account_balance
Investment manager · 13F filer · SEC CIK 1573947
Burrus Financial Services, Inc.
Reported value$222Mas of Sep 30, 2026
Positions11 0 new, 0 sold out
Top 10 weight99.9%BND alone is 36%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
This fund reports 11 stocks.
BNDVanguard Bd Index FDS
35.9%Added +5%
VXUSVanguard Star FDS
15.2%Trimmed −2%
VTIVanguard Index FDS
13.6%Trimmed −8%
BNDXVanguard Charlotte FDS
12.4%Added +4%
VFVAVanguard Wellington Fd
11.7%Trimmed −12%
VBVanguard Index FDS
10.1%Trimmed −6%
BNDVanguard Bd Index FDS
35.9%Added +5%
VXUSVanguard Star FDS
15.2%Trimmed −2%
VTIVanguard Index FDS
13.6%Trimmed −8%
BNDXVanguard Charlotte FDS
12.4%Added +4%
VFVAVanguard Wellington Fd
11.7%−12%
VBVanguard Index FDS
10.1%−6%
Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 11 as a list
BND Vanguard Bd Index FDS 35.9% Added +5%
VXUS Vanguard Star FDS 15.2% Trimmed −2%
VTI Vanguard Index FDS 13.6% Trimmed −8%
BNDX Vanguard Charlotte FDS 12.4% Added +4%
VFVA Vanguard Wellington Fd 11.7% Trimmed −12%
VB Vanguard Index FDS 10.1% Trimmed −6%
MSFT Microsoft Corp 0.4% HeldBRK-B Berkshire Hathaway Inc 0.3% HeldBP BP PLC 0.2% HeldAAPL Apple Inc. 0.2% HeldSLV iShares Silver Trust 0.1% HeldWhat changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- BND +5%
- BNDX +4%
arrow_downwardTrimmed
- VFVA −12%
- VTI −8%
- VB −6%
- VXUS −2%
remove_circleSold out
None
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