Filed: 9/24/2025ACC: 0001085146-25-005756
📋 What this filing means
BURRUS FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $195.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$195.78M
Total AUM (reported)
2.27M
Total Shares
Allocation by class
TOTAL BND MRKT$64.36M32.9%
TOTAL STK MKT$53.42M27.3%
VG TL INTL STK F$29.75M15.2%
TOTAL INT BD ETF$27.08M13.8%
US VALUE FACTR$18.99M9.7%
COM$1.35M0.7%
SPONSORED ADR$536.1K0.3%
Portfolio Concentration
Top 3$147.53M75.4%
4–10$48.02M24.5%
11–25$237.4K0.1%
Top 3 weight
75.4%
Top 10 weight
99.9%
Voting Authority Distribution
Total shares with voting rights: 2.27M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.27M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings11
Rows:
VANGUARD BD INDEX FDS
SOLEShares809.12K
TypeSH
Market value$64.36M
32.87%
Sole
0.00
Shared
0.00
None
809.12K
VANGUARD INDEX FDS
SOLEShares234.63K
TypeSH
Market value$53.42M
27.29%
Sole
0.00
Shared
0.00
None
234.63K
VANGUARD STAR FDS
SOLEShares497.97K
TypeSH
Market value$29.75M
15.20%
Sole
0.00
Shared
0.00
None
497.97K
VANGUARD CHARLOTTE FDS
SOLEShares516.33K
TypeSH
Market value$27.08M
13.83%
Sole
0.00
Shared
0.00
None
516.33K
VANGUARD WELLINGTON FD
SOLEShares177.90K
TypeSH
Market value$18.99M
9.70%
Sole
0.00
Shared
0.00
None
177.90K
MICROSOFT CORP
SOLEShares1.98K
TypeSH
Market value$611.2K
0.31%
Sole
0.00
Shared
0.00
None
1.98K
BP PLC
SOLEShares18.23K
TypeSH
Market value$536.1K
0.27%
Sole
0.00
Shared
0.00
None
18.23K
BERKSHIRE HATHAWAY INC DEL
SOLEShares866.00
TypeSH
Market value$305.6K
0.16%
Sole
0.00
Shared
0.00
None
866.00
CHEVRON CORP NEW
SOLEShares1.62K
TypeSH
Market value$263.3K
0.13%
Sole
0.00
Shared
0.00
None
1.62K
APA CORPORATION
SOLEShares5.76K
TypeSH
Market value$238.1K
0.12%
Sole
0.00
Shared
0.00
None
5.76K
APPLE INC
SOLEShares1.36K
TypeSH
Market value$237.4K
0.12%
Sole
0.00
Shared
0.00
None
1.36K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 809.12K | SH | $64.36M 32.87% | 0.00 | 0.00 | 809.12K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 234.63K | SH | $53.42M 27.29% | 0.00 | 0.00 | 234.63K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 497.97K | SH | $29.75M 15.20% | 0.00 | 0.00 | 497.97K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 516.33K | SH | $27.08M 13.83% | 0.00 | 0.00 | 516.33K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 177.90K | SH | $18.99M 9.70% | 0.00 | 0.00 | 177.90K |
MICROSOFT CORPSOLE | COM | 1.98K | SH | $611.2K 0.31% | 0.00 | 0.00 | 1.98K |
BP PLCSOLE | SPONSORED ADR | 18.23K | SH | $536.1K 0.27% | 0.00 | 0.00 | 18.23K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 866.00 | SH | $305.6K 0.16% | 0.00 | 0.00 | 866.00 |
CHEVRON CORP NEWSOLE | COM | 1.62K | SH | $263.3K 0.13% | 0.00 | 0.00 | 1.62K |
APA CORPORATIONSOLE | COM | 5.76K | SH | $238.1K 0.12% | 0.00 | 0.00 | 5.76K |
APPLE INCSOLE | COM | 1.36K | SH | $237.4K 0.12% | 0.00 | 0.00 | 1.36K |