BI

BUSH INVESTMENT GROUP, LLC

13F
BUSH INVESTMENT GROUP, LLC
Last update 2024-08-12 30 Stocks (3 new)
Value $116.00 Mil Turnover 7 %
Countries:
Top Holdings: VTI(22.69%)IWY(19.14%)SCHF(13.34%)SCHM(8.53%)SPLG(7.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
BUSH INVESTMENT GROUP, LLC Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI 		Vanguard Total Stock Market ETF
98,775
26423.340
+0.92%
22.690
+0.21%
-
+13.34%
+25.08%
440602.207
 
IWY 		iShares Russell Top 200 Growth ETF
103,935
22296.140
+0.56%
19.140
+0.11%
-
+15.70%
+32.59%
12742.833
 
SCHF 		Schwab International Equity ETF
404,374
15536.050
+0.85%
13.340
+0.11%
-
+3.27%
+5.84%
40489.200
 
SCHM 		Schwab U.S. Mid-Cap ETF
127,706
9939.360
+0.64%
8.530
+0.05%
-
+13.44%
+16.29%
11893.160
 
SPLG 		SPDR Portfolio S&P 500 ETF
133,949
8572.730
-12.77%
7.360
-1.07%
-
+12.74%
+25.89%
50809.088
 
SPHY 		SPDR Portfolio High Yield Bond ETF
159,255
3699.490
New Holding
3.180
+3.18%
-
+2.01%
+2.05%
5807.524
 
IVW 		iShares S&P 500 Growth ETF
37,998
3516.340
+62.85%
3.020
+1.17%
-
+15.71%
+34.67%
56214.525
 
QUAL 		iShares MSCI USA Quality Factor ETF
16,391
2798.920
+2.50%
2.400
+0.06%
-
+10.27%
+25.34%
51378.897
 
IUSB 		iShares Core Total USD Bond Market ETF
61,150
2765.200
+6.61%
2.370
+0.15%
-
-0.52%
-0.37%
33341.671
 
DYNF 		BlackRock U.S. Equity Factor Rotation ETF
58,159
2729.980
+2.75%
2.340
+0.06%
-
+15.15%
+32.07%
13228.323
 

BUSH INVESTMENT GROUP, LLC's Historical Top Holdings Breakdowns

BUSH INVESTMENT GROUP, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPHY 		SPDR Portfolio High Yield Bond ETF2024-06-30New Buy
+3.18%
●
22.82 ($23.17) 23.32
$23.86
2.98%
New holding
159,255
159,255
SHYG 		iShares 0-5 Year High Yield Corporate Bond ETF2024-06-30Sold Out
-3.00%
●
41.64 ($42.1) 42.32
$43.24
2.71%
Sold Out
0
-79,767
IXC 		iShares Global Energy ETF2024-06-30Sold Out
-1.50%
●
39.86 ($42.85) 44.76
$41.87
-2.29%
Sold Out
0
-39,512
IVW 		iShares S&P 500 Growth ETF2024-06-30Add
+1.17%
●
79.31 ($86.21) 93.31
$101.14
17.32%
Add 62.85%
37,998
14,665
SPLG 		SPDR Portfolio S&P 500 ETF2024-06-30Reduce
-1.07%
●
58.24 ($61.56) 64.51
$70.37
14.31%
Reduce -12.77%
133,949
-19,614
EFG 		iShares MSCI EAFE Growth ETF2024-06-30Add
+0.80%
●
97.17 ($102.22) 106.25
$101.35
-0.85%
Add 63.41%
23,620
9,166
VGSH 		Vanguard Short-Term Government Bond ETF2024-06-30Reduce
-0.56%
●
57.55 ($57.78) 58
$58.24
0.80%
Reduce -44.16%
13,788
-10,902
EFV 		iShares MSCI EAFE Value ETF2024-06-30Reduce
-0.54%
●
52.34 ($54.36) 56.41
$54.80
0.81%
Reduce -39.3%
17,270
-11,183
IEMG 		iShares Core MSCI Emerging Markets ETF2024-06-30Add
+0.45%
●
50.02 ($52.73) 54.95
$55.83
5.88%
Add 128.71%
17,366
9,773
GPN 		Global Payments Inc2024-06-30New Buy
+0.39%
●
92.21 ($110.19) 130.15
$110.88
0.63%
New holding
4,728
4,728

BUSH INVESTMENT GROUP, LLC Total Holding History ($B)

To

BUSH INVESTMENT GROUP, LLC's Asset Allocation

To

BUSH INVESTMENT GROUP, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BUSH INVESTMENT GROUP, LLC's Hypothetical Growth since 2024-06-30

BUSH INVESTMENT GROUP, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BUSH INVESTMENT GROUP, LLC's Holdings Heat Map

Size field:

BUSH INVESTMENT GROUP, LLC's Holdings Bubble Chart

BUSH INVESTMENT GROUP, LLC News

  • 1

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