Burrus Financial Services, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed September 24, 2025), Burrus Financial Services, Inc. reported 10 stock positions worth $201.8 million. Its top holding was Vanguard Total Bond Market (BND) at 36.6% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 14.9%) and VG Morningstar TS MKT ETF-US (VTI, 13.1%). Compared with Q2 2024, it opened 1 new position, added to 5 and reduced 4. The biggest buy was a new position in Vanguard Most SM-Cap ETF-Usd (VB) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −49%).

Most Recent 13F
Q2 2026
Location
SALT LAKE CITY, UT
CIK
0001573947
Portfolio Value
$201.8M (Q3 2024)
SEC Filing
0001085146-25-005766 ↗ filed Sep 24, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $195.2M Q1 2024 Q2 2024: $196.0M Q2 2024 Q3 2024: $201.8M $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 · $201.8M
BND Vanguard Total Bond Market 36.61% 983,753 $73.9M Add +7.3%
VXUS Vanguard Total Intl Stock 14.92% 465,115 $30.1M Reduce -9.5%
VTI VG Morningstar TS MKT ETF-US 13.14% 93,664 $26.5M Reduce -48.8%
BNDX Vanguard Total Intl Bond ETF 12.37% 496,388 $25.0M Add +10.5%
VFVA Vanguard U.S. Value Factor 12.08% 202,210 $24.4M Reduce -12.0%
VB Vanguard Most SM-Cap ETF-Usd 9.81% 83,438 $19.8M New
MSFT Microsoft Corp. 0.43% 2,022 $870K Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,136 $523K Add +12.5%
BP BP PLC-Spons ADR 0.24% 15,421 $484K Reduce -1.6%
AAPL Apple Inc. 0.16% 1,378 $321K Add +0.1%

Portfolio Sells Q2 2024 → Q3 2024
VTI VG Morningstar TS MKT ETF-US Reduce -48.8% 13.14% −11.82
VFVA Vanguard U.S. Value Factor Reduce -12.0% 12.08% −1.18
VXUS Vanguard Total Intl Stock Reduce -9.5% 14.92% −0.89
BP BP PLC-Spons ADR Reduce -1.6% 0.24% −0.05

Portfolio Buys Q2 2024 → Q3 2024
VB Vanguard Most SM-Cap ETF-Usd New 9.81% +9.81
BND Vanguard Total Bond Market Add +7.3% 36.61% +2.90
BNDX Vanguard Total Intl Bond ETF Add +10.5% 12.37% +1.21
BRK.B Berkshire Hathaway Inc. Class B Add +12.5% 0.26% +0.05
AAPL Apple Inc. Add +0.1% 0.16% +0.01
MSFT Microsoft Corp. Add +0.1% 0.43% −0.03

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