account_balance
Investment manager · 13F filer · SEC CIK 1966640
Bush Investment Group, LLC
Reported value$183Mas of Mar 31, 2026
Positions38 4 new, 4 sold out
Top 10 weight70.8%VTI alone is 19%
FiledAug 3125 days after quarter end
Portfolio · as of Mar 31, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
18.6%Added +5%
SCHFSchwab Strategic Tr
14.3%Added +2%
IWYiShares Tr
10.7%Added +6%
SCHMSchwab Strategic Tr
6.6%Added +2%
BAIBlackRock ETF Trust
4.6%Added +6%
DFASDimensional ETF Trust
3.8%Added +5%
SPYMSPDR Series Trust
3.8%Added +23%
SHLDGlobal X FDS
3.2%Added +67%
BNDXVanguard Charlotte FDS
2.7%Added +16%
IVEiShares Tr
2.5%Added +5%
SPSBSPDR Series Trust
2.5%Added +5%
SPHYSPDR Series Trust
2.4%Added +6%
VTIVanguard Index FDS
18.6%Added +5%
SCHFSchwab Strategic Tr
14.3%Added +2%
IWYiShares Tr
10.7%+6%
SCHMSchwab Strategic Tr
6.6%+2%
BAIBlackRock ETF Trust
4.6%
DFASDimensional ETF Trust
3.8%
SPYM3.8%
SHLD3.2%
BNDX
IVE
SPSB
SPHY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 18.6% Added +5%
SCHF Schwab Strategic Tr 14.3% Added +2%
IWY iShares Tr 10.7% Added +6%
SCHM Schwab Strategic Tr 6.6% Added +2%
BAI BlackRock ETF Trust 4.6% Added +6%
DFAS Dimensional ETF Trust 3.8% Added +5%
SPYM SPDR Series Trust 3.8% Added +23%
SHLD Global X FDS 3.2% Added +67%
BNDX Vanguard Charlotte FDS 2.7% Added +16%
IVE iShares Tr 2.5% Added +5%
SPSB SPDR Series Trust 2.5% Added +5%
SPHY SPDR Series Trust 2.4% Added +6%
What changed
Biggest moves since Dec 31, 2025
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