Burrus Financial Services

Burrus Financial Services as of March 31, 2026

Portfolio Holdings for Burrus Financial Services

Burrus Financial Services holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 36.4 $80M 1.1M 73.64
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 14.6 $32M 413k 77.11
Vanguard Index Fds Total Stk Mkt (VTI) 13.1 $29M 89k 320.82
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 12.3 $27M 558k 48.05
Vanguard Wellington Us Value Factr (VFVA) 12.2 $27M 199k 134.61
Vanguard Index Fds Small Cp Etf (VB) 10.2 $22M 85k 261.98
Microsoft Corporation (MSFT) 0.3 $757k 2.0k 370.23
BP Sponsored Adr (BP) 0.3 $725k 15k 47.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $554k 1.2k 479.33
Apple (AAPL) 0.2 $352k 1.4k 253.67
Ishares Silver Tr Ishares (SLV) 0.1 $274k 4.0k 68.14