BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 28, 2025

Total Value ($000): $217,967 (100.0% shares, 0.0% debt)

Holdings (10)

BND VANGUARD BD INDEX FDS 34.8%

Value ($000) $75,800 Shares 1,019,289 Est. Cost $76.58 Unrealized —

VXUS VANGUARD STAR FDS 16.8%

Value ($000) $36,647 Shares 498,906 Est. Cost $58.45 Unrealized —

VTI VANGUARD INDEX FDS 13.8%

Value ($000) $29,972 Shares 91,335 Est. Cost $217.41 Unrealized —

VFVA VANGUARD WELLINGTON FD 11.9%

Value ($000) $25,969 Shares 203,636 Est. Cost $103.34 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 11.6%

Value ($000) $25,199 Shares 509,516 Est. Cost $49.45 Unrealized —

VB VANGUARD INDEX FDS 10.0%

Value ($000) $21,850 Shares 85,922 Est. Cost $237.50 Unrealized —

MSFT MICROSOFT CORP 0.5%

Value ($000) $1,055 Shares 2,038 Est. Cost $289.85 Unrealized +75.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value ($000) $571 Shares 1,136 Est. Cost $333.27 Unrealized +45.3%

Value ($000) $551 Shares 16,001 Est. Cost $30.00 Unrealized —

AAPL APPLE INC 0.2%

Value ($000) $352 Shares 1,385 Est. Cost $145.49 Unrealized +55.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	1,019,289	$75,800	34.8%	$76.58	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	498,906	$36,647	16.8%	$58.45	—	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	91,335	$29,972	13.8%	$217.41	—	TOTAL STK MKT	922908769
VFVA	VANGUARD WELLINGTON FD	203,636	$25,969	11.9%	$103.34	—	US VALUE FACTR	921935805
BNDX	VANGUARD CHARLOTTE FDS	509,516	$25,199	11.6%	$49.45	—	TOTAL INT BD ETF	92203J407
VB	VANGUARD INDEX FDS	85,922	$21,850	10.0%	$237.50	—	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,038	$1,055	0.5%	$289.85	+75.5%	COM	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,136	$571	0.3%	$333.27	+45.3%	CL B NEW	084670702
BP	BP PLC	16,001	$551	0.3%	$30.00	—	SPONSORED ADR	055622104
AAPL	APPLE INC	1,385	$352	0.2%	$145.49	+55.1%	COM	037833100