BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $176M (100.0% shares, 0.0% debt)

Holdings (12)

BND VANGUARD BD INDEX FDS 22.9%

Value $40.22M Shares 464,371 Est. Cost $76.58 Unrealized —

VXUS VANGUARD STAR FDS 21.1%

Value $37.03M Shares 381,848 Est. Cost $58.45 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 15.4%

Value $27M Shares 408,330 Est. Cost $49.45 Unrealized —

VB VANGUARD INDEX FDS 14.1%

Value $24.83M Shares 287,513 Est. Cost $131.53 Unrealized —

VTI VANGUARD INDEX FDS 12.6%

Value $22.2M Shares 130,722 Est. Cost $203.08 Unrealized —

VFVA VANGUARD WELLINGTON FD 12.6%

Value $22.07M Shares 182,000 Est. Cost $103.34 Unrealized —

Value $912K Shares 18,763 Est. Cost $32.74 Unrealized —

VOO VANGUARD INDEX FDS 0.3%

Value $469K Shares 1,818 Est. Cost $258.16 Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 0.2%

Value $424K Shares 5,720 Est. Cost $74.07 Unrealized —

NVDA NVIDIA CORPORATION 0.2%

Value $273K Shares 1,057 Est. Cost $186.13 Unrealized 0.0%

FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%

Value $227K Shares 4,692 Est. Cost $48.32 Unrealized —

MDU MDU RES GROUP INC 0.1%

Value $203K Shares 4,207 Est. Cost $19.57 Unrealized 0.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	464,371	$40.22M	22.9%	$76.58	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	381,848	$37.03M	21.1%	$58.45	—	VG TL INTL STK F	921909768
BNDX	VANGUARD CHARLOTTE FDS	408,330	$27M	15.4%	$49.45	—	TOTAL INT BD ETF	92203J407
VB	VANGUARD INDEX FDS	287,513	$24.83M	14.1%	$131.53	—	SMALL CP ETF	922908751
VTI	VANGUARD INDEX FDS	130,722	$22.2M	12.6%	$203.08	—	TOTAL STK MKT	922908769
VFVA	VANGUARD WELLINGTON FD	182,000	$22.07M	12.6%	$103.34	—	US VALUE FACTR	921935805
BP	BP PLC	18,763	$912K	0.5%	$32.74	—	SPONSORED ADR	055622104
VOO	VANGUARD INDEX FDS	1,818	$469K	0.3%	$258.16	—	S&P 500 ETF SHS	922908363
VGSH	VANGUARD SCOTTSDALE FDS	5,720	$424K	0.2%	$74.07	—	SHORT TERM TREAS	92206C102
NVDA	NVIDIA CORPORATION	1,057	$273K	0.2%	$186.13	0.0%	COM	67066G104
FBTC	FIDELITY WISE ORIGIN BITCOIN	4,692	$227K	0.1%	$48.32	—	SHS	315948109
MDU	MDU RES GROUP INC	4,207	$203K	0.1%	$19.57	0.0%	COM	552690109