BURRUS FINANCIAL SERVICES, INC.

CIK 0001573947 · Q2 2026

13F Equity AUM

$230.3M

+5.4% QoQ

Positions

0 QoQ

AUM Rank

#7,543

Top 60%

Skill Alpha (FF)

-2.6%/yr^ns

No Clear Edge

Rank #6,489 · Top 78%

vs S&P -6.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 88.0%Top 10: 99.9%Top 20: 100.0%

BND34.6%

VXUS15.1%

VTI14.0%

VFVA12.6%

BNDX11.8%

VB11.0%

BRK/B0.3%

MSFT0.3%

BP0.2%

AAPL0.1%

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

Sector Allocation

Financial Services99.4%

Other0.6%

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

Position Sizing

Positions: 11Median: 10.97%Avg: 9.09%

0–0.5%

5(1.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

6(99.0%)

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

Loading summary cards...

Portfolio Overlap

Shared: 0Unique: 11vs 20 funds

0%Low

Fund positions

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.

Loading overlap analysis...

Position Changes This Quarter

New0Increased3Decreased7Exited0

Increased

BND34.6%

+6K(+1%)

BNDX11.8%

+2K(+0%)

BRK/B0.3%

+367(+32%)

Decreased

VXUS15.1%

-6,991(-2%)

BP0.2%

-3,549(-23%)

VFVA12.6%

-3,473(-2%)

VB11.0%

-1,941(-2%)

VTI14.0%

-1,928(-2%)

MSFT0.3%

-369(-18%)

AAPL0.1%

-350(-25%)

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

Loading position changes...

Holdings

Loading holdings...