BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value ($000): $175,023 (100.0% shares, 0.0% debt)

Holdings (9)

BND VANGUARD BD INDEX FDS 41.8%

Value ($000) $73,242 Shares 992,043 Est. Cost $77.36 Unrealized —

VTI VANGUARD INDEX FDS 40.0%

Value ($000) $70,064 Shares 343,284 Est. Cost $215.38 Unrealized —

VFVA VANGUARD WELLINGTON FD 16.9%

Value ($000) $29,627 Shares 305,512 Est. Cost $102.98 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value ($000) $577 Shares 2,002 Est. Cost $289.85 Unrealized -13.9%

Value ($000) $571 Shares 15,049 Est. Cost $29.54 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $312 Shares 1,010 Est. Cost $319.69 Unrealized -3.6%

AAPL APPLE INC 0.1%

Value ($000) $225 Shares 1,366 Est. Cost $145.49 Unrealized 0.0%

OXY OCCIDENTAL PETE CORP 0.1%

Value ($000) $205 Shares 3,278 Est. Cost $60.69 Unrealized -2.5%

APA APA CORPORATION 0.1%

Value ($000) $200 Shares 5,551 Est. Cost $40.05 Unrealized -9.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	992,043	$73,242	41.8%	$77.36	—	TOTAL BND MRKT	921937835
VTI	VANGUARD INDEX FDS	343,284	$70,064	40.0%	$215.38	—	TOTAL STK MKT	922908769
VFVA	VANGUARD WELLINGTON FD	305,512	$29,627	16.9%	$102.98	—	US VALUE FACTR	921935805
MSFT	MICROSOFT CORP	2,002	$577	0.3%	$289.85	-13.9%	COM	594918104
BP	BP PLC	15,049	$571	0.3%	$29.54	—	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,010	$312	0.2%	$319.69	-3.6%	CL B NEW	084670702
AAPL	APPLE INC	1,366	$225	0.1%	$145.49	0.0%	COM	037833100
OXY	OCCIDENTAL PETE CORP	3,278	$205	0.1%	$60.69	-2.5%	COM	674599105
APA	APA CORPORATION	5,551	$200	0.1%	$40.05	-9.8%	COM	03743Q108