Instuitional Investor - Safir Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Safir Wealth Advisors, Llc |
| Portfolio Value | $142,607,474 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - S&P 500 ETF SHS | 93,802 | $58,826,047 | 41.25% | |
| 2. | Vanguard Index Fds - GROWTH ETF | 32,093 | $15,656,828 | 10.98% | |
| 3. | BND | 198,388 | $15,634,967 | 10.96% | |
| 4. | Vanguard Index Fds - VALUE ETF | 61,181 | $11,685,031 | 8.19% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 52,733 | $11,589,643 | 8.13% |