Burrus Financial Services, Inc.
Annual return '25
+34.9%
SPY '25
+17.7%
Alpha
+17.2ptsvs SPY
Invested
$437M
Holdings
11
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BND
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 1.02M shares)
36.4%
02
$VXUS
VANGUARD STAR FDS
Q4 2025: Exited (was 498.9k shares)
14.6%
03
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 91.3k shares)
13.1%
04
$BNDX
VANGUARD CHARLOTTE FDS
Q4 2025: Exited (was 509.5k shares)
12.3%
05
$VFVA
VANGUARD WELLINGTON FD
Q4 2025: Exited (was 203.6k shares)
12.2%
06
$VB
VANGUARD INDEX FDS
Q4 2025: Exited (was 85.9k shares)
10.2%
07
$MSFT
MICROSOFT CORP
Q1 2026: Sold 2.9% (30.0k → 29.1k shares)
0.3%
08
$BP
BP PLC
Q4 2025: Exited (was 16.0k shares)
0.3%
09
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Q4 2025: Exited (was 1.1k shares)
0.3%
10
$AAPL
APPLE INC
Q4 2025: Exited (was 1.4k shares)
0.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 06:30 UTC.