BUSH INVESTMENT GROUP, LLC
CIK 1966640 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- VTI22.12%
- IWY17.60%
- SCHF13.30%
- SPYM10.07%
- SCHM8.63%
- VGSH4.94%
- SHYG3.05%
- IUSB2.41%
- EFV2.05%
- QUAL1.87%
Share classes counted separately86.04%
Portfolio value by quarter
Top 10 holdings 27
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 | $23.95M | 22.12% | 97.81K shares | Prior unavailable — | — | ↗▾ |
| 02 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $19.05M | 17.60% | 101.99K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $14.41M | 13.30% | 391.87K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $10.90M | 10.07% | 187.56K shares | Prior unavailable — | — | ↗▾ |
| 05 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $9.35M | 8.63% | 125.35K shares | Prior unavailable — | — | ↗▾ |
| 06 | VGSHVANGUARD SHORT-TERM TREASURYSHORT TERM TREAS View history and evidence | $5.35M | 4.94% | 92.02K shares | Prior unavailable — | — | ↗▾ |
| 07 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $3.31M | 3.05% | 78.30K shares | Prior unavailable — | — | ↗▾ |
| 08 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $2.61M | 2.41% | 57.11K shares | Prior unavailable — | — | ↗▾ |
| 09 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $2.22M | 2.05% | 43.19K shares | Prior unavailable — | — | ↗▾ |
| 10 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $2.03M | 1.87% | 13.13K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1966640 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108277245
}Take these holdings further.
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