13F Filings for Safir Wealth Advisors, LLC (CIK: 1830103)
View the most recent portfolio holdings disclosed by Safir Wealth Advisors, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 97.61K | $55.44M | 40.68% | Increased | 2.43K (2.0%, $6.53M) |
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 34.37K | $15.07M | 11.06% | Increased | 280 (0.0%, $2.43M) |
| BSV - VANGUARD BD INDEX FDS(Class: SHORT TRM BOND) | 191.16K | $15.04M | 11.04% | Increased | 3.42K (1.0%, $348K) |
| VIG - VANGUARD SPECIALIZED FUNDS(Class: DIV APP ETF) | 52.82K | $10.81M | 7.93% | Increased | 885 (1.0%, $735.77K) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 61.09K | $10.80M | 7.92% | Increased | 870 (1.0%, $394.63K) |
| BIV - VANGUARD BD INDEX FDS(Class: INTERMED TERM) | 132.41K | $10.24M | 7.51% | Increased | 1.39K (1.0%, $208.39K) |
| VGSH - VANGUARD SCOTTSDALE FDS(Class: SHORT TERM TREAS) | 123.02K | $7.23M | 5.31% | Decreased | 4.48K (3.0%, $251.86K) |
| VXF - VANGUARD INDEX FDS(Class: EXTEND MKT ETF) | 26.86K | $5.18M | 3.80% | Increased | 735 (2.0%, $675.84K) |
| SUB - ISHARES TR(Class: SHRT NAT MUN ETF) | 25.93K | $2.76M | 2.02% | Decreased | 895 (3.0%, $75.32K) |
| MUB - ISHARES TR(Class: NATIONAL MUN ETF) | 25.92K | $2.71M | 1.99% | Decreased | 545 (2.0%, $82.35K) |
| MSFT - MICROSOFT CORP(Class: COM) | 1.01K | $500.39K | 0.37% | Unchanged | |
| MCD - MCDONALDS CORP(Class: COM) | 923 | $269.67K | 0.20% | Unchanged | |
| AAPL - APPLE INC(Class: COM) | 1.20K | $246.20K | 0.18% | Unchanged | |
| PNRG - PRIMEENERGY RESOURCES CORP(Class: COM) | 0 | $0 | - | Exited | 1.24K ($283.50K) |
| XOM - EXXON MOBIL CORP(Class: COM) | 0 | $0 | - | Exited | 1.83K ($217.88K) |
| PEP - PEPSICO INC(Class: COM) | 0 | $0 | - | Exited | 1.41K ($211.41K) |