$122 Million is the total value of Safir Wealth Advisors, LLC's 15 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2024 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 15 | Q2 2024 | 39.2% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 12.9% |
| VANGUARD SCOTTSDALE FDS | 15 | Q2 2024 | 15.9% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 11.0% |
| VANGUARD SPECIALIZED FUNDS | 15 | Q2 2024 | 7.4% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 7.6% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 6.4% |
| VANGUARD BD INDEX FDS | 15 | Q2 2024 | 6.0% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 3.5% |
| ISHARES TR | 15 | Q2 2024 | 2.2% |
View Safir Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-15 |
| 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 |
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.