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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 $178,723,524
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 101,350 $33,979,730 19.01%
2.
Schwab Strategic Trust
 FNDF 1,035,545 $24,894,502 13.93%
3.
Ishares Tr - RUS TP200 GR ETF
 74,112 $20,524,577 11.48%
4.
Schwab Strategic Trust
 FNDF 379,292 $11,405,310 6.38%
5.
Blackrock Etf Trust
 243,329 $8,102,856 4.53%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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