Safir Wealth Advisors, LLC
Q4 2024 13F Holdings
- Locationgreenland, NH
- Num holdings
16
- Value ($000)
$129,663
- Date Filed01/15/2025
- Form type13F-HR
- CIK0001830103
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $51.83M | 40 % | 96,187 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $14.39M | 11 % | 35,056 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $13.61M | 11 % | 176,162 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $9.94M | 8 % | 50,776 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.81M | 8 % | 57,970 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $7.16M | 6 % | 123,013 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $6.62M | 5 % | 88,534 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $5.88M | 5 % | 85,960 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $4.78M | 4 % | 25,137 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $2.28M | 2 % | 21,614 |
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