13F-HR filed by BUSH INVESTMENT GROUP, LLC
BUSH INVESTMENT GROUP, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-06-13, with 30 holding rows worth $113,202,624.
- Accession
- 0001966640-24-000003
- Filer
- CIK 1966640
- Filed
- 2024-06-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 30 entries on the cover page, a total value of $113,202,624 stated on the cover page (in dollars after the unit check, H1), rows summing to $113,202,624 with VALUE read as dollars as filed, 13F file number 028-23709. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| VTI | 922908769 | COM | 97,875 | $25,437,754 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 103,357 | $20,164,951 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 400,975 | $15,646,045 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 126,891 | $10,332,734 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 153,563 | $9,448,724 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 79,767 | $3,394,086 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 15,991 | $2,628,101 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 57,356 | $2,614,872 | dollars as filed | |
| BLACKROCK ETF TRUST | 09290C103 | ISHARES US EQUIT | 56,603 | $2,513,173 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 23,333 | $1,970,239 | dollars as filed | |
| ISHARES TR | 464287341 | GLOBAL ENERG ETF | 39,512 | $1,697,040 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 8,447 | $1,577,984 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 33,751 | $1,552,544 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 28,453 | $1,547,845 | dollars as filed | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 14,454 | $1,500,214 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 24,690 | $1,433,753 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 5,339 | $1,360,003 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 8,643 | $1,167,346 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 11,198 | $1,034,873 | dollars as filed | |
| Apple Inc | 037833100 | COM | 5,846 | $1,002,472 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 14,477 | $833,441 | dollars as filed | |
| Southern Company | 842587107 | COM | 11,594 | $831,754 | dollars as filed | |
| iShares Currency Hedged MSCI EAFE ETF | 46434V803 | SHS | 21,173 | $738,514 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 7,957 | $683,216 | dollars as filed | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 6,394 | $604,975 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 7,593 | $391,796 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 6,814 | $357,462 | dollars as filed | |
| iShares U.S. Infrastructure ETF | 46435U713 | SHS | 6,669 | $289,186 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 630 | $230,851 | dollars as filed | |
| ISHARES TR | 464288281 | JPMORGAN USD EMG | 2,416 | $216,676 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001966640-24-000003 | this filing | 2024-06-13 | acceptance time not in the bulk data set |