Institutional Manager · CIK 0001966640
BUSH INVESTMENT GROUP, LLC
VALDOSTA, GA · File #028-23709
Latest AUM
$168.8M
Positions
37
Top-10 Concentration
71.7%
Filings
7
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202537 pos · $168.8M
- 13F HOLDINGS REPORTQ/E Jun 202536 pos · $148.9M
- 13F HOLDINGS REPORTQ/E Mar 202535 pos · $132.7M
- 13F HOLDINGS REPORTQ/E Dec 202433 pos · $128.1M
- 13F HOLDINGS REPORTQ/E Dec 202431 pos · $125.1M
- 13F HOLDINGS REPORTQ/E Jun 202430 pos · $116.5M
- 13F HOLDINGS REPORTQ/E Jun 202430 pos · $113.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |