BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value ($000): $181,783 (100.0% shares, 0.0% debt)

Holdings (7)

VTI VANGUARD INDEX FDS 41.8%

Value ($000) $75,932 Shares 344,712 Est. Cost $215.38 Unrealized —

BND VANGUARD BD INDEX FDS 40.1%

Value ($000) $72,888 Shares 1,002,728 Est. Cost $77.31 Unrealized —

VFVA VANGUARD WELLINGTON FD 17.1%

Value ($000) $31,123 Shares 312,309 Est. Cost $102.91 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value ($000) $683 Shares 2,006 Est. Cost $289.85 Unrealized +6.0%

Value ($000) $546 Shares 15,487 Est. Cost $29.70 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $345 Shares 1,010 Est. Cost $319.69 Unrealized +2.1%

AAPL APPLE INC 0.1%

Value ($000) $266 Shares 1,370 Est. Cost $145.49 Unrealized +18.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	344,712	$75,932	41.8%	$215.38	—	TOTAL STK MKT	922908769
BND	VANGUARD BD INDEX FDS	1,002,728	$72,888	40.1%	$77.31	—	TOTAL BND MRKT	921937835
VFVA	VANGUARD WELLINGTON FD	312,309	$31,123	17.1%	$102.91	—	US VALUE FACTR	921935805
MSFT	MICROSOFT CORP	2,006	$683	0.4%	$289.85	+6.0%	COM	594918104
BP	BP PLC	15,487	$546	0.3%	$29.70	—	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,010	$345	0.2%	$319.69	+2.1%	CL B NEW	084670702
AAPL	APPLE INC	1,370	$266	0.1%	$145.49	+18.3%	COM	037833100