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Safir Wealth Advisors, LLC13F | |
Safir Wealth Advisors, LLC | |
Last update 2025-04-11 | 16 Stocks (1 new) |
Value $126.00 Mil | Turnover 5 % |
Safir Wealth Advisors, LLC Top Holdings of 2025-03-31
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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
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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)
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 |
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Safir Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31
Safir Wealth Advisors, LLC's Yearly Returns
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Safir Wealth Advisors, LLC's Holdings Heat Map
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