Filed: 9/24/2025ACC: 0001085146-25-005767
📋 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 $194.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$194.63M
Total AUM (reported)
2.34M
Total Shares
Allocation by class
TOTAL BND MRKT$70.43M36.2%
VG TL INTL STK F$27.44M14.1%
TOTAL STK MKT$26.75M13.7%
TOTAL INT BD ETF$24.48M12.6%
US VALUE FACTR$23.56M12.1%
SMALL CP ETF$19.80M10.2%
COM$1.20M0.6%
Portfolio Concentration
Top 3$124.61M64.0%
4–10$70.01M36.0%
Top 3 weight
64.0%
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
SOLEShares979.42K
TypeSH
Market value$70.43M
36.19%
Sole
0.00
Shared
0.00
None
979.42K
VANGUARD STAR FDS
SOLEShares465.60K
TypeSH
Market value$27.44M
14.10%
Sole
0.00
Shared
0.00
None
465.60K
VANGUARD INDEX FDS
SOLEShares92.30K
TypeSH
Market value$26.75M
13.74%
Sole
0.00
Shared
0.00
None
92.30K
VANGUARD CHARLOTTE FDS
SOLEShares499.01K
TypeSH
Market value$24.48M
12.58%
Sole
0.00
Shared
0.00
None
499.01K
VANGUARD WELLINGTON FD
SOLEShares199.03K
TypeSH
Market value$23.56M
12.11%
Sole
0.00
Shared
0.00
None
199.03K
VANGUARD INDEX FDS
SOLEShares82.38K
TypeSH
Market value$19.80M
10.17%
Sole
0.00
Shared
0.00
None
82.38K
MICROSOFT CORP
SOLEShares2.03K
TypeSH
Market value$854.0K
0.44%
Sole
0.00
Shared
0.00
None
2.03K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.14K
TypeSH
Market value$515.1K
0.26%
Sole
0.00
Shared
0.00
None
1.14K
BP PLC
SOLEShares15.67K
TypeSH
Market value$463.3K
0.24%
Sole
0.00
Shared
0.00
None
15.67K
APPLE INC
SOLEShares1.38K
TypeSH
Market value$345.4K
0.18%
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 | 979.42K | SH | $70.43M 36.19% | 0.00 | 0.00 | 979.42K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 465.60K | SH | $27.44M 14.10% | 0.00 | 0.00 | 465.60K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 92.30K | SH | $26.75M 13.74% | 0.00 | 0.00 | 92.30K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 499.01K | SH | $24.48M 12.58% | 0.00 | 0.00 | 499.01K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 199.03K | SH | $23.56M 12.11% | 0.00 | 0.00 | 199.03K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 82.38K | SH | $19.80M 10.17% | 0.00 | 0.00 | 82.38K |
MICROSOFT CORPSOLE | COM | 2.03K | SH | $854.0K 0.44% | 0.00 | 0.00 | 2.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.14K | SH | $515.1K 0.26% | 0.00 | 0.00 | 1.14K |
BP PLCSOLE | SPONSORED ADR | 15.67K | SH | $463.3K 0.24% | 0.00 | 0.00 | 15.67K |
APPLE INCSOLE | COM | 1.38K | SH | $345.4K 0.18% | 0.00 | 0.00 | 1.38K |