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CIK: 0001573947
Total reported value
$230.3M
$230.3M
10 檔
76.5%
According to the latest 13F quarterly dataset, Burrus Financial Services, Inc. managed an equity portfolio of $230.3M at the end of Q1 2025, spanning 10 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 37.72% | -1.79% | +3.14% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 15.55% | +0.49% | +5.75% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.60% | +0.93% | -2.33% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 12.45% | -0.51% | +0.48% | |
| 5 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 11.34% | +0.34% | -1.69% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 9.23% | +0.75% | -0.61% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.08% | +0.25% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.31% | +0.08% | — | |
| 9 | BP | Bp Plc-spons Adr | Stock-Energy | 0.26% | -0.14% | -2.30% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.16% | -0.03% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +1.5% | +3.14% | Add |
| 2 | VXUS | Vanguard Total Intl Stock | +1.5% | +5.75% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 4 | BP | Bp Plc-spons Adr | 0% | -2.30% | Trim |
| 5 | AAPL | Apple Inc | 0% | +0.07% | Add |
| 6 | MSFT | Microsoft CORP | -0.1% | +0.25% | Add |
| 7 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +0.48% | Add |
| 8 | VFVA | Vanguard U.s. Value Factor | -0.8% | -1.69% | Trim |
| 9 | VB | Vanguard Small-cap ETF | -0.9% | -0.61% | Trim |
| 10 | VTI | Vanguard Total Stock Mkt ETF | -1.1% | -2.33% | Trim |
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 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VXUS, VTI) accounted for 76.5% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
VTI
前期市值: $26.7M
During Q1 2025, Burrus Financial Services, Inc.'s top holdings by market value included BND (37.7%)、VXUS (15.6%)、VTI (12.6%). The largest single position, BND, represented 37.7% of total portfolio value.
In Q1 2025, 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.
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