$120 Million is the total value of Safir Wealth Advisors, LLC's 17 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 83.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD INDEX FDS | $41,882,000 | -3.5% | 100,879 | +1.5% | 34.97% | +3.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $10,486,000 | -9.3% | 36,460 | +1.2% | 8.76% | -2.7% |
| VXF | Buy | VANGUARD INDEX FDSextend mkt etf | $3,418,000 | +5.7% | 20,635 | +16.7% | 2.85% | +13.4% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $2,594,000 | +3.2% | 24,800 | +5.9% | 2.17% | +10.7% |
| MUB | Buy | ISHARES TRnational mun etf | $2,537,000 | +0.8% | 23,141 | +6.9% | 2.12% | +8.1% |
| JNJ | New | JOHNSON & JOHNSON | $241,000 | – | 1,357 | +100.0% | 0.20% | – |
| ABT | Buy | ABBOTT LABS | $230,000 | -3.8% | 1,939 | +14.1% | 0.19% | +3.2% |
| PEP | New | PEPSICO INC | $224,000 | – | 1,341 | +100.0% | 0.19% | – |
| CVX | New | CHEVRON CORP NEW | $211,000 | – | 1,298 | +100.0% | 0.18% | – |
| AAPL | New | APPLE INC | $210,000 | – | 1,200 | +100.0% | 0.18% | – |
| MSFT | New | MICROSOFT CORP | $210,000 | – | 680 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-27
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 12 | Q3 2023 | 37.2% |
| VANGUARD SCOTTSDALE FDS | 12 | Q3 2023 | 15.9% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 12.9% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 10.4% |
| VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 7.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 7.6% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 6.4% |
| VANGUARD BD INDEX FDS | 12 | Q3 2023 | 6.0% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 3.2% |
| ISHARES TR | 12 | Q3 2023 | 2.2% |
View Safir Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-01-26 |
View Safir Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.