Burrus Financial Services as of Sept. 30, 2025
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 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 16.8 | $37M | 499k | 73.45 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 13.8 | $30M | 91k | 328.16 | |
| Vanguard Wellington Us Value Factr (VFVA) | 11.9 | $26M | 204k | 127.53 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 11.6 | $25M | 510k | 49.46 | |
| Vanguard Index Fds Small Cp Etf (VB) | 10.0 | $22M | 86k | 254.30 | |
| Microsoft Corporation (MSFT) | 0.5 | $1.1M | 2.0k | 517.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $571k | 1.1k | 502.87 | |
| BP Sponsored Adr (BP) | 0.3 | $551k | 16k | 34.46 | |
| Apple (AAPL) | 0.2 | $352k | 1.4k | 254.42 |
