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Safir Wealth Advisors, LLC

13F
Safir Wealth Advisors, LLC
Last update 2025-04-11 16 Stocks (1 new)
Value $126.00 Mil Turnover 5 %
Countries:
Safir Wealth Advisors, LLC Top Holdings of 2025-03-31 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
95,175
48,911.6
-1.05%
38.820
-0.42%
0.010
+19.59%
+7.78%
660,834.1
 
BSV
Vanguard Short-Term Bond ETF
187,736
14,696.0
+6.57%
11.660
+0.72%
0.040
+1.08%
+3.32%
38,460.1
 
VUG
Vanguard Growth ETF
34,090
12,641.1
-2.76%
10.030
-0.31%
0.010
+27.48%
+9.52%
167,127.0
 
VTV
Vanguard Value ETF
60,217
10,401.8
+3.88%
8.250
+0.31%
0.010
+10.43%
+6.13%
132,881.1
 
VIG
Vanguard Dividend Appreciation FTF
51,932
10,074.4
+2.28%
7.990
+0.18%
0.010
+12.58%
+6.21%
89,349.2
 
BIV
Vanguard Intermediate-Term Bond ETF
131,021
10,032.3
+47.99%
7.960
+2.58%
0.050
+1.75%
+4.50%
23,124.5
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
127,498
7,482.8
+3.65%
5.940
+0.21%
0.030
+0.75%
+2.72%
22,524.1
 
VXF
Vanguard Extended Market Index ETF
26,122
4,499.8
+3.92%
3.570
+0.13%
0.020
+22.95%
+5.13%
21,536.8
 
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
26,824
2,832.6
+24.10%
2.250
+0.44%
0.030
+1.77%
+2.09%
9,999.2
 
MUB
iShares National Muni Bond ETF
26,469
2,790.9
+35.19%
2.210
+0.58%
0.010
+0.46%
-1.56%
38,301.5
 

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
BLV
Vanguard Long-Term Bond ETF
2025-03-31
Sold Out
Sold Out
-4.54%
66.9 ($69.41) 71.57
$67.76
-2.38%
Sold Out
0
-85,960
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Add
Add
+2.58%
73.78 ($75.44) 76.59
$76.55
1.47%
Add 47.99%
131,021
42,487
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Add
Add
+0.72%
76.94 ($77.63) 78.28
$78.35
0.93%
Add 6.57%
187,736
11,574
MUB
iShares National Muni Bond ETF
2025-03-31
Add
Add
+0.58%
104.71 ($106.35) 107.68
$103.24
-2.92%
Add 35.19%
26,469
6,890
SUB
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
2025-03-31
Add
Add
+0.44%
105.3 ($105.71) 106.24
$106.43
0.68%
Add 24.1%
26,824
5,210
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.42%
507.05 ($540.58) 563.67
$576.92
6.72%
Reduce -1.05%
95,175
-1,012
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.31%
369.1 ($404.54) 427.61
$448.39
10.84%
Reduce -2.76%
34,090
-966
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.31%
167.73 ($174.39) 179.21
$177.66
1.88%
Add 3.88%
60,217
2,247
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+0.21%
58.07 ($58.36) 58.69
$58.55
0.33%
Add 3.65%
127,498
4,485
VIG
Vanguard Dividend Appreciation FTF
2025-03-31
Add
Add
+0.18%
190.34 ($198.85) 205.23
$206.10
3.65%
Add 2.28%
51,932
1,156

Safir Wealth Advisors, LLC Total Holding History ($B)

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Safir Wealth Advisors, LLC's Asset Allocation

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Safir Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Safir Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

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