BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value: $182M (100.0% shares, 0.0% debt)

Holdings (7)

VTI VANGUARD INDEX FDS 41.8%

Value $75.93M Shares 344,712 Share Price $220.28 Est. Cost/Share $215.64 Unrealized @ Report Date +2.2%

BND VANGUARD BD INDEX FDS 40.1%

Value $72.89M Shares 1,002,728 Share Price $72.69 Est. Cost/Share $78.79 Unrealized @ Report Date -7.7%

VFVA VANGUARD WELLINGTON FD 17.1%

Value $31.12M Shares 312,309 Share Price $99.65 Est. Cost/Share $102.17 Unrealized @ Report Date -2.5%

MSFT MICROSOFT CORP 0.4%

Value $683K Shares 2,006 Share Price $340.54 Est. Cost/Share $289.85 Unrealized @ Report Date +15.3%

Value $546K Shares 15,487 Share Price $35.29 Est. Cost/Share $30.73 Unrealized @ Report Date +14.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $345K Shares 1,010 Share Price $341.10 Est. Cost/Share $319.69 Unrealized @ Report Date +6.7%

AAPL APPLE INC 0.1%

Value $266K Shares 1,370 Share Price $193.86 Est. Cost/Share $145.49 Unrealized @ Report Date +31.7%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
VTI	VANGUARD INDEX FDS	344,712	$75.93M	41.8%	$220.28	$215.64	+2.2%	TOTAL STK MKT	922908769
BND	VANGUARD BD INDEX FDS	1,002,728	$72.89M	40.1%	$72.69	$78.79	-7.7%	TOTAL BND MRKT	921937835
VFVA	VANGUARD WELLINGTON FD	312,309	$31.12M	17.1%	$99.65	$102.17	-2.5%	US VALUE FACTR	921935805
MSFT	MICROSOFT CORP	2,006	$683K	0.4%	$340.54	$289.85	+15.3%	COM	594918104
BP	BP PLC	15,487	$546K	0.3%	$35.29	$30.73	+14.8%	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,010	$345K	0.2%	$341.10	$319.69	+6.7%	CL B NEW	084670702
AAPL	APPLE INC	1,370	$266K	0.1%	$193.86	$145.49	+31.7%	COM	037833100