Instuitional Investor - Safir Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Safir Wealth Advisors, Llc |
| Portfolio Value | $126,008,565 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 95,175 | $48,911,564 | 38.82% | |
| 2. | BND | 187,736 | $14,695,975 | 11.66% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 34,090 | $12,641,146 | 10.03% | |
| 4. | Vanguard Index Fds - VALUE ETF | 60,217 | $10,401,822 | 8.25% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 51,932 | $10,074,347 | 7.99% |
