The Analysis of BUSH INVESTMENT GROUP, LLC's Holdings
Currently, BUSH INVESTMENT GROUP, LLC holds 38 types of securities in its portfolio with a total value $178.7M. In the most recent quarter, they have increased their positions in DFAS (+92.1K shares, valued at $6.4M), IVE (+6.5K shares, valued at $1.4M), AVEM (+9.3K shares, valued at $715.4K); decreased their positions in QUAL (-10.4K shares, valued at $2.1M), VTI (-1.1K shares, valued at $356.1K), EFV (-4.8K shares, valued at $346.3K); initiated new positions in DFAS (+92.1K shares, valued at $6.4M), IVV (+533 shares, valued at $365.1K), GLD (+522 shares, valued at $206.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS101.3K shares-1.04%2025-12-312026-03-05
SCHF SCHWAB STRATEGIC TR1.0M shares1.69%2025-12-312026-03-05 IWY ISHARES TR74.1K shares0.07%2025-12-312026-03-05 SCHM SCHWAB STRATEGIC TR379.3K shares0.60%2025-12-312026-03-05 BAI BLACKROCK ETF TRUST243.3K shares3.59%2025-12-312026-03-05 DFAS DIMENSIONAL ETF TRUST92.1K sharesnew addition2025-12-312026-03-05 GLDM WORLD GOLD TR72.2K shares-1.33%2025-12-312026-03-05 SPYM SPDR SERIES TRUST72.8K shares-0.55%2025-12-312026-03-05 IVE ISHARES TR20.9K shares44.58%2025-12-312026-03-05 SPSB SPDR SERIES TRUST145.5K shares1.46%2025-12-312026-03-05 DYNF BLACKROCK ETF TRUST71.3K shares1.29%2025-12-312026-03-05 BNDX VANGUARD CHARLOTTE FDS88.2K shares1.17%2025-12-312026-03-05 SPHY SPDR SERIES TRUST179.1K shares0.91%2025-12-312026-03-05 IVW ISHARES TR32.5K shares-1.62%2025-12-312026-03-05 XLG INVESCO EXCHANGE TRADED FD T64.3K shares1.78%2025-12-312026-03-05 SHLD GLOBAL X FDS49.6K shares4.00%2025-12-312026-03-05 EFV ISHARES TR44.4K shares-9.84%2025-12-312026-03-05 IEMG ISHARES INC38.2K shares-0.82%2025-12-312026-03-05 QUAL ISHARES TR10.4K shares-49.98%2025-12-312026-03-05 IUSB ISHARES TR44.0K shares-0.20%2025-12-312026-03-05 SCHZ SCHWAB STRATEGIC TR86.8K shares-1.27%2025-12-312026-03-05 XTEN BONDBLOXX ETF TRUST43.0K shares-0.57%2025-12-312026-03-05 THRO BLACKROCK ETF TRUST47.5K shares1.09%2025-12-312026-03-05 SPMO INVESCO EXCH TRADED FD TR II15.3K shares47.95%2025-12-312026-03-05 AAPL APPLE INC5.8K shares0.00%2025-12-312026-03-05 AVEM AMERICAN CENTY ETF TR19.6K shares90.46%2025-12-312026-03-05 SO SOUTHERN CO15.7K shares0.26%2025-12-312026-03-05 MBB ISHARES TR13.4K shares1.02%2025-12-312026-03-05 IAGG ISHARES TR18.3K shares2.82%2025-12-312026-03-05 AFL AFLAC INC8.3K shares0.52%2025-12-312026-03-05 BINC BLACKROCK ETF TRUST II15.3K shares1.77%2025-12-312026-03-05 LOW LOWES COS INC3.1K shares-5.42%2025-12-312026-03-05 NVDA NVIDIA CORPORATION2.7K shares5.41%2025-12-312026-03-05 IVV ISHARES TR533 sharesnew addition2025-12-312026-03-05 EMB ISHARES TR3.4K shares2.37%2025-12-312026-03-05 GPN GLOBAL PMTS INC4.2K shares0.00%2025-12-312026-03-05 BAC BANK AMERICA CORP5.8K shares0.00%2025-12-312026-03-05 GLD SPDR GOLD TR522 sharesnew addition2025-12-312026-03-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available