BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q1 2022 (Next →)

Filing Date: Sep 24, 2025

Total Value: $196M (100.0% shares, 0.0% debt)

Holdings (11)

BND VANGUARD BD INDEX FDS 32.9%

Value $64.36M Shares 809,117 Est. Cost $79.54 Unrealized —

VTI VANGUARD INDEX FDS 27.3%

Value $53.42M Shares 234,635 Est. Cost $227.67 Unrealized —

VXUS VANGUARD STAR FDS 15.2%

Value $29.75M Shares 497,967 Est. Cost $59.74 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 13.8%

Value $27.08M Shares 516,325 Est. Cost $52.44 Unrealized —

VFVA VANGUARD WELLINGTON FD 9.7%

Value $18.99M Shares 177,896 Est. Cost $106.72 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value $611K Shares 1,982 Est. Cost $291.40 Unrealized 0.0%

Value $536K Shares 18,234 Est. Cost $29.40 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $306K Shares 866 Est. Cost $323.46 Unrealized 0.0%

CVX CHEVRON CORP NEW 0.1%

Value $263K Shares 1,617 Est. Cost $122.75 Unrealized 0.0%

APA APA CORPORATION 0.1%

Value $238K Shares 5,762 Est. Cost $30.86 Unrealized 0.0%

AAPL APPLE INC 0.1%

Value $237K Shares 1,358 Est. Cost $164.84 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	809,117	$64.36M	32.9%	$79.54	—	TOTAL BND MRKT	921937835
VTI	VANGUARD INDEX FDS	234,635	$53.42M	27.3%	$227.67	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	497,967	$29.75M	15.2%	$59.74	—	VG TL INTL STK F	921909768
BNDX	VANGUARD CHARLOTTE FDS	516,325	$27.08M	13.8%	$52.44	—	TOTAL INT BD ETF	92203J407
VFVA	VANGUARD WELLINGTON FD	177,896	$18.99M	9.7%	$106.72	—	US VALUE FACTR	921935805
MSFT	MICROSOFT CORP	1,982	$611K	0.3%	$291.40	0.0%	COM	594918104
BP	BP PLC	18,234	$536K	0.3%	$29.40	—	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	866	$306K	0.2%	$323.46	0.0%	CL B NEW	084670702
CVX	CHEVRON CORP NEW	1,617	$263K	0.1%	$122.75	0.0%	COM	166764100
APA	APA CORPORATION	5,762	$238K	0.1%	$30.86	0.0%	COM	03743Q108
AAPL	APPLE INC	1,358	$237K	0.1%	$164.84	0.0%	COM	037833100