SW
| |
Safir Wealth Advisors, LLC13F | |
| Safir Wealth Advisors, LLC | |
| Last update 2025-07-22 | 13 Stocks (0 new) |
| Value $136.00 Mil | Turnover 2 % |
Safir Wealth Advisors, LLC Top Holdings of 2025-06-30
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 | 97,606 | 55,443.2 | +2.55% | 40.680 | +1.01% | 0.010 | +18.82% | +8.89% | 663,622.4 | ||
VUG | Vanguard Growth ETF | 34,370 | 15,067.7 | +0.82% | 11.060 | +0.09% | 0.010 | +25.10% | +10.01% | 165,393.5 | ||
BSV | Vanguard Short-Term Bond ETF | 191,156 | 15,044.0 | +1.82% | 11.040 | +0.20% | 0.040 | +1.30% | +3.38% | 38,425.6 | ||
VIG | Vanguard Dividend Appreciation FTF | 52,817 | 10,810.1 | +1.70% | 7.930 | +0.13% | 0.010 | +12.58% | +7.35% | 90,302.9 | ||
VTV | Vanguard Value ETF | 61,087 | 10,796.5 | +1.44% | 7.920 | +0.11% | 0.010 | +11.15% | +7.87% | 135,521.3 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 132,411 | 10,240.6 | +1.06% | 7.510 | +0.08% | 0.040 | +2.32% | +4.79% | 23,145.5 | ||
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 123,018 | 7,231.0 | -3.51% | 5.310 | -0.21% | 0.030 | +0.87% | +2.75% | 22,508.7 | ||
VXF | Vanguard Extended Market Index ETF | 26,857 | 5,175.7 | +2.81% | 3.800 | +0.10% | 0.030 | +21.75% | +6.38% | 21,512.8 | ||
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 25,929 | 2,757.3 | -3.34% | 2.020 | -0.08% | 0.030 | +1.86% | +2.17% | 10,038.5 | ||
MUB | iShares National Muni Bond ETF | 25,924 | 2,708.5 | -2.06% | 1.990 | -0.05% | 0.010 | +0.86% | -1.27% | 37,843.6 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-06-30 | Add Add | +1.01% | 456.74 ($525.37) 568.03 | $582.86 | 10.94% | Add 2.55% | 97,606 | 2,431 | |
PNRG | PrimeEnergy Resources Corp | 2025-06-30 | Sold Out Sold Out | -0.22% | 142.9 ($174.23) 227.89 | $179.18 | 2.84% | Sold Out | 0 | -1,244 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Reduce Reduce | -0.21% | 58.32 ($58.58) 58.98 | $58.57 | -0.02% | Reduce -3.51% | 123,018 | -4,480 | |
BSV | Vanguard Short-Term Bond ETF | 2025-06-30 | Add Add | +0.20% | 77.74 ($78.19) 78.78 | $78.40 | 0.27% | Add 1.82% | 191,156 | 3,420 | |
PEP | PepsiCo Inc | 2025-06-30 | Sold Out Sold Out | -0.17% | 128.02 ($134.95) 151.37 | $145.67 | 7.94% | Sold Out | 0 | -1,410 | |
XOM | Exxon Mobil Corp | 2025-06-30 | Sold Out Sold Out | -0.17% | 99.93 ($107.09) 119.04 | $109.93 | 2.65% | Sold Out | 0 | -1,832 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-06-30 | Add Add | +0.13% | 173.71 ($193.82) 204.67 | $208.32 | 7.48% | Add 1.7% | 52,817 | 885 | |
VTV | Vanguard Value ETF | 2025-06-30 | Add Add | +0.11% | 153.67 ($168.97) 176.74 | $180.57 | 6.87% | Add 1.44% | 61,087 | 870 | |
VXF | Vanguard Extended Market Index ETF | 2025-06-30 | Add Add | +0.10% | 150.43 ($177.5) 192.71 | $200.85 | 13.15% | Add 2.81% | 26,857 | 735 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Add Add | +0.09% | 329.49 ($394.63) 438.4 | $450.40 | 14.13% | Add 0.82% | 34,370 | 280 |
Safir Wealth Advisors, LLC Total Holding History ($B)
Safir Wealth Advisors, LLC's Asset Allocation
Safir Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Safir Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30
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
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers