Data as of Q4 2025 (Dec 31, 2025)

BURRUS FINANCIAL SERVICES, INC.

•CIK: 1573947•Filing: Q4 2025

**BURRUS FINANCIAL SERVICES, INC.** manages $176M across a diversified portfolio of 12 holdings. The strategy exhibits a significant fixed-income tilt, with BND ($40.2M), VXUS ($37.0M), and BNDX ($27.0M) anchoring the top three positions. Further diversification is evident through core equity allocations, including VB ($24.8M) and VTI ($22.2M). The portfolio maintains exposure across global and domestic fixed income and equities.

Total AUM
$175.9M
QoQ Performance
-19.3%
Positions
10
Top 10 Concentration
99.8%
Latest Filing
Q4 2025

Top Holdings Allocation

BND
VXUS
BNDX
VB
VTI
VFVA
BND22.9%
VXUS21.1%
BNDX15.4%
VB14.1%
VTI12.6%
VFVA12.6%
BP0.5%
VOO0.3%

📈 Biggest Buys

VB
VANGUARD INDEX FDS
+234.6%
14.1% of portfolio
VTI
VANGUARD INDEX FDS
+43.1%
12.6% of portfolio
VOO
VANGUARD INDEX FDS
NEW
0.3% of portfolio
VGSH
VANGUARD SCOTTSDALE FDS
NEW
0.2% of portfolio
NVDA
NVIDIA CORPORATION
NEW
0.2% of portfolio

📉 Biggest Sells

BND
VANGUARD BD INDEX FDS
-54.4%
22.9% of portfolio
VXUS
VANGUARD STAR FDS
-23.5%
21.1% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
-19.9%
15.4% of portfolio
VFVA
VANGUARD WELLINGTON FD
-10.6%
12.6% of portfolio

Sector Breakdown

Other99.6%
ETF0.3%
Technology0.2%

🚪 Exited Positionssold since Q3 2025

MSFT
MICROSOFT CORP
SOLD
$1.1M
BRK/B
BERKSHIRE HATHAWAY INC DEL
SOLD
$571.3K
AAPL
APPLE INC
SOLD
$352.4K

Changes from Q3 2025

NEW5 new positions
↑3 increased
↓4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025

📌 Top Holdings

BND22.9%
VANGUARD BD INDEX FDS
$40.2M
VXUS21.1%
VANGUARD STAR FDS
$37.0M
BNDX15.4%
VANGUARD CHARLOTTE FDS
$27.0M
VB14.1%
VANGUARD INDEX FDS
$24.8M
VTI12.6%
VANGUARD INDEX FDS
$22.2M

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