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BUSH INVESTMENT GROUP, LLC
Period ended Mar 31, 2026 · Latest filing Aug 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Mar 31, 2026: $183,024,068
More quarters will appear as history becomes available.
Top holdings
Top 10 at Mar 31, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · TOTAL STK MKT · 922908769 · shares: $34,054,928
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $26,248,712
- ISHARES TR · RUS TP200 GR ETF · 464289438 · shares: $19,562,557
- SCHWAB STRATEGIC TR · US MID-CAP ETF · 808524508 · shares: $11,994,430
- BLACKROCK ETF TRUST · ISHARES A I INNO · 09290C780 · shares: $8,485,020
- DIMENSIONAL ETF TRUST · US SMALL CAP ETF · 25434V500 · shares: $6,892,782
- SPDR SERIES TRUST · STATE STREET SPD · 78464A854 · shares: $6,878,182
- GLOBAL X FDS · DEFENSE TECH ETF · 37960A529 · shares: $5,879,507
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $4,915,179
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $4,633,898
Reported holdings
38 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 106,153 shares | $34,054,928 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 1,060,554 shares | $26,248,712 |
| ISHARES TR | RUS TP200 GR ETF | 464289438 | — | 78,615 shares | $19,562,557 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | — | 387,417 shares | $11,994,430 |
| BLACKROCK ETF TRUST | ISHARES A I INNO | 09290C780 | — | 257,512 shares | $8,485,020 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 96,904 shares | $6,892,782 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | — | 89,864 shares | $6,878,182 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | — | 82,997 shares | $5,879,507 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 102,293 shares | $4,915,179 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 21,946 shares | $4,633,898 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A474 | — | 153,188 shares | $4,606,363 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R606 | — | 189,715 shares | $4,424,154 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 72,234 shares | $4,202,574 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 34,463 shares | $3,898,155 |
| BLACKROCK ETF TRUST | ISHARES INTL CTR | 09290C764 | — | 85,978 shares | $2,764,451 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 29,239 shares | $2,710,163 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 37,537 shares | $2,570,158 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 94,263 shares | $2,188,787 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 47,230 shares | $2,181,554 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 | — | 45,483 shares | $2,085,850 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 10,705 shares | $2,053,415 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 25,903 shares | $1,925,905 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 16,559 shares | $1,856,430 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 22,986 shares | $1,852,212 |
| BLACKROCK ETF TRUST | ISHARES US THEMA | 09290C806 | — | 50,761 shares | $1,838,563 |
| SOUTHERN CO | COM | 842587107 | — | 15,612 shares | $1,506,840 |
| APPLE INC | COM | 037833100 | — | 5,846 shares | $1,483,656 |
| ISHARES TR | MBS ETF | 464288588 | — | 14,761 shares | $1,401,525 |
| BLACKROCK ETF TRUST | ISHARES LARGE CA | 09290C855 | — | 33,944 shares | $1,393,741 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 57,748 shares | $1,323,009 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 20,192 shares | $1,010,408 |
| AFLAC INC | COM | 001055102 | — | 8,295 shares | $910,027 |
| LOWES COS INC | COM | 548661107 | — | 3,122 shares | $737,666 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | — | 13,233 shares | $687,190 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 1,011 shares | $660,395 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,687 shares | $468,656 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 6,520 shares | $454,770 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 4,194 shares | $282,256 |