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CIK: 0001573947
Total reported value
$230.3M
$230.3M
9 檔
84.1%
As reported in its official Q2 2024 Form 13F filing, Burrus Financial Services, Inc.'s tracked investment portfolio stood at $230.3M with 9 total positions.
In Q2 2024, Burrus Financial Services, Inc. displayed an active expansion posture, initiating 0 new positions and adding to 7 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 33.71% | -1.79% | +0.75% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 24.96% | +0.93% | +0.83% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.81% | +0.49% | +1.56% | |
| 4 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 13.25% | +0.34% | +0.83% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.16% | -0.51% | +0.73% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.08% | +0.15% | |
| 7 | BP | Bp Plc-spons Adr | Stock-Energy | 0.29% | -0.14% | -1.68% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | +0.08% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.15% | -0.03% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +0.83% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +0.2% | +1.56% | Add |
| 3 | MSFT | Microsoft CORP | 0% | +0.15% | Add |
| 4 | AAPL | Apple Inc | 0% | +0.07% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 6 | BP | Bp Plc-spons Adr | 0% | -1.68% | Trim |
| 7 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +0.73% | Add |
| 8 | BND | Vanguard Total Bond Market | -0.2% | +0.75% | Add |
| 9 | VFVA | Vanguard U.s. Value Factor | -0.7% | +0.83% | Add |
| 10 | OXY | Occidental Petroleum CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Burrus Financial Services, Inc. reported a total U.S. public equity portfolio value of $230.3M across 9 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VTI, VXUS) accounted for 84.1% of total reported equity market value during Q2 2024.
Top Position Liquidated / Trimmed
OXY
前期市值: $215.1K
During Q2 2024, Burrus Financial Services, Inc.'s top holdings by market value included BND (33.7%)、VTI (25.0%)、VXUS (15.8%). The largest single position, BND, represented 33.7% of total portfolio value.
In Q2 2024, Burrus Financial Services, Inc. made 9 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 1 holdings, and fully liquidating 1 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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