§ 13F · FUND PROFILE
BUSH INVESTMENT GROUP, LLC.
AUM · $169M (13F)Positions · 37Turnover · n/a · Q4Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 106K | $34M | — | +5% |
| 2 | SCHF | SCHWAB STRATEGIC TR | 1.06M | $26M | — | +2% |
| 3 | IWY | ISHARES TR | 79K | $20M | — | +6% |
| 4 | SCHM | SCHWAB STRATEGIC TR | 387K | $12M | — | +2% |
| 5 | BAI | BLACKROCK ETF TRUST | 258K | $8M | — | +6% |
| 6 | DFAS | DIMENSIONAL ETF TRUST | 97K | $7M | — | +5% |
| 7 | SPYM | SPDR SERIES TRUST | 90K | $7M | — | +23% |
| 8 | SHLD | GLOBAL X FDS | 83K | $6M | — | +67% |
| 9 | BNDX | VANGUARD CHARLOTTE FDS | 102K | $5M | — | +16% |
| 10 | IVE | ISHARES TR | 22K | $5M | — | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BUSH SIGNAL
AC read
BUSH INVESTMENT GROUP, LLC is a Other fund managing $169 million in assets. The fund runs a portfolio of 37 positions.
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