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BURRUS FINANCIAL SERVICES, INC.

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13F filer, CIK 1573947, SALT LAKE CITY, UT

BURRUS FINANCIAL SERVICES, INC. reported $196,683,623 across 10 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-09-24.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005768

Period
2025-03-31
Reported value
$197M
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BNDadded+30,733$2.26M
VXUSadded+26,779$1.66M
BNDXadded+2,407$118K
MSFTadded+5$1.88K
AAPLadded+1$222

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VTIreduced-2,149-$591K
VFVAreduced-3,365-$384K
VBreduced-502-$111K
BPreduced-360-$12.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-005768, largest first. % of portfolio is the value over $196,683,623, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,753 shares; 2024Q4: 979,420 shares; 2025Q1: 1,010,153 shares 1,010,153$74.2M37.72%+30,733Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,115 shares; 2024Q4: 465,600 shares; 2025Q1: 492,379 shares 492,379$30.6M15.55%+26,779Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,664 shares; 2024Q4: 92,295 shares; 2025Q1: 90,146 shares 90,146$24.8M12.6%-2,149Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,388 shares; 2024Q4: 499,011 shares; 2025Q1: 501,418 shares 501,418$24.5M12.45%+2,407Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,210 shares; 2024Q4: 199,026 shares; 2025Q1: 195,661 shares 195,661$22.3M11.34%-3,365Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,438 shares; 2024Q4: 82,377 shares; 2025Q1: 81,875 shares 81,875$18.2M9.23%-502Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,026 shares; 2025Q1: 2,031 shares 2,031$762K0.39%+5Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares 1,136$605K0.31%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,421 shares; 2024Q4: 15,673 shares; 2025Q1: 15,313 shares 15,313$517K0.26%-360Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,379 shares; 2025Q1: 1,380 shares 1,380$307K0.16%+1Timeline

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001085146-25-005768 base2025-09-24acceptance time not in the bulk data set