Safir Wealth Advisors, LLC

Q2 2025 13F Holdings

  • Location
    greenland, NH
  • Num holdings

    13

  • Value ($000)

    $136,291

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0001830103
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$55.44M
41 %

97,606

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$15.07M
11 %

34,370

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
921937827
$15.04M
11 %

191,156

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$10.81M
8 %

52,817

VTV
VTV

VANGUARD INDEX FDS

VALUE ETF
922908744
$10.80M
8 %

61,087

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$10.24M
8 %

132,411

VGSH
VGSH

VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS
92206C102
$7.23M
5 %

123,018

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$5.18M
4 %

26,857

SUB
SUB

ISHARES TR

SHRT NAT MUN ETF
464288158
$2.76M
2 %

25,929

MUB
MUB

ISHARES TR

NATIONAL MUN ETF
464288414
$2.71M
2 %

25,924

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