Burrus Financial Services
SALT LAKE CITY, UTfiles as BURRUS FINANCIAL SERVICES, INC.
$230m in 11 US stocks at the end of 30 June 2026. The top 10 are 99.9% of the money. It changed about 2.6% of the portfolio this quarter.
Value
$230m
Stocks
11
Top 10 share
99.9%
Turnover
2.6%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Berkshire HathawayBRK-B0.3% of the fund+32%
Cut
Sold some of their stake.
- Vanguard Index FDSVTI14.0% of the fund-2%
- Vanguard Index FDSVB11.0% of the fund-2%
- MicrosoftMSFT0.3% of the fund-18%
- BPBP0.2% of the fund-23%
- AppleAAPL0.1% of the fund-25%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Vanguard BD Index FDSBND
- Share
- 34.6%
- Value
- $80m
- Shares
- 1,085,432
Held
- Vanguard Star FDSVXUS
- Share
- 15.1%
- Value
- $35m
- Shares
- 405,599
Held
- Vanguard Index FDSVTI
- Share
- 14.0%
- Value
- $32m
- Shares
- 87,378
-2%
- Vanguard Wellington FDVFVA
- Share
- 12.6%
- Value
- $29m
- Shares
- 195,002
Held
- Vanguard Charlotte FDSBNDX
- Share
- 11.8%
- Value
- $27m
- Shares
- 559,901
Held
- Vanguard Index FDSVB
- Share
- 11.0%
- Value
- $25m
- Shares
- 83,316
-2%
- Ishares Silver TRSLV
- Share
- <0.1%
- Value
- $214,949
- Shares
- 4,020
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard BD Index FDSBND | 34.6% | $80m | 1,085,432 | Held |
| Vanguard Star FDSVXUS | 15.1% | $35m | 405,599 | Held |
| Vanguard Index FDSVTI | 14.0% | $32m | 87,378 | -2% |
| Vanguard Wellington FDVFVA | 12.6% | $29m | 195,002 | Held |
| Vanguard Charlotte FDSBNDX | 11.8% | $27m | 559,901 | Held |
| Vanguard Index FDSVB | 11.0% | $25m | 83,316 | -2% |
| Berkshire HathawayBRK-B | 0.3% | $762,154 | 1,523 | +32% |
| MicrosoftMSFT | 0.3% | $625,224 | 1,676 | -18% |
| BPBP | 0.2% | $438,453 | 11,867 | -23% |
| AppleAAPL | 0.1% | $300,159 | 1,037 | -25% |
| Ishares Silver TRSLV | <0.1% | $214,949 | 4,020 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.2% since 30 June 2025.
Where the money is
Technology0.4%
Financial services0.3%
Energy0.2%
Other99.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.