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 $230.3M. In the most recent quarter, they have increased their positions in BND (+6.2K shares, valued at $453.3K), BRK.B (+367 shares, valued at $183.7K), BNDX (+1.6K shares, valued at $75.7K); decreased their positions in N/A (-1.9K shares, valued at $713.4K), VXUS (-7.0K shares, valued at $597.7K), VB (-1.9K shares, valued at $588.5K).

1M P&L

-424.2K-0.21%

3M P&L

+2.3M+1.18%

HY P&L

+11.3M+6.00%

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/A195.9M

98.9%

2Insurance - Diversified762.2K

0.4%

3Software - Infrastructure625.2K

0.3%

Top Industries by Stock Count

1N/A6 stocks

60.0%

2Consumer Electronics1 stocks

10.0%

3Insurance - Diversified1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BND VANGUARD BD INDEX FDS1.1M shares0.57%2026-06-302026-07-20

VXUS VANGUARD STAR FDS405.6K shares-1.69%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS87.4K shares-2.16%2026-06-302026-07-20

VFVA VANGUARD WELLINGTON FD195.0K shares-1.75%2026-06-302026-07-20

BNDX VANGUARD CHARLOTTE FDS559.9K shares0.28%2026-06-302026-07-20

VB VANGUARD INDEX FDS83.3K shares-2.28%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares31.75%2026-06-302026-07-20

MSFT MICROSOFT CORP1.7K shares-18.04%2026-06-302026-07-20

Sponsored

BP BP PLC11.9K shares-23.02%2026-06-302026-07-20

AAPL APPLE INC1.0K shares-25.23%2026-06-302026-07-20

SLV ISHARES SILVER TR4.0K shares0.00%2026-06-302026-07-20

BND

VANGUARD BD INDEX FDS

0.57%

Shares1.1M

Event2026-06-30

Filed2026-07-20

VXUS

VANGUARD STAR FDS

-1.69%

Shares405.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-2.16%

Shares87.4K

Event2026-06-30

Filed2026-07-20

VFVA

VANGUARD WELLINGTON FD

-1.75%

Shares195.0K

Event2026-06-30

Filed2026-07-20

BNDX

VANGUARD CHARLOTTE FDS

0.28%

Shares559.9K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

-2.28%

Shares83.3K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

31.75%

Shares1.5K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

-18.04%

Shares1.7K

Event2026-06-30

Filed2026-07-20

BP PLC

-23.02%

Shares11.9K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

-25.23%

Shares1.0K

Event2026-06-30

Filed2026-07-20

SLV

ISHARES SILVER TR

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

BURRUS FINANCIAL SERVICES, INC. Institutional Holdings, Portfolio & P&L — TradeFomo