BI

BUSH INVESTMENT GROUP, LLC

13F
BUSH INVESTMENT GROUP, LLC
Last update 2025-07-01 36 Stocks (4 new)
Value $149.00 Mil Turnover 11 %
Countries:
Top Holdings: VTI(20.40%)IWY(15.16%)SCHF(14.10%)SCHM(6.81%)SPLG(3.45%)
Summary Stock Picks Current Portfolio
BUSH INVESTMENT GROUP, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
99,942
30,375.4
-4.62%
20.400
-1.00%
0.010
+16.45%
+8.47%
478,263.0
 
IWY
iShares Russell Top 200 Growth ETF
91,566
22,571.9
-10.88%
15.160
-1.78%
0.160
+21.26%
+8.21%
14,442.4
 
SCHF
Schwab International Equity ETF
950,444
21,004.8
+11.74%
14.100
+1.48%
0.040
+11.46%
+22.48%
49,859.7
 
SCHM
Schwab U.S. Mid-Cap ETF
361,512
10,140.4
-2.29%
6.810
-0.17%
0.090
+14.14%
+5.05%
11,926.6
 
SPLG
SPDR Portfolio S&P 500 ETF
70,718
5,140.5
-39.85%
3.450
-2.32%
0.010
+16.48%
+8.96%
78,151.1
 
SPSB
SPDR Portfolio Short Term Corporate Bond ETF
SPDR Portfolio Short Term Corporate Bond ETF
137,440
4,149.3
+0.72%
2.790
+0.02%
0.050
+1.39%
+3.19%
8,172.1
 
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
83,245
4,121.5
New Holding
2.770
+2.77%
0.010
+0.01%
+1.45%
66,065.2
 
SPHY
SPDR Portfolio High Yield Bond ETF
171,682
4,086.0
+0.17%
2.740
0%
0.050
+3.86%
+4.90%
8,872.3
 
QUAL
iShares MSCI USA Quality Factor ETF
21,415
3,915.2
+5.88%
2.630
+0.15%
0.010
+11.83%
+5.00%
53,479.5
 
EFV
iShares MSCI EAFE Value ETF
60,450
3,837.4
+60.19%
2.580
+0.97%
0.010
+10.70%
+27.28%
26,878.2
 

BUSH INVESTMENT GROUP, LLC's Historical Top Holdings Breakdowns

BUSH INVESTMENT GROUP, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
2025-06-30
New Buy
New Buy
+2.77%
●
48.77 ($49.21) 49.55
$49.14
-0.14%
New holding
83,245
83,245
SPLG
SPDR Portfolio S&P 500 ETF
2025-06-30
Reduce
Reduce
-2.32%
●
58.41 ($67.22) 72.69
$74.65
11.05%
Reduce -39.85%
70,718
-46,846
IWY
iShares Russell Top 200 Growth ETF
2025-06-30
Reduce
Reduce
-1.78%
●
187.5 ($222.41) 246.51
$254.04
14.22%
Reduce -10.88%
91,566
-11,182
BAI
iShares A.I. Innovation and Tech Active ETF
iShares A.I. Innovation and Tech Active ETF
2025-06-30
New Buy
New Buy
+1.67%
●
19.39 ($24.44) 28.85
$30.33
24.10%
New holding
85,978
85,978
SCHF
Schwab International Equity ETF
2025-06-30
Add
Add
+1.48%
●
17.76 ($20.8) 22.1
$22.51
8.22%
Add 11.74%
950,444
99,829
BTHM
BLACKROCK ETF TRUS
2025-06-30
New Buy
New Buy
+1.07%
●
28.66 ($32.87) 35.4
$33.22
1.07%
New holding
44,849
44,849
VTI
Vanguard Total Stock Market ETF
2025-06-30
Reduce
Reduce
-1.00%
●
243.75 ($281.15) 303.93
$312.30
11.08%
Reduce -4.62%
99,942
-4,844
EFV
iShares MSCI EAFE Value ETF
2025-06-30
Add
Add
+0.97%
●
52.4 ($61.15) 64.65
$65.36
6.88%
Add 60.19%
60,450
22,713
EMXC
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
2025-06-30
Sold Out
Sold Out
-0.93%
●
50.08 ($58.16) 63.14
$63.95
9.96%
Sold Out
0
-22,323
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-06-30
Add
Add
+0.89%
●
47.74 ($55.77) 60.03
$61.70
10.63%
Add 114.23%
41,543
22,151

BUSH INVESTMENT GROUP, LLC Total Holding History ($B)

To

BUSH INVESTMENT GROUP, LLC's Asset Allocation

To

BUSH INVESTMENT GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BUSH INVESTMENT GROUP, LLC's Hypothetical Growth since 2025-06-30

BUSH INVESTMENT GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BUSH INVESTMENT GROUP, LLC's Holdings Heat Map

Size field:

BUSH INVESTMENT GROUP, LLC's Holdings Bubble Chart

BUSH INVESTMENT GROUP, LLC News

  • 1

Discussions on BUSH INVESTMENT GROUP, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.