Safir Wealth Advisors, LLC
- SEC CIK
- 0001830103
- Latest filing
- Jul 9, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 15
- +2 vs. Q2 2021
- Portfolio value
- $119.5M
- +$1.68M (+1.4%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 98,705 | $38.9M | 32.6% | +1,674+1.7% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 284,589 | $17.5M | 14.6% | +4,905+1.8% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 181,214 | $14.8M | 12.4% | +1,255+0.7% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37,137 | $10.8M | 9.0% | −401−1.1% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 50,234 | $7.72M | 6.5% | +77+0.2% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 80,796 | $7.23M | 6.0% | −1,745−2.1% | Reduced | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 70,143 | $7.18M | 6.0% | +1,480+2.2% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 50,344 | $6.82M | 5.7% | +1,122+2.3% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 17,263 | $3.15M | 2.6% | +695+4.2% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 21,275 | $2.29M | 1.9% | +1,460+7.4% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 19,681 | $2.29M | 1.9% | +915+4.9% | Added | – |
| PEPPepsiCo Inc | Stock | 1,410 | $212.0K | 0.2% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 2,810 | $212.0K | 0.2% | 00.0% | Unchanged | History |
| YUMYum Brands Inc | Stock | 1,672 | $205.0K | 0.2% | +1,672 | New | History |
| ABTAbbott Laboratories | Stock | 1,700 | $201.0K | 0.2% | +1,700 | New | History |