Bush Investment Group

VALDOSTA, GAfiles as BUSH INVESTMENT GROUP, LLC

$183m in 38 US stocks at the end of 31 March 2026. The top 10 are 70.8% of the money. It changed about 8.2% of the portfolio this quarter.

Value

$183m

Stocks

Top 10 share

70.8%

Turnover

8.2%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustCORO
1.5% of the fund
Ishares TRACWX
1.4% of the fund
Blackrock ETF TrustBLCR
0.8% of the fund
Ishares TRGOVT
0.7% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVTI
18.6% of the fund
+5%
Schwab Strategic TRSCHF
14.3% of the fund
+2%
Ishares TRIWY
10.7% of the fund
+6%
Schwab Strategic TRSCHM
6.6% of the fund
+2%
Blackrock ETF TrustBAI
4.6% of the fund
+6%
Dimensional ETF TrustDFAS
3.8% of the fund
+5%
Spdr Series TrustSPYM
3.8% of the fund
+23%
Global X FDSSHLD
3.2% of the fund
+67%
Vanguard Charlotte FDSBNDX
2.7% of the fund
+16%
Ishares TRIVE
2.5% of the fund
+5%
Spdr Series TrustSPSB
2.5% of the fund
+5%
Spdr Series TrustSPHY
2.4% of the fund
+6%
Ishares TRIVW
2.1% of the fund
+6%
Schwab Strategic TRSCHZ
1.2% of the fund
+9%
Ishares TRIUSB
1.2% of the fund
+7%
Bondbloxx ETF TrustXTEN
1.1% of the fund
+6%
Ishares TRQUAL
1.1% of the fund
+3%
Invesco Exch Traded FD TR IISPMO
1.0% of the fund
+8%
American Centy ETF TRAVEM
1.0% of the fund
+18%
Blackrock ETF TrustTHRO
1.0% of the fund
+7%
Ishares TRMBB
0.8% of the fund
+10%
Ishares TRIAGG
0.6% of the fund
+10%
Ishares TRIVV
0.4% of the fund
+90%

Cut

Sold some of their stake.

World Gold TRGLDM
1.5% of the fund
-60%
Ishares TREFV
1.1% of the fund
-42%
Blackrock ETF Trust IIBINC
0.4% of the fund
-13%
IsharesIEMG
0.2% of the fund
-83%

Sold out

Sold their entire stake.

Invesco Exchange Traded FD TXLG
-100%
Ishares TREMB
-100%
Bank of AmericaBAC
-100%
Spdr Gold TRGLD
-100%

Holdings

Vanguard Index FDSVTI
Share
18.6%
Value
$34m
Shares
106,153
+5%
Schwab Strategic TRSCHF
Share
14.3%
Value
$26m
Shares
1,060,554
+2%
Ishares TRIWY
Share
10.7%
Value
$20m
Shares
78,615
+6%
Schwab Strategic TRSCHM
Share
6.6%
Value
$12m
Shares
387,417
+2%
Blackrock ETF TrustBAI
Share
4.6%
Value
$8m
Shares
257,512
+6%
Dimensional ETF TrustDFAS
Share
3.8%
Value
$7m
Shares
96,904
+5%
Spdr Series TrustSPYM
Share
3.8%
Value
$7m
Shares
89,864
+23%
Global X FDSSHLD
Share
3.2%
Value
$6m
Shares
82,997
+67%
Vanguard Charlotte FDSBNDX
Share
2.7%
Value
$5m
Shares
102,293
+16%
Ishares TRIVE
Share
2.5%
Value
$5m
Shares
21,946
+5%
Spdr Series TrustSPSB
Share
2.5%
Value
$5m
Shares
153,188
+5%
Spdr Series TrustSPHY
Share
2.4%
Value
$4m
Shares
189,715
+6%
Blackrock ETF TrustDYNF
Share
2.3%
Value
$4m
Shares
72,234
Held
Ishares TRIVW
Share
2.1%
Value
$4m
Shares
34,463
+6%
Blackrock ETF TrustCORO
Share
1.5%
Value
$3m
Shares
85,978
New
World Gold TRGLDM
Share
1.5%
Value
$3m
Shares
29,239
-60%
Ishares TRACWX
Share
1.4%
Value
$3m
Shares
37,537
New
Schwab Strategic TRSCHZ
Share
1.2%
Value
$2m
Shares
94,263
+9%
Ishares TRIUSB
Share
1.2%
Value
$2m
Shares
47,230
+7%
Bondbloxx ETF TrustXTEN
Share
1.1%
Value
$2m
Shares
45,483
+6%
Ishares TRQUAL
Share
1.1%
Value
$2m
Shares
10,705
+3%
Ishares TREFV
Share
1.1%
Value
$2m
Shares
25,903
-42%
Invesco Exch Traded FD TR IISPMO
Share
1.0%
Value
$2m
Shares
16,559
+8%
American Centy ETF TRAVEM
Share
1.0%
Value
$2m
Shares
22,986
+18%
Blackrock ETF TrustTHRO
Share
1.0%
Value
$2m
Shares
50,761
+7%
Southern CompanySO
Share
0.8%
Value
$2m
Shares
15,612
Held
AppleAAPL
Share
0.8%
Value
$1m
Shares
5,846
Held
Ishares TRMBB
Share
0.8%
Value
$1m
Shares
14,761
+10%
Blackrock ETF TrustBLCR
Share
0.8%
Value
$1m
Shares
33,944
New
Ishares TRGOVT
Share
0.7%
Value
$1m
Shares
57,748
New
Ishares TRIAGG
Share
0.6%
Value
$1m
Shares
20,192
+10%
AflacAFL
Share
0.5%
Value
$910,027
Shares
8,295
Held
Lowe's CompaniesLOW
Share
0.4%
Value
$737,666
Shares
3,122
Held
Blackrock ETF Trust IIBINC
Share
0.4%
Value
$687,190
Shares
13,233
-13%
Ishares TRIVV
Share
0.4%
Value
$660,395
Shares
1,011
+90%
NvidiaNVDA
Share
0.3%
Value
$468,656
Shares
2,687
Held
IsharesIEMG
Share
0.2%
Value
$454,770
Shares
6,520
-83%
Global PaymentsGPN
Share
0.2%
Value
$282,256
Shares
4,194
Held

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	18.6%	$34m	106,153	+5%
Schwab Strategic TRSCHF	14.3%	$26m	1,060,554	+2%
Ishares TRIWY	10.7%	$20m	78,615	+6%
Schwab Strategic TRSCHM	6.6%	$12m	387,417	+2%
Blackrock ETF TrustBAI	4.6%	$8m	257,512	+6%
Dimensional ETF TrustDFAS	3.8%	$7m	96,904	+5%
Spdr Series TrustSPYM	3.8%	$7m	89,864	+23%
Global X FDSSHLD	3.2%	$6m	82,997	+67%
Vanguard Charlotte FDSBNDX	2.7%	$5m	102,293	+16%
Ishares TRIVE	2.5%	$5m	21,946	+5%
Spdr Series TrustSPSB	2.5%	$5m	153,188	+5%
Spdr Series TrustSPHY	2.4%	$4m	189,715	+6%
Blackrock ETF TrustDYNF	2.3%	$4m	72,234	Held
Ishares TRIVW	2.1%	$4m	34,463	+6%
Blackrock ETF TrustCORO	1.5%	$3m	85,978	New
World Gold TRGLDM	1.5%	$3m	29,239	-60%
Ishares TRACWX	1.4%	$3m	37,537	New
Schwab Strategic TRSCHZ	1.2%	$2m	94,263	+9%
Ishares TRIUSB	1.2%	$2m	47,230	+7%
Bondbloxx ETF TrustXTEN	1.1%	$2m	45,483	+6%
Ishares TRQUAL	1.1%	$2m	10,705	+3%
Ishares TREFV	1.1%	$2m	25,903	-42%
Invesco Exch Traded FD TR IISPMO	1.0%	$2m	16,559	+8%
American Centy ETF TRAVEM	1.0%	$2m	22,986	+18%
Blackrock ETF TrustTHRO	1.0%	$2m	50,761	+7%
Southern CompanySO	0.8%	$2m	15,612	Held
AppleAAPL	0.8%	$1m	5,846	Held
Ishares TRMBB	0.8%	$1m	14,761	+10%
Blackrock ETF TrustBLCR	0.8%	$1m	33,944	New
Ishares TRGOVT	0.7%	$1m	57,748	New
Ishares TRIAGG	0.6%	$1m	20,192	+10%
AflacAFL	0.5%	$910,027	8,295	Held
Lowe's CompaniesLOW	0.4%	$737,666	3,122	Held
Blackrock ETF Trust IIBINC	0.4%	$687,190	13,233	-13%
Ishares TRIVV	0.4%	$660,395	1,011	+90%
NvidiaNVDA	0.3%	$468,656	2,687	Held
IsharesIEMG	0.2%	$454,770	6,520	-83%
Global PaymentsGPN	0.2%	$282,256	4,194	Held

Over time and by industry

Value over time

Sep '25

Mar '26

Value is up 22.9% since 30 June 2025.

Where the money is

Technology1.1%

Utilities0.8%

Financial services0.7%

Retail & consumer0.4%

Other97.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.