13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q2 2024 · Filed July 15, 2024 · Accession 0001951757-24-000505
Total Value
$122.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 95,667 | $47.8M | 39.21% |
| 2 | VANGUARD INDEX FDS | 922908736 | 36,036 | $13.5M | 11.04% |
| 3 | VANGUARD BD INDEX FDS | 921937827 | 167,937 | $12.9M | 10.55% |
| 4 | VANGUARD SPECIALIZED FUNDS | 921908844 | 49,244 | $9.0M | 7.37% |
| 5 | VANGUARD INDEX FDS | 922908744 | 55,655 | $8.9M | 7.32% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C102 | 146,868 | $8.5M | 6.98% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 85,212 | $6.4M | 5.23% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 81,531 | $5.7M | 4.70% |
| 9 | VANGUARD INDEX FDS | 922908652 | 24,607 | $4.2M | 3.40% |
| 10 | ISHARES TR | 464288158 | 19,914 | $2.1M | 1.71% |
| 11 | ISHARES TR | 464288414 | 19,239 | $2.0M | 1.68% |
| 12 | MICROSOFT CORP | MSFT | 680 | $303,926 | 0.25% |
| 13 | APPLE INC | AAPL | 1,200 | $252,744 | 0.21% |
| 14 | PEPSICO INC | PEP | 1,410 | $232,551 | 0.19% |
| 15 | EXXON MOBIL CORP | XOM | 1,832 | $210,900 | 0.17% |