BUSH INVESTMENT GROUP, LLC current holdings: USA ETF
BUSH INVESTMENT GROUP, LLC reported $0.17 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 31 positions, in its Form 13F for the quarter ended 2026-03-31; the largest are VTI, SCHF, IWY.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 106,153; Value $34,054,928.
- SCHF: Country of operation —; Class INTL EQTY ETF; Shares 1,060,554; Value $26,248,712.
- IWY: Country of operation —; Class RUS TP200 GR ETF; Shares 78,615; Value $19,562,557.
- SCHM: Country of operation —; Class US MID-CAP ETF; Shares 387,417; Value $11,994,430.
Form 13F-HR as filed (SEC CIK 1966640): quarter ended 2026-03-31, filed 2026-08-03. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-03-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
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