13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q3 2024 · Filed October 8, 2024 · Accession 0001951757-24-000994
Total Value
$130.1M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 96,270 | $50.8M | 39.05% |
| 2 | VANGUARD INDEX FDS | 922908736 | 35,694 | $13.7M | 10.54% |
| 3 | VANGUARD BD INDEX FDS | 921937827 | 172,932 | $13.6M | 10.46% |
| 4 | VANGUARD INDEX FDS | 922908744 | 56,435 | $9.9M | 7.57% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 49,464 | $9.8M | 7.53% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C102 | 146,463 | $8.6M | 6.65% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 87,272 | $6.8M | 5.26% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 86,061 | $6.5M | 4.97% |
| 9 | VANGUARD INDEX FDS | 922908652 | 24,872 | $4.5M | 3.48% |
| 10 | ISHARES TR | 464288158 | 20,664 | $2.2M | 1.69% |
| 11 | ISHARES TR | 464288414 | 20,019 | $2.2M | 1.67% |
| 12 | MICROSOFT CORP | MSFT | 680 | $292,604 | 0.22% |
| 13 | APPLE INC | AAPL | 1,200 | $279,600 | 0.21% |
| 14 | PEPSICO INC | PEP | 1,410 | $239,771 | 0.18% |
| 15 | JOHNSON & JOHNSON | JNJ | 1,357 | $219,915 | 0.17% |
| 16 | MCDONALDS CORP | MCD | 715 | $217,725 | 0.17% |
| 17 | EXXON MOBIL CORP | XOM | 1,832 | $214,747 | 0.17% |