Bush Investment Group, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed June 13, 2024), Bush Investment Group, LLC reported 30 stock positions worth $113.2 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.5% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 17.8%) and Schwab Intl Equity ETF (SCHF, 13.8%). Compared with Q4 2023, it opened 5 new positions, sold out of 2, added to 17 and reduced 8. The biggest buy was a new position in iShares S&P 500 Growth ETF (IVW) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −73%).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $113.2M (Q1 2024)
- SEC Filing
- 0001966640-24-000003 ↗ filed Jun 13, 2024
Holdings Value
Holdings 30 stocks · $113.2M
| VTI VG Morningstar TS MKT ETF-US | 22.47% | 97,875 | $25.4M | Add +0.1% |
| IWY iShares Russell Top 200 Grow | 17.81% | 103,357 | $20.2M | Add +1.3% |
| SCHF Schwab Intl Equity ETF | 13.82% | 400,975 | $15.6M | Add +2.3% |
| SCHM Schwab US Mid Cap ETF | 9.13% | 126,891 | $10.3M | Add +1.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 8.35% | 153,563 | $9.4M | Reduce -18.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 3.00% | 79,767 | $3.4M | Add +1.9% |
| QUAL iShares MSCI USA Quality Fac | 2.32% | 15,991 | $2.6M | Add +21.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.31% | 57,356 | $2.6M | Add +0.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.22% | 56,603 | $2.5M | Add +106.4% |
| IVW iShares S&P 500 Growth ETF | 1.74% | 23,333 | $2.0M | New |
| IXC iShares Global Energy ETF | 1.50% | 39,512 | $1.7M | Add +2.2% |
| IVE iShares S&P 500 Value ETF | 1.39% | 8,447 | $1.6M | Add +2.2% |
| SCHZ Schwab US Aggregate Bond ETF | 1.37% | 33,751 | $1.6M | Reduce -0.5% |
| EFV iShares MSCI Eafe Value ETF | 1.37% | 28,453 | $1.5M | Reduce -34.1% |
| EFG iShares MSCI Eafe Growth ETF | 1.33% | 14,454 | $1.5M | Add +2.1% |
| VGSH Vanguard Short-Term Treasury | 1.27% | 24,690 | $1.4M | Reduce -73.2% |
| LOW Lowe's Cos Inc. | 1.20% | 5,339 | $1.4M | Reduce -0.4% |
| IYW iShares Ustechnology ETF | 1.03% | 8,643 | $1.2M | Add +4.2% |
| MBB iShares MBS ETF | 0.91% | 11,198 | $1.0M | Add +0.5% |
| AAPL Apple Inc. | 0.89% | 5,846 | $1.0M | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.74% | 14,477 | $833K | Add +105.5% |
| SO The Southern Co. | 0.73% | 11,594 | $832K | Add +73.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.65% | 21,173 | $739K | New |
| AFL Aflac Inc. | 0.60% | 7,957 | $683K | Add +0.6% |
| TLT iShares 20+ Year Treasury BD | 0.53% | 6,394 | $605K | Reduce -7.0% |
| IEMG iShares Core MSCI Emerging | 0.35% | 7,593 | $392K | Reduce -50.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.32% | 6,814 | $357K | Add +77.9% |
| IFRA iShares US Infrastructure | 0.26% | 6,669 | $289K | Reduce -10.8% |
| CAT Caterpillar Inc. | 0.20% | 630 | $231K | New |
| EMB iShares JP Morgan Usd Emergi | 0.19% | 2,416 | $217K | New |
Portfolio Sells Q4 2023 → Q1 2024
| VGSH Vanguard Short-Term Treasury | Reduce -73.2% | 1.27% | −3.68 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -18.1% | 8.35% | −1.72 |
| ESGU iShares ESG Aware MSCI USA | Sold out | 0.00% | −0.79 |
| EFV iShares MSCI Eafe Value ETF | Reduce -34.1% | 1.37% | −0.68 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.55 |
| IEMG iShares Core MSCI Emerging | Reduce -50.0% | 0.35% | −0.35 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.5% | 1.37% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -7.0% | 0.53% | −0.07 |
| IFRA iShares US Infrastructure | Reduce -10.8% | 0.26% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 1.20% | +0.12 |
Portfolio Buys Q4 2023 → Q1 2024
| IVW iShares S&P 500 Growth ETF | New | 1.74% | +1.74 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +106.4% | 2.22% | +1.17 |
| AAPL Apple Inc. | New | 0.89% | +0.89 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.65% | +0.65 |
| SCHF Schwab Intl Equity ETF | Add +2.3% | 13.82% | +0.52 |
| SCHM Schwab US Mid Cap ETF | Add +1.2% | 9.13% | +0.50 |
| QUAL iShares MSCI USA Quality Fac | Add +21.8% | 2.32% | +0.45 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +105.5% | 0.74% | +0.38 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 22.47% | +0.35 |
| SO The Southern Co. | Add +73.1% | 0.73% | +0.32 |
| IWY iShares Russell Top 200 Grow | Add +1.3% | 17.81% | +0.22 |
| CAT Caterpillar Inc. | New | 0.20% | +0.20 |
| EMB iShares JP Morgan Usd Emergi | New | 0.19% | +0.19 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +77.9% | 0.32% | +0.13 |
| IXC iShares Global Energy ETF | Add +2.2% | 1.50% | +0.12 |
| IVE iShares S&P 500 Value ETF | Add +2.2% | 1.39% | +0.06 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.1% | 1.33% | +0.04 |
| AFL Aflac Inc. | Add +0.6% | 0.60% | +0.04 |
| IYW iShares Ustechnology ETF | Add +4.2% | 1.03% | +0.04 |
| MBB iShares MBS ETF | Add +0.5% | 0.91% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.9% | 3.00% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +0.4% | 2.31% | −0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q1 2026 | 38 | $183.0M | VTI, SCHF, IWY, SCHM, BAI |
| Q4 2025 | 38 | $178.7M | VTI, SCHF, IWY, SCHM, BAI |
| Q3 2025 | 37 | $168.8M | VTI, SCHF, IWY, SCHM, BAI |
| Q2 2025 | 36 | $148.9M | VTI, IWY, SCHF, SCHM, SPYM |
| Q1 2025 | 35 | $132.7M | VTI, IWY, SCHF, SCHM, SPYM |
| Q4 2024 | 33 | $128.1M | VTI, IWY, SCHF, SCHM, SPYM |
| Q3 2024 | 31 | $125.1M | VTI, IWY, SCHF, SCHM, SPYM |
| Q2 2024 | 30 | $116.5M | VTI, IWY, SCHF, SCHM, SPYM |
| Q1 2024 | 30 | $113.2M | VTI, IWY, SCHF, SCHM, SPYM |