BURRUS FINANCIAL SERVICES, INC.
CIK 0001573947 · SALT LAKE CITY, UT · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$230.3M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
BND
VANGUARD BD INDEX FDS
34.6%
VXUS
VANGUARD STAR FDS
15.1%
VTI
VANGUARD INDEX FDS
14.0%
VFVA
VANGUARD WELLINGTON FD
12.6%
BNDX
VANGUARD CHARLOTTE FDS
11.8%
VB
VANGUARD INDEX FDS
11.0%
BRK-B
BERKSHIRE HATHAWAY INC DEL
0.3%
MSFT
MICROSOFT CORP
0.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.