$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 - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
JNJ | New | JOHNSON & JOHNSON | $241,000 | – | 1,357 | +100.0% | 0.20% | – |
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.