BUSH INVESTMENT GROUP, LLC
CIK 1966640 · Holdings on Mar 31, 2026 · First reported Aug 3, 2026
Top ten holdings
Q1 2026- VTI18.61%
- SCHF14.34%
- IWY10.69%
- SCHM6.55%
- BAI4.64%
- DFAS3.77%
- SPYM3.76%
- SHLD3.21%
- BNDX2.69%
- IVE2.53%
Share classes counted separately70.79%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GLDMWeight decreased · -1.97 pp3.45% → 1.48%Shares -42.97K (-59.51%)
- SHLDWeight increased · +1.41 pp1.80% → 3.21%Shares +33.38K (+67.27%)
- IWYWeight decreased · -0.79 pp11.48% → 10.69%Shares +4.50K (+6.08%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $34.05M | 18.61% | 106.15K shares | 19.01% → 18.61%-0.40 pp +4.80K (+4.74%) | Added | ↗▾ |
| 02 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $26.25M | 14.34% | 1.06M shares | 13.93% → 14.34%+0.41 pp +25.01K (+2.42%) | Added | ↗▾ |
| 03 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $19.56M | 10.69% | 78.61K shares | 11.48% → 10.69%-0.79 pp +4.50K (+6.08%) | Added | ↗▾ |
| 04 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $11.99M | 6.55% | 387.42K shares | 6.38% → 6.55%+0.17 pp +8.13K (+2.14%) | Added | ↗▾ |
| 05 | BAIISHRS AI IN AND TECH ACT ETFISHARES A I INNO View history and evidence | $8.49M | 4.64% | 257.51K shares | 4.53% → 4.64%+0.11 pp +14.18K (+5.83%) | Added | ↗▾ |
| 06 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $6.89M | 3.77% | 96.90K shares | 3.59% → 3.77%+0.18 pp +4.77K (+5.18%) | Added | ↗▾ |
| 07 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $6.88M | 3.76% | 89.86K shares | 3.27% → 3.76%+0.49 pp +17.05K (+23.41%) | Added | ↗▾ |
| 08 | SHLDGLOBAL X DEFENSE TECH ETFDEFENSE TECH ETF View history and evidence | $5.88M | 3.21% | 83.00K shares | 1.80% → 3.21%+1.41 pp +33.38K (+67.27%) | Added | ↗▾ |
| 09 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $4.92M | 2.69% | 102.29K shares | 2.38% → 2.69%+0.31 pp +14.11K (+16.01%) | Added | ↗▾ |
| 10 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $4.63M | 2.53% | 21.95K shares | 2.48% → 2.53%+0.05 pp +1.03K (+4.91%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLG INVESCO S&P 500 TOP 50 ETF | Non-derivative | -64,332 | -$3.81M | SEC filing ↗ | SEC filing ↗ |
| EMB ISHARES JP MORGAN USD EMERGI | Non-derivative | -3,374 | -$324.82K | SEC filing ↗ | SEC filing ↗ |
| BAC BANK OF AMERICA CORP | Non-derivative | -5,792 | -$318.56K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1966640 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-08-03
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 183024068
}Research all 38 reported holdings.
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