BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value: $218M (100.0% shares, 0.0% debt)

Holdings (10)

BND VANGUARD BD INDEX FDS 34.8%

Value $75.8M Shares 1,019,289 Est. Cost $76.58 Unrealized —

VXUS VANGUARD STAR FDS 16.8%

Value $36.65M Shares 498,906 Est. Cost $58.45 Unrealized —

VTI VANGUARD INDEX FDS 13.8%

Value $29.97M Shares 91,335 Est. Cost $217.41 Unrealized —

VFVA VANGUARD WELLINGTON FD 11.9%

Value $25.97M Shares 203,636 Est. Cost $103.34 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 11.6%

Value $25.2M Shares 509,516 Est. Cost $49.45 Unrealized —

VB VANGUARD INDEX FDS 10.0%

Value $21.85M Shares 85,922 Est. Cost $237.50 Unrealized —

MSFT MICROSOFT CORP 0.5%

Value $1.055M Shares 2,038 Est. Cost $289.85 Unrealized +75.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $571K Shares 1,136 Est. Cost $333.27 Unrealized +45.3%

Value $551K Shares 16,001 Est. Cost $30.00 Unrealized —

AAPL APPLE INC 0.2%

Value $352K Shares 1,385 Est. Cost $145.49 Unrealized +55.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	1,019,289	$75.8M	34.8%	$76.58	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	498,906	$36.65M	16.8%	$58.45	—	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	91,335	$29.97M	13.8%	$217.41	—	TOTAL STK MKT	922908769
VFVA	VANGUARD WELLINGTON FD	203,636	$25.97M	11.9%	$103.34	—	US VALUE FACTR	921935805
BNDX	VANGUARD CHARLOTTE FDS	509,516	$25.2M	11.6%	$49.45	—	TOTAL INT BD ETF	92203J407
VB	VANGUARD INDEX FDS	85,922	$21.85M	10.0%	$237.50	—	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,038	$1.055M	0.5%	$289.85	+75.5%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,136	$571K	0.3%	$333.27	+45.3%	CL B NEW	084670702
BP	BP PLC	16,001	$551K	0.3%	$30.00	—	SPONSORED ADR	055622104
AAPL	APPLE INC	1,385	$352K	0.2%	$145.49	+55.1%	COM	037833100