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 | VTI | VANGUARD INDEX FDS | — | 87,378.0 | $32.3M | 14.04% | -43K | -33.2% | $370.01 | +2.6% |
| 2 | VB | VANGUARD INDEX FDS | — | 83,316.0 | $25.3M | 10.97% | -204K | -71.0% | $303.18 | -1.0% |
| 3 | BP | BP PLC | Energy | 11,867.0 | $438K | 0.19% | -7K | -36.8% | $36.95 | +18.6% |
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%