StockDriftsStockDriftsTop 38 Bush Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 19.01% | 101.3K | $34.0M | -1.04%(-1.06K) | $231.14(+49.36%) | 2025-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 13.93% | 1.04M | $24.9M | +1.69%(+17.19K) | $18.57(+42.67%) | 2025-12-31 | |
| IWY | ISHARES TR | 11.48% | 74.1K | $20.5M | +0.07%(+50) | $165.40(+65.64%) | 2025-12-31 | |
| SCHM | SCHWAB STRATEGIC TR | 6.38% | 379.3K | $11.4M | +0.60%(+2.27K) | $24.14(+36.71%) | 2025-12-31 | |
| BAI | BLACKROCK ETF TRUST | 4.53% | 243.3K | $8.1M | +3.59%(+8.42K) | $29.46(+34.34%) | 2025-12-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.59% | 92.1K | $6.4M | new | $69.06(+8.96%) | 2025-12-31 | |
| GLDM | WORLD GOLD TR | 3.45% | 72.2K | $6.2M | -1.33%(-972) | $59.32(+60.00%) | 2025-12-31 | |
| SPYM | SPDR SERIES TRUST | 3.27% | 72.8K | $5.8M | -0.55%(-403) | $53.85(+52.99%) | 2025-12-31 | |
| IVE | ISHARES TR | 2.48% | 20.9K | $4.4M | +44.58%(+6.45K) | $186.14(+17.12%) | 2025-12-31 | |
| SPSB | SPDR SERIES TRUST | 2.46% | 145.5K | $4.4M | +1.46%(+2.09K) | $30.00(+0.32%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.62% | +58.60% |
| Top 20 Holdings Unweighted | +14.99% | +52.06% |
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