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CIK: 0001573947
Total reported value
$230.3M
$230.3M
10 檔
84.0%
As reported in its official Q3 2025 Form 13F filing, Burrus Financial Services, Inc.'s tracked investment portfolio stood at $230.3M with 10 total positions.
In Q3 2025, 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 | 34.78% | -1.79% | +0.36% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 16.81% | +0.49% | -0.80% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.75% | +0.93% | -1.01% | |
| 4 | VFVA | Vanguard U.s. Value Factor | ETF-Other | 11.91% | +0.34% | +0.68% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 11.56% | -0.51% | +0.32% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 10.02% | +0.75% | +1.77% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.48% | -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 | 0.25% | -0.14% | +3.05% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.16% | -0.03% | +0.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VFVA | Vanguard U.s. Value Factor | +0.5% | +0.68% | Add |
| 2 | VB | Vanguard Small-cap ETF | +0.4% | +1.77% | Add |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | -1.01% | Trim |
| 4 | VXUS | Vanguard Total Intl Stock | +0.2% | -0.80% | Trim |
| 5 | BP | Bp Plc-spons Adr | 0% | +3.05% | Add |
| 6 | AAPL | Apple Inc | 0% | +0.07% | Add |
| 7 | MSFT | Microsoft CORP | — | +0.20% | Add |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 9 | BNDX | Vanguard Total Intl Bond ETF | -0.5% | +0.32% | Add |
| 10 | BND | Vanguard Total Bond Market | -1% | +0.36% | 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 Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including BND, VXUS, VTI) accounted for 84.0% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
VXUS
前期市值: $34.7M
During Q3 2025, Burrus Financial Services, Inc.'s top holdings by market value included BND (34.8%)、VXUS (16.8%)、VTI (13.8%). The largest single position, BND, represented 34.8% of total portfolio value.
In Q3 2025, Burrus Financial Services, Inc. made 9 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 2 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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