Safir Wealth Advisors, LLC
- SEC CIK
- 0001830103
- Latest filing
- Jul 9, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 15, 2021. Long positions only.
- Positions
- 13
- No 13F data for Q4 2020
- Portfolio value
- $109.1M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 96,467 | $35.1M | 32.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 282,584 | $17.4M | 15.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 170,569 | $14.0M | 12.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37,253 | $9.58M | 8.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 49,629 | $7.30M | 6.7% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 76,749 | $6.81M | 6.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 48,827 | $6.42M | 5.9% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 63,373 | $6.22M | 5.7% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 15,795 | $2.79M | 2.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 12,846 | $1.49M | 1.4% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,815 | $1.49M | 1.4% | – | – | – |
| CLColgate Palmolive Co | Stock | 2,810 | $222.0K | 0.2% | – | – | History |
| ABTAbbott Laboratories | Stock | 1,700 | $204.0K | 0.2% | – | – | History |