Safir Wealth Advisors, LLC
Q1 2025 13F Holdings
- Locationgreenland, NH
- Num holdings
16
- Value ($000)
$126,009
- Date Filed04/11/2025
- Form type13F-HR
- CIK0001830103
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $48.91M | 39 % | 95,175 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $14.70M | 12 % | 187,736 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $12.64M | 10 % | 34,090 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $10.40M | 8 % | 60,217 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $10.07M | 8 % | 51,932 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $10.03M | 8 % | 131,021 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $7.48M | 6 % | 127,498 | ||
VXF VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $4.50M | 4 % | 26,122 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $2.83M | 2 % | 26,824 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $2.79M | 2 % | 26,469 |
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