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 $230.3M across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BND ($79.7M, 34.59%), VXUS ($34.7M, 15.05%), VTI ($32.3M, 14.04%), VFVA ($28.9M, 12.57%), BNDX ($27.1M, 11.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | $79.7M | 34.59% | 1.1M | Added |
| 2 | VXUS | VANGUARD STAR FDS | $34.7M | 15.05% | 405,599 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $32.3M | 14.04% | 87,378 | Trimmed |
| 4 | VFVA | VANGUARD WELLINGTON FD | $28.9M | 12.57% | 195,002 | Trimmed |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | $27.1M | 11.77% | 559,901 | Added |
| 6 | VB | VANGUARD INDEX FDS | $25.3M | 10.97% | 83,316 | Trimmed |
| 7 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $762,154 | 0.33% | 1,523 | Added |
| 8 | MSFT | MICROSOFT CORP | $625,224 | 0.27% | 1,676 | Trimmed |
| 9 | BP | BP PLC | $438,453 | 0.19% | 11,867 | Trimmed |
| 10 | AAPL | APPLE INC | $300,159 | 0.13% | 1,037 | Trimmed |
| 11 | SLV | ISHARES SILVER TR | $214,949 | 0.09% | 4,020 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30