BUSH INVESTMENT GROUP, LLC

Filed: 7/1/2025ACC: 0001966640-25-000005

📋 What this filing means

BUSH INVESTMENT GROUP, LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $148.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$148.93M

Total AUM (reported)

2.71M

Total Shares

Allocation by class

TOTAL STK MKT$30.38M20.4%

RUS TP200 GR ETF$22.57M15.2%

INTL EQTY ETF$21.00M14.1%

US MID-CAP ETF$10.14M6.8%

PORTFOLIO S&P500$5.14M3.5%

COM$4.96M3.3%

PORTFOLIO SHORT$4.15M2.8%

Portfolio Concentration

Top 3$73.95M49.7%

4–10$35.39M23.8%

11–25$32.63M21.9%

Rest$6.95M4.7%

Top 3 weight

49.7%

Top 10 weight

73.4%

Voting Authority Distribution

Total shares with voting rights: 2.71M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.71M

% of voting shares100.0%

Investment Discretion (by position count)

Sole36

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings36

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares99.94K

TypeSH

Market value$30.38M

20.40%

Sole

0.00

Shared

0.00

None

99.94K

ISHARES TR

SOLE

RUS TP200 GR ETF

Shares91.57K

TypeSH

Market value$22.57M

15.16%

Sole

0.00

Shared

0.00

None

91.57K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares950.44K

TypeSH

Market value$21.00M

14.10%

Sole

0.00

Shared

0.00

None

950.44K

SCHWAB STRATEGIC TR

SOLE

US MID-CAP ETF

Shares361.51K

TypeSH

Market value$10.14M

6.81%

Sole

0.00

Shared

0.00

None

361.51K

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares70.72K

TypeSH

Market value$5.14M

3.45%

Sole

0.00

Shared

0.00

None

70.72K

SPDR SER TR

SOLE

PORTFOLIO SHORT

Shares137.44K

TypeSH

Market value$4.15M

2.79%

Sole

0.00

Shared

0.00

None

137.44K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares83.25K

TypeSH

Market value$4.12M

2.77%

Sole

0.00

Shared

0.00

None

83.25K

SPDR SER TR

SOLE

PORTFLI HIGH YLD

Shares171.68K

TypeSH

Market value$4.09M

2.74%

Sole

0.00

Shared

0.00

None

171.68K

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares21.41K

TypeSH

Market value$3.92M

2.63%

Sole

0.00

Shared

0.00

None

21.41K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares60.45K

TypeSH

Market value$3.84M

2.58%

Sole

0.00

Shared

0.00

None

60.45K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares32.66K

TypeSH

Market value$3.60M

2.41%

Sole

0.00

Shared

0.00

None

32.66K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares65.62K

TypeSH

Market value$3.57M

2.40%

Sole

0.00

Shared

0.00

None

65.62K

WORLD GOLD TR

SOLE

SPDR GLD MINIS

Shares51.20K

TypeSH

Market value$3.35M

2.25%

Sole

0.00

Shared

0.00

None

51.20K

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares13.68K

TypeSH

Market value$2.67M

1.79%

Sole

0.00

Shared

0.00

None

13.68K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares41.54K

TypeSH

Market value$2.49M

1.67%

Sole

0.00

Shared

0.00

None

41.54K

BLACKROCK ETF TRUST

SOLE

ISHARES A I INNO

Shares85.98K

TypeSH

Market value$2.48M

1.67%

Sole

0.00

Shared

0.00

None

85.98K

ISHARES TR

SOLE

CORE TOTAL USD

Shares52.47K

TypeSH

Market value$2.43M

1.63%

Sole

0.00

Shared

0.00

None

52.47K

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares80.93K

TypeSH

Market value$1.88M

1.26%

Sole

0.00

Shared

0.00

None

80.93K

BONDBLOXX ETF TRUST

SOLE

BLOOMBERG TEN YR

Shares39.68K

TypeSH

Market value$1.83M

1.23%

Sole

0.00

Shared

0.00

None

39.68K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P 500 TOP 50

Shares30.94K

TypeSH

Market value$1.61M

1.08%

Sole

0.00

Shared

0.00

None

30.94K

BLACKROCK ETF TRUST

SOLE

ISHARES US THEMA

Shares44.85K

TypeSH

Market value$1.60M

1.07%

Sole

0.00

Shared

0.00

None

44.85K

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares13.87K

TypeSH

Market value$1.55M

1.04%

Sole

0.00

Shared

0.00

None

13.87K

ISHARES TR

SOLE

U.S. TECH ETF

Shares6.98K

TypeSH

Market value$1.21M

0.81%

Sole

0.00

Shared

0.00

None

6.98K

APPLE INC

SOLE

COM

Shares5.85K

TypeSH

Market value$1.20M

0.81%

Sole

0.00

Shared

0.00

None

5.85K

ISHARES TR

SOLE

MBS ETF

Shares12.31K

TypeSH

Market value$1.16M

0.78%

Sole

0.00

Shared

0.00

None

12.31K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	99.94K	SH	$30.38M 20.40%	99.94K
ISHARES TRSOLE	RUS TP200 GR ETF	91.57K	SH	$22.57M 15.16%	91.57K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	950.44K	SH	$21.00M 14.10%	950.44K
SCHWAB STRATEGIC TRSOLE	US MID-CAP ETF	361.51K	SH	$10.14M 6.81%	361.51K
SPDR SER TRSOLE	PORTFOLIO S&P500	70.72K	SH	$5.14M 3.45%	70.72K
SPDR SER TRSOLE	PORTFOLIO SHORT	137.44K	SH	$4.15M 2.79%	137.44K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	83.25K	SH	$4.12M 2.77%	83.25K
SPDR SER TRSOLE	PORTFLI HIGH YLD	171.68K	SH	$4.09M 2.74%	171.68K
ISHARES TRSOLE	MSCI USA QLT FCT	21.41K	SH	$3.92M 2.63%	21.41K
ISHARES TRSOLE	EAFE VALUE ETF	60.45K	SH	$3.84M 2.58%	60.45K
ISHARES TRSOLE	S&P 500 GRWT ETF	32.66K	SH	$3.60M 2.41%	32.66K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	65.62K	SH	$3.57M 2.40%	65.62K
WORLD GOLD TRSOLE	SPDR GLD MINIS	51.20K	SH	$3.35M 2.25%	51.20K
ISHARES TRSOLE	S&P 500 VAL ETF	13.68K	SH	$2.67M 1.79%	13.68K
ISHARES INCSOLE	CORE MSCI EMKT	41.54K	SH	$2.49M 1.67%	41.54K
BLACKROCK ETF TRUSTSOLE	ISHARES A I INNO	85.98K	SH	$2.48M 1.67%	85.98K
ISHARES TRSOLE	CORE TOTAL USD	52.47K	SH	$2.43M 1.63%	52.47K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	80.93K	SH	$1.88M 1.26%	80.93K
BONDBLOXX ETF TRUSTSOLE	BLOOMBERG TEN YR	39.68K	SH	$1.83M 1.23%	39.68K
INVESCO EXCHANGE TRADED FD TSOLE	S&P 500 TOP 50	30.94K	SH	$1.61M 1.08%	30.94K
BLACKROCK ETF TRUSTSOLE	ISHARES US THEMA	44.85K	SH	$1.60M 1.07%	44.85K
ISHARES TRSOLE	EAFE GRWTH ETF	13.87K	SH	$1.55M 1.04%	13.87K
ISHARES TRSOLE	U.S. TECH ETF	6.98K	SH	$1.21M 0.81%	6.98K
APPLE INCSOLE	COM	5.85K	SH	$1.20M 0.81%	5.85K
ISHARES TRSOLE	MBS ETF	12.31K	SH	$1.16M 0.78%	12.31K

Page 1 of 2