Instuitional Investor - Safir Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Safir Wealth Advisors, Llc |
| Portfolio Value | $111,144,447 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 94,985 | $41,489,468 | 37.32% | |
| 2. | BND | 159,079 | $12,252,234 | 11.02% | |
| 3. | Vanguard Index Fds | 37,711 | $11,723,729 | 10.54% | |
| 4. | Vanguard Scottsdale Funds | 154,712 | $9,024,379 | 8.11% | |
| 5. | Vanguard Specialized Funds | 47,168 | $8,037,365 | 7.23% |
