BUSH INVESTMENT GROUP, LLC
CIK: 0001966640SEC EDGAR →
Portfolio Value
$168.8M
Holdings
37
As of
Q3 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 102,412 | $33.6M | 19.91% |
| 2 | SCHWAB STRATEGIC TR | 1,018,356 | $23.7M | 14.05% |
| 3 | ISHARES TR | 74,062 | $20.3M | 12.01% |
| 4 | SCHWAB STRATEGIC TR | 377,021 | $11.2M | 6.62% |
| 5 | BLACKROCK ETF TRUST | 234,906 | $8.0M | 4.75% |
| 6 | SPDR SERIES TRUST | 73,222 | $5.7M | 3.40% |
| 7 | WORLD GOLD TR | 73,182 | $5.6M | 3.31% |
| 8 | SPDR SERIES TRUST | 143,368 | $4.3M | 2.57% |
| 9 | VANGUARD CHARLOTTE FDS | 87,161 | $4.3M | 2.55% |
| 10 | SPDR SERIES TRUST | 177,505 | $4.2M | 2.52% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $157.3M | 93.2% |
| Technology | 3 | $7.6M | 4.5% |
| Utilities | 1 | $1.5M | 0.9% |
| Unknown | 1 | $1.3M | 0.7% |
| Consumer Cyclical | 1 | $830K | 0.5% |
| Industrials | 1 | $348K | 0.2% |