BURRUS FINANCIAL SERVICES, INC.

Q2 2024 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
6/30/2024
Date filed
9/24/2025
Form type
13F-HR
Num holdings
9
Total value ($000)
$195,991
Net value change ($000)
+778 (0.4%)
New positions
0
Sold out positions
1
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 Q1 2024
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)
VTI 1,782 3.8%
VXUS 478 1.6%
MSFT 54 6.4%
AAPL 54 22.9%
Top Reduces (Value $000, Stocks/ETFs)
VFVA -1,215 -4.5%
OXY -215 -100.0%
BNDX -73 -0.3%
BND -38 -0.1%
BP -35 -5.8%
BRK-B -14 -3.3%
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