BUSH INVESTMENT GROUP, LLC — 13F holdings

BUSH INVESTMENT GROUP, LLC reported 38 holdings worth $183M in its 13F filing for Q1 2026, filed August 3, 2026.

Largest positions

  1. VTI VANGUARD INDEX FDS — $34.1M (18.6%)
  2. SCHF SCHWAB STRATEGIC TR — $26.2M (14.3%)
  3. IWY ISHARES TR — $19.6M (10.7%)
  4. SCHM SCHWAB STRATEGIC TR — $12.0M (6.6%)
  5. BAI BLACKROCK ETF TRUST — $8.49M (4.6%)
  6. DIMENSIONAL ETF TRUST — $6.89M (3.8%)
  7. SPYM SPDR SERIES TRUST — $6.88M (3.8%)
  8. SHLD GLOBAL X FDS — $5.88M (3.2%)
  9. BNDX VANGUARD CHARLOTTE FDS — $4.92M (2.7%)
  10. IVE ISHARES TR — $4.63M (2.5%)