Safir Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Safir Wealth Advisors, LLCInvestment ActivitySafir Wealth Advisors, LLC has $130.07 million in total holdings as of September 30, 2024.Safir Wealth Advisors, LLC owns shares of 17 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.57% of the portfolio was purchased this quarter.About 0.12% of the portfolio was sold this quarter.This quarter, Safir Wealth Advisors, LLC has purchased 15 new stocks and bought additional shares in 9 stocks.Safir Wealth Advisors, LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $50,798,986Vanguard Growth ETF $13,704,045Vanguard Short-Term Bond ETF $13,608,006Vanguard Value ETF $9,851,874Vanguard Dividend Appreciation ETF $9,796,754 Largest New Holdings this Quarter Johnson & Johnson $219,915 HoldingMcDonald's $217,725 Holding Largest Purchases this Quarter Vanguard Short-Term Bond ETF 4,995 shares (about $393.06K)Vanguard Long-Term Bond ETF 4,530 shares (about $340.52K)Vanguard S&P 500 ETF 603 shares (about $318.19K)Johnson & Johnson 1,357 shares (about $219.92K)McDonald's 715 shares (about $217.73K) Largest Sales this Quarter Vanguard Growth ETF 342 shares (about $131.30K)Vanguard Short-Term Treasury Index ETF 405 shares (about $23.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSafir Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$50,798,986$318,186 ▲0.6%96,27039.1%ETFVUGVanguard Growth ETF$13,704,045$131,305 ▼-0.9%35,69410.5%ETFBSVVanguard Short-Term Bond ETF$13,608,006$393,056 ▲3.0%172,93210.5%ETFVTVVanguard Value ETF$9,851,874$136,165 ▲1.4%56,4357.6%ETFVIGVanguard Dividend Appreciation ETF$9,796,754$43,573 ▲0.4%49,4647.5%ETFVGSHVanguard Short-Term Treasury Index ETF$8,644,230$23,903 ▼-0.3%146,4636.6%ETFBIVVanguard Intermediate-Term Bond ETF$6,839,503$161,442 ▲2.4%87,2725.3%ETFBLVVanguard Long-Term Bond ETF$6,469,194$340,520 ▲5.6%86,0615.0%ETFVXFVanguard Extended Market ETF$4,526,514$48,228 ▲1.1%24,8723.5%ETFSUBiShares Short-Term National Muni Bond ETF$2,194,310$79,642 ▲3.8%20,6641.7%ETFMUBiShares National Muni Bond ETF$2,174,640$84,730 ▲4.1%20,0191.7%ETFMSFTMicrosoft$292,6040.0%6800.2%Computer and TechnologyAAPLApple$279,6000.0%1,2000.2%Computer and TechnologyPEPPepsiCo$239,7710.0%1,4100.2%Consumer StaplesJNJJohnson & Johnson$219,915$219,915 ▲New Holding1,3570.2%MedicalMCDMcDonald's$217,725$217,725 ▲New Holding7150.2%Retail/WholesaleXOMExxon Mobil$214,7470.0%1,8320.2%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
