Instuitional Investor - Safir Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Safir Wealth Advisors, Llc |
| Portfolio Value | $129,663,144 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 96,187 | $51,826,332 | 39.96% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 35,056 | $14,388,253 | 11.09% | |
| 3. | BND | 176,162 | $13,612,025 | 10.49% | |
| 4. | Vanguard Specialized Funds - DIV APP ETF | 50,776 | $9,943,369 | 7.66% | |
| 5. | Vanguard Index Fds - VALUE ETF | 57,970 | $9,814,382 | 7.56% |
