BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value ($000): $201,848 (100.0% shares, 0.0% debt)

Holdings (10)

BND VANGUARD BD INDEX FDS 36.6%

Value ($000) $73,890 Shares 983,753 Est. Cost $76.68 Unrealized —

VXUS VANGUARD STAR FDS 14.9%

Value ($000) $30,111 Shares 465,115 Est. Cost $58.00 Unrealized —

VTI VANGUARD INDEX FDS 13.1%

Value ($000) $26,524 Shares 93,664 Est. Cost $215.38 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 12.4%

Value ($000) $24,959 Shares 496,388 Est. Cost $49.44 Unrealized —

VFVA VANGUARD WELLINGTON FD 12.1%

Value ($000) $24,374 Shares 202,210 Est. Cost $102.84 Unrealized —

VB VANGUARD INDEX FDS 9.8%

Value ($000) $19,792 Shares 83,438 Est. Cost $237.21 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value ($000) $870 Shares 2,022 Est. Cost $289.85 Unrealized +46.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value ($000) $523 Shares 1,136 Est. Cost $333.27 Unrealized +32.7%

Value ($000) $484 Shares 15,421 Est. Cost $29.86 Unrealized —

AAPL APPLE INC 0.2%

Value ($000) $321 Shares 1,378 Est. Cost $145.49 Unrealized +52.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	983,753	$73,890	36.6%	$76.68	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	465,115	$30,111	14.9%	$58.00	—	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	93,664	$26,524	13.1%	$215.38	—	TOTAL STK MKT	922908769
BNDX	VANGUARD CHARLOTTE FDS	496,388	$24,959	12.4%	$49.44	—	TOTAL INT BD ETF	92203J407
VFVA	VANGUARD WELLINGTON FD	202,210	$24,374	12.1%	$102.84	—	US VALUE FACTR	921935805
VB	VANGUARD INDEX FDS	83,438	$19,792	9.8%	$237.21	—	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,022	$870	0.4%	$289.85	+46.0%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,136	$523	0.3%	$333.27	+32.7%	CL B NEW	084670702
BP	BP PLC	15,421	$484	0.2%	$29.86	—	SPONSORED ADR	055622104
AAPL	APPLE INC	1,378	$321	0.2%	$145.49	+52.6%	COM	037833100