13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q1 2024 · Filed April 15, 2024 · Accession 0001951757-24-000293
Total Value
$121.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 97,819 | $47.0M | 38.60% |
| 2 | VANGUARD BD INDEX FDS | 921937827 | 168,202 | $12.9M | 10.59% |
| 3 | VANGUARD INDEX FDS | 922908736 | 37,005 | $12.7M | 10.45% |
| 4 | VANGUARD SPECIALIZED FUNDS | 921908844 | 49,390 | $9.0M | 7.40% |
| 5 | VANGUARD INDEX FDS | 922908744 | 55,168 | $9.0M | 7.37% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C102 | 149,311 | $8.7M | 7.12% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 85,419 | $6.4M | 5.29% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 86,733 | $6.3M | 5.15% |
| 9 | VANGUARD INDEX FDS | 922908652 | 24,338 | $4.3M | 3.50% |
| 10 | ISHARES TR | 464288158 | 19,914 | $2.1M | 1.71% |
| 11 | ISHARES TR | 464288414 | 19,239 | $2.1M | 1.70% |
| 12 | MICROSOFT CORP | MSFT | 680 | $286,090 | 0.23% |
| 13 | PEPSICO INC | PEP | 1,410 | $246,764 | 0.20% |
| 14 | JOHNSON & JOHNSON | JNJ | 1,357 | $214,664 | 0.18% |
| 15 | EXXON MOBIL CORP | XOM | 1,832 | $212,952 | 0.17% |
| 16 | APPLE INC | AAPL | 1,200 | $205,776 | 0.17% |
| 17 | MCDONALDS CORP | MCD | 715 | $201,594 | 0.17% |