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CIK: 0001573947
Total reported value
$230.3M
$230.3M
10 檔
83.7%
During the Q1 2024 filing period, Burrus Financial Services, Inc. (CIK: 0001573947) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $230.3M across 10 reported positions.
In Q1 2024, Burrus Financial Services, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 5 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 33.86% | -1.79% | +3.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.15% | +0.93% | -6.06% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.63% | +0.49% | +0.60% | |
| 4 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 13.93% | +0.34% | -4.80% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.24% | -0.51% | +4.84% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.08% | +0.05% | |
| 7 | BP | Bp Plc-spons Adr | Stock-Energy | 0.31% | -0.14% | -0.19% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.22% | +0.08% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.12% | -0.03% | +0.22% | |
| 10 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.2% | +0.60% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +4.84% | Add |
| 3 | MSFT | Microsoft CORP | 0% | +0.05% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 5 | BP | Bp Plc-spons Adr | 0% | -0.19% | Trim |
| 6 | AAPL | Apple Inc | 0% | +0.22% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | 0% | -6.06% | Trim |
| 8 | BND | Vanguard Total Bond Market | -0.2% | +3.76% | Add |
| 9 | VFVA | Vanguard U.s. Value Factor | -0.3% | -4.80% | Trim |
| 10 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Burrus Financial Services, Inc. reported a total U.S. public equity portfolio value of $230.3M across 10 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VTI, VXUS) accounted for 83.7% of total reported equity market value during Q1 2024.
Top New Position Initiated
OXY
市值: $215.1K
Top Position Liquidated / Trimmed
VTI
前期市值: $45.8M
During Q1 2024, Burrus Financial Services, Inc.'s top holdings by market value included BND (33.9%)、VTI (24.1%)、VXUS (15.6%). The largest single position, BND, represented 33.9% of total portfolio value.
In Q1 2024, Burrus Financial Services, Inc. made 9 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 3 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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