BURRUS FINANCIAL SERVICES, INC.

CIK 0001573947 · Q1 2026

13F Equity AUM

$218.5M

+24.2% QoQ

Positions

-1 QoQ

AUM Rank

#7,060

Top 57%

Skill Alpha (FF)

-3.3%/yr^ns

No Clear Edge

Rank #6,565 · Top 80%

vs S&P -9.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 88.6%Top 10: 99.9%Top 20: 100.0%

BND36.4%

VXUS14.6%

VTI13.1%

BNDX12.3%

VFVA12.2%

VB10.2%

MSFT0.3%

BP0.3%

BRK/B0.3%

AAPL0.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services99.2%

Other0.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 11Median: 10.22%Avg: 9.09%

0–0.5%

5(1.2%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

6(98.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 11Unique: 0vs 20 funds

0.2%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

BANK OF AMERICA CORP /DE/

0.2%

0.3%

0.2%

0.2%

0.2%

0.2%

VANGUARD CAPITAL MANAGEMENT LLC

0.1%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.1%

GEODE CAPITAL MANAGEMENT, LLC

0.1%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New4Increased4Decreased3Exited5

New Positions

MSFT0.3%

+2K

BRK/B0.3%

+1K

AAPL0.2%

+1K

SLV0.1%

+4K

Increased

BND36.4%

+615K(+132%)

BNDX12.3%

+150K(+37%)

VXUS14.6%

+31K(+8%)

VFVA12.2%

+16K(+9%)

Decreased

VB10.2%

-202,256(-70%)

VTI13.1%

-41,416(-32%)

BP0.3%

-3,347(-18%)

Exited

-1,818

-5,720

-1,057

-4,692

-4,207

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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