Burrus Financial Services
Latest statistics and disclosures from Burrus Financial Services's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001573947
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Positions held by Burrus Financial Services consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Burrus Financial Services
Burrus Financial Services holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 34.8 | $76M | 1.0M | 74.37 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 16.8 | $37M | 499k | 73.45 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 13.8 | $30M | 91k | 328.16 |
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| Vanguard Wellington Us Value Factr (VFVA) | 11.9 | $26M | 204k | 127.53 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 11.6 | $25M | 510k | 49.46 |
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| Vanguard Index Fds Small Cp Etf (VB) | 10.0 | $22M | 86k | 254.30 |
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| Microsoft Corporation (MSFT) | 0.5 | $1.1M | 2.0k | 517.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $571k | 1.1k | 502.87 |
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| BP Sponsored Adr (BP) | 0.3 | $551k | 16k | 34.46 |
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| Apple (AAPL) | 0.2 | $352k | 1.4k | 254.42 |
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Past Filings by Burrus Financial Services
SEC 13F filings are viewable for Burrus Financial Services going back to 2025
- Burrus Financial Services 2025 Q3 filed Oct. 28, 2025