13F-HR filed by Safir Wealth Advisors, LLC
Safir Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2021-09-30, filed 2021-11-15, with 15 holding rows worth $119,519,000.
- Accession
- 0001768095-21-000008
- Filer
- CIK 1830103
- Filed
- 2021-11-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2021
A holdings report, 15 entries on the cover page, a total value of $119,519,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $119,519,000 with VALUE read as thousands by filing date, 13F file number 028-20477. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 98,705 | $38,929,000 | thousands by filing date | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 284,589 | $17,477,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 181,214 | $14,849,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 37,137 | $10,776,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 50,234 | $7,716,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 80,796 | $7,226,000 | thousands by filing date | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 70,143 | $7,178,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 50,344 | $6,815,000 | thousands by filing date | |
| Vanguard Extended Market ETF | 922908652 | SHS | 17,263 | $3,148,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 21,275 | $2,289,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 19,681 | $2,286,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 1,410 | $212,000 | thousands by filing date | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,810 | $212,000 | thousands by filing date | |
| YUM BRANDS INC COM | 988498101 | Stock | 1,672 | $205,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 1,700 | $201,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001768095-21-000008 | this filing | 2021-11-15 | acceptance time not in the bulk data set |