Burrus Financial Services, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed September 24, 2025), Burrus Financial Services, Inc. reported 10 stock positions worth $195.2 million. Its top holding was Vanguard Total Bond Market (BND) at 33.9% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 24.2%) and Vanguard Total Intl Stock (VXUS, 15.6%). Compared with Q4 2023, it opened 1 new position, added to 5 and reduced 3. The biggest buy was Vanguard Total Intl Stock (VXUS, shares +1%) and the biggest sale Vanguard U.S. Value Factor (VFVA, shares −5%).

Most Recent 13F
Q2 2026
Location
SALT LAKE CITY, UT
CIK
0001573947
Portfolio Value
$195.2M (Q1 2024)
SEC Filing
0001085146-25-005764 ↗ filed Sep 24, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $195.2M $195.2M Q1 2024 Q2 2024: $196.0M Q2 2024 Q3 2024: $201.8M Q3 2024 Q4 2024: $194.6M Q4 2024 Q1 2025: $196.7M Q1 2025 Q2 2025: $209.0M Q2 2025 Q3 2025: $218.0M Q3 2025 Q4 2025: $175.9M Q4 2025 Q1 2026: $218.5M Q1 2026 Q2 2026: $230.3M Q2 2026

Holdings 10 stocks · $195.2M
BND Vanguard Total Bond Market 33.86% 910,189 $66.1M Add +3.8%
VTI VG Morningstar TS MKT ETF-US 24.15% 181,396 $47.1M Reduce -6.1%
VXUS Vanguard Total Intl Stock 15.63% 505,968 $30.5M Add +0.6%
VFVA Vanguard U.S. Value Factor 13.93% 227,801 $27.2M Reduce -4.8%
BNDX Vanguard Total Intl Bond ETF 11.24% 446,017 $21.9M Add +4.8%
MSFT Microsoft Corp. 0.43% 2,016 $848K Add +0.1%
BP BP PLC-Spons ADR 0.31% 15,943 $601K Reduce -0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 1,010 $425K No change
AAPL Apple Inc. 0.12% 1,375 $236K Add +0.2%
OXY Occidental Petroleum Corp. 0.11% 3,309 $215K New

Portfolio Sells Q4 2023 → Q1 2024
VFVA Vanguard U.S. Value Factor Reduce -4.8% 13.93% −0.31
VTI VG Morningstar TS MKT ETF-US Reduce -6.1% 24.15% −0.04
BP BP PLC-Spons ADR Reduce -0.2% 0.31% +0.01

Portfolio Buys Q4 2023 → Q1 2024
VXUS Vanguard Total Intl Stock Add +0.6% 15.63% +0.24
BNDX Vanguard Total Intl Bond ETF Add +4.8% 11.24% +0.15
OXY Occidental Petroleum Corp. New 0.11% +0.11
MSFT Microsoft Corp. Add +0.1% 0.43% +0.03
AAPL Apple Inc. Add +0.2% 0.12% −0.02
BND Vanguard Total Bond Market Add +3.8% 33.86% −0.20

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$230.3MBND, VXUS, VTI, VFVA, BNDX
Q1 2026 11$218.5MBND, VXUS, VTI, BNDX, VFVA
Q4 2025 12$175.9MBND, VXUS, BNDX, VB, VTI
Q3 2025 10$218.0MBND, VXUS, VTI, VFVA, BNDX
Q2 2025 10$209.0MBND, VXUS, VTI, BNDX, VFVA
Q1 2025 10$196.7MBND, VXUS, VTI, BNDX, VFVA
Q4 2024 10$194.6MBND, VXUS, VTI, BNDX, VFVA
Q3 2024 10$201.8MBND, VXUS, VTI, BNDX, VFVA
Q2 2024 9$196.0MBND, VTI, VXUS, VFVA, BNDX
Q1 2024 10$195.2MBND, VTI, VXUS, VFVA, BNDX