Safir Wealth Advisors as of March 31, 2025
Portfolio Holdings for Safir Wealth Advisors
Safir Wealth Advisors holds 16 positions in its portfolio as reported in the March 2025 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) | 38.8 | $49M | 95k | 513.91 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 11.7 | $15M | 188k | 78.28 | |
| Vanguard Index Fds Growth Etf (VUG) | 10.0 | $13M | 34k | 370.82 | |
| Vanguard Index Fds Value Etf (VTV) | 8.3 | $10M | 60k | 172.74 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 8.0 | $10M | 52k | 193.99 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 8.0 | $10M | 131k | 76.57 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.9 | $7.5M | 128k | 58.69 | |
| Vanguard Index Fds Extend Mkt Etf (VXF) | 3.6 | $4.5M | 26k | 172.26 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.2 | $2.8M | 27k | 105.60 | |
| Ishares Tr National Mun Etf (MUB) | 2.2 | $2.8M | 27k | 105.44 | |
| Microsoft Corporation (MSFT) | 0.3 | $378k | 1.0k | 375.39 | |
| McDonald's Corporation (MCD) | 0.2 | $288k | 923.00 | 312.37 | |
| PrimeEnergy Corporation (PNRG) | 0.2 | $284k | 1.2k | 227.89 | |
| Apple (AAPL) | 0.2 | $267k | 1.2k | 222.13 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $218k | 1.8k | 118.93 | |
| Pepsi (PEP) | 0.2 | $211k | 1.4k | 149.94 |
