BURRUS FINANCIAL SERVICES, INC. Concentrated Active

Location: Salt Lake City, UT

CIK: 0001573947 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Jul 20, 2026

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

Holdings (11)

BND VANGUARD BD INDEX FDS 34.6%

Value $79.68M Shares 1,085,432 Share Price $73.41 Est. Cost/Share $75.73 Unrealized @ Report Date -3.1%

VXUS VANGUARD STAR FDS 15.1%

Value $34.67M Shares 405,599 Share Price $85.49 Est. Cost/Share $57.07 Unrealized @ Report Date +49.8%

VTI VANGUARD INDEX FDS 14.0%

Value $32.33M Shares 87,378 Share Price $370.01 Est. Cost/Share $251.95 Unrealized @ Report Date +46.9%

VFVA VANGUARD WELLINGTON FD 12.6%

Value $28.94M Shares 195,002 Share Price $148.43 Est. Cost/Share $105.46 Unrealized @ Report Date +40.7%

BNDX VANGUARD CHARLOTTE FDS 11.8%

Value $27.12M Shares 559,901 Share Price $48.43 Est. Cost/Share $48.71 Unrealized @ Report Date -0.6%

VB VANGUARD INDEX FDS 11.0%

Value $25.26M Shares 83,316 Share Price $303.18 Est. Cost/Share $247.60 Unrealized @ Report Date +22.4%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.3%

Value $762K Shares 1,523 Share Price $500.43 Est. Cost/Share $488.35 Unrealized @ Report Date +2.5%

MSFT MICROSOFT CORP 0.3%

Value $625K Shares 1,676 Share Price $373.05 Est. Cost/Share $417.92 Unrealized @ Report Date -10.7%

Value $438K Shares 11,867 Share Price $36.95 Est. Cost/Share $31.56 Unrealized @ Report Date +17.1%

AAPL APPLE INC 0.1%

Value $300K Shares 1,037 Share Price $289.45 Est. Cost/Share $260.16 Unrealized @ Report Date +11.2%

SLV ISHARES SILVER TR 0.1%

Value $215K Shares 4,020 Share Price $53.47 Est. Cost/Share $75.98 Unrealized @ Report Date -29.6%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
BND	VANGUARD BD INDEX FDS	1,085,432	$79.68M	34.6%	$73.41	$75.73	-3.1%	TOTAL BND MRKT	921937835
VXUS	VANGUARD STAR FDS	405,599	$34.67M	15.1%	$85.49	$57.07	+49.8%	VG TL INTL STK F	921909768
VTI	VANGUARD INDEX FDS	87,378	$32.33M	14.0%	$370.01	$251.95	+46.9%	TOTAL STK MKT	922908769
VFVA	VANGUARD WELLINGTON FD	195,002	$28.94M	12.6%	$148.43	$105.46	+40.7%	US VALUE FACTR	921935805
BNDX	VANGUARD CHARLOTTE FDS	559,901	$27.12M	11.8%	$48.43	$48.71	-0.6%	TOTAL INT BD ETF	92203J407
VB	VANGUARD INDEX FDS	83,316	$25.26M	11.0%	$303.18	$247.60	+22.4%	SMALL CP ETF	922908751
BRK/B	BERKSHIRE HATHAWAY INC DEL	1,523	$762K	0.3%	$500.43	$488.35	+2.5%	CL B NEW	084670702
MSFT	MICROSOFT CORP	1,676	$625K	0.3%	$373.05	$417.92	-10.7%	COM	594918104
BP	BP PLC	11,867	$438K	0.2%	$36.95	$31.56	+17.1%	SPONSORED ADR	055622104
AAPL	APPLE INC	1,037	$300K	0.1%	$289.45	$260.16	+11.2%	COM	037833100
SLV	ISHARES SILVER TR	4,020	$215K	0.1%	$53.47	$75.98	-29.6%	ISHARES	46428Q109