13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q4 2024 · Filed January 15, 2025 · Accession 0001951757-25-000045
Total Value
$129.7M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 96,187 | $51.8M | 39.97% |
| 2 | VANGUARD INDEX FDS | 922908736 | 35,056 | $14.4M | 11.10% |
| 3 | VANGUARD BD INDEX FDS | 921937827 | 176,162 | $13.6M | 10.50% |
| 4 | VANGUARD SPECIALIZED FUNDS | 921908844 | 50,776 | $9.9M | 7.67% |
| 5 | VANGUARD INDEX FDS | 922908744 | 57,970 | $9.8M | 7.57% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C102 | 123,013 | $7.2M | 5.52% |
| 7 | VANGUARD BD INDEX FDS | 921937819 | 88,534 | $6.6M | 5.10% |
| 8 | VANGUARD BD INDEX FDS | 921937793 | 85,960 | $5.9M | 4.54% |
| 9 | VANGUARD INDEX FDS | 922908652 | 25,137 | $4.8M | 3.68% |
| 10 | ISHARES TR | 464288158 | 21,614 | $2.3M | 1.76% |
| 11 | ISHARES TR | 464288414 | 19,579 | $2.1M | 1.61% |
| 12 | APPLE INC | AAPL | 1,200 | $300,504 | 0.23% |
| 13 | MICROSOFT CORP | MSFT | 680 | $286,620 | 0.22% |
| 14 | PRIMEENERGY RESOURCES CORP | PNRG | 1,244 | $273,170 | 0.21% |
| 15 | PEPSICO INC | PEP | 1,410 | $214,405 | 0.17% |
| 16 | MCDONALDS CORP | MCD | 715 | $207,271 | 0.16% |