BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value ($000): $196,684 (100.0% shares, 0.0% debt)

Holdings (10)

BND VANGUARD BD INDEX FDS 37.7%

Value ($000) $74,195 Shares 1,010,153 Est. Cost $76.58 Unrealized —

VXUS VANGUARD STAR FDS 15.5%

Value ($000) $30,577 Shares 492,379 Est. Cost $58.22 Unrealized —

VTI VANGUARD INDEX FDS 12.6%

Value ($000) $24,774 Shares 90,146 Est. Cost $215.38 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 12.4%

Value ($000) $24,479 Shares 501,418 Est. Cost $49.44 Unrealized —

VFVA VANGUARD WELLINGTON FD 11.3%

Value ($000) $22,305 Shares 195,661 Est. Cost $102.84 Unrealized —

VB VANGUARD INDEX FDS 9.2%

Value ($000) $18,161 Shares 81,875 Est. Cost $237.21 Unrealized —

MSFT MICROSOFT CORP 0.4%

Value ($000) $762 Shares 2,031 Est. Cost $289.85 Unrealized +39.8%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value ($000) $605 Shares 1,136 Est. Cost $333.27 Unrealized +45.9%

Value ($000) $517 Shares 15,313 Est. Cost $29.86 Unrealized —

AAPL APPLE INC 0.2%

Value ($000) $307 Shares 1,380 Est. Cost $145.49 Unrealized +58.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	1,010,153	$74,195	37.7%	$76.58	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	492,379	$30,577	15.5%	$58.22	—	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	90,146	$24,774	12.6%	$215.38	—	TOTAL STK MKT	922908769
BNDX	VANGUARD CHARLOTTE FDS	501,418	$24,479	12.4%	$49.44	—	TOTAL INT BD ETF	92203J407
VFVA	VANGUARD WELLINGTON FD	195,661	$22,305	11.3%	$102.84	—	US VALUE FACTR	921935805
VB	VANGUARD INDEX FDS	81,875	$18,161	9.2%	$237.21	—	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,031	$762	0.4%	$289.85	+39.8%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,136	$605	0.3%	$333.27	+45.9%	CL B NEW	084670702
BP	BP PLC	15,313	$517	0.3%	$29.86	—	SPONSORED ADR	055622104
AAPL	APPLE INC	1,380	$307	0.2%	$145.49	+58.6%	COM	037833100