Safir Wealth Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
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As of the latest 13F report, the guru’s equity portfolio contained 15 stocks valued at a total of $98.00Mil. The top holdings were VOO(36.87%), BSV(11.90%), and VGSH(10.41%).
According to GuruFocus data, these were Safir Wealth Advisors, LLC’s top five trades of the quarter.
Vanguard Short-Term Government Bond ETF
Safir Wealth Advisors, LLC reduced their investment in NAS:VGSH by 16,819 shares. The trade had a 1.01% impact on the equity portfolio. During the quarter, the stock traded for an average price of $57.57.
On 01/25/2023, Vanguard Short-Term Government Bond ETF traded for a price of $58.25 per share and a market cap of $18.85Bil. The stock has returned -2.67% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares Short-Term National Muni Bond ETF
Safir Wealth Advisors, LLC reduced their investment in ARCA:SUB by 8,865 shares. The trade had a 0.95% impact on the equity portfolio. During the quarter, the stock traded for an average price of $103.31.
On 01/25/2023, iShares Short-Term National Muni Bond ETF traded for a price of $105.1225 per share and a market cap of $11.34Bil. The stock has returned -0.21% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares National Muni Bond ETF
Safir Wealth Advisors, LLC reduced their investment in ARCA:MUB by 8,599 shares. The trade had a 0.92% impact on the equity portfolio. During the quarter, the stock traded for an average price of $104.02.
On 01/25/2023, iShares National Muni Bond ETF traded for a price of $107.97 per share and a market cap of $32.98Bil. The stock has returned -3.66% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Growth ETF
During the quarter, Safir Wealth Advisors, LLC bought 1,724 shares of ARCA:VUG for a total holding of 40,410. The trade had a 0.37% impact on the equity portfolio. During the quarter, the stock traded for an average price of $220.3.
On 01/25/2023, Vanguard Growth ETF traded for a price of $227.445 per share and a market cap of $73.40Bil. The stock has returned -16.76% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard Growth ETF has a price-earnings ratio of 25.66 and a price-book ratio of 6.72.
Vanguard S&P 500 ETF
Safir Wealth Advisors, LLC reduced their investment in ARCA:VOO by 977 shares. The trade had a 0.33% impact on the equity portfolio. During the quarter, the stock traded for an average price of $351.8.
On 01/25/2023, Vanguard S&P 500 ETF traded for a price of $364.8 per share and a market cap of $272.98Bil. The stock has returned -7.10% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard S&P 500 ETF has a price-earnings ratio of 18.88 and a price-book ratio of 3.58.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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