Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BURRUS FINANCIAL SERVICES, INC. (CIK 1573947) reported $218.5M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BND ($79.5M, 36.38%), VXUS ($31.8M, 14.56%), VTI ($28.7M, 13.11%), BNDX ($26.8M, 12.28%), VFVA ($26.7M, 12.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $79.5M | 36.38% | 1.1M | Added |
| 2 | VXUS | VANGUARD STAR FDS | $31.8M | 14.56% | 412,590 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $28.7M | 13.11% | 89,306 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $26.8M | 12.28% | 558,338 | Added |
| 5 | VFVA | VANGUARD WELLINGTON FD | $26.7M | 12.23% | 198,475 | Added |
| 6 | VB | VANGUARD INDEX FDS | $22.3M | 10.22% | 85,257 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $757,130 | 0.35% | 2,045 | New |
| 8 | BP | BP PLC | $724,564 | 0.33% | 15,416 | Trimmed |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $554,100 | 0.25% | 1,156 | New |
| 10 | AAPL | APPLE INC | $351,847 | 0.16% | 1,387 | New |
| 11 | SLV | ISHARES SILVER TR | $273,924 | 0.13% | 4,020 | New |
| 12 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | Exited |
| 13 | MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | Exited |
| 14 | NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | Exited |
| 15 | VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | Exited |
| 16 | VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31