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CIK: 0001573947
Total reported value
$230.3M
$230.3M
10 檔
78.1%
The Q3 2024 SEC filing reveals that Burrus Financial Services, Inc. held a total portfolio value of $230.3M, covering 10 public equity positions.
In Q3 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 | 36.61% | -1.79% | +7.28% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 14.92% | +0.49% | -9.49% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.14% | +0.93% | -48.79% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 12.37% | -0.51% | +10.48% | |
| 5 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 12.08% | +0.34% | -11.96% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 9.81% | +0.75% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.08% | +0.15% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.08% | +12.48% | |
| 9 | BP | Bp Plc-spons Adr | Stock-Energy | 0.24% | -0.14% | -1.62% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.16% | -0.03% | +0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +2.9% | +7.28% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +1.2% | +10.48% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +12.48% | Add |
| 4 | AAPL | Apple Inc | 0% | +0.15% | Add |
| 5 | MSFT | Microsoft CORP | 0% | +0.15% | Add |
| 6 | BP | Bp Plc-spons Adr | -0.1% | -1.62% | Trim |
| 7 | VXUS | Vanguard Total Intl Stock | -0.9% | -9.49% | Trim |
| 8 | VFVA | Vanguard U.s. Value Factor | -1.2% | -11.96% | Trim |
| 9 | VTI | Vanguard Total Stock Mkt ETF | -11.8% | -48.79% | Trim |
| 10 | VB | Vanguard Small-cap ETF | — | 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 Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VXUS, VTI) accounted for 78.1% of total reported equity market value during Q3 2024.
Top New Position Initiated
VB
市值: $19.8M
Top Position Liquidated / Trimmed
VTI
前期市值: $48.9M
During Q3 2024, Burrus Financial Services, Inc.'s top holdings by market value included BND (36.6%)、VXUS (14.9%)、VTI (13.1%). The largest single position, BND, represented 36.6% of total portfolio value.
In Q3 2024, Burrus Financial Services, Inc. made 10 total portfolio adjustments, initiating 1 new buys, adding to 5 positions, trimming 4 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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