Safir Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    greenland, NH
  • CIK
    0001830103
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

16

$129.66M
VOO, VUG, BSV, VIG
13F-HR
Jan 15, 2025
000195175725000045

17

$130.07M
VOO, VUG, BSV, VTV
13F-HR
Oct 8, 2024
000195175724000994

15

$122.04M
VOO, VUG, BSV, VIG
13F-HR
Jul 15, 2024
000195175724000505

17

$121.83M
VOO, BSV, VUG, VIG
13F-HR
Apr 15, 2024
000195175724000293

15

$111.14M
VOO, BSV, VUG, VGSH
13F-HR
Jan 18, 2024
000195175724000061

15

$103.39M
VOO, BSV, VUG, VGSH
13F-HR
Oct 10, 2023
000195175723000537

16

$108.13M
VOO, BSV, VUG, VGSH
13F-HR
Jul 17, 2023
000195175723000370

14

$101.35M
VOO, BSV, VUG, VGSH
13F-HR
Apr 14, 2023
000195175723000166

15

$98.10M
VOO, BSV, VGSH, VUG
13F-HR
Jan 25, 2023
000195175723000056

13

$96.09M
VOO, BSV, VGSH, VUG
13F-HR
Oct 20, 2022
000183010322000005

14

$102.20M
VOO, BSV, VGSH, VUG
13F-HR
Jul 25, 2022
000183010322000004

17

$119.78M
VOO, VGSH, BSV, VUG
13F-HR
Apr 27, 2022
000183010322000003

12

$128.51M
VOO, VGSH, BSV, VUG
13F-HR
Jan 26, 2022
000183010322000001

15

$119.52M
VOO, VGSH, BSV, VUG
13F-HR
Nov 15, 2021
000176809521000008

13

$117.84M
VOO, VGSH, BSV, VUG
13F-HR
Aug 16, 2021
000183010321000003

13

$109.07M
VOO, VGSH, BSV, VUG
13F-HR
Apr 15, 2021
000183010321000002

41

$107.65M
VOO, VGSH, BSV, VUG
13F-HR
Jan 28, 2021
000183010321000001
Safir Wealth Advisors, Llc 13F Filings