Filed: 4/23/2026ACC: 0001573947-26-000002
📋 What this filing means
BURRUS FINANCIAL SERVICES, INC. filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $218.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$218.48M
Total AUM (reported)
2.45M
Total Shares
Allocation by class
TOTAL BND MRKT$79.48M36.4%
VG TL INTL STK F$31.81M14.6%
TOTAL STK MKT$28.65M13.1%
TOTAL INT BD ETF$26.83M12.3%
US VALUE FACTR$26.72M12.2%
SMALL CP ETF$22.34M10.2%
COM$1.11M0.5%
Portfolio Concentration
Top 3$139.94M64.1%
4–10$78.27M35.8%
11–25$273.9K0.1%
Top 3 weight
64.1%
Top 10 weight
99.9%
Voting Authority Distribution
Total shares with voting rights: 2.45M
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
2.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings11
Rows:
VANGUARD BD INDEX FDS
SOLEShares1.08M
TypeSH
Market value$79.48M
36.38%
Sole
0.00
Shared
0.00
None
1.08M
VANGUARD STAR FDS
SOLEShares412.59K
TypeSH
Market value$31.81M
14.56%
Sole
0.00
Shared
0.00
None
412.59K
VANGUARD INDEX FDS
SOLEShares89.31K
TypeSH
Market value$28.65M
13.11%
Sole
0.00
Shared
0.00
None
89.31K
VANGUARD CHARLOTTE FDS
SOLEShares558.34K
TypeSH
Market value$26.83M
12.28%
Sole
0.00
Shared
0.00
None
558.34K
VANGUARD WELLINGTON FD
SOLEShares198.47K
TypeSH
Market value$26.72M
12.23%
Sole
0.00
Shared
0.00
None
198.47K
VANGUARD INDEX FDS
SOLEShares85.26K
TypeSH
Market value$22.34M
10.22%
Sole
0.00
Shared
0.00
None
85.26K
MICROSOFT CORP
SOLEShares2.04K
TypeSH
Market value$757.1K
0.35%
Sole
0.00
Shared
0.00
None
2.04K
BP PLC
SOLEShares15.42K
TypeSH
Market value$724.6K
0.33%
Sole
0.00
Shared
0.00
None
15.42K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.16K
TypeSH
Market value$554.1K
0.25%
Sole
0.00
Shared
0.00
None
1.16K
APPLE INC
SOLEShares1.39K
TypeSH
Market value$351.8K
0.16%
Sole
0.00
Shared
0.00
None
1.39K
ISHARES SILVER TR
SOLEShares4.02K
TypeSH
Market value$273.9K
0.13%
Sole
0.00
Shared
0.00
None
4.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 1.08M | SH | $79.48M 36.38% | 0.00 | 0.00 | 1.08M |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 412.59K | SH | $31.81M 14.56% | 0.00 | 0.00 | 412.59K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 89.31K | SH | $28.65M 13.11% | 0.00 | 0.00 | 89.31K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 558.34K | SH | $26.83M 12.28% | 0.00 | 0.00 | 558.34K |
VANGUARD WELLINGTON FDSOLE | US VALUE FACTR | 198.47K | SH | $26.72M 12.23% | 0.00 | 0.00 | 198.47K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 85.26K | SH | $22.34M 10.22% | 0.00 | 0.00 | 85.26K |
MICROSOFT CORPSOLE | COM | 2.04K | SH | $757.1K 0.35% | 0.00 | 0.00 | 2.04K |
BP PLCSOLE | SPONSORED ADR | 15.42K | SH | $724.6K 0.33% | 0.00 | 0.00 | 15.42K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.16K | SH | $554.1K 0.25% | 0.00 | 0.00 | 1.16K |
APPLE INCSOLE | COM | 1.39K | SH | $351.8K 0.16% | 0.00 | 0.00 | 1.39K |
ISHARES SILVER TRSOLE | ISHARES | 4.02K | SH | $273.9K 0.13% | 0.00 | 0.00 | 4.02K |