| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Exit | APPLE INC | $0 | – | -1,200 | -100.0% | -0.20% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -1,357 | -100.0% | -0.20% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -1,832 | -100.0% | -0.21% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -680 | -100.0% | -0.21% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -17,982 | -100.0% | -1.78% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -18,541 | -100.0% | -1.84% | – |
| VXF | Exit | VANGUARD INDEX FDSextend mkt etf | $0 | – | -23,336 | -100.0% | -3.24% | – |
| BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -78,107 | -100.0% | -5.07% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -80,073 | -100.0% | -5.60% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -52,433 | -100.0% | -7.00% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -47,640 | -100.0% | -7.16% | – |
| VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -161,461 | -100.0% | -9.00% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -38,791 | -100.0% | -10.22% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -160,405 | -100.0% | -11.66% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -96,420 | -100.0% | -36.62% | – |
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.