§ 13F · FUND PROFILE
BURRUS FINANCIAL SERVICES, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201.8T (13F)Positions · 10Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | BND | VANGUARD BD INDEX FDS | 464K | $40.2T | 22.9% | −54% |
| 2 | VXUS | VANGUARD STAR FDS | 382K | $37.0T | 21.1% | −23% |
| 3 | BNDX | VANGUARD CHARLOTTE FDS | 408K | $27.0T | 15.4% | −20% |
| 4 | VB | VANGUARD INDEX FDS | 288K | $24.8T | 14.1% | +235% |
| 5 | VTI | VANGUARD INDEX FDS | 131K | $22.2T | 12.6% | +43% |
| 6 | VFVA | VANGUARD WELLINGTON FD | 182K | $22.1T | 12.6% | −11% |
| 7 | BP | BP PLC | 19K | $912.0B | 0.5% | +17% |
| 8 | VOO | VANGUARD INDEX FDS | 2K | $469.3B | 0.3% | NEW |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | 6K | $423.7B | 0.2% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 1K | $272.7B | 0.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BURRUS SIGNAL
AC read
BURRUS FINANCIAL SERVICES, INC. is a Other fund managing $201848.1 trillion in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
18 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed