Institutional Fund
Burrus Financial Services, Inc.
Salt Lake City, UTCIK 157394717 filings on record
Portfolio Value
$218.48M
Q1 2026
Holdings
11
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+24.2%
from $175.87M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Bd Index Fds36.4%
- Vanguard Star Fds14.6%
- Vanguard Index Fds13.1%
- Vanguard Charlotte Fds12.3%
- Vanguard Wellington Fd12.2%
- Vanguard Index Fds10.2%
- Other1.2%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Bd Index Fds | 1.08M | $79.48M | 36.4% | +614.9K | Added |
| 2 | Vanguard Star Fds | 412.6K | $31.81M | 14.6% | +30.7K | Added |
| 3 | Vanguard Index Fds | 89.3K | $28.65M | 13.1% | −41.4K | Reduced |
| 4 | Vanguard Charlotte Fds | 558.3K | $26.83M | 12.3% | +150.0K | Added |
| 5 | Vanguard Wellington Fd | 198.5K | $26.72M | 12.2% | +16.5K | Added |
| 6 | Vanguard Index Fds | 85.3K | $22.34M | 10.2% | −202.3K | Reduced |
| 7 | Microsoft Corp | 2.0K | $757.1K | 0.3% | +2.0K | New |
| 8 | Bp PLC | 15.4K | $724.6K | 0.3% | −3.3K | Reduced |
| 9 | Berkshire Hathaway Inc Del | 1.2K | $554.1K | 0.3% | +1.2K | New |
| 10 | Apple Inc | 1.4K | $351.8K | 0.2% | +1.4K | New |
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