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Burrus Financial Services, Inc. Portfolio
$221.7M across 11 positions as of 2026-09-30, with 100% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+3.6%
-10.9% a year vs the S&P 500
3 years
+8.6%
-12.7% a year vs the S&P 500
5 years
—
a quarter missing or too little priced
Quarters ahead
3 of 18
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -2.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +5.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | +0.1% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +0.5% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +3.7% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +4.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -0.0% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | -3.2% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| BNDVanguard Total Bond Market ETF | $79.6M | 35.9% | 1,134,725 |
| VXUSVanguard Total International Stock ETF | $33.6M | 15.2% | 395,899 |
| VTIVanguard Total Stock Market ETF | $30.2M | 13.6% | 80,582 |
| BNDXVanguard Total International Bond ETF | $27.4M | 12.4% | 584,566 |
| VANGUARD WELLINGTON FD | $25.9M | 11.7% | 172,021 |
| VBVanguard Small-Cap ETF | $22.3M | 10.1% | 78,365 |
| MSFTMicrosoft Corp | $861.3K | 0.4% | 1,679 |
| BRK.BBerkshire Hathaway Inc | $758.4K | 0.3% | 1,523 |
| BPBP PLC | $528K | 0.2% | 12,003 |
| AAPLApple Inc | $345.8K | 0.2% | 1,038 |
| SLViShares Silver Trust | $219.1K | 0.1% | 4,020 |
Quarter ending 2026-09-30.
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