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Home > Institutional Investor > Bush Investment Group, Llc > 13F Holdings

Instuitional Investor - Bush Investment Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 102,412 $33,608,597 19.91%
2.
Schwab Strategic Trust
 FNDF 1,018,356 $23,707,328 14.05%
3.
Ishares Tr - RUS TP200 GR ETF
 74,062 $20,267,066 12.01%
4.
Schwab Strategic Trust
 FNDF 377,021 $11,174,902 6.62%
5.
Blackrock Etf Trust
 234,906 $8,024,389 4.75%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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