Filed: 9/24/2025ACC: 0001085146-25-005769
📋 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 $208.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$208.95M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
TOTAL BND MRKT$74.77M35.8%
VG TL INTL STK F$34.74M16.6%
TOTAL STK MKT$28.04M13.4%
TOTAL INT BD ETF$25.14M12.0%
US VALUE FACTR$23.93M11.5%
SMALL CP ETF$20.01M9.6%
COM$1.30M0.6%
Portfolio Concentration
Top 3$137.56M65.8%
4–10$71.40M34.2%
Top 3 weight
65.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 2.43M
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
2.43M
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
SOLEShares1.02M
TypeSH
Market value$74.77M
35.78%
Sole
0.00
Shared
0.00
None
1.02M
VANGUARD STAR FDS
SOLEShares502.92K
TypeSH
Market value$34.74M
16.63%
Sole
0.00
Shared
0.00
None
502.92K
VANGUARD INDEX FDS
SOLEShares92.27K
TypeSH
Market value$28.04M
13.42%
Sole
0.00
Shared
0.00
None
92.27K
VANGUARD CHARLOTTE FDS
SOLEShares507.92K
TypeSH
Market value$25.14M
12.03%
Sole
0.00
Shared
0.00
None
507.92K
VANGUARD WELLINGTON FD
SOLEShares202.25K
TypeSH
Market value$23.93M
11.45%
Sole
0.00
Shared
0.00
None
202.25K
VANGUARD INDEX FDS
SOLEShares84.43K
TypeSH
Market value$20.01M
9.58%
Sole
0.00
Shared
0.00
None
84.43K
MICROSOFT CORP
SOLEShares2.03K
TypeSH
Market value$1.01M
0.48%
Sole
0.00
Shared
0.00
None
2.03K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.14K
TypeSH
Market value$552.0K
0.26%
Sole
0.00
Shared
0.00
None
1.14K
BP PLC
SOLEShares15.53K
TypeSH
Market value$464.8K
0.22%
Sole
0.00
Shared
0.00
None
15.53K
APPLE INC
SOLEShares1.38K
TypeSH
Market value$283.6K
0.14%
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 | 1.02M | SH | $74.77M 35.78% | 0.00 | 0.00 | 1.02M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 502.92K | SH | $34.74M 16.63% | 0.00 | 0.00 | 502.92K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 92.27K | SH | $28.04M 13.42% | 0.00 | 0.00 | 92.27K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 507.92K | SH | $25.14M 12.03% | 0.00 | 0.00 | 507.92K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 202.25K | SH | $23.93M 11.45% | 0.00 | 0.00 | 202.25K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 84.43K | SH | $20.01M 9.58% | 0.00 | 0.00 | 84.43K |
MICROSOFT CORPSOLE | COM | 2.03K | SH | $1.01M 0.48% | 0.00 | 0.00 | 2.03K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.14K | SH | $552.0K 0.26% | 0.00 | 0.00 | 1.14K |
BP PLCSOLE | SPONSORED ADR | 15.53K | SH | $464.8K 0.22% | 0.00 | 0.00 | 15.53K |
APPLE INCSOLE | COM | 1.38K | SH | $283.6K 0.14% | 0.00 | 0.00 | 1.38K |