BURRUS FINANCIAL SERVICES, INC.

CIK: 0001573947SEC EDGAR →

Portfolio Value

$175.9M

Holdings

12

As of

Q4 2025

New Positions

12

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD BD INDEX FDS

464,371$40.2M
22.87%
2

VANGUARD STAR FDS

381,848$37.0M
21.06%
3

VANGUARD CHARLOTTE FDS

408,330$27.0M
15.35%
4

VANGUARD INDEX FDS

287,513$24.8M
14.12%
5

VANGUARD INDEX FDS

130,722$22.2M
12.62%
6

VANGUARD WELLINGTON FD

182,000$22.1M
12.55%
7

BP PLC

18,763$911K
0.52%
8

VANGUARD INDEX FDS

1,818$469K
0.27%
9

VANGUARD SCOTTSDALE FDS

5,720$423K
0.24%
10

NVIDIA CORPORATION

1,057$272K
0.15%

Quarterly Changes

Top Buys

BNDNEW
$40.2M
VXUSNEW
$37.0M
BNDXNEW
$27.0M
VBNEW
$24.8M
VTINEW
$22.2M

Top Sells

No sells this quarter

New Positions (12)

$40.2M · 464K shares
$37.0M · 382K shares
$27.0M · 408K shares
$24.8M · 288K shares
$22.2M · 131K shares
$22.1M · 182K shares
$911K · 19K shares
$469K · 2K shares
$423K · 6K shares
$272K · 1K shares
$226K · 5K shares
$203K · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services9$174.5M99.2%
Energy1$911K0.5%
Technology1$272K0.2%
Industrials1$203K0.1%