13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q4 2023 · Filed October 10, 2023 · Accession 0001951757-23-000537
Total Value
$103.4M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 96,420 | $37.9M | 36.62% |
| 2 | VANGUARD BD INDEX FDS | 921937827 | 160,405 | $12.1M | 11.66% |
| 3 | VANGUARD INDEX FDS | 922908736 | 38,791 | $10.6M | 10.22% |
| 4 | VANGUARD SCOTTSDALE FDS | 92206C102 | 161,461 | $9.3M | 9.00% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 47,640 | $7.4M | 7.16% |
| 6 | VANGUARD INDEX FDS | 922908744 | 52,433 | $7.2M | 6.99% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 80,073 | $5.8M | 5.60% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 78,107 | $5.2M | 5.07% |
| 9 | VANGUARD INDEX FDS | 922908652 | 23,336 | $3.3M | 3.24% |
| 10 | ISHARES TR | 464288158 | 18,541 | $1.9M | 1.84% |
| 11 | ISHARES TR | 464288414 | 17,982 | $1.8M | 1.78% |
| 12 | EXXON MOBIL CORP | XOM | 1,832 | $215,407 | 0.21% |
| 13 | MICROSOFT CORP | MSFT | 680 | $214,710 | 0.21% |
| 14 | JOHNSON & JOHNSON | JNJ | 1,357 | $211,353 | 0.20% |
| 15 | APPLE INC | AAPL | 1,200 | $205,452 | 0.20% |