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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 $183,024,068
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 106,153 $34,054,928 18.61%
2.
Schwab Strategic Trust
 SCHD 1,060,554 $26,248,712 14.34%
3.
Ishares Tr - RUS TP200 GR ETF
 78,615 $19,562,557 10.69%
4.
Schwab Strategic Trust
 SCHD 387,417 $11,994,430 6.55%
5.
Blackrock Etf Trust
 DYNF 257,512 $8,485,020 4.64%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.