BURRUS FINANCIAL SERVICES, INC.
CIK 1573947 · Holdings on Jun 30, 2026 · First reported Jul 20, 2026
Top ten holdings
Q2 2026- BND34.59%
- VXUS15.05%
- VTI14.04%
- VFVA12.57%
- BNDX11.77%
- VB10.97%
- BRK.B0.33%
- MSFT0.27%
- BP0.19%
- AAPL0.13%
Share classes counted separately99.91%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BNDWeight decreased · -1.79 pp36.38% → 34.59%Shares +6.17K (+0.57%)
- VTIWeight increased · +0.93 pp13.11% → 14.04%Shares -1.93K (-2.16%)
- VBWeight increased · +0.75 pp10.22% → 10.97%Shares -1.94K (-2.28%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $79.68M | 34.59% | 1.09M shares | 36.38% → 34.59%-1.79 pp +6.17K (+0.57%) | Added | ▾ |
| 02 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $34.67M | 15.05% | 405.60K shares | 14.56% → 15.05%+0.49 pp -6.99K (-1.69%) | Reduced | ▾ |
| 03 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $32.33M | 14.04% | 87.38K shares | 13.11% → 14.04%+0.93 pp -1.93K (-2.16%) | Reduced | ▾ |
| 04 | VFVAVANGUARD U.S. VALUE FACTORUS VALUE FACTR View history and evidence | $28.94M | 12.57% | 195.00K shares | 12.23% → 12.57%+0.34 pp -3.47K (-1.75%) | Reduced | ▾ |
| 05 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $27.12M | 11.77% | 559.90K shares | 12.28% → 11.77%-0.51 pp +1.56K (+0.28%) | Added | ▾ |
| 06 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $25.26M | 10.97% | 83.32K shares | 10.22% → 10.97%+0.75 pp -1.94K (-2.28%) | Reduced | ▾ |
| 07 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $762.15K | 0.33% | 1.52K shares | 0.25% → 0.33%+0.08 pp +367 (+31.75%) | Added | ▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $625.22K | 0.27% | 1.68K shares | 0.35% → 0.27%-0.08 pp -369 (-18.04%) | Reduced | ▾ |
| 09 | BPBP PLC-SPONS ADRSPONSORED ADR View history and evidence | $438.45K | 0.19% | 11.87K shares | 0.33% → 0.19%-0.14 pp -3.55K (-23.02%) | Reduced | ▾ |
| 10 | AAPLAPPLE INC View history and evidence | $300.16K | 0.13% | 1.04K shares | 0.16% → 0.13%-0.03 pp -350 (-25.23%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1573947 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-20
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 230347498
}Take these holdings further.
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