Burrus Financial Services, Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed September 24, 2025), Burrus Financial Services, Inc. reported 10 stock positions worth $194.6 million. Its top holding was Vanguard Total Bond Market (BND) at 36.2% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 14.1%) and VG Morningstar TS MKT ETF-US (VTI, 13.7%). Compared with Q3 2024, it added to 5 and reduced 4. The biggest buy was Vanguard Total Intl Bond ETF (BNDX, shares +1%) and the biggest sale Vanguard Total Bond Market (BND, shares −0%).

Most Recent 13F
Q2 2026
Location
SALT LAKE CITY, UT
CIK
0001573947
Portfolio Value
$194.6M (Q4 2024)
SEC Filing
0001085146-25-005767 ↗ 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 Q3 2024 Q4 2024: $194.6M $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 · $194.6M
BND Vanguard Total Bond Market 36.19% 979,420 $70.4M Reduce -0.4%
VXUS Vanguard Total Intl Stock 14.10% 465,600 $27.4M Add +0.1%
VTI VG Morningstar TS MKT ETF-US 13.74% 92,295 $26.7M Reduce -1.5%
BNDX Vanguard Total Intl Bond ETF 12.58% 499,011 $24.5M Add +0.5%
VFVA Vanguard U.S. Value Factor 12.11% 199,026 $23.6M Reduce -1.6%
VB Vanguard Most SM-Cap ETF-Usd 10.17% 82,377 $19.8M Reduce -1.3%
MSFT Microsoft Corp. 0.44% 2,026 $854K Add +0.2%
BRK.B Berkshire Hathaway Inc. Class B 0.26% 1,136 $515K No change
BP BP PLC-Spons ADR 0.24% 15,673 $463K Add +1.6%
AAPL Apple Inc. 0.18% 1,379 $345K Add +0.1%

Portfolio Sells Q3 2024 → Q4 2024
BND Vanguard Total Bond Market Reduce -0.4% 36.19% −0.42
VFVA Vanguard U.S. Value Factor Reduce -1.6% 12.11% +0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.3% 10.17% +0.37
VTI VG Morningstar TS MKT ETF-US Reduce -1.5% 13.74% +0.60

Portfolio Buys Q3 2024 → Q4 2024
BNDX Vanguard Total Intl Bond ETF Add +0.5% 12.58% +0.21
AAPL Apple Inc. Add +0.1% 0.18% +0.02
MSFT Microsoft Corp. Add +0.2% 0.44% +0.01
BP BP PLC-Spons ADR Add +1.6% 0.24% −0.00
VXUS Vanguard Total Intl Stock Add +0.1% 14.10% −0.82

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