Instuitional Investor - Safir Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Safir Wealth Advisors, Llc |
| Portfolio Value | $136,290,778 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 97,606 | $55,443,177 | 40.68% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 34,370 | $15,067,681 | 11.06% | |
| 3. | BND | 191,156 | $15,043,978 | 11.04% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 52,817 | $10,810,117 | 7.93% | |
| 5. | Vanguard Index Fds - VALUE ETF | 61,087 | $10,796,452 | 7.92% |
