Filed: 9/24/2025ACC: 0001085146-25-005757
📋 What this filing means
BURRUS FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $174.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$174.27M
Total AUM (reported)
2.21M
Total Shares
Allocation by class
TOTAL BND MRKT$53.88M30.9%
TOTAL STK MKT$51.26M29.4%
VG TL INTL STK F$29.25M16.8%
TOTAL INT BD ETF$22.30M12.8%
US VALUE FACTR$16.18M9.3%
COM$712.0K0.4%
SPONSORED ADR$455.3K0.3%
Portfolio Concentration
Top 3$134.38M77.1%
4–10$39.88M22.9%
Top 3 weight
77.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.21M
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
2.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings9
Rows:
VANGUARD BD INDEX FDS
SOLEShares715.90K
TypeSH
Market value$53.88M
30.92%
Sole
0.00
Shared
0.00
None
715.90K
VANGUARD INDEX FDS
SOLEShares271.74K
TypeSH
Market value$51.26M
29.41%
Sole
0.00
Shared
0.00
None
271.74K
VANGUARD STAR FDS
SOLEShares566.70K
TypeSH
Market value$29.25M
16.78%
Sole
0.00
Shared
0.00
None
566.70K
VANGUARD CHARLOTTE FDS
SOLEShares450.17K
TypeSH
Market value$22.30M
12.80%
Sole
0.00
Shared
0.00
None
450.17K
VANGUARD WELLINGTON FD
SOLEShares177.12K
TypeSH
Market value$16.18M
9.28%
Sole
0.00
Shared
0.00
None
177.12K
MICROSOFT CORP
SOLEShares1.99K
TypeSH
Market value$510.3K
0.29%
Sole
0.00
Shared
0.00
None
1.99K
BP PLC
SOLEShares16.06K
TypeSH
Market value$455.3K
0.26%
Sole
0.00
Shared
0.00
None
16.06K
BERKSHIRE HATHAWAY INC DEL
SOLEShares866.00
TypeSH
Market value$236.4K
0.14%
Sole
0.00
Shared
0.00
None
866.00
APA CORPORATION
SOLEShares5.78K
TypeSH
Market value$201.7K
0.12%
Sole
0.00
Shared
0.00
None
5.78K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 715.90K | SH | $53.88M 30.92% | 0.00 | 0.00 | 715.90K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 271.74K | SH | $51.26M 29.41% | 0.00 | 0.00 | 271.74K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 566.70K | SH | $29.25M 16.78% | 0.00 | 0.00 | 566.70K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 450.17K | SH | $22.30M 12.80% | 0.00 | 0.00 | 450.17K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 177.12K | SH | $16.18M 9.28% | 0.00 | 0.00 | 177.12K |
MICROSOFT CORPSOLE | COM | 1.99K | SH | $510.3K 0.29% | 0.00 | 0.00 | 1.99K |
BP PLCSOLE | SPONSORED ADR | 16.06K | SH | $455.3K 0.26% | 0.00 | 0.00 | 16.06K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 866.00 | SH | $236.4K 0.14% | 0.00 | 0.00 | 866.00 |
APA CORPORATIONSOLE | COM | 5.78K | SH | $201.7K 0.12% | 0.00 | 0.00 | 5.78K |