Institutional
BURRUS FINANCIAL SERVICES, INC.
CIK 0001573947
$230.3M
Reported AUM
11
Positions
Q2 2026
Period
2026-07-20
Filed
Editorial summary
Summary for BURRUS FINANCIAL SERVICES, INC. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $72.40 | 0.03% | 2.03% | -1.65% | $79.7M | 34.59% | — | HELD |
| 2 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | 24.24% | 46.24% | $34.7M | 15.05% | — | HELD |
| 3 | VTI | VANGUARD INDEX FDS | $366.33 | 1.64% | 19.26% | 65.80% | $32.3M | 14.04% | — | HELD |
| 4 | VFVA | VANGUARD WELLINGTON FD | $157.28 | -0.89% | 37.94% | 75.23% | $28.9M | 12.57% | — | HELD |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $47.88 | 0.15% | 1.05% | 0.31% | $27.1M | 11.77% | — | HELD |
| 6 | VB | VANGUARD INDEX FDS | $295.82 | 0.96% | 25.00% | 39.48% | $25.3M | 10.97% | — | HELD |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $762K | 0.33% | — | HELD |
| 8 | MSFT | MICROSOFT CORP | $451.14 | 15.52% | -13.24% | 55.41% | $625K | 0.27% | — | HELD |
| 9 | BP | BP PLC | $44.22 | 2.08% | 43.80% | 124.47% | $438K | 0.19% | — | HELD |
| 10 | AAPL | APPLE INC | $333.60 | -1.36% | 67.77% | 128.17% | $300K | 0.13% | — | HELD |
| 11 | SLV | ISHARES SILVER TR | $53.50 | 3.34% | 54.12% | 133.83% | $215K | 0.09% | — | HELD |
Source: SEC EDGAR · accession 0001573947-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.