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☆BURRUS FINANCIAL SERVICES, INC.

CIK 0001573947 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.894
AUM ($M)
230
Positions
11
Turnover
0.03
Top-10 wt
100%
Herfindahl
0.204
History (qtrs)
18
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 11 positions · portfolio value $230M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆BND funds › VANGUARD BD INDEX FDS ADD — 34.6% -1.8% 79.7 1,085,432 +6,175 7 —
☆VXUS funds › VANGUARD STAR FDS TRIM — 15.1% +0.5% 34.7 405,599 -6,991 7 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 14.0% +0.9% 32.3 87,378 -1,928 7 —
☆VFVA funds › VANGUARD WELLINGTON FD TRIM — 12.6% +0.3% 28.9 195,002 -3,473 7 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 11.8% -0.5% 27.1 559,901 +1,563 7 —
☆VB funds › VANGUARD INDEX FDS TRIM — 11.0% +0.7% 25.3 83,316 -1,941 7 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.3% +0.1% 0.8 1,523 +367 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.3% -0.1% 0.6 1,676 -369 2 —
☆BP funds › BP PLC TRIM — 0.2% -0.1% 0.4 11,867 -3,549 7 —
☆AAPL funds › APPLE INC TRIM — 0.1% -0.0% 0.3 1,037 -350 2 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.1% -0.0% 0.2 4,020 +0 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 230 11 0.03 100% 0.204 0.894 — in
2026Q1 218 11 0.15 100% 0.211 0.747 — in
2025Q4 176 12 0.14 100% 0.172 0.694 — in
2025Q3 218 10 0.01 100% 0.206 0.885 — in
2025Q2 209 10 0.02 100% 0.211 0.891 — in
2025Q1 197 10 0.03 100% 0.219 0.896 — in
2024Q4 195 10 0.01 100% 0.211 0.904 — in
2024Q3 202 10 0.14 100% 0.213 0.656 — in
2024Q2 196 9 0.01 100% 0.231 0.898 — in
2024Q1 195 10 0.01 100% 0.229 0.897 — in
2023Q4 189 9 0.27 100% 0.231 0.395 — in
2023Q3 176 9 0.03 100% 0.358 0.829 — in
2023Q2 182 7 0.02 100% 0.365 0.857 — in
2023Q1 175 9 0.03 100% 0.364 0.848 — in
2022Q4 173 10 0.28 100% 0.352 0.368 — in
2022Q3 162 9 0.01 100% 0.236 0.886 — in
2022Q2 174 9 0.04 100% 0.235 0.880 — entered
2022Q1 196 11 0.00 100% 0.234 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status