Holdings of BUSH INVESTMENT GROUP, LLC
35 declared positions · as of Dec 31, 2025
Original filing · Ten largest lines: 73.3 % of the equity sleeve
Sector breakdown
- Funds 2.6 %
- Technology 1.3 %
- Utilities 0.9 %
- Financials 0.8 %
- Consumer discretionary 0.5 %
- Unattributed 94.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 35 | 157.2M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Vanguard Total Stock Market ETF | 101,350 | 34M $ | |
| 2 | Schwab International Equity ETF | 1,035,545 | 24.9M $ | |
| 3 | iShares Russell Top 200 Growth | 74,112 | 20.5M $ | |
| 4 | Dimensional U S Small Cap ETF | 92,130 | 6.4M $ | |
| 5 | SPDR Gold MiniShares Trust | 72,210 | 6.2M $ | |
| 6 | SPDR Series Trust | 72,819 | 5.8M $ | |
| 7 | iShares Trust | 20,919 | 4.4M $ | |
| 8 | SPDR Series Trust | 145,459 | 4.4M $ | |
| 9 | BlackRock ETF Trust | 71,279 | 4.3M $ | |
| 10 | Vanguard Charlotte Funds | 88,179 | 4.3M $ | |
| 11 | State Street SPDR Portfolio High Yield Bond ETF | 179,117 | 4.2M $ | |
| 12 | iShares Trust | 32,534 | 4M $ | |
| 13 | Invesco Exchange-Traded Fund T | 64,332 | 3.8M $ | |
| 14 | Global X Funds | 49,620 | 3.2M $ | |
| 15 | iShares Trust | 44,422 | 3.2M $ | |
| 16 | iShares Core MSCI Emerging Markets ETF | 38,188 | 2.6M $ | |
| 17 | iShares Trust | 10,395 | 2.1M $ | |
| 18 | iShares Trust | 44,040 | 2M $ | |
| 19 | Schwab U.S. Aggregate Bond ETF | 86,809 | 2M $ | |
| 20 | BlackRock ETF Trust | 47,496 | 1.8M $ | |
| 21 | Invesco S&P 500 Momentum ETF | 15,279 | 1.8M $ | |
| 22 | Apple Inc | 5,846 | 1.6M $ | |
| 23 | Avantis Emerging Markets Equity ETF | 19,555 | 1.5M $ | |
| 24 | Southern Co/The | 15,661 | 1.4M $ | |
| 25 | iShares MBS ETF | 13,431 | 1.3M $ | |
| 26 | iShares Trust | 18,297 | 915K $ | |
| 27 | Aflac Inc | 8,250 | 909.8K $ | |
| 28 | BlackRock ETF Trust II | 15,277 | 806.2K $ | |
| 29 | Lowe's Cos Inc | 3,122 | 752.9K $ | |
| 30 | NVIDIA Corp | 2,687 | 501.2K $ | |
| 31 | iShares Core S&P 500 ETF | 533 | 365.1K $ | |
| 32 | iShares J.P. Morgan USD Emerging Markets Bond ETF | 3,374 | 324.8K $ | |
| 33 | Global Payments Inc | 4,194 | 324.6K $ | |
| 34 | Bank of America Corp | 5,792 | 318.6K $ | |
| 35 | SPDR Gold Shares | 522 | 206.9K $ | |