BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Sep 24, 2025

Total Value: $209M (100.0% shares, 0.0% debt)

Holdings (10)

BND VANGUARD BD INDEX FDS 35.8%

Value $74.77M Shares 1,015,613 Est. Cost $76.58 Unrealized —

VXUS VANGUARD STAR FDS 16.6%

Value $34.74M Shares 502,916 Est. Cost $58.45 Unrealized —

VTI VANGUARD INDEX FDS 13.4%

Value $28.04M Shares 92,265 Est. Cost $217.41 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 12.0%

Value $25.14M Shares 507,916 Est. Cost $49.45 Unrealized —

VFVA VANGUARD WELLINGTON FD 11.5%

Value $23.93M Shares 202,255 Est. Cost $103.34 Unrealized —

VB VANGUARD INDEX FDS 9.6%

Value $20.01M Shares 84,427 Est. Cost $237.20 Unrealized —

MSFT MICROSOFT CORP 0.5%

Value $1.012M Shares 2,034 Est. Cost $289.85 Unrealized +49.2%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $552K Shares 1,136 Est. Cost $333.27 Unrealized +52.4%

Value $465K Shares 15,527 Est. Cost $29.86 Unrealized —

AAPL APPLE INC 0.1%

Value $284K Shares 1,384 Est. Cost $145.49 Unrealized +38.4%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	1,015,613	$74.77M	35.8%	$76.58	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	502,916	$34.74M	16.6%	$58.45	—	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	92,265	$28.04M	13.4%	$217.41	—	TOTAL STK MKT	922908769
BNDX	VANGUARD CHARLOTTE FDS	507,916	$25.14M	12.0%	$49.45	—	TOTAL INT BD ETF	92203J407
VFVA	VANGUARD WELLINGTON FD	202,255	$23.93M	11.5%	$103.34	—	US VALUE FACTR	921935805
VB	VANGUARD INDEX FDS	84,427	$20.01M	9.6%	$237.20	—	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,034	$1.012M	0.5%	$289.85	+49.2%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,136	$552K	0.3%	$333.27	+52.4%	CL B NEW	084670702
BP	BP PLC	15,527	$465K	0.2%	$29.86	—	SPONSORED ADR	055622104
AAPL	APPLE INC	1,384	$284K	0.1%	$145.49	+38.4%	COM	037833100