BURRUS FINANCIAL SERVICES, INC. Concentrated Active

CIK: 0001573947 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Jan 30, 2026

Total Value ($000): $175,871 (100.0% shares, 0.0% debt)

Holdings (12)

New Positions (5)

VOO VANGUARD INDEX FDS 0.3%

Value ($000) $469 Shares 1,818 Est. Cost $258.16 Unrealized —

VGSH VANGUARD SCOTTSDALE FDS 0.2%

Value ($000) $424 Shares 5,720 Est. Cost $74.07 Unrealized —

NVDA NVIDIA CORPORATION 0.2%

Value ($000) $273 Shares 1,057 Est. Cost $186.13 Unrealized 0.0%

FBTC FIDELITY WISE ORIGIN BITCOIN 0.1%

Value ($000) $227 Shares 4,692 Est. Cost $48.32 Unrealized —

MDU MDU RES GROUP INC 0.1%

Value ($000) $203 Shares 4,207 Est. Cost $19.57 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VOO	VANGUARD INDEX FDS	1,818	$469	0.3%	$258.16	—	S&P 500 ETF SHS	922908363
VGSH	VANGUARD SCOTTSDALE FDS	5,720	$424	0.2%	$74.07	—	SHORT TERM TREAS	92206C102
NVDA	NVIDIA CORPORATION	1,057	$273	0.2%	$186.13	0.0%	COM	67066G104
FBTC	FIDELITY WISE ORIGIN BITCOIN	4,692	$227	0.1%	$48.32	—	SHS	315948109
MDU	MDU RES GROUP INC	4,207	$203	0.1%	$19.57	0.0%	COM	552690109

Increased Positions (3)

VTI VANGUARD INDEX FDS 12.6%

Value ($000) $22,202 (-25.9%) Shares 130,722 (+43.1%) Est. Cost $203.08 Unrealized —

VB VANGUARD INDEX FDS 14.1%

Value ($000) $24,831 (+13.6%) Shares 287,513 (+234.6%) Est. Cost $131.53 Unrealized —

Value ($000) $912 (+65.4%) Shares 18,763 (+17.3%) Est. Cost $32.74 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	130,722 (+43.1%)	$22,202 (-25.9%)	12.6%	$203.08	—	TOTAL STK MKT	922908769
VB	VANGUARD INDEX FDS	287,513 (+234.6%)	$24,831 (+13.6%)	14.1%	$131.53	—	SMALL CP ETF	922908751
BP	BP PLC	18,763 (+17.3%)	$912 (+65.4%)	0.5%	$32.74	—	SPONSORED ADR	055622104

Exited Positions (3)

MSFT MICROSOFT CORP 0.6%

Value ($000) $1,055 Shares 2,038 Est. Cost $289.85 Unrealized +72.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value ($000) $571 Shares 1,136 Est. Cost $333.27 Unrealized +49.3%

AAPL APPLE INC 0.2%

Value ($000) $352 Shares 1,385 Est. Cost $145.49 Unrealized +84.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	2,038	$1,055	0.6%	$289.85	+72.7%	—	594918104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,136	$571	0.3%	$333.27	+49.3%	—	084670702
AAPL	APPLE INC	1,385	$352	0.2%	$145.49	+84.4%	—	037833100

Decreased Positions (4)

BND VANGUARD BD INDEX FDS 22.9%

Value ($000) $40,218 (-46.9%) Shares 464,371 (-54.4%) Est. Cost $76.58 Unrealized —

VFVA VANGUARD WELLINGTON FD 12.6%

Value ($000) $22,075 (-15.0%) Shares 182,000 (-10.6%) Est. Cost $103.34 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 15.4%

Value ($000) $27,005 (+7.2%) Shares 408,330 (-19.9%) Est. Cost $49.45 Unrealized —

VXUS VANGUARD STAR FDS 21.1%

Value ($000) $37,033 (+1.1%) Shares 381,848 (-23.5%) Est. Cost $58.45 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	464,371 (-54.4%)	$40,218 (-46.9%)	22.9%	$76.58	—	TOTAL BND MRKT	921937835
VFVA	VANGUARD WELLINGTON FD	182,000 (-10.6%)	$22,075 (-15.0%)	12.6%	$103.34	—	US VALUE FACTR	921935805
BNDX	VANGUARD CHARLOTTE FDS	408,330 (-19.9%)	$27,005 (+7.2%)	15.4%	$49.45	—	TOTAL INT BD ETF	92203J407
VXUS	VANGUARD STAR FDS	381,848 (-23.5%)	$37,033 (+1.1%)	21.1%	$58.45	—	VG TL INTL STK F	921909768