BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 23, 2026

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

Holdings (11)

BND VANGUARD BD INDEX FDS 36.4%

Value $79.48M Shares 1,079,257 Share Price $73.64 Est. Cost/Share $75.73 Unrealized @ Report Date -2.8%

VXUS VANGUARD STAR FDS 14.6%

Value $31.81M Shares 412,590 Share Price $77.11 Est. Cost/Share $57.07 Unrealized @ Report Date +35.1%

VTI VANGUARD INDEX FDS 13.1%

Value $28.65M Shares 89,306 Share Price $320.82 Est. Cost/Share $251.95 Unrealized @ Report Date +27.3%

BNDX VANGUARD CHARLOTTE FDS 12.3%

Value $26.83M Shares 558,338 Share Price $48.05 Est. Cost/Share $48.71 Unrealized @ Report Date -1.4%

VFVA VANGUARD WELLINGTON FD 12.2%

Value $26.72M Shares 198,475 Share Price $134.61 Est. Cost/Share $105.46 Unrealized @ Report Date +27.6%

VB VANGUARD INDEX FDS 10.2%

Value $22.34M Shares 85,257 Share Price $261.98 Est. Cost/Share $247.60 Unrealized @ Report Date +5.8%

MSFT MICROSOFT CORP 0.3%

Value $757K Shares 2,045 Share Price $370.23 Est. Cost/Share $417.92 Unrealized @ Report Date -11.4%

Value $725K Shares 15,416 Share Price $47.00 Est. Cost/Share $31.56 Unrealized @ Report Date +48.9%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $554K Shares 1,156 Share Price $479.33 Est. Cost/Share $490.77 Unrealized @ Report Date -2.4%

AAPL APPLE INC 0.2%

Value $352K Shares 1,387 Share Price $253.67 Est. Cost/Share $260.16 Unrealized @ Report Date -2.4%

SLV ISHARES SILVER TR 0.1%

Value $274K Shares 4,020 Share Price $68.14 Est. Cost/Share $75.98 Unrealized @ Report Date -10.3%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BND	VANGUARD BD INDEX FDS	1,079,257	$79.48M	36.4%	$73.64	$75.73	-2.8%	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	412,590	$31.81M	14.6%	$77.11	$57.07	+35.1%	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	89,306	$28.65M	13.1%	$320.82	$251.95	+27.3%	TOTAL STK MKT	922908769
BNDX	VANGUARD CHARLOTTE FDS	558,338	$26.83M	12.3%	$48.05	$48.71	-1.4%	TOTAL INT BD ETF	92203J407
VFVA	VANGUARD WELLINGTON FD	198,475	$26.72M	12.2%	$134.61	$105.46	+27.6%	US VALUE FACTR	921935805
VB	VANGUARD INDEX FDS	85,257	$22.34M	10.2%	$261.98	$247.60	+5.8%	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,045	$757K	0.3%	$370.23	$417.92	-11.4%	COM	594918104
BP	BP PLC	15,416	$725K	0.3%	$47.00	$31.56	+48.9%	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,156	$554K	0.3%	$479.33	$490.77	-2.4%	CL B NEW	084670702
AAPL	APPLE INC	1,387	$352K	0.2%	$253.67	$260.16	-2.4%	COM	037833100
SLV	ISHARES SILVER TR	4,020	$274K	0.1%	$68.14	$75.98	-10.3%	ISHARES	46428Q109