Filed: 1/30/2026ACC: 0001573947-26-000001
📋 What this filing means
BURRUS FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $175.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$175.87M
Total AUM (reported)
1.89M
Total Shares
Allocation by class
TOTAL BND MRKT$40.22M22.9%
VG TL INTL STK F$37.03M21.1%
TOTAL INT BD ETF$27.00M15.4%
SMALL CP ETF$24.83M14.1%
TOTAL STK MKT$22.20M12.6%
US VALUE FACTR$22.07M12.6%
SPONSORED ADR$912.0K0.5%
Portfolio Concentration
Top 3$104.26M59.3%
4–10$71.19M40.5%
11–25$430.0K0.2%
Top 3 weight
59.3%
Top 10 weight
99.8%
Voting Authority Distribution
Total shares with voting rights: 1.89M
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
1.89M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings12
Rows:
VANGUARD BD INDEX FDS
SOLEShares464.37K
TypeSH
Market value$40.22M
22.87%
Sole
0.00
Shared
0.00
None
464.37K
VANGUARD STAR FDS
SOLEShares381.85K
TypeSH
Market value$37.03M
21.06%
Sole
0.00
Shared
0.00
None
381.85K
VANGUARD CHARLOTTE FDS
SOLEShares408.33K
TypeSH
Market value$27.00M
15.35%
Sole
0.00
Shared
0.00
None
408.33K
VANGUARD INDEX FDS
SOLEShares287.51K
TypeSH
Market value$24.83M
14.12%
Sole
0.00
Shared
0.00
None
287.51K
VANGUARD INDEX FDS
SOLEShares130.72K
TypeSH
Market value$22.20M
12.62%
Sole
0.00
Shared
0.00
None
130.72K
VANGUARD WELLINGTON FD
SOLEShares182K
TypeSH
Market value$22.07M
12.55%
Sole
0.00
Shared
0.00
None
182K
BP PLC
SOLEShares18.76K
TypeSH
Market value$912.0K
0.52%
Sole
0.00
Shared
0.00
None
18.76K
VANGUARD INDEX FDS
SOLEShares1.82K
TypeSH
Market value$469.3K
0.27%
Sole
0.00
Shared
0.00
None
1.82K
VANGUARD SCOTTSDALE FDS
SOLEShares5.72K
TypeSH
Market value$423.7K
0.24%
Sole
0.00
Shared
0.00
None
5.72K
NVIDIA CORPORATION
SOLEShares1.06K
TypeSH
Market value$272.7K
0.16%
Sole
0.00
Shared
0.00
None
1.06K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares4.69K
TypeSH
Market value$226.7K
0.13%
Sole
0.00
Shared
0.00
None
4.69K
MDU RES GROUP INC
SOLEShares4.21K
TypeSH
Market value$203.3K
0.12%
Sole
0.00
Shared
0.00
None
4.21K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 464.37K | SH | $40.22M 22.87% | 0.00 | 0.00 | 464.37K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 381.85K | SH | $37.03M 21.06% | 0.00 | 0.00 | 381.85K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 408.33K | SH | $27.00M 15.35% | 0.00 | 0.00 | 408.33K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 287.51K | SH | $24.83M 14.12% | 0.00 | 0.00 | 287.51K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 130.72K | SH | $22.20M 12.62% | 0.00 | 0.00 | 130.72K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 182K | SH | $22.07M 12.55% | 0.00 | 0.00 | 182K |
BP PLCSOLE | SPONSORED ADR | 18.76K | SH | $912.0K 0.52% | 0.00 | 0.00 | 18.76K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.82K | SH | $469.3K 0.27% | 0.00 | 0.00 | 1.82K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 5.72K | SH | $423.7K 0.24% | 0.00 | 0.00 | 5.72K |
NVIDIA CORPORATIONSOLE | COM | 1.06K | SH | $272.7K 0.16% | 0.00 | 0.00 | 1.06K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 4.69K | SH | $226.7K 0.13% | 0.00 | 0.00 | 4.69K |
MDU RES GROUP INCSOLE | COM | 4.21K | SH | $203.3K 0.12% | 0.00 | 0.00 | 4.21K |