SW

Safir Wealth Advisors, LLC

13F
Safir Wealth Advisors, LLC
Last update 2024-10-08 17 Stocks (2 new)
Value $130.00 Mil Turnover 2 %
Countries:
Top Holdings: VOO(39.05%)VUG(10.54%)BSV(10.46%)VTV(7.57%)VIG(7.53%)
Portfolio Report
Summary Stock Picks Current Portfolio
Safir Wealth Advisors, LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO 		Vanguard S&P 500 ETF
96,270
50798.990
+0.63%
39.050
+0.24%
0.010
+7.04%
+22.06%
489672.512
 
VUG 		Vanguard Growth ETF
35,694
13704.050
-0.95%
10.540
-0.10%
0.010
+9.97%
+26.82%
133090.766
 
BSV 		Vanguard Short-Term Bond ETF
172,932
13608.010
+2.97%
10.460
+0.30%
0.040
+0.30%
+0.84%
33070.196
 
VTV 		Vanguard Value ETF
56,435
9851.870
+1.40%
7.570
+0.10%
0.010
+3.73%
+15.92%
121768.126
 
VIG 		Vanguard Dividend Appreciation FTF
49,464
9796.750
+0.45%
7.530
+0.03%
0.010
+4.64%
+15.60%
82137.529
 
VGSH 		Vanguard Short-Term Government Bond ETF
146,463
8644.230
-0.28%
6.650
-0.02%
0.040
+0.19%
+0.21%
19886.395
 
BIV 		Vanguard Intermediate-Term Bond ETF
87,272
6839.500
+2.42%
5.260
+0.12%
0.040
-0.18%
-0.48%
18658.270
 
BLV 		Vanguard Long-Term Bond ETF
86,061
6469.190
+5.56%
4.970
+0.26%
0.120
-0.60%
-4.37%
5605.502
 
VXF 		Vanguard Extended Market Index ETF
24,872
4526.510
+1.08%
3.480
+0.04%
0.020
+4.36%
+12.94%
20363.189
 
SUB 		iShares Short-Term National Muni Bond ETF
20,664
2194.310
+3.77%
1.690
+0.06%
0.030
+0.29%
+0.10%
8686.173
 

Safir Wealth Advisors, LLC's Historical Top Holdings Breakdowns

Safir Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSV 		Vanguard Short-Term Bond ETF2024-09-30Add
+0.30%
●
76.38 ($77.89) 78.87
$77.67
-0.28%
Add 2.97%
172,932
4,995
BLV 		Vanguard Long-Term Bond ETF2024-09-30Add
+0.26%
●
69.16 ($73.49) 76.64
$71.32
-2.95%
Add 5.56%
86,061
4,530
VOO 		Vanguard S&P 500 ETF2024-09-30Add
+0.24%
●
496.64 ($516.09) 527.7
$533.16
3.31%
Add 0.63%
96,270
603
JNJ 		Johnson & Johnson2024-09-30New Buy
+0.17%
●
145.48 ($159.33) 167.38
$160.61
0.80%
New holding
1,357
1,357
MCD 		McDonald's Corp2024-09-30New Buy
+0.17%
●
245.82 ($275.62) 304.51
$291.52
5.77%
New holding
715
715
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+0.12%
●
74.26 ($77.1) 78.84
$76.01
-1.41%
Add 2.42%
87,272
2,060
VUG 		Vanguard Growth ETF2024-09-30Reduce
-0.10%
●
341.08 ($371.89) 391.94
$394.25
6.01%
Reduce -0.95%
35,694
-342
VTV 		Vanguard Value ETF2024-09-30Add
+0.10%
●
159.75 ($167.43) 174.57
$173.30
3.51%
Add 1.4%
56,435
780
MUB 		iShares National Muni Bond ETF2024-09-30Add
+0.07%
●
106.13 ($107.77) 108.7
$107.02
-0.70%
Add 4.05%
20,019
780
SUB 		iShares Short-Term National Muni Bond ETF2024-09-30Add
+0.06%
●
104.3 ($105.51) 106.3
$105.54
0.03%
Add 3.77%
20,664
750

Safir Wealth Advisors, LLC Total Holding History ($B)

To

Safir Wealth Advisors, LLC's Asset Allocation

To

Safir Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Safir Wealth Advisors, LLC's Hypothetical Growth since 2024-09-30

Safir Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Safir Wealth Advisors, LLC's Holdings Heat Map

Size field:

Safir Wealth Advisors, LLC's Holdings Bubble Chart

Safir Wealth Advisors, LLC News

  • 1

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