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 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,523.0 | $762K | 0.33% | NEW | — | $500.43 | — |
| 2 | MSFT | MICROSOFT CORP | Technology | 1,676.0 | $625K | 0.27% | NEW | — | $373.05 | +34.0% |
| 3 | AAPL | APPLE INC | Technology | 1,037.0 | $300K | 0.13% | NEW | — | $289.45 | +10.5% |
| 4 | 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%