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| Name: |
BUSH INVESTMENT GROUP LLC |
| City: |
VALDOSTA |
| State: |
GA |
| Zip: |
31602 |
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data |
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| Holdings
Found :
27 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
VTI |
Vanguard Total Stock Market... |
1 |
- |
$258.05 |
$23,949,000 |
97,811 |
22.12% |
0 |
0 |
0.01 |
Closed - End Fund - E... |
|
|
IWY |
iShares Trust |
2 |
- |
$195.92 |
$19,052,000 |
101,988 |
17.6% |
0 |
0 |
0.113 |
N/A |
|
|
SCHF |
Schwab Strategic Trust |
3 |
- |
$39.15 |
$14,405,000 |
391,871 |
13.3% |
0 |
0 |
0.044 |
Closed - End Fund - Debt |
|
|
ELR |
streetTRACKS Series Trust -... |
4 |
- |
$61.27 |
$10,901,000 |
187,556 |
10.07% |
0 |
0 |
0.021 |
Closed - End Fund - E... |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
5 |
- |
$79.78 |
$9,345,000 |
125,353 |
8.63% |
0 |
0 |
0.109 |
N/A |
|
|
VGSH |
Vanguard Scottsdale Funds |
6 |
- |
$57.74 |
$5,354,000 |
92,021 |
4.94% |
0 |
0 |
0.01 |
Closed - End Fund - Debt |
|
|
SHYG |
Ishares 0 5 Year High Yield... |
7 |
- |
$42.11 |
$3,307,000 |
78,301 |
3.05% |
0 |
0 |
0.007 |
N/A |
|
|
IUSB |
Ishares Core Total Usd Bond... |
8 |
- |
$0.00 |
$2,605,000 |
57,111 |
2.41% |
0 |
0 |
0.002 |
N/A |
|
|
EFV |
iShares MSCI EAFE Value Ind... |
9 |
- |
$0.00 |
$2,215,000 |
43,191 |
2.05% |
0 |
0 |
0.002 |
Closed - End Fund - E... |
|
|
QUAL |
Ishares Msci Usa Quality Fa... |
10 |
- |
$0.00 |
$2,028,000 |
13,125 |
1.87% |
0 |
0 |
0.001 |
N/A |
|
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SCHZ |
Schwab Us Aggregate Bond |
11 |
- |
$45.20 |
$1,565,000 |
33,933 |
1.45% |
0 |
0 |
0.023 |
N/A |
|
|
IXC |
iShares tr S&P Glbl Energy |
12 |
- |
$43.71 |
$1,498,000 |
38,646 |
1.38% |
0 |
0 |
0.043 |
Closed - End Fund - E... |
|
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IVE |
iShares S&P 500/BARRA Value |
13 |
- |
$184.22 |
$1,448,000 |
8,266 |
1.34% |
0 |
0 |
0.006 |
Closed - End Fund - E... |
|
|
EFG |
iShares MSCI EAFE Growth ETF |
14 |
- |
$0.00 |
$1,388,000 |
14,153 |
1.28% |
0 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
LOW |
Lowes Companies Inc |
15 |
- |
$235.03 |
$1,169,000 |
5,359 |
1.08% |
0 |
0 |
0.001 |
Home Improvement Stores |
|
|
DYNF |
Blackrock Us Equity Factor ... |
16 |
- |
$44.35 |
$1,140,000 |
27,419 |
1.05% |
0 |
0 |
0.305 |
N/A |
|
|
IYW |
iShares Trust DJ US Sector |
17 |
- |
$133.97 |
$1,077,000 |
8,292 |
0.99% |
0 |
0 |
0.004 |
Closed - End Fund - E... |
|
|
MBB |
iShares Barclays MBS Bond |
18 |
- |
$90.79 |
$1,033,000 |
11,141 |
0.95% |
0 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
ESGU |
Ishares Msci Usa Esg Optimized |
19 |
- |
$0.00 |
$855,000 |
7,861 |
0.79% |
0 |
0 |
0 |
N/A |
|
|
IEMG |
Ishares Core Msci Emerging ... |
20 |
- |
$53.31 |
$758,000 |
15,197 |
0.7% |
0 |
0 |
0 |
N/A |
|
|
TLT |
iShares Tr Lehman 20+yr Tres |
21 |
- |
$90.12 |
$654,000 |
6,878 |
0.6% |
0 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
AFL |
AFLAC Inc |
22 |
- |
$86.08 |
$608,000 |
7,907 |
0.56% |
0 |
0 |
0.001 |
Life & Health Insurance |
|
|
TFLO |
Ishares Treasury Floating R... |
23 |
- |
$0.00 |
$593,000 |
11,739 |
0.55% |
0 |
0 |
0.001 |
N/A |
|
|
SO |
Southern Co |
24 |
- |
$78.14 |
$451,000 |
6,698 |
0.42% |
0 |
0 |
0.001 |
Electric Utilities |
|
|
EMXC |
Ishares Msci Emerging Marke... |
25 |
- |
$0.00 |
$390,000 |
7,044 |
0.36% |
0 |
0 |
0.001 |
N/A |
|
|
IFRA |
Ishares Us Infrastructure Etf |
26 |
- |
$0.00 |
$289,000 |
7,475 |
0.27% |
0 |
0 |
0.008 |
N/A |
|
|
BINC |
Blackrock Flexible Income Etf |
27 |
- |
$0.00 |
$201,000 |
3,830 |
0.19% |
0 |
0 |
0.043 |
N/A |
|
