BURRUS FINANCIAL SERVICES, INC.
CIK: 0001573947Latest portfolio: $175.9M · Q4 2025
Holdings
12
Total Value
$175.9M
New Positions
12
Closed Positions
0
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | BNDVANGUARD BD INDEX FDS | 464,371 | $40.2M | 22.87% | NEW | |
| 2 | VXUSVANGUARD STAR FDS | 381,848 | $37.0M | 21.06% | NEW | |
| 3 | BNDXVANGUARD CHARLOTTE FDS | 408,330 | $27.0M | 15.35% | NEW | |
| 4 | VBVANGUARD INDEX FDS | 287,513 | $24.8M | 14.12% | NEW | |
| 5 | VTIVANGUARD INDEX FDS | 130,722 | $22.2M | 12.62% | NEW | |
| 6 | VFVAVANGUARD WELLINGTON FD | 182,000 | $22.1M | 12.55% | NEW | |
| 7 | BPBP PLC | 18,763 | $911K | 0.52% | NEW | |
| 8 | VOOVANGUARD INDEX FDS | 1,818 | $469K | 0.27% | NEW | |
| 9 | VGSHVANGUARD SCOTTSDALE FDS | 5,720 | $423K | 0.24% | NEW | |
| 10 | NVDANVIDIA CORPORATION | 1,057 | $272K | 0.15% | NEW | |
| 11 | FBTCFIDELITY WISE ORIGIN BITCOIN | 4,692 | $226K | 0.13% | NEW | |
| 12 | MDUMDU RES GROUP INC | 4,207 | $203K | 0.12% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($4.021837032270043e+29T)
Energy0.0% ($911K)
Technology0.0% ($272K)
Industrials0.0% ($203K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 30, 2026 | $175.9M | 12 |
| Q3 2025 | Oct 28, 2025 | $218.0B | 0 |
| Q2 2025 | Sep 24, 2025 | $195.8B | 11 |
| Q2 2025 | Sep 24, 2025 | $174.3B | 9 |
| Q2 2025 | Sep 24, 2025 | $162.4B | 9 |
| Q2 2025 | Sep 24, 2025 | $172.6B | 10 |
| Q2 2025 | Sep 24, 2025 | $175.0B | 9 |
| Q2 2025 | Sep 24, 2025 | $181.8B | 7 |
| Q2 2025 | Sep 24, 2025 | $176.0B | 9 |
| Q2 2025 | Sep 24, 2025 | $189.4B | 9 |
| Q2 2025 | Sep 24, 2025 | $195.2B | 10 |
| Q2 2025 | Sep 24, 2025 | $196.0B | 9 |
| Q2 2025 | Sep 24, 2025 | $201.8B | 10 |
| Q2 2025 | Sep 24, 2025 | $194.6B | 10 |
| Q2 2025 | Sep 24, 2025 | $196.7B | 10 |
| Q2 2025 | Sep 24, 2025 | $209.0B | 10 |
Fund Information
BURRUS FINANCIAL SERVICES, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $175.9M across 12 holdings. The largest position is VANGUARD BD INDEX FDS (BND), representing 22.9% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.