BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value: $195M (100.0% shares, 0.0% debt)

Holdings (10)

BND VANGUARD BD INDEX FDS 33.9%

Value $66.11M Shares 910,189 Est. Cost $76.80 Unrealized —

VTI VANGUARD INDEX FDS 24.2%

Value $47.15M Shares 181,396 Est. Cost $215.38 Unrealized —

VXUS VANGUARD STAR FDS 15.6%

Value $30.51M Shares 505,968 Est. Cost $57.96 Unrealized —

VFVA VANGUARD WELLINGTON FD 13.9%

Value $27.19M Shares 227,801 Est. Cost $102.84 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 11.2%

Value $21.94M Shares 446,017 Est. Cost $49.36 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value $848K Shares 2,016 Est. Cost $289.85 Unrealized +37.7%

Value $601K Shares 15,943 Est. Cost $29.86 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value $425K Shares 1,010 Est. Cost $319.69 Unrealized +23.0%

AAPL APPLE INC 0.1%

Value $236K Shares 1,375 Est. Cost $145.49 Unrealized +23.9%

OXY OCCIDENTAL PETE CORP 0.1%

Value $215K Shares 3,309 Est. Cost $57.57 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	910,189	$66.11M	33.9%	$76.80	—	TOTAL BND MRKT	921937835
VTI	VANGUARD INDEX FDS	181,396	$47.15M	24.2%	$215.38	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	505,968	$30.51M	15.6%	$57.96	—	VG TL INTL STK F	921909768
VFVA	VANGUARD WELLINGTON FD	227,801	$27.19M	13.9%	$102.84	—	US VALUE FACTR	921935805
BNDX	VANGUARD CHARLOTTE FDS	446,017	$21.94M	11.2%	$49.36	—	TOTAL INT BD ETF	92203J407
MSFT	MICROSOFT CORP	2,016	$848K	0.4%	$289.85	+37.7%	COM	594918104
BP	BP PLC	15,943	$601K	0.3%	$29.86	—	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,010	$425K	0.2%	$319.69	+23.0%	CL B NEW	084670702
AAPL	APPLE INC	1,375	$236K	0.1%	$145.49	+23.9%	COM	037833100
OXY	OCCIDENTAL PETE CORP	3,309	$215K	0.1%	$57.57	0.0%	COM	674599105