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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 $208,954,757 across 10 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-09-24.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-005769

Period
2025-06-30
Reported value
$209M
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VFVAadded+6,594$780K
VXUSadded+10,537$728K
VTIadded+2,119$644K
VBadded+2,552$605K
BNDadded+5,460$402K

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

None.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001085146-25-005769, largest first. % of portfolio is the value over $208,954,757, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,753 shares; 2024Q4: 979,420 shares; 2025Q1: 1,010,153 shares; 2025Q2: 1,015,613 shares 1,015,613$74.8M35.78%+5,460Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,115 shares; 2024Q4: 465,600 shares; 2025Q1: 492,379 shares; 2025Q2: 502,916 shares 502,916$34.7M16.63%+10,537Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,664 shares; 2024Q4: 92,295 shares; 2025Q1: 90,146 shares; 2025Q2: 92,265 shares 92,265$28M13.42%+2,119Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,388 shares; 2024Q4: 499,011 shares; 2025Q1: 501,418 shares; 2025Q2: 507,916 shares 507,916$25.1M12.03%+6,498Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,210 shares; 2024Q4: 199,026 shares; 2025Q1: 195,661 shares; 2025Q2: 202,255 shares 202,255$23.9M11.45%+6,594Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,438 shares; 2024Q4: 82,377 shares; 2025Q1: 81,875 shares; 2025Q2: 84,427 shares 84,427$20M9.58%+2,552Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,026 shares; 2025Q1: 2,031 shares; 2025Q2: 2,034 shares 2,034$1.01M0.48%+3Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares 1,136$552K0.26%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,421 shares; 2024Q4: 15,673 shares; 2025Q1: 15,313 shares; 2025Q2: 15,527 shares 15,527$465K0.22%+214Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,379 shares; 2025Q1: 1,380 shares; 2025Q2: 1,384 shares 1,384$284K0.14%+4Timeline

How Q2 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 0001085146-25-005769 base2025-09-24acceptance time not in the bulk data set