2026 Q3 Portfolio Activity
In 2026 Q3, BURRUS FINANCIAL SERVICES, INC. maintained a portfolio of 11 distinct positions.
Position History
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Total Positions
11
Quarter
2026 Q3
Top Holding
BND (35.9%)
Top 10 Concentration
99.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
BURRUS FINANCIAL SERVICES, INC. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BND
VANGUARD BD IND...
|
ETF | 35.90% | 34.59% |
#1
Prev: #1
|
6.5 |
—
|
49,293 | 4.5% |
P
S
|
1,134,725 | $79,601,240 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 15.17% | 15.05% |
#2
Prev: #2
|
6.0 |
—
|
-9,700 | -2.4% |
P
S
|
395,899 | $33,635,013 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 13.60% | 14.04% |
#3
Prev: #3
|
5.5 |
—
|
-6,796 | -7.8% |
P
S
|
80,582 | $30,155,902 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 12.36% | 11.77% |
#4
1
Prev: #5
|
5.0 |
—
|
24,665 | 4.4% |
P
S
|
584,566 | $27,398,153 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VFVA
VANGUARD WELLIN...
|
ETF | 11.69% | 12.57% |
#5
1
Prev: #4
|
5.0 |
—
|
-22,981 | -11.8% |
P
S
|
172,021 | $25,921,285 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 10.06% | 10.97% |
#6
Prev: #6
|
4.5 |
—
|
-4,951 | -5.9% |
P
S
|
78,365 | $22,298,168 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.39% | 0.27% |
#7
1
Prev: #8
|
0.7 |
—
|
3 | 0.2% |
P
S
|
1,679 | $861,254 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.34% | 0.33% |
#8
1
Prev: #7
|
1.1 |
—
|
no change | no change |
P
S
|
1,523 | $758,437 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
BP
BP PLC
|
Energy | 0.24% | 0.19% |
#9
Prev: #9
|
0.6 |
—
|
136 | 1.1% |
P
S
|
12,003 | $528,037 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
AAPL
APPLE INC
|
Technology | 0.16% | 0.13% |
#10
Prev: #10
|
0.6 |
—
|
1 | 0.1% |
P
S
|
1,038 | $345,756 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-22 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.10% | 0.09% |
#11
Prev: #11
|
1.0 |
—
|
no change | no change |
P
S
|
4,020 | $219,131 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-22 |
Showing 1-11 of 11 holdings