Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BUSH INVESTMENT GROUP, LLC (CIK 1966640) reported $178.7M across 38 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: VTI ($34.0M, 19.01%), SCHF ($24.9M, 13.93%), IWY ($20.5M, 11.48%), SCHM ($11.4M, 6.38%), BAI ($8.1M, 4.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $34.0M | 19.01% | 101,350 | Trimmed |
| 2 | SCHF | SCHWAB STRATEGIC TR | $24.9M | 13.93% | 1.0M | Added |
| 3 | IWY | ISHARES TR | $20.5M | 11.48% | 74,112 | Added |
| 4 | SCHM | SCHWAB STRATEGIC TR | $11.4M | 6.38% | 379,292 | Added |
| 5 | BAI | BLACKROCK ETF TRUST | $8.1M | 4.53% | 243,329 | Added |
| 6 | DFAS | DIMENSIONAL ETF TRUST | $6.4M | 3.59% | 92,130 | New |
| 7 | GLDM | WORLD GOLD TR | $6.2M | 3.45% | 72,210 | Trimmed |
| 8 | SPLG | SPDR SERIES TRUST | $5.8M | 3.27% | 72,819 | Trimmed |
| 9 | IVE | ISHARES TR | $4.4M | 2.48% | 20,919 | Added |
| 10 | SPSB | SPDR SERIES TRUST | $4.4M | 2.46% | 145,459 | Added |
| 11 | DYNF | BLACKROCK ETF TRUST | $4.3M | 2.43% | 71,279 | Added |
| 12 | BNDX | VANGUARD CHARLOTTE FDS | $4.3M | 2.38% | 88,179 | Added |
| 13 | SPHY | SPDR SERIES TRUST | $4.2M | 2.37% | 179,117 | Added |
| 14 | IVW | ISHARES TR | $4.0M | 2.24% | 32,534 | Trimmed |
| 15 | XLG | INVESCO EXCHANGE TRADED FD T | $3.8M | 2.13% | 64,332 | Added |
| 16 | SHLD | GLOBAL X FDS | $3.2M | 1.80% | 49,620 | Added |
| 17 | EFV | ISHARES TR | $3.2M | 1.77% | 44,422 | Trimmed |
| 18 | IEMG | ISHARES INC | $2.6M | 1.44% | 38,188 | Trimmed |
| 19 | QUAL | ISHARES TR | $2.1M | 1.16% | 10,395 | Trimmed |
| 20 | IUSB | ISHARES TR | $2.0M | 1.15% | 44,040 | Trimmed |
| 21 | SCHZ | SCHWAB STRATEGIC TR | $2.0M | 1.14% | 86,809 | Trimmed |
| 22 | XTEN | BONDBLOXX ETF TRUST | $2.0M | 1.11% | 42,996 | Trimmed |
| 23 | SPMO | INVESCO EXCH TRADED FD TR II | $1.8M | 1.02% | 15,279 | Added |
| 24 | THRO | BLACKROCK ETF TRUST | $1.8M | 1.02% | 47,496 | Added |
| 25 | AAPL | APPLE INC | $1.6M | 0.89% | 5,846 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31