BUSH INVESTMENT GROUP, LLC

Est. AUM

$178.7M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$34.0M	101350	19.01%	SOLE
2	SCHWAB STRATEGIC TR	INTL EQTY ETF	$24.9M	1035545	13.93%	SOLE
3	ISHARES TR	RUS TP200 GR ETF	$20.5M	74112	11.48%	SOLE
4	SCHWAB STRATEGIC TR	US MID-CAP ETF	$11.4M	379292	6.38%	SOLE
5	BLACKROCK ETF TRUST	ISHARES A I INNO	$8.1M	243329	4.53%	SOLE
6	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$6.4M	92130	3.59%	SOLE
7	WORLD GOLD TR	SPDR GLD MINIS	$6.2M	72210	3.45%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$5.8M	72819	3.27%	SOLE
9	ISHARES TR	S&P 500 VAL ETF	$4.4M	20919	2.48%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	145459	2.46%	SOLE
11	BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.3M	71279	2.42%	SOLE
12	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$4.3M	88179	2.38%	SOLE
13	SPDR SERIES TRUST	STATE STREET SPD	$4.2M	179117	2.37%	SOLE
14	ISHARES TR	S&P 500 GRWT ETF	$4.0M	32534	2.24%	SOLE
15	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.8M	64332	2.13%	SOLE
16	GLOBAL X FDS	DEFENSE TECH ETF	$3.2M	49620	1.80%	SOLE
17	ISHARES TR	EAFE VALUE ETF	$3.2M	44422	1.77%	SOLE
18	ISHARES INC	CORE MSCI EMKT	$2.6M	38188	1.44%	SOLE
19	ISHARES TR	MSCI USA QLT FCT	$2.1M	10395	1.16%	SOLE
20	ISHARES TR	CORE UNIVRSL USD	$2.0M	44040	1.15%	SOLE
21	SCHWAB STRATEGIC TR	US AGGREGATE B	$2.0M	86809	1.14%	SOLE
22	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$2.0M	42996	1.11%	SOLE
23	BLACKROCK ETF TRUST	ISHARES US THEMA	$1.8M	47496	1.02%	SOLE
24	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$1.8M	15279	1.02%	SOLE
25	APPLE INC	COM	$1.6M	5846	0.89%	SOLE
26	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.5M	19555	0.84%	SOLE
27	SOUTHERN CO	COM	$1.4M	15661	0.76%	SOLE
28	ISHARES TR	MBS ETF	$1.3M	13431	0.72%	SOLE
29	ISHARES TR	CORE INTL AGGR	$915K	18297	0.51%	SOLE
30	AFLAC INC	COM	$910K	8250	0.51%	SOLE
31	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$806K	15277	0.45%	SOLE
32	LOWES COS INC	COM	$753K	3122	0.42%	SOLE
33	NVIDIA CORPORATION	COM	$501K	2687	0.28%	SOLE
34	ISHARES TR	CORE S&P500 ETF	$365K	533	0.20%	SOLE
35	ISHARES TR	JPMORGAN USD EMG	$325K	3374	0.18%	SOLE
36	GLOBAL PMTS INC	COM	$325K	4194	0.18%	SOLE
37	BANK AMERICA CORP	COM	$319K	5792	0.18%	SOLE
38	SPDR GOLD TR	GOLD SHS	$207K	522	0.12%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.