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| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| VTI |
+97,811 | +$23,949 | | IWY |
+101,988 | +$19,052 | | SCHF |
+391,871 | +$14,405 | | SPLG |
+187,556 | +$10,901 | | SCHM |
+125,353 | +$9,345 | | VGSH |
+92,021 | +$5,354 | | SHYG |
+78,301 | +$3,307 | | IUSB |
+57,111 | +$2,605 | | EFV |
+43,191 | +$2,215 | | QUAL |
+13,125 | +$2,028 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
|
UNCH | $UNCH |
Size ($ in 1000's)
At 12/31/2023: $108,278
At 09/30/2023: $0
Bush Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Bush Investment Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Bush Investment Group LLC to be as follows, presented in the
table below with each row detailing each Bush Investment Group LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Bush Investment Group LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Bush Investment Group LLC as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | | BLACKROCK ETF TRUST II (BINC) |
3,830 |
+3,830 |
$201 | | BINC | 3,830 | +3,830 | $201 |
See Summary: Bush Investment Group LLC Top Holdings
See Details: Top 10 Stocks Held By Bush Investment Group LLC
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