BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value ($000): $189,381 (100.0% shares, 0.0% debt)

Holdings (9)

BND VANGUARD BD INDEX FDS 34.1%

Value ($000) $64,519 Shares 877,211 Est. Cost $76.95 Unrealized —

VTI VANGUARD INDEX FDS 24.2%

Value ($000) $45,803 Shares 193,090 Est. Cost $215.38 Unrealized —

VXUS VANGUARD STAR FDS 15.4%

Value ($000) $29,150 Shares 502,928 Est. Cost $57.96 Unrealized —

VFVA VANGUARD WELLINGTON FD 14.2%

Value ($000) $26,959 Shares 239,277 Est. Cost $102.84 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 11.1%

Value ($000) $21,002 Shares 425,440 Est. Cost $49.37 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value ($000) $757 Shares 2,015 Est. Cost $289.85 Unrealized +20.9%

Value ($000) $565 Shares 15,973 Est. Cost $29.86 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $360 Shares 1,010 Est. Cost $319.69 Unrealized +9.8%

AAPL APPLE INC 0.1%

Value ($000) $264 Shares 1,372 Est. Cost $145.49 Unrealized +25.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	877,211	$64,519	34.1%	$76.95	—	TOTAL BND MRKT	921937835
VTI	VANGUARD INDEX FDS	193,090	$45,803	24.2%	$215.38	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	502,928	$29,150	15.4%	$57.96	—	VG TL INTL STK F	921909768
VFVA	VANGUARD WELLINGTON FD	239,277	$26,959	14.2%	$102.84	—	US VALUE FACTR	921935805
BNDX	VANGUARD CHARLOTTE FDS	425,440	$21,002	11.1%	$49.37	—	TOTAL INT BD ETF	92203J407
MSFT	MICROSOFT CORP	2,015	$757	0.4%	$289.85	+20.9%	COM	594918104
BP	BP PLC	15,973	$565	0.3%	$29.86	—	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,010	$360	0.2%	$319.69	+9.8%	CL B NEW	084670702
AAPL	APPLE INC	1,372	$264	0.1%	$145.49	+25.7%	COM	037833100