 |
Size ($ in 1000's)
At 12/31/2023: $108,278
At 09/30/2023: $0
Bush Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bush Investment Group LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Bush Investment Group LLC top holdings by largest position size, as per the latest 13f filing made by Bush Investment Group LLC.
In the Bush Investment Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Bush Investment Group LLC in that top holding, then the share count change between reporting periods, and finally the Bush Investment Group LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VTI) |
97,811 |
+97,811 |
$23,949 | | VTI | 97,811 | +97,811 | $23,949 | | ISHARES TR (IWY) |
101,988 |
+101,988 |
$19,052 | | IWY | 101,988 | +101,988 | $19,052 | | SCHWAB STRATEGIC TR |
391,871 |
+391,871 |
$14,405 | | SCHF | 391,871 | +391,871 | $14,405 | | SPDR SER TR (SPLG) |
187,556 |
+187,556 |
$10,901 | | SPLG | 187,556 | +187,556 | $10,901 | | SCHWAB STRATEGIC TR |
125,353 |
+125,353 |
$9,345 | | SCHM | 125,353 | +125,353 | $9,345 | | VANGUARD SCOTTSDALE FDS (VGSH) |
92,021 |
+92,021 |
$5,354 | | VGSH | 92,021 | +92,021 | $5,354 | | ISHARES TR (SHYG) |
78,301 |
+78,301 |
$3,307 | | SHYG | 78,301 | +78,301 | $3,307 | | ISHARES TR (IUSB) |
57,111 |
+57,111 |
$2,605 | | IUSB | 57,111 | +57,111 | $2,605 | | ISHARES TR (EFV) |
43,191 |
+43,191 |
$2,215 | | EFV | 43,191 | +43,191 | $2,215 | | ISHARES TR (QUAL) |
13,125 |
+13,125 |
$2,028 | | QUAL | 13,125 | +13,125 | $2,028 | | SCHWAB STRATEGIC TR |
33,933 |
+33,933 |
$1,565 | | SCHZ | 33,933 | +33,933 | $1,565 | | ISHARES TR (IXC) |
38,646 |
+38,646 |
$1,498 | | IXC | 38,646 | +38,646 | $1,498 | | ISHARES TR (IVE) |
8,266 |
+8,266 |
$1,448 | | IVE | 8,266 | +8,266 | $1,448 | | ISHARES TR (EFG) |
14,153 |
+14,153 |
$1,388 | | EFG | 14,153 | +14,153 | $1,388 | | LOWES COS INC |
5,359 |
+5,359 |
$1,169 | | LOW | 5,359 | +5,359 | $1,169 | | BLACKROCK ETF TRUST (DYNF) |
27,419 |
+27,419 |
$1,140 | | DYNF | 27,419 | +27,419 | $1,140 | | ISHARES TR (IYW) |
8,292 |
+8,292 |
$1,077 | | IYW | 8,292 | +8,292 | $1,077 | | ISHARES TR (MBB) |
11,141 |
+11,141 |
$1,033 | | MBB | 11,141 | +11,141 | $1,033 | | ISHARES TR (ESGU) |
7,861 |
+7,861 |
$855 | | ESGU | 7,861 | +7,861 | $855 | | ISHARES INC (IEMG) |
15,197 |
+15,197 |
$758 | | IEMG | 15,197 | +15,197 | $758 | | ISHARES TR (TLT) |
6,878 |
+6,878 |
$654 | | TLT | 6,878 | +6,878 | $654 | | AFLAC INC |
7,907 |
+7,907 |
$608 | | AFL | 7,907 | +7,907 | $608 | | ISHARES TR (TFLO) |
11,739 |
+11,739 |
$593 | | TFLO | 11,739 | +11,739 | $593 | | SOUTHERN CO |
6,698 |
+6,698 |
$451 | | SO | 6,698 | +6,698 | $451 | | ISHARES INC (EMXC) |
7,044 |
+7,044 |
$390 | | EMXC | 7,044 | +7,044 | $390 | | ISHARES TR (IFRA) |
7,475 |
+7,475 |
$289 | | IFRA | 7,475 | +7,475 | $289 |
See Full List: All Stocks Held By Bush Investment Group LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Bush Investment Group LLC
|
|
