BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 20, 2026

Total Value: $230M (100.0% shares, 0.0% debt)

Holdings (11)

Increased Positions (1)

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $762K (+37.5%) Shares 1,523 (+31.7%) Est. Cost $495.15 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,523 (+31.7%)	$762K (+37.5%)	0.3%	$495.15	—	CL B NEW	084670702

Decreased Positions (7)

VTI VANGUARD INDEX FDS 14.0%

Value $32.33M (+12.8%) Shares 87,378 (-2.2%) Est. Cost $203.08 Unrealized —

VB VANGUARD INDEX FDS 11.0%

Value $25.26M (+13.1%) Shares 83,316 (-2.3%) Est. Cost $131.53 Unrealized —

VXUS VANGUARD STAR FDS 15.1%

Value $34.67M (+9.0%) Shares 405,599 (-1.7%) Est. Cost $59.84 Unrealized —

VFVA VANGUARD WELLINGTON FD 12.6%

Value $28.94M (+8.3%) Shares 195,002 (-1.7%) Est. Cost $105.94 Unrealized —

Value $438K (-39.5%) Shares 11,867 (-23.0%) Est. Cost $32.74 Unrealized —

MSFT MICROSOFT CORP 0.3%

Value $625K (-17.4%) Shares 1,676 (-18.0%) Est. Cost $434.61 Unrealized —

AAPL APPLE INC 0.1%

Value $300K (-14.7%) Shares 1,037 (-25.2%) Est. Cost $262.82 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VTI	VANGUARD INDEX FDS	87,378 (-2.2%)	$32.33M (+12.8%)	14.0%	$203.08	—	TOTAL STK MKT	922908769
VB	VANGUARD INDEX FDS	83,316 (-2.3%)	$25.26M (+13.1%)	11.0%	$131.53	—	SMALL CP ETF	922908751
VXUS	VANGUARD STAR FDS	405,599 (-1.7%)	$34.67M (+9.0%)	15.1%	$59.84	—	VG TL INTL STK F	921909768
VFVA	VANGUARD WELLINGTON FD	195,002 (-1.7%)	$28.94M (+8.3%)	12.6%	$105.94	—	US VALUE FACTR	921935805
BP	BP PLC	11,867 (-23.0%)	$438K (-39.5%)	0.2%	$32.74	—	SPONSORED ADR	055622104
MSFT	MICROSOFT CORP	1,676 (-18.0%)	$625K (-17.4%)	0.3%	$434.61	—	COM	594918104
AAPL	APPLE INC	1,037 (-25.2%)	$300K (-14.7%)	0.1%	$262.82	—	COM	037833100

Unchanged Positions (3)

BNDX VANGUARD CHARLOTTE FDS 11.8%

Value $27.12M Shares 559,901 Est. Cost $49.07 Unrealized —

BND VANGUARD BD INDEX FDS 34.6%

Value $79.68M Shares 1,085,432 Est. Cost $74.91 Unrealized —

SLV ISHARES SILVER TR 0.1%

Value $215K Shares 4,020 Est. Cost $68.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BNDX	VANGUARD CHARLOTTE FDS	559,901	$27.12M	11.8%	$49.07	—	TOTAL INT BD ETF	92203J407
BND	VANGUARD BD INDEX FDS	1,085,432	$79.68M	34.6%	$74.91	—	TOTAL BND MRKT	921937835
SLV	ISHARES SILVER TR	4,020	$215K	0.1%	$68.14	—	ISHARES	46428Q109