BURRUS FINANCIAL SERVICES, INC.

Q4 2023 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
12/31/2023
Date filed
9/24/2025
Form type
13F-HR
Num holdings
9
Total value ($000)
$189,381
Net value change ($000)
+13,406 (7.6%)
New positions
2
Sold out positions
2
Turnover %
26.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/24/2025 Next filing: 9/24/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2023
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)
VXUS 29,150 NEW
BNDX 21,002 NEW
MSFT 122 19.2%
AAPL 29 12.3%
BRK-B 6 1.7%
Top Reduces (Value $000, Stocks/ETFs)
VTI -22,406 -32.8%
BND -8,966 -12.2%
VFVA -5,053 -15.8%
APA -231 -100.0%
OXY -214 -100.0%
BP -36 -6.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type