Filed: 10/28/2025ACC: 0001573947-25-000002
📋 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 $217.97M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$217.97M
Total AUM (reported)
2.43M
Total Shares
Allocation by class
TOTAL BND MRKT$75.80M34.8%
VG TL INTL STK F$36.65M16.8%
TOTAL STK MKT$29.97M13.8%
US VALUE FACTR$25.97M11.9%
TOTAL INT BD ETF$25.20M11.6%
SMALL CP ETF$21.85M10.0%
COM$1.41M0.6%
Portfolio Concentration
Top 3$142.42M65.3%
4–10$75.55M34.7%
Top 3 weight
65.3%
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$75.80M
34.78%
Sole
0.00
Shared
0.00
None
1.02M
VANGUARD STAR FDS
SOLEShares498.91K
TypeSH
Market value$36.65M
16.81%
Sole
0.00
Shared
0.00
None
498.91K
VANGUARD INDEX FDS
SOLEShares91.33K
TypeSH
Market value$29.97M
13.75%
Sole
0.00
Shared
0.00
None
91.33K
VANGUARD WELLINGTON FD
SOLEShares203.64K
TypeSH
Market value$25.97M
11.91%
Sole
0.00
Shared
0.00
None
203.64K
VANGUARD CHARLOTTE FDS
SOLEShares509.52K
TypeSH
Market value$25.20M
11.56%
Sole
0.00
Shared
0.00
None
509.52K
VANGUARD INDEX FDS
SOLEShares85.92K
TypeSH
Market value$21.85M
10.02%
Sole
0.00
Shared
0.00
None
85.92K
MICROSOFT CORP
SOLEShares2.04K
TypeSH
Market value$1.06M
0.48%
Sole
0.00
Shared
0.00
None
2.04K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.14K
TypeSH
Market value$571.3K
0.26%
Sole
0.00
Shared
0.00
None
1.14K
BP PLC
SOLEShares16K
TypeSH
Market value$551.4K
0.25%
Sole
0.00
Shared
0.00
None
16K
APPLE INC
SOLEShares1.39K
TypeSH
Market value$352.4K
0.16%
Sole
0.00
Shared
0.00
None
1.39K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.02M | SH | $75.80M 34.78% | 0.00 | 0.00 | 1.02M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 498.91K | SH | $36.65M 16.81% | 0.00 | 0.00 | 498.91K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 91.33K | SH | $29.97M 13.75% | 0.00 | 0.00 | 91.33K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 203.64K | SH | $25.97M 11.91% | 0.00 | 0.00 | 203.64K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 509.52K | SH | $25.20M 11.56% | 0.00 | 0.00 | 509.52K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.92K | SH | $21.85M 10.02% | 0.00 | 0.00 | 85.92K |
MICROSOFT CORPSOLE | COM | 2.04K | SH | $1.06M 0.48% | 0.00 | 0.00 | 2.04K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.14K | SH | $571.3K 0.26% | 0.00 | 0.00 | 1.14K |
BP PLCSOLE | SPONSORED ADR | 16K | SH | $551.4K 0.25% | 0.00 | 0.00 | 16K |
APPLE INCSOLE | COM | 1.39K | SH | $352.4K 0.16% | 0.00 | 0.00 | 1.39K |