13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001951757-25-000313
Total Value
$126.0M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 95,175 | $48.9M | 38.82% |
| 2 | VANGUARD BD INDEX FDS | 921937827 | 187,736 | $14.7M | 11.66% |
| 3 | VANGUARD INDEX FDS | 922908736 | 34,090 | $12.6M | 10.03% |
| 4 | VANGUARD INDEX FDS | 922908744 | 60,217 | $10.4M | 8.25% |
| 5 | VANGUARD SPECIALIZED FUNDS | 921908844 | 51,932 | $10.1M | 7.99% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 131,021 | $10.0M | 7.96% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C102 | 127,498 | $7.5M | 5.94% |
| 8 | VANGUARD INDEX FDS | 922908652 | 26,122 | $4.5M | 3.57% |
| 9 | ISHARES TR | 464288158 | 26,824 | $2.8M | 2.25% |
| 10 | ISHARES TR | 464288414 | 26,469 | $2.8M | 2.21% |
| 11 | MICROSOFT CORP | MSFT | 1,006 | $377,642 | 0.30% |
| 12 | MCDONALDS CORP | MCD | 923 | $288,318 | 0.23% |
| 13 | PRIMEENERGY RESOURCES CORP | PNRG | 1,244 | $283,495 | 0.22% |
| 14 | APPLE INC | AAPL | 1,200 | $266,556 | 0.21% |
| 15 | EXXON MOBIL CORP | XOM | 1,832 | $217,880 | 0.17% |
| 16 | PEPSICO INC | PEP | 1,410 | $211,415 | 0.17% |