BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value ($000): $194,628 (100.0% shares, 0.0% debt)

Holdings (10)

BND VANGUARD BD INDEX FDS 36.2%

Value ($000) $70,430 Shares 979,420 Est. Cost $76.68 Unrealized —

VXUS VANGUARD STAR FDS 14.1%

Value ($000) $27,438 Shares 465,600 Est. Cost $58.00 Unrealized —

VTI VANGUARD INDEX FDS 13.7%

Value ($000) $26,747 Shares 92,295 Est. Cost $215.38 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 12.6%

Value ($000) $24,476 Shares 499,011 Est. Cost $49.44 Unrealized —

VFVA VANGUARD WELLINGTON FD 12.1%

Value ($000) $23,560 Shares 199,026 Est. Cost $102.84 Unrealized —

VB VANGUARD INDEX FDS 10.2%

Value ($000) $19,800 Shares 82,377 Est. Cost $237.21 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value ($000) $854 Shares 2,026 Est. Cost $289.85 Unrealized +45.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value ($000) $515 Shares 1,136 Est. Cost $333.27 Unrealized +38.5%

Value ($000) $463 Shares 15,673 Est. Cost $29.86 Unrealized —

AAPL APPLE INC 0.2%

Value ($000) $345 Shares 1,379 Est. Cost $145.49 Unrealized +61.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	979,420	$70,430	36.2%	$76.68	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	465,600	$27,438	14.1%	$58.00	—	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	92,295	$26,747	13.7%	$215.38	—	TOTAL STK MKT	922908769
BNDX	VANGUARD CHARLOTTE FDS	499,011	$24,476	12.6%	$49.44	—	TOTAL INT BD ETF	92203J407
VFVA	VANGUARD WELLINGTON FD	199,026	$23,560	12.1%	$102.84	—	US VALUE FACTR	921935805
VB	VANGUARD INDEX FDS	82,377	$19,800	10.2%	$237.21	—	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,026	$854	0.4%	$289.85	+45.7%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,136	$515	0.3%	$333.27	+38.5%	CL B NEW	084670702
BP	BP PLC	15,673	$463	0.2%	$29.86	—	SPONSORED ADR	055622104
AAPL	APPLE INC	1,379	$345	0.2%	$145.49	+61.2%	COM	037833100