BURRUS FINANCIAL SERVICES, INC.

Q3 2024 13F-HR Holdings

Location
Salt Lake City, UT
Holdings as of
9/30/2024
Date filed
9/24/2025
Form type
13F-HR
Num holdings
10
Total value ($000)
$201,848
Net value change ($000)
+5,857 (3.0%)
New positions
1
Sold out positions
0
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 9/24/2025 Next filing: 9/24/2025 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VB 19,792 NEW
BND 7,820 11.8%
BNDX 3,092 14.1%
BRK-B 112 27.3%
AAPL 31 10.7%
Top Reduces (Value $000, Stocks/ETFs)
VTI -22,403 -45.8%
VFVA -1,597 -6.1%
VXUS -877 -2.8%
BP -82 -14.5%
MSFT -32 -3.5%
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