$103 Million is the total value of Safir Wealth Advisors, LLC's 15 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $9,300,146 | +1.2% | 161,461 | +1.4% | 9.00% | +5.8% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $7,232,023 | -2.7% | 52,433 | +0.3% | 7.00% | +1.8% |
| BLV | Buy | VANGUARD BD INDEX FDSlong term bond | $5,237,879 | -9.1% | 78,107 | +1.5% | 5.07% | -5.0% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $1,907,127 | +7.2% | 18,541 | +8.4% | 1.84% | +12.2% |
| MUB | Buy | ISHARES TRnational mun etf | $1,843,851 | +4.3% | 17,982 | +8.5% | 1.78% | +9.1% |
| XOM | New | EXXON MOBIL CORP | $215,407 | – | 1,832 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-10
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.