Bush Investment Group, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed December 3, 2024), Bush Investment Group, LLC reported 31 stock positions worth $125.1 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, 18.2%) and Schwab Intl Equity ETF (SCHF, 13.4%). Compared with Q2 2024, it opened 2 new positions, sold out of 1, added to 17 and reduced 10. The biggest buy was iShares MSCI Eafe Value ETF (EFV, shares +154%) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −0%).
- Most Recent 13F
- Q1 2026
- Location
- VALDOSTA, GA
- CIK
- 0001966640
- Portfolio Value
- $125.1M (Q3 2024)
- SEC Filing
- 0001966640-24-000006 ↗ filed Dec 3, 2024
Holdings Value
Holdings 31 stocks · $125.1M
| VTI VG Morningstar TS MKT ETF-US | 22.53% | 99,520 | $28.2M | Add +0.8% |
| IWY iShares Russell Top 200 Grow | 18.23% | 103,618 | $22.8M | Reduce -0.3% |
| SCHF Schwab Intl Equity ETF | 13.43% | 408,544 | $16.8M | Add +1.0% |
| SCHM Schwab US Mid Cap ETF | 8.53% | 128,379 | $10.7M | Add +0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.66% | 123,398 | $8.3M | Reduce -7.9% |
| SPHY SS SPDR P High Yield ETF | 3.15% | 163,613 | $3.9M | Add +2.7% |
| IVW iShares S&P 500 Growth ETF | 3.00% | 39,237 | $3.8M | Add +3.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.70% | 71,794 | $3.4M | Add +17.4% |
| QUAL iShares MSCI USA Quality Fac | 2.46% | 17,159 | $3.1M | Add +4.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.38% | 60,146 | $3.0M | Add +3.4% |
| EFG iShares MSCI Eafe Growth ETF | 2.10% | 24,359 | $2.6M | Add +3.1% |
| EFV iShares MSCI Eafe Value ETF | 2.02% | 43,813 | $2.5M | Add +153.7% |
| SCHZ Schwab US Aggregate Bond ETF | 1.45% | 38,288 | $1.8M | Add +3.7% |
| IVE iShares S&P 500 Value ETF | 1.44% | 9,126 | $1.8M | Add +4.3% |
| AAPL Apple Inc. | 1.09% | 5,846 | $1.4M | Reduce -1.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.05% | 21,406 | $1.3M | Add +44.4% |
| IYW iShares Ustechnology ETF | 1.03% | 8,531 | $1.3M | Reduce -3.5% |
| MBB iShares MBS ETF | 0.97% | 12,712 | $1.2M | Add +5.0% |
| LOW Lowe's Cos Inc. | 0.87% | 4,035 | $1.1M | Reduce -0.1% |
| SO The Southern Co. | 0.84% | 11,594 | $1.0M | Reduce -0.6% |
| AFL Aflac Inc. | 0.72% | 8,038 | $899K | Add +0.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.50% | 11,576 | $620K | Add +56.0% |
| IEMG iShares Core MSCI Emerging | 0.49% | 10,645 | $611K | Reduce -38.7% |
| TLT iShares 20+ Year Treasury BD | 0.46% | 5,873 | $576K | Reduce -14.8% |
| VGSH Vanguard Short-Term Treasury | 0.45% | 9,618 | $568K | Reduce -30.2% |
| GPN Global Payments Inc. | 0.38% | 4,622 | $473K | Reduce -2.2% |
| IFRA iShares US Infrastructure | 0.27% | 7,277 | $342K | Add +5.7% |
| NVDA Nvidia Corp. | 0.24% | 2,520 | $306K | No change |
| CAT Caterpillar Inc. | 0.20% | 630 | $246K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 6,032 | $239K | New |
| CMI Cummins Inc. | 0.16% | 630 | $204K | New |
Portfolio Sells Q2 2024 → Q3 2024
| IWY iShares Russell Top 200 Grow | Reduce -0.3% | 18.23% | −0.91 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -7.9% | 6.66% | −0.70 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.41 |
| IEMG iShares Core MSCI Emerging | Reduce -38.7% | 0.49% | −0.31 |
| VGSH Vanguard Short-Term Treasury | Reduce -30.2% | 0.45% | −0.23 |
| IYW iShares Ustechnology ETF | Reduce -3.5% | 1.03% | −0.11 |
| TLT iShares 20+ Year Treasury BD | Reduce -14.8% | 0.46% | −0.08 |
| GPN Global Payments Inc. | Reduce -2.2% | 0.38% | −0.01 |
| AAPL Apple Inc. | Reduce -1.7% | 1.09% | +0.01 |
| SO The Southern Co. | Reduce -0.6% | 0.84% | +0.06 |
| LOW Lowe's Cos Inc. | Reduce -0.1% | 0.87% | +0.11 |
Portfolio Buys Q2 2024 → Q3 2024
| EFV iShares MSCI Eafe Value ETF | Add +153.7% | 2.02% | +1.23 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +17.4% | 2.70% | +0.33 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +44.4% | 1.05% | +0.29 |
| BAC Bank of America Corp. | New | 0.19% | +0.19 |
| CMI Cummins Inc. | New | 0.16% | +0.16 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +56.0% | 0.50% | +0.16 |
| AFL Aflac Inc. | Add +0.5% | 0.72% | +0.10 |
| SCHF Schwab Intl Equity ETF | Add +1.0% | 13.43% | +0.09 |
| IVE iShares S&P 500 Value ETF | Add +4.3% | 1.44% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +4.7% | 2.46% | +0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +3.4% | 2.38% | +0.03 |
| IFRA iShares US Infrastructure | Add +5.7% | 0.27% | +0.02 |
| EFG iShares MSCI Eafe Growth ETF | Add +3.1% | 2.10% | +0.02 |
| MBB iShares MBS ETF | Add +5.0% | 0.97% | +0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.7% | 1.45% | +0.01 |
| SCHM Schwab US Mid Cap ETF | Add +0.5% | 8.53% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Add +3.3% | 3.00% | −0.02 |
| SPHY SS SPDR P High Yield ETF | Add +2.7% | 3.15% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 22.53% | −0.16 |
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 |