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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 $108,277,245
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 97,811 $23,948,995 22.11%
2.
Ishares Tr
 101,988 $19,052,378 17.59%
3.
Schwab Strategic Trust
 FNDF 391,871 $14,405,178 13.3%
4.
Spdr Series Trust
 187,556 $10,900,755 10.06%
5.
Schwab Strategic Trust
 FNDF 125,353 $9,345,066 8.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)