Filed: 9/24/2025ACC: 0001085146-25-005758
📋 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 $162.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$162.37M
Total AUM (reported)
2.18M
Total Shares
Allocation by class
TOTAL BND MRKT$50.36M31.0%
TOTAL STK MKT$48.49M29.9%
VG TL INTL STK F$25.64M15.8%
TOTAL INT BD ETF$21.11M13.0%
US VALUE FACTR$15.40M9.5%
COM$664.4K0.4%
SPONSORED ADR$464.4K0.3%
Portfolio Concentration
Top 3$124.50M76.7%
4–10$37.87M23.3%
Top 3 weight
76.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.18M
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
2.18M
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
SOLEShares706.07K
TypeSH
Market value$50.36M
31.02%
Sole
0.00
Shared
0.00
None
706.07K
VANGUARD INDEX FDS
SOLEShares270.21K
TypeSH
Market value$48.49M
29.87%
Sole
0.00
Shared
0.00
None
270.21K
VANGUARD STAR FDS
SOLEShares560.31K
TypeSH
Market value$25.64M
15.79%
Sole
0.00
Shared
0.00
None
560.31K
VANGUARD CHARLOTTE FDS
SOLEShares442.31K
TypeSH
Market value$21.11M
13.00%
Sole
0.00
Shared
0.00
None
442.31K
VANGUARD WELLINGTON FD
SOLEShares177.28K
TypeSH
Market value$15.40M
9.48%
Sole
0.00
Shared
0.00
None
177.28K
BP PLC
SOLEShares16.27K
TypeSH
Market value$464.4K
0.29%
Sole
0.00
Shared
0.00
None
16.27K
MICROSOFT CORP
SOLEShares1.99K
TypeSH
Market value$463.8K
0.29%
Sole
0.00
Shared
0.00
None
1.99K
BERKSHIRE HATHAWAY INC DEL
SOLEShares866.00
TypeSH
Market value$231.2K
0.14%
Sole
0.00
Shared
0.00
None
866.00
OCCIDENTAL PETE CORP
SOLEShares3.27K
TypeSH
Market value$200.6K
0.12%
Sole
0.00
Shared
0.00
None
3.27K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 706.07K | SH | $50.36M 31.02% | 0.00 | 0.00 | 706.07K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 270.21K | SH | $48.49M 29.87% | 0.00 | 0.00 | 270.21K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 560.31K | SH | $25.64M 15.79% | 0.00 | 0.00 | 560.31K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 442.31K | SH | $21.11M 13.00% | 0.00 | 0.00 | 442.31K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 177.28K | SH | $15.40M 9.48% | 0.00 | 0.00 | 177.28K |
BP PLCSOLE | SPONSORED ADR | 16.27K | SH | $464.4K 0.29% | 0.00 | 0.00 | 16.27K |
MICROSOFT CORPSOLE | COM | 1.99K | SH | $463.8K 0.29% | 0.00 | 0.00 | 1.99K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 866.00 | SH | $231.2K 0.14% | 0.00 | 0.00 | 866.00 |
OCCIDENTAL PETE CORPSOLE | COM | 3.27K | SH | $200.6K 0.12% | 0.00 | 0.00 | 3.27K |