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Home > Institutional Investor > Bush Investment Group, Llc > Profile

Instuitional Investor - Bush Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Bush Investment Group, Llc
Portfolio Value $132,733,360
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 104,786 $28,799,388 21.7%
2.
Ishares Tr - RUS TP200 GR ETF
 102,748 $21,673,663 16.33%
3.
Schwab Strategic Trust
 FNDF 850,615 $16,825,165 12.68%
4.
Schwab Strategic Trust
 FNDF 369,990 $9,693,738 7.3%
5.
Spdr Series Trust
 117,564 $7,731,027 5.82%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)