BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value: $173M (100.0% shares, 0.0% debt)

Holdings (10)

BND VANGUARD BD INDEX FDS 41.0%

Value $70.71M Shares 984,349 Est. Cost $77.36 Unrealized —

VTI VANGUARD INDEX FDS 38.5%

Value $66.52M Shares 347,928 Est. Cost $215.38 Unrealized —

VFVA VANGUARD WELLINGTON FD 19.0%

Value $32.72M Shares 331,569 Est. Cost $102.98 Unrealized —

Value $584K Shares 16,712 Est. Cost $29.54 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 0.3%

Value $533K Shares 11,230 Est. Cost $52.44 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value $491K Shares 2,046 Est. Cost $289.85 Unrealized -19.3%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $312K Shares 1,010 Est. Cost $319.69 Unrealized -7.1%

APA APA CORPORATION 0.2%

Value $272K Shares 5,831 Est. Cost $40.05 Unrealized 0.0%

VXUS VANGUARD STAR FDS 0.2%

Value $270K Shares 5,225 Est. Cost $58.75 Unrealized —

OXY OCCIDENTAL PETE CORP 0.1%

Value $206K Shares 3,270 Est. Cost $60.69 Unrealized +6.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	984,349	$70.71M	41.0%	$77.36	—	TOTAL BND MRKT	921937835
VTI	VANGUARD INDEX FDS	347,928	$66.52M	38.5%	$215.38	—	TOTAL STK MKT	922908769
VFVA	VANGUARD WELLINGTON FD	331,569	$32.72M	19.0%	$102.98	—	US VALUE FACTR	921935805
BP	BP PLC	16,712	$584K	0.3%	$29.54	—	SPONSORED ADR	055622104
BNDX	VANGUARD CHARLOTTE FDS	11,230	$533K	0.3%	$52.44	—	TOTAL INT BD ETF	92203J407
MSFT	MICROSOFT CORP	2,046	$491K	0.3%	$289.85	-19.3%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,010	$312K	0.2%	$319.69	-7.1%	CL B NEW	084670702
APA	APA CORPORATION	5,831	$272K	0.2%	$40.05	0.0%	COM	03743Q108
VXUS	VANGUARD STAR FDS	5,225	$270K	0.2%	$58.75	—	VG TL INTL STK F	921909768
OXY	OCCIDENTAL PETE CORP	3,270	$206K	0.1%	$60.69	+6.6%	COM	674599105