13F HOLDINGS REPORT
BUSH INVESTMENT GROUP, LLC
Quarter ended Q4 2025 · Filed December 18, 2025 · Accession 0001966640-25-000006
Total Value
$168.8M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 102,412 | $33.6M | 19.91% |
| 2 | SCHWAB STRATEGIC TR | 808524805 | 1,018,356 | $23.7M | 14.05% |
| 3 | ISHARES TR | 464289438 | 74,062 | $20.3M | 12.01% |
| 4 | SCHWAB STRATEGIC TR | 808524508 | 377,021 | $11.2M | 6.62% |
| 5 | BLACKROCK ETF TRUST | BLK | 234,906 | $8.0M | 4.75% |
| 6 | SPDR SERIES TRUST | 78464A854 | 73,222 | $5.7M | 3.40% |
| 7 | WORLD GOLD TR | GLDW | 73,182 | $5.6M | 3.31% |
| 8 | SPDR SERIES TRUST | 78464A474 | 143,368 | $4.3M | 2.57% |
| 9 | VANGUARD CHARLOTTE FDS | 92203J407 | 87,161 | $4.3M | 2.55% |
| 10 | SPDR SERIES TRUST | 78468R606 | 177,505 | $4.2M | 2.52% |
| 11 | BLACKROCK ETF TRUST | BLK | 70,370 | $4.2M | 2.47% |
| 12 | ISHARES TR | 46432F339 | 20,782 | $4.0M | 2.40% |
| 13 | ISHARES TR | 464287309 | 33,071 | $4.0M | 2.37% |
| 14 | INVESCO EXCHANGE TRADED FD T | IVZ | 63,209 | $3.6M | 2.15% |
| 15 | GLOBAL X FDS | 37960A529 | 47,710 | $3.4M | 1.99% |
| 16 | ISHARES TR | 464288877 | 49,272 | $3.3M | 1.98% |
| 17 | ISHARES TR | 464287408 | 14,469 | $3.0M | 1.77% |
| 18 | ISHARES INC | 46434G103 | 38,505 | $2.5M | 1.50% |
| 19 | SCHWAB STRATEGIC TR | 808524839 | 87,925 | $2.1M | 1.22% |
| 20 | ISHARES TR | 46434V613 | 44,128 | $2.1M | 1.22% |
| 21 | BONDBLOXX ETF TRUST | 09789C812 | 43,244 | $2.0M | 1.19% |
| 22 | BLACKROCK ETF TRUST | BLK | 46,986 | $1.8M | 1.05% |
| 23 | APPLE INC | AAPL | 5,846 | $1.5M | 0.88% |
| 24 | SOUTHERN CO | SOMN | 15,621 | $1.5M | 0.88% |
| 25 | ISHARES TR | 464288588 | 13,296 | $1.3M | 0.75% |
| 26 | INVESCO EXCH TRADED FD TR II | IVZ | 10,327 | $1.3M | 0.74% |
| 27 | AFLAC INC | AFL | 8,207 | $916,764 | 0.54% |
| 28 | ISHARES TR | 46435G672 | 17,795 | $911,638 | 0.54% |
| 29 | LOWES COS INC | 548661107 | 3,301 | $829,574 | 0.49% |
| 30 | BLACKROCK ETF TRUST II | BLK | 15,011 | $799,186 | 0.47% |
| 31 | AMERICAN CENTY ETF TR | 025072604 | 10,267 | $771,154 | 0.46% |
| 32 | NVIDIA CORPORATION | NVDA | 2,549 | $475,589 | 0.28% |
| 33 | ISHARES TR | 464288885 | 3,157 | $359,544 | 0.21% |
| 34 | GLOBAL PMTS INC | 37940X102 | 4,194 | $348,438 | 0.21% |
| 35 | ISHARES TR | 464288281 | 3,296 | $313,714 | 0.19% |
| 36 | BANK AMERICA CORP | 060505104 | 5,792 | $298,809 | 0.18% |
| 37 | VANGUARD SCOTTSDALE FDS | 92206C102 | 4,601 | $270,769 | 0.16% |