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 Est. Cost $74.91 Unrealized —

VXUS VANGUARD STAR FDS 14.6%

Value $31.81M Shares 412,590 Est. Cost $59.84 Unrealized —

VTI VANGUARD INDEX FDS 13.1%

Value $28.65M Shares 89,306 Est. Cost $203.08 Unrealized —

BNDX VANGUARD CHARLOTTE FDS 12.3%

Value $26.83M Shares 558,338 Est. Cost $49.07 Unrealized —

VFVA VANGUARD WELLINGTON FD 12.2%

Value $26.72M Shares 198,475 Est. Cost $105.94 Unrealized —

VB VANGUARD INDEX FDS 10.2%

Value $22.34M Shares 85,257 Est. Cost $131.53 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value $757K Shares 2,045 Est. Cost $434.61 Unrealized 0.0%

Value $725K Shares 15,416 Est. Cost $32.74 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $554K Shares 1,156 Est. Cost $493.47 Unrealized 0.0%

AAPL APPLE INC 0.2%

Value $352K Shares 1,387 Est. Cost $262.82 Unrealized 0.0%

SLV ISHARES SILVER TR 0.1%

Value $274K Shares 4,020 Est. Cost $68.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BND	VANGUARD BD INDEX FDS	1,079,257	$79.48M	36.4%	$74.91	—	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	412,590	$31.81M	14.6%	$59.84	—	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	89,306	$28.65M	13.1%	$203.08	—	TOTAL STK MKT	922908769
BNDX	VANGUARD CHARLOTTE FDS	558,338	$26.83M	12.3%	$49.07	—	TOTAL INT BD ETF	92203J407
VFVA	VANGUARD WELLINGTON FD	198,475	$26.72M	12.2%	$105.94	—	US VALUE FACTR	921935805
VB	VANGUARD INDEX FDS	85,257	$22.34M	10.2%	$131.53	—	SMALL CP ETF	922908751
MSFT	MICROSOFT CORP	2,045	$757K	0.3%	$434.61	0.0%	COM	594918104
BP	BP PLC	15,416	$725K	0.3%	$32.74	—	SPONSORED ADR	055622104
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,156	$554K	0.3%	$493.47	0.0%	CL B NEW	084670702
AAPL	APPLE INC	1,387	$352K	0.2%	$262.82	0.0%	COM	037833100
SLV	ISHARES SILVER TR	4,020	$274K	0.1%	$68.14	—	ISHARES	46428Q109