Burrus Financial Services, Inc.

Name: BURRUS FINANCIAL SERVICES, INC. 13F holdings, Q1 2025
Creator: BURRUS FINANCIAL SERVICES, INC.
Published: 2025-09-24

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed September 24, 2025), Burrus Financial Services, Inc. reported 10 stock positions worth $196.7 million. Its top holding was Vanguard Total Bond Market (BND) at 37.7% of the portfolio, followed by Vanguard Total Intl Stock (VXUS, 15.5%) and VG Morningstar TS MKT ETF-US (VTI, 12.6%). Compared with Q4 2024, it added to 5 and reduced 4. The biggest buy was Vanguard Total Bond Market (BND, shares +3%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −2%).

Most Recent 13F: Q2 2026
Location: SALT LAKE CITY, UT
CIK: 0001573947
Portfolio Value: $196.7M (Q1 2025)
SEC Filing: 0001085146-25-005768 ↗ filed Sep 24, 2025

Holdings Value

Holdings 10 stocks · $196.7M


BND Vanguard Total Bond Market	37.72%	1,010,153	$74.2M	Add +3.1%
VXUS Vanguard Total Intl Stock	15.55%	492,379	$30.6M	Add +5.8%
VTI VG Morningstar TS MKT ETF-US	12.60%	90,146	$24.8M	Reduce -2.3%
BNDX Vanguard Total Intl Bond ETF	12.45%	501,418	$24.5M	Add +0.5%
VFVA Vanguard U.S. Value Factor	11.34%	195,661	$22.3M	Reduce -1.7%
VB Vanguard Most SM-Cap ETF-Usd	9.23%	81,875	$18.2M	Reduce -0.6%
MSFT Microsoft Corp.	0.39%	2,031	$762K	Add +0.3%
BRK.B Berkshire Hathaway Inc. Class B	0.31%	1,136	$605K	No change
BP BP PLC-Spons ADR	0.26%	15,313	$517K	Reduce -2.3%
AAPL Apple Inc.	0.16%	1,380	$307K	Add +0.1%

Portfolio Sells Q4 2024 → Q1 2025


VTI VG Morningstar TS MKT ETF-US	Reduce -2.3%	12.60%	−1.15
VB Vanguard Most SM-Cap ETF-Usd	Reduce -0.6%	9.23%	−0.94
VFVA Vanguard U.S. Value Factor	Reduce -1.7%	11.34%	−0.76
BP BP PLC-Spons ADR	Reduce -2.3%	0.26%	+0.03

Portfolio Buys Q4 2024 → Q1 2025


BND Vanguard Total Bond Market	Add +3.1%	37.72%	+1.54
VXUS Vanguard Total Intl Stock	Add +5.8%	15.55%	+1.45
AAPL Apple Inc.	Add +0.1%	0.16%	−0.02
MSFT Microsoft Corp.	Add +0.3%	0.39%	−0.05
BNDX Vanguard Total Intl Bond ETF	Add +0.5%	12.45%	−0.13

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