BURRUS FINANCIAL SERVICES, INC.

Q1 2024 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
3/31/2024
Date filed
9/24/2025
Form type
13F-HR
Num holdings
10
Total value ($000)
$195,213
Net value change ($000)
+5,832 (3.1%)
New positions
1
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/24/2025 Next filing: 9/24/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BND 1,589 2.5%
VXUS 1,360 4.7%
VTI 1,342 2.9%
BNDX 938 4.5%
VFVA 227 0.8%
OXY 215 NEW
MSFT 91 12.0%
BRK-B 65 18.1%
BP 36 6.4%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -28 -10.6%
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