Portfolio (Quarterly)
Guide ↗
BURRUS FINANCIAL SERVICES, INC.
· CIK 0001573947| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | — | 1,085,432.0 | $79.7M | 34.59% | +621K | +133.7% | $73.41 | -2.0% |
| 2 | VXUS | VANGUARD STAR FDS | — | 405,599.0 | $34.7M | 15.05% | +24K | +6.2% | $85.49 | +3.4% |
| 3 | VTI | VANGUARD INDEX FDS | — | 87,378.0 | $32.3M | 14.04% | -43K | -33.2% | $370.01 | +2.6% |
| 4 | VFVA | VANGUARD WELLINGTON FD | — | 195,002.0 | $28.9M | 12.56% | +13K | +7.1% | $148.43 | +10.0% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | — | 559,901.0 | $27.1M | 11.77% | +152K | +37.1% | $48.43 | -2.0% |
| 6 | VB | VANGUARD INDEX FDS | — | 83,316.0 | $25.3M | 10.97% | -204K | -71.0% | $303.18 | -1.0% |
| 7 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,523.0 | $762K | 0.33% | NEW | — | $500.43 | — |
| 8 | MSFT | MICROSOFT CORP | Technology | 1,676.0 | $625K | 0.27% | NEW | — | $373.05 | +34.0% |
| 9 | BP | BP PLC | Energy | 11,867.0 | $438K | 0.19% | -7K | -36.8% | $36.95 | +18.6% |
| 10 | AAPL | APPLE INC | Technology | 1,037.0 | $300K | 0.13% | NEW | — | $289.45 | +10.5% |
| 11 | SLV | ISHARES SILVER TR | Financial Services | 4,020.0 | $215K | 0.09% | NEW | — | $53.47 | +11.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
58.6%
Energy
27.8%
Financial Services
13.6%