§ 13F · FUND PROFILE
BURRUS FINANCIAL SERVICES, INC..
AUM · $230M (13F)Positions · 11Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 1.09M | $80M | 34.6% | +1% |
| 2 | VXUS | VANGUARD STAR FDS | 406K | $35M | 15.1% | −2% |
| 3 | VTI | VANGUARD INDEX FDS | 87K | $32M | 14.0% | −2% |
| 4 | VFVA | VANGUARD WELLINGTON FD | 195K | $29M | 12.6% | −2% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 560K | $27M | 11.8% | ±0% |
| 6 | VB | VANGUARD INDEX FDS | 83K | $25M | 11.0% | −2% |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 2K | $762K | 0.3% | +32% |
| 8 | MSFT | MICROSOFT CORP | 2K | $625K | 0.3% | −18% |
| 9 | BP | BP PLC | 12K | $438K | 0.2% | −23% |
| 10 | AAPL | APPLE INC | 1K | $300K | 0.1% | −25% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURRUS SIGNAL
AC read
BURRUS FINANCIAL SERVICES, INC. is a Other fund managing $230 million in assets. The fund runs a focused portfolio of just 11 positions.
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