Safir Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Safir Wealth Advisors, LLC

Safir Wealth Advisors, LLC has $122.04 million in total holdings as of June 30, 2024.
Safir Wealth Advisors, LLC owns shares of 15 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
Approximately 0.10% of the portfolio was purchased this quarter.
About 1.99% of the portfolio was sold this quarter.
This quarter, Safir Wealth Advisors, LLC has purchased 17 new stocks and bought additional shares in 2 stocks.
Safir Wealth Advisors, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.

Vanguard S&P 500 ETF: 2,152 shares (about $1.08M)
Vanguard Long-Term Bond ETF: 5,202 shares (about $365.65K)
Vanguard Growth ETF: 969 shares (about $362.42K)
Vanguard Short-Term Treasury Index ETF: 2,443 shares (about $141.67K)
Vanguard Dividend Appreciation ETF: 146 shares (about $26.65K)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$47,846,059	$1,076,283 ▼	-2.2%	95,667	39.2%	ETF
VUG Vanguard Growth ETF	$13,477,988	$362,420 ▼	-2.6%	36,036	11.0%	ETF
BSV Vanguard Short-Term Bond ETF	$12,880,755	$20,325 ▼	-0.2%	167,937	10.6%	ETF
VIG Vanguard Dividend Appreciation ETF	$8,989,413	$26,652 ▼	-0.3%	49,244	7.4%	ETF
VTV Vanguard Value ETF	$8,927,548	$78,119 ▲	0.9%	55,655	7.3%	ETF
VGSH Vanguard Short-Term Treasury Index ETF	$8,516,859	$141,669 ▼	-1.6%	146,868	7.0%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$6,381,523	$15,502 ▼	-0.2%	85,212	5.2%	ETF
BLV Vanguard Long-Term Bond ETF	$5,730,804	$365,648 ▼	-6.0%	81,531	4.7%	ETF
VXF Vanguard Extended Market ETF	$4,153,470	$45,405 ▲	1.1%	24,607	3.4%	ETF
SUB iShares Short-Term National Muni Bond ETF	$2,082,009		0.0%	19,914	1.7%	ETF
MUB iShares National Muni Bond ETF	$2,049,892		0.0%	19,239	1.7%	ETF
MSFT Microsoft	$303,926		0.0%	680	0.2%	Computer and Technology
AAPL Apple	$252,744		0.0%	1,200	0.2%	Computer and Technology
PEP PepsiCo	$232,551		0.0%	1,410	0.2%	Consumer Staples
XOM Exxon Mobil	$210,900		0.0%	1,832	0.2%	Oils/Energy
JNJ Johnson & Johnson	$0	$214,664 ▼	-100.0%	0	0.0%	Medical
MCD McDonald's	$0	$201,594 ▼	-100.0%	0	0.0%	Retail/Wholesale