13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q1 2023 · Filed January 25, 2023 · Accession 0001951757-23-000056
Total Value
$98.1M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 102,942 | $36.2M | 36.87% |
| 2 | VANGUARD BD INDEX FDS | 921937827 | 155,129 | $11.7M | 11.90% |
| 3 | VANGUARD SCOTTSDALE FDS | 92206C102 | 176,570 | $10.2M | 10.41% |
| 4 | VANGUARD INDEX FDS | 922908736 | 40,410 | $8.6M | 8.78% |
| 5 | VANGUARD INDEX FDS | 922908744 | 53,184 | $7.5M | 7.61% |
| 6 | VANGUARD SPECIALIZED FUNDS | 921908844 | 47,256 | $7.2M | 7.31% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 75,936 | $5.6M | 5.75% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 71,309 | $5.2M | 5.27% |
| 9 | VANGUARD INDEX FDS | 922908652 | 21,644 | $2.9M | 2.93% |
| 10 | ISHARES TR | 464288158 | 10,696 | $1.1M | 1.14% |
| 11 | ISHARES TR | 464288414 | 10,301 | $1.1M | 1.11% |
| 12 | JOHNSON & JOHNSON | JNJ | 1,357 | $239,714 | 0.24% |
| 13 | PEPSICO INC | PEP | 1,241 | $224,199 | 0.23% |
| 14 | EXXON MOBIL CORP | XOM | 2,007 | $221,372 | 0.23% |
| 15 | CHEVRON CORP NEW | CVX | 1,223 | $219,516 | 0.22% |