Instuitional Investor - Safir Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Safir Wealth Advisors, Llc |
| Portfolio Value | $141,561,508 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 96,105 | $58,852,888 | 41.57% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 33,057 | $15,854,341 | 11.2% | |
| 3. | BND | 191,479 | $15,109,617 | 10.67% | |
| 4. | Vanguard Index Fds - VALUE ETF | 61,517 | $11,472,285 | 8.1% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 52,540 | $11,337,592 | 8.01% |