0001966640-24-000002.txt : 20240212 0001966640-24-000002.hdr.sgml : 20240212 20240212150928 ACCESSION NUMBER: 0001966640-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BUSH INVESTMENT GROUP, LLC CENTRAL INDEX KEY: 0001966640 ORGANIZATION NAME: IRS NUMBER: 201504576 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23709 FILM NUMBER: 24619395 BUSINESS ADDRESS: STREET 1: 2918 N. OAK ST. STREET 2: SUITE B CITY: VALDOSTA STATE: GA ZIP: 31602 BUSINESS PHONE: 229-247-1474 MAIL ADDRESS: STREET 1: 2918 N. OAK ST. STREET 2: SUITE B CITY: VALDOSTA STATE: GA ZIP: 31602 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001966640 XXXXXXXX 12-31-2023 12-31-2023 BUSH INVESTMENT GROUP, LLC

2918 N. OAK ST. SUITE B VALDOSTA GA 31602

13F HOLDINGS REPORT 028-23709 000304262 801-116917 N COURTNEY GOODING 229-247-1474 COURTNEY GOODING Valdosta GA 02-12-2024 0 27 108277245 false INFORMATION TABLE 2 BushWealthMgmtLLC_13f.xml AFLAC INC COM 001055102 608223 7907 SH SOLE 0 0 0 7907 BLACKROCK ETF TRUST US EQT FACTOR 09290C103 1139808 27419 SH SOLE 0 0 0 27419 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 200577 3830 SH SOLE 0 0 0 3830 ISHARES INC MSCI EMRG CHN 46434G764 389956 7044 SH SOLE 0 0 0 7044 ISHARES INC CORE MSCI EMKT 46434G103 758175 15197 SH SOLE 0 0 0 15197 ISHARES TR MSCI USA QLT FCT 46432F339 2027520 13125 SH SOLE 0 0 0 13125 ISHARES TR 0-5YR HI YL CP 46434V407 3306651 78301 SH SOLE 0 0 0 78301 ISHARES TR TRS FLT RT BD 46434V860 593181 11739 SH SOLE 0 0 0 11739 ISHARES TR CORE TOTAL USD 46434V613 2605387 57111 SH SOLE 0 0 0 57111 ISHARES TR ESG AWR MSCI USA 46435G425 854561 7861 SH SOLE 0 0 0 7861 ISHARES TR 20 YR TR BD ETF 464287432 653711 6878 SH SOLE 0 0 0 6878 ISHARES TR RUS TP200 GR ETF 464289438 19052378 101988 SH SOLE 0 0 0 101988 ISHARES TR S&P 500 VAL ETF 464287408 1448038 8266 SH SOLE 0 0 0 8266 ISHARES TR GLOBAL ENERG ETF 464287341 1497919 38646 SH SOLE 0 0 0 38646 ISHARES TR U.S. TECH ETF 464287721 1077234 8292 SH SOLE 0 0 0 8292 ISHARES TR EAFE VALUE ETF 464288877 2215268 43191 SH SOLE 0 0 0 43191 ISHARES TR EAFE GRWTH ETF 464288885 1388158 14153 SH SOLE 0 0 0 14153 ISHARES TR MBS ETF 464288588 1032895 11141 SH SOLE 0 0 0 11141 ISHARES TR US INFRASTRUC 46435U713 288847 7475 SH SOLE 0 0 0 7475 LOWES COS INC COM 548661107 1168905 5359 SH SOLE 0 0 0 5359 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 14405178 391871 SH SOLE 0 0 0 391871 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 9345066 125353 SH SOLE 0 0 0 125353 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1564639 33933 SH SOLE 0 0 0 33933 SOUTHERN CO COM 842587107 451445 6698 SH SOLE 0 0 0 6698 SPDR SER TR PORTFOLIO S&P500 78464A854 10900755 187556 SH SOLE 0 0 0 187556 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23948995 97811 SH SOLE 0 0 0 97811 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 5353775 92021 SH SOLE 0 0 0 92021