13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q2 2023 · Filed April 14, 2023 · Accession 0001951757-23-000166
Total Value
$101.3M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 99,653 | $37.5M | 36.98% |
| 2 | VANGUARD BD INDEX FDS | 921937827 | 156,831 | $12.0M | 11.84% |
| 3 | VANGUARD INDEX FDS | 922908736 | 39,986 | $10.0M | 9.84% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C102 | 158,355 | $9.3M | 9.15% |
| 5 | VANGUARD INDEX FDS | 922908744 | 52,843 | $7.3M | 7.20% |
| 6 | VANGUARD SPECIALIZED FUNDS | 921908844 | 45,680 | $7.0M | 6.94% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 77,641 | $6.0M | 5.88% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 73,339 | $5.6M | 5.55% |
| 9 | VANGUARD INDEX FDS | 922908652 | 21,899 | $3.1M | 3.03% |
| 10 | ISHARES TR | 464288158 | 14,461 | $1.5M | 1.49% |
| 11 | ISHARES TR | 464288414 | 14,017 | $1.5M | 1.49% |
| 12 | PEPSICO INC | PEP | 1,161 | $211,650 | 0.21% |
| 13 | JOHNSON & JOHNSON | JNJ | 1,357 | $210,335 | 0.21% |
| 14 | EXXON MOBIL CORP | XOM | 1,832 | $200,897 | 0.20% |