Filed: 9/24/2025ACC: 0001085146-25-005759
📋 What this filing means
BURRUS FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $172.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$172.62M
Total AUM (reported)
1.71M
Total Shares
Allocation by class
TOTAL BND MRKT$70.71M41.0%
TOTAL STK MKT$66.52M38.5%
US VALUE FACTR$32.72M19.0%
COM$969.2K0.6%
SPONSORED ADR$583.8K0.3%
TOTAL INT BD ETF$532.7K0.3%
CL B NEW$312.1K0.2%
Portfolio Concentration
Top 3$169.95M98.5%
4–10$2.67M1.5%
Top 3 weight
98.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 1.71M
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
1.71M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole10
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings10
Rows:
VANGUARD BD INDEX FDS
SOLEShares984.35K
TypeSH
Market value$70.71M
40.97%
Sole
0.00
Shared
0.00
None
984.35K
VANGUARD INDEX FDS
SOLEShares347.93K
TypeSH
Market value$66.52M
38.54%
Sole
0.00
Shared
0.00
None
347.93K
VANGUARD WELLINGTON FD
SOLEShares331.57K
TypeSH
Market value$32.72M
18.95%
Sole
0.00
Shared
0.00
None
331.57K
BP PLC
SOLEShares16.71K
TypeSH
Market value$583.8K
0.34%
Sole
0.00
Shared
0.00
None
16.71K
VANGUARD CHARLOTTE FDS
SOLEShares11.23K
TypeSH
Market value$532.7K
0.31%
Sole
0.00
Shared
0.00
None
11.23K
MICROSOFT CORP
SOLEShares2.05K
TypeSH
Market value$490.9K
0.28%
Sole
0.00
Shared
0.00
None
2.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$312.1K
0.18%
Sole
0.00
Shared
0.00
None
1.01K
APA CORPORATION
SOLEShares5.83K
TypeSH
Market value$272.2K
0.16%
Sole
0.00
Shared
0.00
None
5.83K
VANGUARD STAR FDS
SOLEShares5.22K
TypeSH
Market value$270.3K
0.16%
Sole
0.00
Shared
0.00
None
5.22K
OCCIDENTAL PETE CORP
SOLEShares3.27K
TypeSH
Market value$206.0K
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 | 984.35K | SH | $70.71M 40.97% | 0.00 | 0.00 | 984.35K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 347.93K | SH | $66.52M 38.54% | 0.00 | 0.00 | 347.93K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 331.57K | SH | $32.72M 18.95% | 0.00 | 0.00 | 331.57K |
BP PLCSOLE | SPONSORED ADR | 16.71K | SH | $583.8K 0.34% | 0.00 | 0.00 | 16.71K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 11.23K | SH | $532.7K 0.31% | 0.00 | 0.00 | 11.23K |
MICROSOFT CORPSOLE | COM | 2.05K | SH | $490.9K 0.28% | 0.00 | 0.00 | 2.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $312.1K 0.18% | 0.00 | 0.00 | 1.01K |
APA CORPORATIONSOLE | COM | 5.83K | SH | $272.2K 0.16% | 0.00 | 0.00 | 5.83K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 5.22K | SH | $270.3K 0.16% | 0.00 | 0.00 | 5.22K |
OCCIDENTAL PETE CORPSOLE | COM | 3.27K | SH | $206.0K 0.12% | 0.00 | 0.00 | 3.27K |