Bush-Investment-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  "CAT",
  "LOW",
  null,
  null,
  "EMXC",
  null,
  "HEFA",
  "IVW",
  null,
  "EFG",
  null,
  null,
  "VGSH",
  "IEMG",
  "AAPL",
  "NVDA",
  null,
  null,
  "SPLG",
  null,
  "GPN",
  "AFL",
  null,
  null,
  "IVE",
  null,
  null,
  "SCHF",
  "SO",
  null,
  null,
  "BAC",
  null,
  "VTI",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 35
Total Value: 132733360
Accession Number: 0001966640-25-000003
Form Type: 13F-HR
CIK: bush-investment-group
Manager Name: Bush-Investment-Group

Data Enrichment

54% identified

19 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

35 positions • $132.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922908769

VTI|922908769

Shares:104.8K

Value:$28.8M

% of Portfolio:21.7% ($28.8M/$132.7M)

464289438

Shares:102.7K

Value:$21.7M

% of Portfolio:16.3% ($21.7M/$132.7M)

808524805

SCHF|808524805

Shares:850.6K

Value:$16.8M

% of Portfolio:12.7% ($16.8M/$132.7M)

808524508

Shares:370.0K

Value:$9.7M

% of Portfolio:7.3% ($9.7M/$132.7M)

78464A854

SPLG|78464A854

Shares:117.6K

Value:$7.7M

% of Portfolio:5.8% ($7.7M/$132.7M)

78464A474

Shares:136.5K

Value:$4.1M

% of Portfolio:3.1% ($4.1M/$132.7M)

98149E303

Shares:65.6K

Value:$4.1M

% of Portfolio:3.1% ($4.1M/$132.7M)

78468R606

Shares:171.4K

Value:$4.0M

% of Portfolio:3.0% ($4.0M/$132.7M)

464287309

IVW|464287309

Shares:41.2K

Value:$3.8M

% of Portfolio:2.9% ($3.8M/$132.7M)

46432F339

QUAL|46432F339

Shares:20.2K

Value:$3.5M

% of Portfolio:2.6% ($3.5M/$132.7M)

09290C103

Shares:64.5K

Value:$3.1M

% of Portfolio:2.4% ($3.1M/$132.7M)

46434V613

Shares:64.8K

Value:$3.0M

% of Portfolio:2.2% ($3.0M/$132.7M)

464287408

IVE|464287408

Shares:13.1K

Value:$2.5M

% of Portfolio:1.9% ($2.5M/$132.7M)

464288877

Shares:37.7K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$132.7M)

808524839

Shares:83.8K

Value:$1.9M

% of Portfolio:1.5% ($1.9M/$132.7M)

464288885

EFG|464288885

Shares:13.7K

Value:$1.4M

% of Portfolio:1.0% ($1.4M/$132.7M)

Apple Inc.

AAPL|037833100

Shares:5.8K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$132.7M)

46434G764

EMXC|46434G764

Shares:22.3K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$132.7M)

464287721

Shares:8.4K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$132.7M)

464288588

Shares:12.2K

Value:$1.1M

% of Portfolio:0.9% ($1.1M/$132.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTIcusip922908769)	104.8K	QoQ +6.53% (+6.4K) YoY +7.06% (+6.9K)	All Managers (Combined)	$28.8M	21.7% ($28.8M/$132.7M)	QoQ +1.03% (+$294.9K) YoY +13.21% (+$3.4M)
(cusip464289438)✕	102.7K	QoQ +0.53% (-542) YoY -0.58% (-609)	All Managers (Combined)	$21.7M	16.3% ($21.7M/$132.7M)	QoQ -9.86% (-$2.4M) YoY +7.48% (-$1.5M)
(SCHFcusip808524805)	850.6K	QoQ +1.93% (+16.2K) YoY +112.13% (+449.6K)	All Managers (Combined)	$16.8M	12.7% ($16.8M/$132.7M)	QoQ +8.99% (+$1.4M) YoY +7.53% (+$1.2M)
(cusip808524508)✕	370.0K	QoQ -4.13% (-15.9K) YoY +191.58% (-243.1K)	All Managers (Combined)	$9.7M	7.3% ($9.7M/$132.7M)	QoQ -9.35% (-$1.0M) YoY -6.18% (-$639.0K)
(SPLGcusip78464A854)	117.6K	QoQ -4.13% (-5.1K) YoY -23.44% (-36.0K)	All Managers (Combined)	$7.7M	5.8% ($7.7M/$132.7M)	QoQ -8.56% (-$723.8K) YoY -18.17% (-$1.7M)
(cusip78464A474)✕	136.5K	QoQ NEW(+136.5K) YoY NEW(+136.5K)	All Managers (Combined)	$4.1M	3.1% ($4.1M/$132.7M)	QoQ NEW(+$4.1M) YoY NEW(+$4.1M)
(cusip98149E303)✕	65.6K	QoQ +85.65% (+30.3K) YoY NEW(+65.6K)	All Managers (Combined)	$4.1M	3.1% ($4.1M/$132.7M)	QoQ +121.01% (+$2.2M) YoY NEW(+$4.1M)
(cusip78468R606)✕	171.4K	QoQ +2.32% (+3.9K) YoY NEW(+171.4K)	All Managers (Combined)	$4.0M	3.0% ($4.0M/$132.7M)	QoQ +2.10% (+$82.8K) YoY NEW(+$4.0M)
(IVWcusip464287309)	41.2K	QoQ +1.32% (-539) YoY +76.53% (+17.9K)	All Managers (Combined)	$3.8M	2.9% ($3.8M/$132.7M)	QoQ -7.35% (-$303.6K) YoY +94.07% (+$1.9M)
(QUALcusip46432F339)	20.2K	QoQ +11.08% (+2.0K) YoY +26.47% (+4.2K)	All Managers (Combined)	$3.5M	2.6% ($3.5M/$132.7M)	QoQ +6.60% (+$214.1K) YoY +31.51% (+$828.2K)
(cusip09290C103)✕	64.5K	QoQ +1.90% (-1.2K) YoY +13.93% (+7.9K)	All Managers (Combined)	$3.1M	2.4% ($3.1M/$132.7M)	QoQ -3.05% (-$98.9K) YoY +25.12% (+$631.5K)
(cusip46434V613)✕	64.8K	QoQ +0.25% (+163) YoY +12.95% (+7.4K)	All Managers (Combined)	$3.0M	2.2% ($3.0M/$132.7M)	QoQ +2.20% (+$64.4K) YoY +14.16% (+$370.5K)
(IVEcusip464287408)	13.1K	QoQ +35.72% (+3.4K) YoY +55.13% (+4.7K)	All Managers (Combined)	$2.5M	1.9% ($2.5M/$132.7M)	QoQ +35.50% (+$654.4K) YoY +58.26% (+$919.4K)
(cusip464288877)✕	37.7K	QoQ -20.95% (-10.0K) YoY +32.62% (+9.3K)	All Managers (Combined)	$2.2M	1.7% ($2.2M/$132.7M)	QoQ -11.21% (-$280.9K) YoY +43.69% (+$676.4K)
(cusip808524839)✕	83.8K	QoQ +3.05% (+2.5K) YoY +148.34% (+50.1K)	All Managers (Combined)	$1.9M	1.5% ($1.9M/$132.7M)	QoQ +5.14% (+$95.0K) YoY +25.03% (+$388.7K)
(EFGcusip464288885)	13.7K	QoQ -47.47% (-12.4K) YoY -4.97% (-719)	All Managers (Combined)	$1.4M	1.0% ($1.4M/$132.7M)	QoQ -45.75% (-$1.2M) YoY -8.44% (-$126.7K)
Apple Inc.(AAPLcusip037833100)	5.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$132.7M)	QoQ -11.29% (-$165.4K) YoY +29.53% (+$296.1K)
(EMXCcusip46434G764)	22.3K	QoQ -3.78% (-879) YoY +54.19% (+7.8K)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$132.7M)	QoQ -4.41% (-$56.8K) YoY +47.55% (+$396.3K)
(cusip464287721)✕	8.4K	QoQ -0.90% (-76) YoY -3.25% (-281)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$132.7M)	QoQ -12.75% (-$171.7K) YoY +0.60% (-$7.0K)
(cusip464288588)✕	12.2K	QoQ -10.41% (-1.4K) YoY +8.71% (+976)	All Managers (Combined)	$1.1M	0.9% ($1.1M/$132.7M)	QoQ -8.36% (-$104.2K) YoY +10.31% (+$106.8K)