Safir Wealth Advisors, LLC
- SEC CIK
- 0001830103
- Latest filing
- Jul 9, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 13
- 0 vs. Q1 2021
- Portfolio value
- $117.8M
- +$8.77M (+8.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 97,031 | $38.2M | 32.4% | +564+0.6% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 279,684 | $17.2M | 14.6% | −2,900−1.0% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 179,959 | $14.8M | 12.5% | +9,390+5.5% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37,538 | $10.8M | 9.1% | +285+0.8% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 50,157 | $7.76M | 6.6% | +528+1.1% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 82,541 | $7.42M | 6.3% | +5,792+7.5% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 68,663 | $7.07M | 6.0% | +5,290+8.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 49,222 | $6.77M | 5.7% | +395+0.8% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 16,568 | $3.13M | 2.7% | +773+4.9% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,766 | $2.20M | 1.9% | +5,920+46.1% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 19,815 | $2.14M | 1.8% | +6,000+43.4% | Added | – |
| CLColgate Palmolive Co | Stock | 2,810 | $229.0K | 0.2% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 1,410 | $209.0K | 0.2% | +1,410 | New | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.