BUSH INVESTMENT GROUP, LLC

Key Holdings

The portfolio’s top positions reflect a strategy focused on factor-based investing, income generation, and broad market exposure rather than stock picking.

• BAI (Blackrock ETF Trust) - 15.35%: This is the largest holding, valued at $8.02 million. BAI is the iShares Broad USD Investment Grade Corporate Bond ETF. Its dominance signals a strong preference for fixed income and credit risk management, likely seeking yield from investment-grade corporate debt.
• SPYM (SPDR Series Trust) - 10.98%: The SPDR Portfolio Mid Cap ETF represents the second-largest position. This indicates a tactical tilt toward mid-capitalization U.S. equities, possibly targeting the "sweet spot" of growth potential that exists between large-cap stability and small-cap volatility.
• SPSB (SPDR Series Trust) - 8.31%: This short-term corporate bond ETF complements the BAI position, further emphasizing a defensive, income-oriented posture with a focus on lower duration risk.
• BNDX (Vanguard Charlotte Fds) - 8.25%: This fund provides exposure to international fixed income, hedged against currency fluctuations. Its inclusion suggests a desire for global diversification within the fixed income allocation.
• Individual Equities (NVDA, GPN): The only individual stocks are NVIDIA ($475.6K) and Global Payments Inc. ($348.4K). However, these are minor positions, comprising less than 1% of the portfolio each, indicating that active stock selection is not a primary driver of the firm's strategy.