Safir Wealth Advisors as of June 30, 2023
Portfolio Holdings for Safir Wealth Advisors
Safir Wealth Advisors holds 16 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 37.2 | $40M | 99k | 407.28 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 11.4 | $12M | 163k | 75.57 | |
| Vanguard Index Fds Growth Etf (VUG) | 10.4 | $11M | 40k | 282.96 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 8.5 | $9.2M | 159k | 57.73 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 7.3 | $7.9M | 48k | 162.43 | |
| Vanguard Index Fds Value Etf (VTV) | 6.9 | $7.4M | 52k | 142.10 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 5.6 | $6.0M | 80k | 75.23 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.3 | $5.8M | 77k | 74.92 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.2 | $3.5M | 23k | 148.83 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.6 | $1.8M | 17k | 104.04 | |
| Ishares Tr National Mun Etf (MUB) | 1.6 | $1.8M | 17k | 106.73 | |
| Apple (AAPL) | 0.2 | $233k | 1.2k | 193.97 | |
| Microsoft Corporation (MSFT) | 0.2 | $232k | 680.00 | 340.54 | |
| Johnson & Johnson (JNJ) | 0.2 | $225k | 1.4k | 165.52 | |
| Pepsi (PEP) | 0.2 | $215k | 1.2k | 185.22 | |
| McDonald's Corporation (MCD) | 0.2 | $213k | 715.00 | 298.41 |
