BURRUS FINANCIAL SERVICES, INC.
Holdings as of 2026-06-30, filed 2026-07-20
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 20 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
11
Value reported by manager
$230.3M
Sum of our stored positions
$230.3M
should match the line above
Disclosure lag
20 d
quarter end to filing
Top 5 concentration
88.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
11 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $79.7M | 1,085,432 | — | 921937835 |
| VANGUARD STAR FDS | VG TL INTL STK F | $34.7M | 405,599 | — | 921909768 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $32.3M | 87,378 | — | 922908769 |
| VANGUARD WELLINGTON FD | US VALUE FACTR | $28.9M | 195,002 | — | 921935805 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $27.1M | 559,901 | — | 92203J407 |
| VANGUARD INDEX FDS | SMALL CP ETF | $25.3M | 83,316 | — | 922908751 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $762.2K | 1,523 | — | 084670702 |
| MICROSOFT CORP | COM | $625.2K | 1,676 | — | 594918104 |
| BP PLC | SPONSORED ADR | $438.5K | 11,867 | — | 055622104 |
| APPLE INC | COM | $300.2K | 1,037 | — | 037833100 |
| ISHARES SILVER TR | ISHARES | $214.9K | 4,020 | — | 46428Q109 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-20