Burrus Financial Services, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed September 24, 2025), Burrus Financial Services, Inc. reported 9 stock positions worth $196.0 million. Its top holding was Vanguard Total Bond Market (BND) at 33.7% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 25.0%) and Vanguard Total Intl Stock (VXUS, 15.8%). Compared with Q1 2024, it sold out of 1, added to 7 and reduced 1. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +1%) and the biggest sale an exit from Occidental Petroleum (OXY).
- Most Recent 13F
- Q2 2026
- Location
- SALT LAKE CITY, UT
- CIK
- 0001573947
- Portfolio Value
- $196.0M (Q2 2024)
- SEC Filing
- 0001085146-25-005765 ↗ filed Sep 24, 2025
Holdings Value
Holdings 9 stocks · $196.0M
| BND Vanguard Total Bond Market | 33.71% | 916,999 | $66.1M | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 24.96% | 182,898 | $48.9M | Add +0.8% |
| VXUS Vanguard Total Intl Stock | 15.81% | 513,877 | $31.0M | Add +1.6% |
| VFVA Vanguard U.S. Value Factor | 13.25% | 229,686 | $26.0M | Add +0.8% |
| BNDX Vanguard Total Intl Bond ETF | 11.16% | 449,281 | $21.9M | Add +0.7% |
| MSFT Microsoft Corp. | 0.46% | 2,019 | $902K | Add +0.1% |
| BP BP PLC-Spons ADR | 0.29% | 15,675 | $566K | Reduce -1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 1,010 | $411K | No change |
| AAPL Apple Inc. | 0.15% | 1,376 | $290K | Add +0.1% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| VTI VG Morningstar TS MKT ETF-US | Add +0.8% | 24.96% | +0.81 |
| VXUS Vanguard Total Intl Stock | Add +1.6% | 15.81% | +0.18 |
| AAPL Apple Inc. | Add +0.1% | 0.15% | +0.03 |
| MSFT Microsoft Corp. | Add +0.1% | 0.46% | +0.03 |
| BNDX Vanguard Total Intl Bond ETF | Add +0.7% | 11.16% | −0.08 |
| BND Vanguard Total Bond Market | Add +0.8% | 33.71% | −0.15 |
| VFVA Vanguard U.S. Value Factor | Add +0.8% | 13.25% | −0.68 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $230.3M | BND, VXUS, VTI, VFVA, BNDX |
| Q1 2026 | 11 | $218.5M | BND, VXUS, VTI, BNDX, VFVA |
| Q4 2025 | 12 | $175.9M | BND, VXUS, BNDX, VB, VTI |
| Q3 2025 | 10 | $218.0M | BND, VXUS, VTI, VFVA, BNDX |
| Q2 2025 | 10 | $209.0M | BND, VXUS, VTI, BNDX, VFVA |
| Q1 2025 | 10 | $196.7M | BND, VXUS, VTI, BNDX, VFVA |
| Q4 2024 | 10 | $194.6M | BND, VXUS, VTI, BNDX, VFVA |
| Q3 2024 | 10 | $201.8M | BND, VXUS, VTI, BNDX, VFVA |
| Q2 2024 | 9 | $196.0M | BND, VTI, VXUS, VFVA, BNDX |
| Q1 2024 | 10 | $195.2M | BND, VTI, VXUS, VFVA, BNDX |