BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value ($000): $195,991 (100.0% shares, 0.0% debt)

Holdings (9)

BND VANGUARD BD INDEX FDS 33.7%

Value ($000) $66,070 Shares 916,999 Est. Cost $76.80 Unrealized —

VTI VANGUARD INDEX FDS 25.0%

Value ($000) $48,927 Shares 182,898 Est. Cost $215.38 Unrealized —

VXUS VANGUARD STAR FDS 15.8%

Value ($000) $30,988 Shares 513,877 Est. Cost $58.00 Unrealized —

VFVA VANGUARD WELLINGTON FD 13.3%

Value ($000) $25,971 Shares 229,686 Est. Cost $102.84 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 11.2%

Value ($000) $21,867 Shares 449,281 Est. Cost $49.36 Unrealized —

MSFT MICROSOFT CORP 0.5%

Value ($000) $902 Shares 2,019 Est. Cost $289.85 Unrealized +44.0%

Value ($000) $566 Shares 15,675 Est. Cost $29.86 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%

Value ($000) $411 Shares 1,010 Est. Cost $319.69 Unrealized +27.8%

AAPL APPLE INC 0.1%

Value ($000) $290 Shares 1,376 Est. Cost $145.49 Unrealized +27.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	916,999	$66,070	33.7%	$76.80	—	TOTAL BND MRKT	921937835
VTI	VANGUARD INDEX FDS	182,898	$48,927	25.0%	$215.38	—	TOTAL STK MKT	922908769
VXUS	VANGUARD STAR FDS	513,877	$30,988	15.8%	$58.00	—	VG TL INTL STK F	921909768
VFVA	VANGUARD WELLINGTON FD	229,686	$25,971	13.3%	$102.84	—	US VALUE FACTR	921935805
BNDX	VANGUARD CHARLOTTE FDS	449,281	$21,867	11.2%	$49.36	—	TOTAL INT BD ETF	92203J407
MSFT	MICROSOFT CORP	2,019	$902	0.5%	$289.85	+44.0%	COM	594918104
BP	BP PLC	15,675	$566	0.3%	$29.86	—	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,010	$411	0.2%	$319.69	+27.8%	CL B NEW	084670702
AAPL	APPLE INC	1,376	$290	0.1%	$145.49	+27.2%	COM	037833100