BUSH INVESTMENT GROUP, LLC
CIK 1966640 · Holdings on Dec 31, 2024 · First reported Feb 13, 2025
Top ten holdings
Q4 2024- VTI22.25%
- IWY18.77%
- SCHF12.05%
- SCHM8.35%
- SPYM6.60%
- IVW3.22%
- SPHY3.07%
- DYNF2.53%
- QUAL2.53%
- IUSB2.28%
Share classes counted separately81.65%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHFWeight decreased · -1.38 pp13.43% → 12.05%Shares +425.88K (+104.24%)
- IWYWeight increased · +0.54 pp18.23% → 18.77%Shares -1.41K (-1.36%)
- IUSBWeight decreased · -0.42 pp2.70% → 2.28%Shares -7.17K (-9.99%)
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 | $28.50M | 22.25% | 98.36K shares | 22.53% → 22.25%-0.28 pp -1.16K (-1.17%) | Reduced | ↗▾ |
| 02 | IWYISHARES RUSSELL TOP 200 GROWRUS TP200 GR ETF View history and evidence | $24.05M | 18.77% | 102.21K shares | 18.23% → 18.77%+0.54 pp -1.41K (-1.36%) | Reduced | ↗▾ |
| 03 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $15.44M | 12.05% | 834.43K shares | 13.43% → 12.05%-1.38 pp +425.88K (+104.24%) | Added | ↗▾ |
| 04 | SCHMSCHWAB US MID CAP ETFUS MID-CAP ETF View history and evidence | $10.69M | 8.35% | 385.93K shares | 8.53% → 8.35%-0.18 pp +257.55K (+200.62%) | Added | ↗▾ |
| 05 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $8.45M | 6.60% | 122.64K shares | 6.66% → 6.60%-0.06 pp -758 (-0.61%) | Reduced | ↗▾ |
| 06 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $4.13M | 3.22% | 40.65K shares | 3.00% → 3.22%+0.22 pp +1.41K (+3.60%) | Added | ↗▾ |
| 07 | SPHYSS SPDR P HIGH YIELD ETFPORTFLI HIGH YLD View history and evidence | $3.93M | 3.07% | 167.50K shares | 3.15% → 3.07%-0.08 pp +3.88K (+2.37%) | Added | ↗▾ |
| 08 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $3.24M | 2.53% | 63.29K shares | 2.38% → 2.53%+0.15 pp +3.14K (+5.23%) | Added | ↗▾ |
| 09 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $3.24M | 2.53% | 18.21K shares | 2.46% → 2.53%+0.07 pp +1.05K (+6.10%) | Added | ↗▾ |
| 10 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $2.92M | 2.28% | 64.62K shares | 2.70% → 2.28%-0.42 pp -7.17K (-9.99%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1966640 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 128130151
}Research all 33 reported holdings.
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