StockDriftsStockDriftsTop 11 Burrus Financial Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BND | VANGUARD BD INDEX FDS | 36.38% | 1.08M | $79.5M | +132.41%(+614.89K) | $75.59(-3.19%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 14.56% | 412.6K | $31.8M | +8.05%(+30.74K) | $57.83(+47.12%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 13.11% | 89.3K | $28.7M | -31.68%(-41.42K) | $255.62(+42.68%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 12.28% | 558.3K | $26.8M | +36.74%(+150.01K) | $48.67(-1.57%) | 2026-03-31 | |
| VFVA | VANGUARD WELLINGTON FD | 12.23% | 198.5K | $26.7M | +9.05%(+16.48K) | $103.30(+36.41%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 10.22% | 85.3K | $22.3M | -70.35%(-202.26K) | $247.71(+15.32%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 0.35% | 2.0K | $757K | new | $321.50(+26.04%) | 2026-03-31 | |
| BP | BP PLC | 0.33% | 15.4K | $725K | -17.84%(-3.35K) | $29.66(+48.84%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 0.25% | 1.2K | $554K | new | $335.80(+44.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.16% | 1.4K | $352K | new | $176.28(+69.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.93% | +25.72% |
| Top 20 Holdings Unweighted | +9.32% | +30.65% |
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