Filed: 9/24/2025ACC: 0001085146-25-005764
📋 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 $195.21M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$195.21M
Total AUM (reported)
2.30M
Total Shares
Allocation by class
TOTAL BND MRKT$66.11M33.9%
TOTAL STK MKT$47.15M24.2%
VG TL INTL STK F$30.51M15.6%
US VALUE FACTR$27.19M13.9%
TOTAL INT BD ETF$21.94M11.2%
COM$1.30M0.7%
SPONSORED ADR$600.7K0.3%
Portfolio Concentration
Top 3$143.76M73.6%
4–10$51.45M26.4%
Top 3 weight
73.6%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.30M
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
2.30M
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
SOLEShares910.19K
TypeSH
Market value$66.11M
33.86%
Sole
0.00
Shared
0.00
None
910.19K
VANGUARD INDEX FDS
SOLEShares181.40K
TypeSH
Market value$47.15M
24.15%
Sole
0.00
Shared
0.00
None
181.40K
VANGUARD STAR FDS
SOLEShares505.97K
TypeSH
Market value$30.51M
15.63%
Sole
0.00
Shared
0.00
None
505.97K
VANGUARD WELLINGTON FD
SOLEShares227.80K
TypeSH
Market value$27.19M
13.93%
Sole
0.00
Shared
0.00
None
227.80K
VANGUARD CHARLOTTE FDS
SOLEShares446.02K
TypeSH
Market value$21.94M
11.24%
Sole
0.00
Shared
0.00
None
446.02K
MICROSOFT CORP
SOLEShares2.02K
TypeSH
Market value$848.0K
0.43%
Sole
0.00
Shared
0.00
None
2.02K
BP PLC
SOLEShares15.94K
TypeSH
Market value$600.7K
0.31%
Sole
0.00
Shared
0.00
None
15.94K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$424.9K
0.22%
Sole
0.00
Shared
0.00
None
1.01K
APPLE INC
SOLEShares1.38K
TypeSH
Market value$235.7K
0.12%
Sole
0.00
Shared
0.00
None
1.38K
OCCIDENTAL PETE CORP
SOLEShares3.31K
TypeSH
Market value$215.1K
0.11%
Sole
0.00
Shared
0.00
None
3.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 910.19K | SH | $66.11M 33.86% | 0.00 | 0.00 | 910.19K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 181.40K | SH | $47.15M 24.15% | 0.00 | 0.00 | 181.40K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 505.97K | SH | $30.51M 15.63% | 0.00 | 0.00 | 505.97K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 227.80K | SH | $27.19M 13.93% | 0.00 | 0.00 | 227.80K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 446.02K | SH | $21.94M 11.24% | 0.00 | 0.00 | 446.02K |
MICROSOFT CORPSOLE | COM | 2.02K | SH | $848.0K 0.43% | 0.00 | 0.00 | 2.02K |
BP PLCSOLE | SPONSORED ADR | 15.94K | SH | $600.7K 0.31% | 0.00 | 0.00 | 15.94K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $424.9K 0.22% | 0.00 | 0.00 | 1.01K |
APPLE INCSOLE | COM | 1.38K | SH | $235.7K 0.12% | 0.00 | 0.00 | 1.38K |
OCCIDENTAL PETE CORPSOLE | COM | 3.31K | SH | $215.1K 0.11% | 0.00 | 0.00 | 3.31K |