13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q3 2023 · Filed July 17, 2023 · Accession 0001951757-23-000370
Total Value
$108.1M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 98,727 | $40.2M | 37.19% |
| 2 | VANGUARD BD INDEX FDS | 921937827 | 162,651 | $12.3M | 11.37% |
| 3 | VANGUARD INDEX FDS | 922908736 | 39,611 | $11.2M | 10.37% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C102 | 159,196 | $9.2M | 8.50% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 48,377 | $7.9M | 7.27% |
| 6 | VANGUARD INDEX FDS | 922908744 | 52,283 | $7.4M | 6.87% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 80,232 | $6.0M | 5.58% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 76,946 | $5.8M | 5.33% |
| 9 | VANGUARD INDEX FDS | 922908652 | 23,349 | $3.5M | 3.21% |
| 10 | ISHARES TR | 464288158 | 17,101 | $1.8M | 1.65% |
| 11 | ISHARES TR | 464288414 | 16,567 | $1.8M | 1.64% |
| 12 | APPLE INC | AAPL | 1,200 | $232,764 | 0.22% |
| 13 | MICROSOFT CORP | MSFT | 680 | $231,567 | 0.21% |
| 14 | JOHNSON & JOHNSON | JNJ | 1,357 | $224,611 | 0.21% |
| 15 | PEPSICO INC | PEP | 1,161 | $215,040 | 0.20% |
| 16 | MCDONALDS CORP | MCD | 715 | $213,363 | 0.20% |