Safir Wealth Advisors as of Dec. 31, 2024
Portfolio Holdings for Safir Wealth Advisors
Safir Wealth Advisors holds 16 positions in its portfolio as reported in the December 2024 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) | 40.0 | $52M | 96k | 538.81 | |
| Vanguard Index Fds Growth Etf (VUG) | 11.1 | $14M | 35k | 410.44 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 10.5 | $14M | 176k | 77.27 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 7.7 | $9.9M | 51k | 195.83 | |
| Vanguard Index Fds Value Etf (VTV) | 7.6 | $9.8M | 58k | 169.30 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.5 | $7.2M | 123k | 58.18 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 5.1 | $6.6M | 89k | 74.73 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 4.5 | $5.9M | 86k | 68.43 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.7 | $4.8M | 25k | 189.98 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 1.8 | $2.3M | 22k | 105.48 | |
| Ishares Tr National Mun Etf (MUB) | 1.6 | $2.1M | 20k | 106.55 | |
| Apple (AAPL) | 0.2 | $301k | 1.2k | 250.42 | |
| Microsoft Corporation (MSFT) | 0.2 | $287k | 680.00 | 421.50 | |
| PrimeEnergy Corporation (PNRG) | 0.2 | $273k | 1.2k | 219.59 | |
| Pepsi (PEP) | 0.2 | $214k | 1.4k | 152.06 | |
| McDonald's Corporation (MCD) | 0.2 | $207k | 715.00 | 289.89 |
