Safir Wealth Advisors as of Dec. 31, 2020
Portfolio Holdings for Safir Wealth Advisors
Safir Wealth Advisors holds 41 positions in its portfolio as reported in the December 2020 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) | 31.2 | $34M | 98k | 343.69 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 15.2 | $16M | 266k | 61.60 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 12.8 | $14M | 166k | 82.90 | |
| Vanguard Index Fds Growth Etf (VUG) | 8.8 | $9.4M | 37k | 253.35 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 6.5 | $7.0M | 50k | 141.16 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 6.4 | $6.9M | 75k | 92.85 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 5.7 | $6.2M | 56k | 109.64 | |
| Vanguard Index Fds Value Etf (VTV) | 5.6 | $6.0M | 51k | 118.96 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 2.7 | $2.9M | 18k | 164.67 | |
| Ishares Tr National Mun Etf (MUB) | 1.4 | $1.5M | 13k | 117.23 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.4 | $1.5M | 14k | 108.08 | |
| Colgate-Palmolive Company (CL) | 0.2 | $240k | 2.8k | 85.41 | |
| Pepsi (PEP) | 0.2 | $209k | 1.4k | 148.23 | |
| Abbott Laboratories (ABT) | 0.2 | $186k | 1.7k | 109.41 | |
| Yum! Brands (YUM) | 0.2 | $182k | 1.7k | 108.85 | |
| Apple (AAPL) | 0.2 | $176k | 1.3k | 132.43 | |
| 3M Company (MMM) | 0.1 | $114k | 650.00 | 175.38 | |
| Honeywell International (HON) | 0.1 | $106k | 500.00 | 212.00 | |
| Johnson & Johnson (JNJ) | 0.1 | $100k | 638.00 | 156.74 | |
| Yum China Holdings (YUMC) | 0.1 | $95k | 1.7k | 56.82 | |
| Abbvie (ABBV) | 0.1 | $86k | 800.00 | 107.50 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $82k | 100.00 | 820.00 | |
| Travelers Companies (TRV) | 0.1 | $70k | 500.00 | 140.00 | |
| Microsoft Corporation (MSFT) | 0.1 | $69k | 311.00 | 221.87 | |
| Chevron Corporation (CVX) | 0.1 | $68k | 800.00 | 85.00 | |
| Netflix (NFLX) | 0.1 | $68k | 125.00 | 544.00 | |
| Anthem (ELV) | 0.1 | $64k | 200.00 | 320.00 | |
| Hershey Company (HSY) | 0.1 | $61k | 400.00 | 152.50 | |
| Norfolk Southern (NSC) | 0.1 | $59k | 250.00 | 236.00 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $55k | 1.3k | 41.04 | |
| PrimeEnergy Corporation (PNRG) | 0.1 | $54k | 1.2k | 43.41 | |
| Walt Disney Company (DIS) | 0.1 | $54k | 300.00 | 180.00 | |
| Home Depot (HD) | 0.0 | $53k | 200.00 | 265.00 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $51k | 400.00 | 127.50 | |
| United Parcel Service CL B (UPS) | 0.0 | $51k | 300.00 | 170.00 | |
| Facebook Cl A (META) | 0.0 | $38k | 140.00 | 271.43 | |
| General Dynamics Corporation (GD) | 0.0 | $30k | 200.00 | 150.00 | |
| Beyond Meat (BYND) | 0.0 | $25k | 200.00 | 125.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $24k | 100.00 | 240.00 | |
| Quest Diagnostics Incorporated (DGX) | 0.0 | $24k | 200.00 | 120.00 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $23k | 400.00 | 57.50 |
