Burrus Financial Services

Burrus Financial Services as of June 30, 2026

Portfolio Holdings for Burrus Financial Services

Burrus Financial Services holds 11 positions in its portfolio as reported in the June 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) 34.6 $80M 1.1M 73.41
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 15.1 $35M 406k 85.49
Vanguard Index Fds Total Stk Mkt (VTI) 14.0 $32M 87k 370.01
Vanguard Wellington Us Value Factr (VFVA) 12.6 $29M 195k 148.43
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 11.8 $27M 560k 48.43
Vanguard Index Fds Small Cp Etf (VB) 11.0 $25M 83k 303.18
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $762k 1.5k 500.43
Microsoft Corporation (MSFT) 0.3 $625k 1.7k 373.05
BP Sponsored Adr (BP) 0.2 $439k 12k 36.95
Apple (AAPL) 0.1 $300k 1.0k 289.45
Ishares Silver Tr Ishares (SLV) 0.1 $215k 4.0k 53.47