Filed: 9/24/2025ACC: 0001085146-25-005766
📋 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 $201.85M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$201.85M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
TOTAL BND MRKT$73.89M36.6%
VG TL INTL STK F$30.11M14.9%
TOTAL STK MKT$26.52M13.1%
TOTAL INT BD ETF$24.96M12.4%
US VALUE FACTR$24.37M12.1%
SMALL CP ETF$19.79M9.8%
COM$1.19M0.6%
Portfolio Concentration
Top 3$130.52M64.7%
4–10$71.32M35.3%
Top 3 weight
64.7%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.34M
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
2.34M
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
SOLEShares983.75K
TypeSH
Market value$73.89M
36.61%
Sole
0.00
Shared
0.00
None
983.75K
VANGUARD STAR FDS
SOLEShares465.12K
TypeSH
Market value$30.11M
14.92%
Sole
0.00
Shared
0.00
None
465.12K
VANGUARD INDEX FDS
SOLEShares93.66K
TypeSH
Market value$26.52M
13.14%
Sole
0.00
Shared
0.00
None
93.66K
VANGUARD CHARLOTTE FDS
SOLEShares496.39K
TypeSH
Market value$24.96M
12.37%
Sole
0.00
Shared
0.00
None
496.39K
VANGUARD WELLINGTON FD
SOLEShares202.21K
TypeSH
Market value$24.37M
12.08%
Sole
0.00
Shared
0.00
None
202.21K
VANGUARD INDEX FDS
SOLEShares83.44K
TypeSH
Market value$19.79M
9.81%
Sole
0.00
Shared
0.00
None
83.44K
MICROSOFT CORP
SOLEShares2.02K
TypeSH
Market value$870.2K
0.43%
Sole
0.00
Shared
0.00
None
2.02K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.14K
TypeSH
Market value$523.0K
0.26%
Sole
0.00
Shared
0.00
None
1.14K
BP PLC
SOLEShares15.42K
TypeSH
Market value$484.1K
0.24%
Sole
0.00
Shared
0.00
None
15.42K
APPLE INC
SOLEShares1.38K
TypeSH
Market value$321.0K
0.16%
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 | 983.75K | SH | $73.89M 36.61% | 0.00 | 0.00 | 983.75K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 465.12K | SH | $30.11M 14.92% | 0.00 | 0.00 | 465.12K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 93.66K | SH | $26.52M 13.14% | 0.00 | 0.00 | 93.66K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 496.39K | SH | $24.96M 12.37% | 0.00 | 0.00 | 496.39K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 202.21K | SH | $24.37M 12.08% | 0.00 | 0.00 | 202.21K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 83.44K | SH | $19.79M 9.81% | 0.00 | 0.00 | 83.44K |
MICROSOFT CORPSOLE | COM | 2.02K | SH | $870.2K 0.43% | 0.00 | 0.00 | 2.02K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.14K | SH | $523.0K 0.26% | 0.00 | 0.00 | 1.14K |
BP PLCSOLE | SPONSORED ADR | 15.42K | SH | $484.1K 0.24% | 0.00 | 0.00 | 15.42K |
APPLE INCSOLE | COM | 1.38K | SH | $321.0K 0.16% | 0.00 | 0.00 | 1.38K |