Bush Investment Group, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 12, 2024), Bush Investment Group, LLC reported 30 stock positions worth $116.5 million. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 22.7% of the portfolio, followed by iShares Russell Top 200 Grow (IWY, 19.1%) and Schwab Intl Equity ETF (SCHF, 13.3%). Compared with Q1 2024, it opened 3 new positions, sold out of 3, added to 21 and reduced 5. The biggest buy was a new position in SS SPDR P High Yield ETF (SPHY) and the biggest sale an exit from iShares 0-5 YR HY Corp. Bond (SHYG).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $116.5M (Q2 2024)
- SEC Filing
- 0001966640-24-000004 ↗ filed Aug 12, 2024
Holdings Value
Holdings 30 stocks · $116.5M
| VTI VG Morningstar TS MKT ETF-US | 22.69% | 98,775 | $26.4M | Add +0.9% |
| IWY iShares Russell Top 200 Grow | 19.14% | 103,935 | $22.3M | Add +0.6% |
| SCHF Schwab Intl Equity ETF | 13.34% | 404,374 | $15.5M | Add +0.8% |
| SCHM Schwab US Mid Cap ETF | 8.53% | 127,706 | $9.9M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 7.36% | 133,949 | $8.6M | Reduce -12.8% |
| SPHY SS SPDR P High Yield ETF | 3.18% | 159,255 | $3.7M | New |
| IVW iShares S&P 500 Growth ETF | 3.02% | 37,998 | $3.5M | Add +62.9% |
| QUAL iShares MSCI USA Quality Fac | 2.40% | 16,391 | $2.8M | Add +2.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.37% | 61,150 | $2.8M | Add +6.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.34% | 58,159 | $2.7M | Add +2.8% |
| EFG iShares MSCI Eafe Growth ETF | 2.07% | 23,620 | $2.4M | Add +63.4% |
| SCHZ Schwab US Aggregate Bond ETF | 1.44% | 36,907 | $1.7M | Add +9.3% |
| IVE iShares S&P 500 Value ETF | 1.37% | 8,752 | $1.6M | Add +3.6% |
| IYW iShares Ustechnology ETF | 1.14% | 8,845 | $1.3M | Add +2.3% |
| AAPL Apple Inc. | 1.08% | 5,948 | $1.3M | Add +1.7% |
| MBB iShares MBS ETF | 0.95% | 12,109 | $1.1M | Add +8.1% |
| IEMG iShares Core MSCI Emerging | 0.80% | 17,366 | $930K | Add +128.7% |
| EFV iShares MSCI Eafe Value ETF | 0.79% | 17,270 | $916K | Reduce -39.3% |
| SO The Southern Co. | 0.78% | 11,663 | $905K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.76% | 4,039 | $890K | Reduce -24.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.75% | 14,828 | $878K | Add +2.4% |
| VGSH Vanguard Short-Term Treasury | 0.69% | 13,788 | $800K | Reduce -44.2% |
| AFL Aflac Inc. | 0.61% | 8,002 | $715K | Add +0.6% |
| TLT iShares 20+ Year Treasury BD | 0.54% | 6,890 | $632K | Add +7.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.41% | 13,455 | $478K | Reduce -36.5% |
| GPN Global Payments Inc. | 0.39% | 4,728 | $457K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.33% | 7,420 | $387K | Add +8.9% |
| NVDA Nvidia Corp. | 0.27% | 2,520 | $311K | New |
| IFRA iShares US Infrastructure | 0.25% | 6,885 | $290K | Add +3.2% |
| CAT Caterpillar Inc. | 0.18% | 630 | $210K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| SHYG iShares 0-5 YR HY Corp. Bond | Sold out | 0.00% | −3.00 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −1.50 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -12.8% | 7.36% | −0.99 |
| EFV iShares MSCI Eafe Value ETF | Reduce -39.3% | 0.79% | −0.58 |
| VGSH Vanguard Short-Term Treasury | Reduce -44.2% | 0.69% | −0.58 |
| LOW Lowe's Cos Inc. | Reduce -24.4% | 0.76% | −0.44 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -36.5% | 0.41% | −0.24 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.19 |
Portfolio Buys Q1 2024 → Q2 2024
| SPHY SS SPDR P High Yield ETF | New | 3.18% | +3.18 |
| IWY iShares Russell Top 200 Grow | Add +0.6% | 19.14% | +1.33 |
| IVW iShares S&P 500 Growth ETF | Add +62.9% | 3.02% | +1.28 |
| EFG iShares MSCI Eafe Growth ETF | Add +63.4% | 2.07% | +0.75 |
| IEMG iShares Core MSCI Emerging | Add +128.7% | 0.80% | +0.45 |
| GPN Global Payments Inc. | New | 0.39% | +0.39 |
| NVDA Nvidia Corp. | New | 0.27% | +0.27 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.9% | 22.69% | +0.22 |
| AAPL Apple Inc. | Add +1.7% | 1.08% | +0.19 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +2.8% | 2.34% | +0.12 |
| IYW iShares Ustechnology ETF | Add +2.3% | 1.14% | +0.11 |
| QUAL iShares MSCI USA Quality Fac | Add +2.5% | 2.40% | +0.08 |
| SCHZ Schwab US Aggregate Bond ETF | Add +9.3% | 1.44% | +0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +6.6% | 2.37% | +0.06 |
| SO The Southern Co. | Add +0.6% | 0.78% | +0.04 |
| MBB iShares MBS ETF | Add +8.1% | 0.95% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +2.4% | 0.75% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +8.9% | 0.33% | +0.02 |
| AFL Aflac Inc. | Add +0.6% | 0.61% | +0.01 |
| TLT iShares 20+ Year Treasury BD | Add +7.8% | 0.54% | +0.01 |
| IFRA iShares US Infrastructure | Add +3.2% | 0.25% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +3.6% | 1.37% | −0.03 |
| SCHF Schwab Intl Equity ETF | Add +0.8% | 13.34% | −0.48 |
| SCHM Schwab US Mid Cap ETF | Add +0.6% | 8.53% | −0.59 |
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 |