Filed: 9/24/2025ACC: 0001085146-25-005765
📋 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 $195.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$195.99M
Total AUM (reported)
2.31M
Total Shares
Allocation by class
TOTAL BND MRKT$66.07M33.7%
TOTAL STK MKT$48.93M25.0%
VG TL INTL STK F$30.99M15.8%
US VALUE FACTR$25.97M13.3%
TOTAL INT BD ETF$21.87M11.2%
COM$1.19M0.6%
SPONSORED ADR$565.9K0.3%
Portfolio Concentration
Top 3$145.98M74.5%
4–10$50.01M25.5%
Top 3 weight
74.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.31M
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
2.31M
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
SOLEShares917K
TypeSH
Market value$66.07M
33.71%
Sole
0.00
Shared
0.00
None
917K
VANGUARD INDEX FDS
SOLEShares182.90K
TypeSH
Market value$48.93M
24.96%
Sole
0.00
Shared
0.00
None
182.90K
VANGUARD STAR FDS
SOLEShares513.88K
TypeSH
Market value$30.99M
15.81%
Sole
0.00
Shared
0.00
None
513.88K
VANGUARD WELLINGTON FD
SOLEShares229.69K
TypeSH
Market value$25.97M
13.25%
Sole
0.00
Shared
0.00
None
229.69K
VANGUARD CHARLOTTE FDS
SOLEShares449.28K
TypeSH
Market value$21.87M
11.16%
Sole
0.00
Shared
0.00
None
449.28K
MICROSOFT CORP
SOLEShares2.02K
TypeSH
Market value$902.3K
0.46%
Sole
0.00
Shared
0.00
None
2.02K
BP PLC
SOLEShares15.68K
TypeSH
Market value$565.9K
0.29%
Sole
0.00
Shared
0.00
None
15.68K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.01K
TypeSH
Market value$411.0K
0.21%
Sole
0.00
Shared
0.00
None
1.01K
APPLE INC
SOLEShares1.38K
TypeSH
Market value$289.9K
0.15%
Sole
0.00
Shared
0.00
None
1.38K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 917K | SH | $66.07M 33.71% | 0.00 | 0.00 | 917K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 182.90K | SH | $48.93M 24.96% | 0.00 | 0.00 | 182.90K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 513.88K | SH | $30.99M 15.81% | 0.00 | 0.00 | 513.88K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 229.69K | SH | $25.97M 13.25% | 0.00 | 0.00 | 229.69K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 449.28K | SH | $21.87M 11.16% | 0.00 | 0.00 | 449.28K |
MICROSOFT CORPSOLE | COM | 2.02K | SH | $902.3K 0.46% | 0.00 | 0.00 | 2.02K |
BP PLCSOLE | SPONSORED ADR | 15.68K | SH | $565.9K 0.29% | 0.00 | 0.00 | 15.68K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.01K | SH | $411.0K 0.21% | 0.00 | 0.00 | 1.01K |
APPLE INCSOLE | COM | 1.38K | SH | $289.9K 0.15% | 0.00 | 0.00 | 1.38K |