Institutional Manager · CIK 0001573947
BURRUS FINANCIAL SERVICES, INC.
SALT LAKE CITY, UT · File #028-25780
Latest AUM
$175.9M
Positions
12
Top-10 Concentration
99.8%
Filings
16
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202512 pos · $175.9M
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $218.0M
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $196.7M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $174.3M
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $209.0M
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $201.8M
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $195.2M
- 13F HOLDINGS REPORTQ/E Sep 20257 pos · $181.8M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $176.0M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $175.0M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $196.0M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $189.4M
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $172.6M
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $194.6M
- 13F HOLDINGS REPORTQ/E Sep 202511 pos · $195.8M
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $162.4M
Top 12 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 921937835 | 464,371 | $40.2M | 22.87% |
| 2 | VANGUARD STAR FDS | 921909768 | 381,848 | $37.0M | 21.06% |
| 3 | VANGUARD CHARLOTTE FDS | 92203J407 | 408,330 | $27.0M | 15.35% |
| 4 | VANGUARD INDEX FDS | 922908751 | 287,513 | $24.8M | 14.12% |
| 5 | VANGUARD INDEX FDS | 922908769 | 130,722 | $22.2M | 12.62% |
| 6 | VANGUARD WELLINGTON FD | 921935805 | 182,000 | $22.1M | 12.55% |
| 7 | BP PLC | BPPFF | 18,763 | $911,967 | 0.52% |
| 8 | VANGUARD INDEX FDS | 922908363 | 1,818 | $469,327 | 0.27% |
| 9 | VANGUARD SCOTTSDALE FDS | 92206C102 | 5,720 | $423,655 | 0.24% |
| 10 | NVIDIA CORPORATION | NVDA | 1,057 | $272,744 | 0.16% |
| 11 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 4,692 | $226,701 | 0.13% |
| 12 | MDU RES GROUP INC | 552690109 | 4,207 | $203,297 | 0.12% |