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The Analysis of BUSH INVESTMENT GROUP, LLC's Holdings & P&L

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).

1M P&L

+8.2M+4.51%

3M P&L

+11.2M+6.23%

HY P&L

+20.6M+12.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A173.0M

96.8%

2Consumer Electronics1.6M

0.9%

3Utilities - Regulated Electric1.4M

0.8%

Top Industries by Stock Count

1N/A31 stocks

81.6%

2Insurance - Life1 stocks

2.6%

3Consumer Electronics1 stocks

2.6%

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Stock Holdings

TickerCompany NameSharesShares △%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

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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

Sponsored

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

Sponsored

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

Sponsored

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

VTI

VANGUARD INDEX FDS

-1.04%

Shares101.3K

Event2025-12-31

Filed2026-03-05

SCHF

SCHWAB STRATEGIC TR

1.69%

Shares1.0M

Event2025-12-31

Filed2026-03-05

IWY

ISHARES TR

0.07%

Shares74.1K

Event2025-12-31

Filed2026-03-05

SCHM

SCHWAB STRATEGIC TR

0.60%

Shares379.3K

Event2025-12-31

Filed2026-03-05

BAI

BLACKROCK ETF TRUST

3.59%

Shares243.3K

Event2025-12-31

Filed2026-03-05

DFAS

DIMENSIONAL ETF TRUST

New

Shares92.1K

Event2025-12-31

Filed2026-03-05

GLDM

WORLD GOLD TR

-1.33%

Shares72.2K

Event2025-12-31

Filed2026-03-05

SPYM

SPDR SERIES TRUST

-0.55%

Shares72.8K

Event2025-12-31

Filed2026-03-05

IVE

ISHARES TR

44.58%

Shares20.9K

Event2025-12-31

Filed2026-03-05

SPSB

SPDR SERIES TRUST

1.46%

Shares145.5K

Event2025-12-31

Filed2026-03-05

DYNF

BLACKROCK ETF TRUST

1.29%

Shares71.3K

Event2025-12-31

Filed2026-03-05

BNDX

VANGUARD CHARLOTTE FDS

1.17%

Shares88.2K

Event2025-12-31

Filed2026-03-05

SPHY

SPDR SERIES TRUST

0.91%

Shares179.1K

Event2025-12-31

Filed2026-03-05

IVW

ISHARES TR

-1.62%

Shares32.5K

Event2025-12-31

Filed2026-03-05

XLG

INVESCO EXCHANGE TRADED FD T

1.78%

Shares64.3K

Event2025-12-31

Filed2026-03-05

SHLD

GLOBAL X FDS

4.00%

Shares49.6K

Event2025-12-31

Filed2026-03-05

EFV

ISHARES TR

-9.84%

Shares44.4K

Event2025-12-31

Filed2026-03-05

IEMG

ISHARES INC

-0.82%

Shares38.2K

Event2025-12-31

Filed2026-03-05

QUAL

ISHARES TR

-49.98%

Shares10.4K

Event2025-12-31

Filed2026-03-05

IUSB

ISHARES TR

-0.20%

Shares44.0K

Event2025-12-31

Filed2026-03-05

SCHZ

SCHWAB STRATEGIC TR

-1.27%

Shares86.8K

Event2025-12-31

Filed2026-03-05

XTEN

BONDBLOXX ETF TRUST

-0.57%

Shares43.0K

Event2025-12-31

Filed2026-03-05

THRO

BLACKROCK ETF TRUST

1.09%

Shares47.5K

Event2025-12-31

Filed2026-03-05

SPMO

INVESCO EXCH TRADED FD TR II

47.95%

Shares15.3K

Event2025-12-31

Filed2026-03-05

AAPL

APPLE INC

0.00%

Shares5.8K

Event2025-12-31

Filed2026-03-05

AVEM

AMERICAN CENTY ETF TR

90.46%

Shares19.6K

Event2025-12-31

Filed2026-03-05

SOUTHERN CO

0.26%

Shares15.7K

Event2025-12-31

Filed2026-03-05

MBB

ISHARES TR

1.02%

Shares13.4K

Event2025-12-31

Filed2026-03-05

IAGG

ISHARES TR

2.82%

Shares18.3K

Event2025-12-31

Filed2026-03-05

AFL

AFLAC INC

0.52%

Shares8.3K

Event2025-12-31

Filed2026-03-05

BINC

BLACKROCK ETF TRUST II

1.77%

Shares15.3K

Event2025-12-31

Filed2026-03-05

LOW

LOWES COS INC

-5.42%

Shares3.1K

Event2025-12-31

Filed2026-03-05

NVDA

NVIDIA CORPORATION

5.41%

Shares2.7K

Event2025-12-31

Filed2026-03-05

IVV

ISHARES TR

New

Shares533

Event2025-12-31

Filed2026-03-05

EMB

ISHARES TR

2.37%

Shares3.4K

Event2025-12-31

Filed2026-03-05

GPN

GLOBAL PMTS INC

0.00%

Shares4.2K

Event2025-12-31

Filed2026-03-05

BAC

BANK AMERICA CORP

0.00%

Shares5.8K

Event2025-12-31

Filed2026-03-05

GLD

SPDR GOLD TR

New

Shares522

Event2025-12-31

Filed2026-03-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available