Safir Wealth Advisors, LLC 13F Holdings
CIK 0001830103 · GREENLAND, NH
As of Sep 30, 2025, Safir Wealth Advisors, LLC reported 16 positions worth
CIK 0001830103 · GREENLAND, NH
As of Sep 30, 2025, Safir Wealth Advisors, LLC reported 16 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 96,105 | $58.9M | 41.57% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 33,057 | 5.9M | 11.20% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 191,479 | 5.1M | 10.67% |
| VANGUARD VALUE INDEX FUND | VTV | — | 61,517 | 1.5M | 8.10% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 52,540 | 1.3M | 8.01% |
| VANGUARD INTERMEDIATE-TERM B | BIV | — | 131,802 | 0.3M | 7.27% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 110,591 | $6.5M | 4.60% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 26,982 | $5.6M | 3.99% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 22,591 | $2.4M | 1.70% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 22,614 | $2.4M | 1.70% |
| MICROSOFT CORP | MSFT | Technology | 1,006 | $521.1K | 0.37% |
| APPLE INC | AAPL | Technology | 1,200 | $305.6K | 0.22% |
| MCDONALDS CORP | MCD | Consumer Cyclical | 715 | $217.3K | 0.15% |
| PRIMEENERGY RESOURCES CORP | PNRG | Energy | 1,244 | $207.8K | 0.15% |
| ABBVIE INC | ABBV | Equity | 894 | $207.0K | 0.15% |
| EXXON MOBIL CORP | XOM | Energy | 1,832 | $206.6K | 0.15% |