13F HOLDINGS REPORT
Safir Wealth Advisors, LLC
Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0001951757-25-000908
Total Value
$136.3M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908363 | 97,606 | $55.4M | 40.68% |
| 2 | VANGUARD INDEX FDS | 922908736 | 34,370 | $15.1M | 11.06% |
| 3 | VANGUARD BD INDEX FDS | 921937827 | 191,156 | $15.0M | 11.04% |
| 4 | VANGUARD SPECIALIZED FUNDS | 921908844 | 52,817 | $10.8M | 7.93% |
| 5 | VANGUARD INDEX FDS | 922908744 | 61,087 | $10.8M | 7.92% |
| 6 | VANGUARD BD INDEX FDS | 921937819 | 132,411 | $10.2M | 7.51% |
| 7 | VANGUARD SCOTTSDALE FDS | 92206C102 | 123,018 | $7.2M | 5.31% |
| 8 | VANGUARD INDEX FDS | 922908652 | 26,857 | $5.2M | 3.80% |
| 9 | ISHARES TR | 464288158 | 25,929 | $2.8M | 2.02% |
| 10 | ISHARES TR | 464288414 | 25,924 | $2.7M | 1.99% |
| 11 | MICROSOFT CORP | MSFT | 1,006 | $500,394 | 0.37% |
| 12 | MCDONALDS CORP | MCD | 923 | $269,673 | 0.20% |
| 13 | APPLE INC | AAPL | 1,200 | $246,204 | 0.18% |