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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 $217,966,821 across 10 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-28.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001573947-25-000002

Period
2025-09-30
Reported value
$218M
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VBadded+1,495$380K
BNDadded+3,676$273K
VFVAadded+1,381$176K
BNDXadded+1,600$79.1K
BPadded+474$16.3K

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-930-$305K
VXUSreduced-4,010-$295K

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, Q3 2025

Share positions as resolved from 13F-HR 0001573947-25-000002, largest first. % of portfolio is the value over $217,966,821, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 983,753 shares; 2024Q4: 979,420 shares; 2025Q1: 1,010,153 shares; 2025Q2: 1,015,613 shares; 2025Q3: 1,019,289 shares 1,019,289$75.8M34.78%+3,676Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,115 shares; 2024Q4: 465,600 shares; 2025Q1: 492,379 shares; 2025Q2: 502,916 shares; 2025Q3: 498,906 shares 498,906$36.6M16.81%-4,010Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,664 shares; 2024Q4: 92,295 shares; 2025Q1: 90,146 shares; 2025Q2: 92,265 shares; 2025Q3: 91,335 shares 91,335$30M13.75%-930Timeline
VFVAVANGUARD WELLINGTON FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,210 shares; 2024Q4: 199,026 shares; 2025Q1: 195,661 shares; 2025Q2: 202,255 shares; 2025Q3: 203,636 shares 203,636$26M11.91%+1,381Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,388 shares; 2024Q4: 499,011 shares; 2025Q1: 501,418 shares; 2025Q2: 507,916 shares; 2025Q3: 509,516 shares 509,516$25.2M11.56%+1,600Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,438 shares; 2024Q4: 82,377 shares; 2025Q1: 81,875 shares; 2025Q2: 84,427 shares; 2025Q3: 85,922 shares 85,922$21.9M10.02%+1,495Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,026 shares; 2025Q1: 2,031 shares; 2025Q2: 2,034 shares; 2025Q3: 2,038 shares 2,038$1.06M0.48%+4Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,136 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares 1,136$571K0.26%0Timeline
BPBP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,421 shares; 2024Q4: 15,673 shares; 2025Q1: 15,313 shares; 2025Q2: 15,527 shares; 2025Q3: 16,001 shares 16,001$551K0.25%+474Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,378 shares; 2024Q4: 1,379 shares; 2025Q1: 1,380 shares; 2025Q2: 1,384 shares; 2025Q3: 1,385 shares 1,385$352K0.16%+1Timeline

How Q3 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 0001573947-25-000002 base2025-10-28acceptance time not in the bulk data set