13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001573947
Total reported value
$230.3M
$230.3M
10 檔
75.0%
As reported in its official Q4 2024 Form 13F filing, Burrus Financial Services, Inc.'s tracked investment portfolio stood at $230.3M with 10 total positions.
During Q4 2024, Burrus Financial Services, Inc. performed routine portfolio adjustments (0 new buys, 5 additions, 4 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | ETF-Other | 36.19% | -1.79% | -0.44% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 14.10% | +0.49% | +0.10% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.74% | +0.93% | -1.46% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 12.58% | -0.51% | +0.53% | |
| 5 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 12.11% | +0.34% | -1.57% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 10.17% | +0.75% | -1.27% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.08% | +0.20% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | +0.08% | — | |
| 9 | BP | Bp Plc-spons Adr | Stock-Energy | 0.24% | -0.14% | +1.63% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.18% | -0.03% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | -1.46% | Trim |
| 2 | VB | Vanguard Small-cap ETF | +0.4% | -1.27% | Trim |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +0.53% | Add |
| 4 | VFVA | Vanguard U.s. Value Factor | 0% | -1.57% | Trim |
| 5 | AAPL | Apple Inc | 0% | +0.07% | Add |
| 6 | MSFT | Microsoft CORP | 0% | +0.20% | Add |
| 7 | BP | Bp Plc-spons Adr | — | +1.63% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 9 | BND | Vanguard Total Bond Market | -0.4% | -0.44% | Trim |
| 10 | VXUS | Vanguard Total Intl Stock | -0.8% | +0.10% | Add |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BND, VXUS, VTI) accounted for 75.0% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
BND
前期市值: $73.9M
During Q4 2024, Burrus Financial Services, Inc.'s top holdings by market value included BND (36.2%)、VXUS (14.1%)、VTI (13.7%). The largest single position, BND, represented 36.2% of total portfolio value.
In Q4 2024, Burrus Financial Services, Inc. made 9 total portfolio adjustments, initiating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.