ISHARES TR | 464288281 | 2,964 | $274,495 | 0.18% |
| 35 | BANK AMERICA CORP | 060505104 | 5,792 | $274,077 | 0.18% |
| 36 | VANGUARD SCOTTSDALE FDS | 92206C102 | 4,601 | $270,447 | 0.18% |