BURRUS FINANCIAL SERVICES, INC.
11 holdingsFiling period: 2026-03-31Current AUM: $231.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 1.08M | $79.5M | $78.0M | 33.66% | +614.9K | 2026-03-31 |
| 2 | VXUS | VANGUARD STAR FDS | 412.6K | $31.8M | $34.9M | 15.07% | +30.7K | 2026-03-31 |
| 3 | VTI | VANGUARD INDEX FDS | 89.3K | $28.6M | $32.9M | 14.20% | -41,416 | 2026-03-31 |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 558.3K | $26.8M | $26.7M | 11.52% | +150.0K | 2026-03-31 |
| 5 | VFVA | VANGUARD WELLINGTON FD | 198.5K | $26.7M | $31.2M | 13.46% | +16.5K | 2026-03-31 |
| 6 | VB | VANGUARD INDEX FDS | 85.3K | $22.3M | $25.2M | 10.87% | -202,256 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 2.0K | $757K | $950K | 0.41% | -- | 2026-03-31 |
| 8 | BP | BP PLC | 15.4K | $724K | $697K | 0.30% | -3,347 | 2026-03-31 |
| 9 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.2K | $554K | $554K | 0.24% | -- | 2026-03-31 |
| 10 | AAPL | APPLE INC | 1.4K | $351K | $427K | 0.18% | -- | 2026-03-31 |
| 11 | SLV | ISHARES SILVER TR | 4.0K | $273K | $210K | 0.09% | -- | 2026-03-31 |
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