BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value ($000): $162,372 (100.0% shares, 0.0% debt)

Holdings (9)

BND VANGUARD BD INDEX FDS 31.0%

Value ($000) $50,365 Shares 706,065 Est. Cost $79.54 Unrealized —

VTI VANGUARD INDEX FDS 29.9%

Value ($000) $48,495 Shares 270,212 Est. Cost $222.34 Unrealized —

VXUS VANGUARD STAR FDS 15.8%

Value ($000) $25,645 Shares 560,307 Est. Cost $58.75 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 13.0%

Value ($000) $21,111 Shares 442,306 Est. Cost $52.44 Unrealized —

VFVA VANGUARD WELLINGTON FD 9.5%

Value ($000) $15,396 Shares 177,282 Est. Cost $106.72 Unrealized —

Value ($000) $464 Shares 16,266 Est. Cost $29.39 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value ($000) $464 Shares 1,991 Est. Cost $291.40 Unrealized -11.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%

Value ($000) $231 Shares 866 Est. Cost $323.46 Unrealized -12.0%

OXY OCCIDENTAL PETE CORP 0.1%

Value ($000) $201 Shares 3,266 Est. Cost $60.69 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	706,065	$50,365	31.0%	$79.54	—	TOTAL BND MRKT	921937835
VTI	VANGUARD INDEX FDS	270,212	$48,495	29.9%	$222.34	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	560,307	$25,645	15.8%	$58.75	—	VG TL INTL STK F	921909768
BNDX	VANGUARD CHARLOTTE FDS	442,306	$21,111	13.0%	$52.44	—	TOTAL INT BD ETF	92203J407
VFVA	VANGUARD WELLINGTON FD	177,282	$15,396	9.5%	$106.72	—	US VALUE FACTR	921935805
BP	BP PLC	16,266	$464	0.3%	$29.39	—	SPONSORED ADR	055622104
MSFT	MICROSOFT CORP	1,991	$464	0.3%	$291.40	-11.8%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	866	$231	0.1%	$323.46	-12.0%	CL B NEW	084670702
OXY	OCCIDENTAL PETE CORP	3,266	$201	0.1%	$60.69	0.0%	COM	674599105