Filed: 9/24/2025ACC: 0001085146-25-005768
📋 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 $196.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$196.68M
Total AUM (reported)
2.39M
Total Shares
Allocation by class
TOTAL BND MRKT$74.20M37.7%
VG TL INTL STK F$30.58M15.5%
TOTAL STK MKT$24.77M12.6%
TOTAL INT BD ETF$24.48M12.4%
US VALUE FACTR$22.31M11.3%
SMALL CP ETF$18.16M9.2%
COM$1.07M0.5%
Portfolio Concentration
Top 3$129.55M65.9%
4–10$67.14M34.1%
Top 3 weight
65.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.39M
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
2.39M
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
SOLEShares1.01M
TypeSH
Market value$74.20M
37.72%
Sole
0.00
Shared
0.00
None
1.01M
VANGUARD STAR FDS
SOLEShares492.38K
TypeSH
Market value$30.58M
15.55%
Sole
0.00
Shared
0.00
None
492.38K
VANGUARD INDEX FDS
SOLEShares90.15K
TypeSH
Market value$24.77M
12.60%
Sole
0.00
Shared
0.00
None
90.15K
VANGUARD CHARLOTTE FDS
SOLEShares501.42K
TypeSH
Market value$24.48M
12.45%
Sole
0.00
Shared
0.00
None
501.42K
VANGUARD WELLINGTON FD
SOLEShares195.66K
TypeSH
Market value$22.31M
11.34%
Sole
0.00
Shared
0.00
None
195.66K
VANGUARD INDEX FDS
SOLEShares81.88K
TypeSH
Market value$18.16M
9.23%
Sole
0.00
Shared
0.00
None
81.88K
MICROSOFT CORP
SOLEShares2.03K
TypeSH
Market value$762.2K
0.39%
Sole
0.00
Shared
0.00
None
2.03K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.14K
TypeSH
Market value$605.2K
0.31%
Sole
0.00
Shared
0.00
None
1.14K
BP PLC
SOLEShares15.31K
TypeSH
Market value$517.5K
0.26%
Sole
0.00
Shared
0.00
None
15.31K
APPLE INC
SOLEShares1.38K
TypeSH
Market value$306.7K
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 | 1.01M | SH | $74.20M 37.72% | 0.00 | 0.00 | 1.01M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 492.38K | SH | $30.58M 15.55% | 0.00 | 0.00 | 492.38K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 90.15K | SH | $24.77M 12.60% | 0.00 | 0.00 | 90.15K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 501.42K | SH | $24.48M 12.45% | 0.00 | 0.00 | 501.42K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 195.66K | SH | $22.31M 11.34% | 0.00 | 0.00 | 195.66K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 81.88K | SH | $18.16M 9.23% | 0.00 | 0.00 | 81.88K |
MICROSOFT CORPSOLE | COM | 2.03K | SH | $762.2K 0.39% | 0.00 | 0.00 | 2.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.14K | SH | $605.2K 0.31% | 0.00 | 0.00 | 1.14K |
BP PLCSOLE | SPONSORED ADR | 15.31K | SH | $517.5K 0.26% | 0.00 | 0.00 | 15.31K |
APPLE INCSOLE | COM | 1.38K | SH | $306.7K 0.16% | 0.00 | 0.00 | 1.38K |