Filed: 9/24/2025ACC: 0001085146-25-005763
📋 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 $189.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$189.38M
Total AUM (reported)
2.26M
Total Shares
Allocation by class
TOTAL BND MRKT$64.52M34.1%
TOTAL STK MKT$45.80M24.2%
VG TL INTL STK F$29.15M15.4%
US VALUE FACTR$26.96M14.2%
TOTAL INT BD ETF$21.00M11.1%
COM$1.02M0.5%
SPONSORED ADR$565.4K0.3%
Portfolio Concentration
Top 3$139.47M73.6%
4–10$49.91M26.4%
Top 3 weight
73.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.26M
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
2.26M
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
SOLEShares877.21K
TypeSH
Market value$64.52M
34.07%
Sole
0.00
Shared
0.00
None
877.21K
VANGUARD INDEX FDS
SOLEShares193.09K
TypeSH
Market value$45.80M
24.19%
Sole
0.00
Shared
0.00
None
193.09K
VANGUARD STAR FDS
SOLEShares502.93K
TypeSH
Market value$29.15M
15.39%
Sole
0.00
Shared
0.00
None
502.93K
VANGUARD WELLINGTON FD
SOLEShares239.28K
TypeSH
Market value$26.96M
14.24%
Sole
0.00
Shared
0.00
None
239.28K
VANGUARD CHARLOTTE FDS
SOLEShares425.44K
TypeSH
Market value$21.00M
11.09%
Sole
0.00
Shared
0.00
None
425.44K
MICROSOFT CORP
SOLEShares2.02K
TypeSH
Market value$757.3K
0.40%
Sole
0.00
Shared
0.00
None
2.02K
BP PLC
SOLEShares15.97K
TypeSH
Market value$565.4K
0.30%
Sole
0.00
Shared
0.00
None
15.97K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$360.3K
0.19%
Sole
0.00
Shared
0.00
None
1.01K
APPLE INC
SOLEShares1.37K
TypeSH
Market value$264.3K
0.14%
Sole
0.00
Shared
0.00
None
1.37K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 877.21K | SH | $64.52M 34.07% | 0.00 | 0.00 | 877.21K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 193.09K | SH | $45.80M 24.19% | 0.00 | 0.00 | 193.09K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 502.93K | SH | $29.15M 15.39% | 0.00 | 0.00 | 502.93K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 239.28K | SH | $26.96M 14.24% | 0.00 | 0.00 | 239.28K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 425.44K | SH | $21.00M 11.09% | 0.00 | 0.00 | 425.44K |
MICROSOFT CORPSOLE | COM | 2.02K | SH | $757.3K 0.40% | 0.00 | 0.00 | 2.02K |
BP PLCSOLE | SPONSORED ADR | 15.97K | SH | $565.4K 0.30% | 0.00 | 0.00 | 15.97K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $360.3K 0.19% | 0.00 | 0.00 | 1.01K |
APPLE INCSOLE | COM | 1.37K | SH | $264.3K 0.14% | 0.00 | 0.00 | 1.37K |