The Analysis of BURRUS FINANCIAL SERVICES, INC.'s Holdings & P&L

Currently, BURRUS FINANCIAL SERVICES, INC. holds 11 types of securities in its portfolio with a total value $218.5M. In the most recent quarter, they have increased their positions in BND (+614.9K shares, valued at $45.3M), BNDX (+150.0K shares, valued at $7.2M), VXUS (+30.7K shares, valued at $2.4M); decreased their positions in VB (-202.3K shares, valued at $53.0M), VTI (-41.4K shares, valued at $13.3M), BP (-3.3K shares, valued at $157.3K); initiated new positions in MSFT (+2.0K shares, valued at $757.1K), N/A (+1.2K shares, valued at $554.1K), AAPL (+1.4K shares, valued at $351.8K).

1M P&L

+2.8M+1.24%

3M P&L

+1.6M+0.70%

HY P&L

+12.4M+5.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A216.1M

99.2%

2Software - Infrastructure757.1K

0.3%

3Oil & Gas Integrated724.6K

0.3%

Top Industries by Stock Count

1N/A7 stocks

70.0%

2Consumer Electronics1 stocks

10.0%

3Oil & Gas Integrated1 stocks

10.0%

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K sharesnew addition2026-03-312026-04-23

AAPL APPLE INC1.4K sharesnew addition2026-03-312026-04-23

SLV ISHARES SILVER TR4.0K sharesnew addition2026-03-312026-04-23

BND

VANGUARD BD INDEX FDS

132.41%

Shares1.1M

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

8.05%

Shares412.6K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-31.68%

Shares89.3K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

36.74%

Shares558.3K

Event2026-03-31

Filed2026-04-23

VFVA

VANGUARD WELLINGTON FD

9.05%

Shares198.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-70.35%

Shares85.3K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-23

BP PLC

-17.84%

Shares15.4K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

New

Shares1.2K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-23

SLV

ISHARES SILVER TR

New

Shares4.0K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available