BURRUS FINANCIAL SERVICES, INC.

Q4 2022 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
12/31/2022
Date filed
9/24/2025
Form type
13F-HR
Num holdings
10
Total value ($000)
$172,621
Net value change ($000)
+10,249 (6.3%)
New positions
1
Sold out positions
0
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/24/2025 Next filing: 9/24/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BND 20,350 40.4%
VTI 18,026 37.2%
VFVA 17,321 112.5%
APA 272 NEW
BP 120 25.9%
BRK-B 81 35.1%
MSFT 27 5.8%
OXY 5 2.5%
Top Reduces (Value $000, Stocks/ETFs)
VXUS -25,375 -98.9%
BNDX -20,578 -97.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type