Safir Wealth Advisors, LLC
- SEC CIK
- 0001830103
- Latest filing
- Jul 9, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Jan 26, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 12
- −3 vs. Q3 2021
- Portfolio value
- $128.5M
- +$8.99M (+7.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 99,405 | $43.4M | 33.8% | +700+0.7% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 325,860 | $19.8M | 15.4% | +41,271+14.5% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 182,301 | $14.7M | 11.5% | +1,087+0.6% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 36,017 | $11.6M | 9.0% | −1,120−3.0% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 48,626 | $8.35M | 6.5% | −1,608−3.2% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 51,941 | $7.64M | 5.9% | +1,597+3.2% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 71,078 | $7.32M | 5.7% | +935+1.3% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 82,001 | $7.18M | 5.6% | +1,205+1.5% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 17,688 | $3.23M | 2.5% | +425+2.5% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,656 | $2.52M | 2.0% | +1,975+10.0% | Added | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 23,415 | $2.51M | 2.0% | +2,140+10.1% | Added | – |
| ABTAbbott Laboratories | Stock | 1,700 | $239.0K | 0.2% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (3)
Positions held at the end of Q3 2021 that are gone from this filing.