BUSH INVESTMENT GROUP, LLC Long-Term Concentrated

Location: Valdosta, GA

CIK: 0001966640 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Mar 5, 2026

Total Value: $179M (100.0% shares, 0.0% debt)

Holdings (38)

VTI VANGUARD INDEX FDS 19.0%

Value $33.98M Shares 101,350 Est. Cost $248.66 Unrealized —

SCHF SCHWAB STRATEGIC TR 13.9%

Value $24.89M Shares 1,035,545 Est. Cost $26.51 Unrealized —

IWY ISHARES TR 11.5%

Value $20.52M Shares 74,112 Est. Cost $186.92 Unrealized —

SCHM SCHWAB STRATEGIC TR 6.4%

Value $11.41M Shares 379,292 Est. Cost $42.76 Unrealized —

BAI BLACKROCK ETF TRUST 4.5%

Value $8.103M Shares 243,329 Est. Cost $32.25 Unrealized —

DFAS DIMENSIONAL ETF TRUST 3.6%

Value $6.419M Shares 92,130 Est. Cost $69.67 Unrealized —

GLDM WORLD GOLD TR 3.4%

Value $6.165M Shares 72,210 Est. Cost $62.53 Unrealized —

SPYM SPDR SERIES TRUST 3.3%

Value $5.842M Shares 72,819 Est. Cost $58.81 Unrealized —

IVE ISHARES TR 2.5%

Value $4.436M Shares 20,919 Est. Cost $191.82 Unrealized —

SPSB SPDR SERIES TRUST 2.5%

Value $4.393M Shares 145,459 Est. Cost $30.11 Unrealized —

DYNF BLACKROCK ETF TRUST 2.4%

Value $4.334M Shares 71,279 Est. Cost $45.24 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 2.4%

Value $4.261M Shares 88,179 Est. Cost $49.49 Unrealized —

SPHY SPDR SERIES TRUST 2.4%

Value $4.24M Shares 179,117 Est. Cost $23.28 Unrealized —

IVW ISHARES TR 2.2%

Value $4.01M Shares 32,534 Est. Cost $88.77 Unrealized —

XLG INVESCO EXCHANGE TRADED FD T 2.1%

Value $3.814M Shares 64,332 Est. Cost $53.14 Unrealized —

SHLD GLOBAL X FDS 1.8%

Value $3.215M Shares 49,620 Est. Cost $70.03 Unrealized —

EFV ISHARES TR 1.8%

Value $3.172M Shares 44,422 Est. Cost $58.10 Unrealized —

IEMG ISHARES INC 1.4%

Value $2.567M Shares 38,188 Est. Cost $56.66 Unrealized —

QUAL ISHARES TR 1.2%

Value $2.065M Shares 10,395 Est. Cost $161.27 Unrealized —

IUSB ISHARES TR 1.1%

Value $2.05M Shares 44,040 Est. Cost $45.82 Unrealized —

SCHZ SCHWAB STRATEGIC TR 1.1%

Value $2.029M Shares 86,809 Est. Cost $32.62 Unrealized —

XTEN BONDBLOXX ETF TRUST 1.1%

Value $1.987M Shares 42,996 Est. Cost $46.38 Unrealized —

THRO BLACKROCK ETF TRUST 1.0%

Value $1.831M Shares 47,496 Est. Cost $35.71 Unrealized —

SPMO INVESCO EXCH TRADED FD TR II 1.0%

Value $1.823M Shares 15,279 Est. Cost $103.48 Unrealized —

AAPL APPLE INC 0.9%

Value $1.589M Shares 5,846 Est. Cost $180.34 Unrealized +48.8%

AVEM AMERICAN CENTY ETF TR 0.8%

Value $1.506M Shares 19,555 Est. Cost $76.02 Unrealized —

SO SOUTHERN CO 0.8%

Value $1.366M Shares 15,661 Est. Cost $72.49 Unrealized +25.4%

MBB ISHARES TR 0.7%

Value $1.279M Shares 13,431 Est. Cost $92.94 Unrealized —

IAGG ISHARES TR 0.5%

Value $915K Shares 18,297 Est. Cost $51.07 Unrealized —

AFL AFLAC INC 0.5%

Value $910K Shares 8,250 Est. Cost $76.99 Unrealized +42.7%

BINC BLACKROCK ETF TRUST II 0.5%

Value $806K Shares 15,277 Est. Cost $52.81 Unrealized —

LOW LOWES COS INC 0.4%

Value $753K Shares 3,122 Est. Cost $199.17 Unrealized +20.4%

NVDA NVIDIA CORPORATION 0.3%

Value $501K Shares 2,687 Est. Cost $105.87 Unrealized +75.8%

IVV ISHARES TR 0.2%

Value $365K Shares 533 Est. Cost $684.94 Unrealized —

EMB ISHARES TR 0.2%

Value $325K Shares 3,374 Est. Cost $91.25 Unrealized —

GPN GLOBAL PMTS INC 0.2%

Value $325K Shares 4,194 Est. Cost $108.15 Unrealized -25.8%

BAC BANK AMERICA CORP 0.2%

Value $319K Shares 5,792 Est. Cost $38.77 Unrealized +35.9%

GLD SPDR GOLD TR 0.1%

Value $207K Shares 522 Est. Cost $396.31 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	101,350	$33.98M	19.0%	$248.66	—	TOTAL STK MKT	922908769
SCHF	SCHWAB STRATEGIC TR	1,035,545	$24.89M	13.9%	$26.51	—	INTL EQTY ETF	808524805
IWY	ISHARES TR	74,112	$20.52M	11.5%	$186.92	—	RUS TP200 GR ETF	464289438
SCHM	SCHWAB STRATEGIC TR	379,292	$11.41M	6.4%	$42.76	—	US MID-CAP ETF	808524508
BAI	BLACKROCK ETF TRUST	243,329	$8.103M	4.5%	$32.25	—	ISHARES A I INNO	09290C780
DFAS	DIMENSIONAL ETF TRUST	92,130	$6.419M	3.6%	$69.67	—	US SMALL CAP ETF	25434V500
GLDM	WORLD GOLD TR	72,210	$6.165M	3.4%	$62.53	—	SPDR GLD MINIS	98149E303
SPYM	SPDR SERIES TRUST	72,819	$5.842M	3.3%	$58.81	—	STATE STREET SPD	78464A854
IVE	ISHARES TR	20,919	$4.436M	2.5%	$191.82	—	S&P 500 VAL ETF	464287408
SPSB	SPDR SERIES TRUST	145,459	$4.393M	2.5%	$30.11	—	STATE STREET SPD	78464A474
DYNF	BLACKROCK ETF TRUST	71,279	$4.334M	2.4%	$45.24	—	ISHARES US EQUIT	09290C103
BNDX	VANGUARD CHARLOTTE FDS	88,179	$4.261M	2.4%	$49.49	—	TOTAL INT BD ETF	92203J407
SPHY	SPDR SERIES TRUST	179,117	$4.24M	2.4%	$23.28	—	STATE STREET SPD	78468R606
IVW	ISHARES TR	32,534	$4.01M	2.2%	$88.77	—	S&P 500 GRWT ETF	464287309
XLG	INVESCO EXCHANGE TRADED FD T	64,332	$3.814M	2.1%	$53.14	—	S&P 500 TOP 50	46137V233
SHLD	GLOBAL X FDS	49,620	$3.215M	1.8%	$70.03	—	DEFENSE TECH ETF	37960A529
EFV	ISHARES TR	44,422	$3.172M	1.8%	$58.10	—	EAFE VALUE ETF	464288877
IEMG	ISHARES INC	38,188	$2.567M	1.4%	$56.66	—	CORE MSCI EMKT	46434G103
QUAL	ISHARES TR	10,395	$2.065M	1.2%	$161.27	—	MSCI USA QLT FCT	46432F339
IUSB	ISHARES TR	44,040	$2.05M	1.1%	$45.82	—	CORE UNIVRSL USD	46434V613
SCHZ	SCHWAB STRATEGIC TR	86,809	$2.029M	1.1%	$32.62	—	US AGGREGATE B	808524839
XTEN	BONDBLOXX ETF TRUST	42,996	$1.987M	1.1%	$46.38	—	BLOOMBERG TEN YR	09789C812
THRO	BLACKROCK ETF TRUST	47,496	$1.831M	1.0%	$35.71	—	ISHARES US THEMA	09290C806
SPMO	INVESCO EXCH TRADED FD TR II	15,279	$1.823M	1.0%	$103.48	—	S&P 500 MOMNTM	46138E339
AAPL	APPLE INC	5,846	$1.589M	0.9%	$180.34	+48.8%	COM	037833100
AVEM	AMERICAN CENTY ETF TR	19,555	$1.506M	0.8%	$76.02	—	AVANTIS EMGMKT	025072604
SO	SOUTHERN CO	15,661	$1.366M	0.8%	$72.49	+25.4%	COM	842587107
MBB	ISHARES TR	13,431	$1.279M	0.7%	$92.94	—	MBS ETF	464288588
IAGG	ISHARES TR	18,297	$915K	0.5%	$51.07	—	CORE INTL AGGR	46435G672
AFL	AFLAC INC	8,250	$910K	0.5%	$76.99	+42.7%	COM	001055102
BINC	BLACKROCK ETF TRUST II	15,277	$806K	0.5%	$52.81	—	ISHARES FLEXIBLE	092528603
LOW	LOWES COS INC	3,122	$753K	0.4%	$199.17	+20.4%	COM	548661107
NVDA	NVIDIA CORPORATION	2,687	$501K	0.3%	$105.87	+75.8%	COM	67066G104
IVV	ISHARES TR	533	$365K	0.2%	$684.94	—	CORE S&P500 ETF	464287200
EMB	ISHARES TR	3,374	$325K	0.2%	$91.25	—	JPMORGAN USD EMG	464288281
GPN	GLOBAL PMTS INC	4,194	$325K	0.2%	$108.15	-25.8%	COM	37940X102
BAC	BANK AMERICA CORP	5,792	$319K	0.2%	$38.77	+35.9%	COM	060505104
GLD	SPDR GOLD TR	522	$207K	0.1%	$396.31	—	GOLD SHS	78463V107