13F-HR filed by Safir Wealth Advisors, LLC
Safir Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2020-12-31, filed 2021-01-28, with 41 holding rows worth $107,653,000.
- Accession
- 0001830103-21-000001
- Filer
- CIK 1830103
- Filed
- 2021-01-28
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2020
A holdings report, 41 entries on the cover page, a total value of $107,653,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $107,653,000 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 | 97,859 | $33,633,000 | thousands by filing date | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 265,849 | $16,376,000 | thousands by filing date | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 165,869 | $13,751,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 37,205 | $9,426,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 49,773 | $7,026,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 74,541 | $6,921,000 | thousands by filing date | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 56,104 | $6,151,000 | thousands by filing date | |
| Vanguard Value ETF | 922908744 | SHS | 50,621 | $6,022,000 | thousands by filing date | |
| Vanguard Extended Market ETF | 922908652 | SHS | 17,483 | $2,879,000 | thousands by filing date | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 12,676 | $1,486,000 | thousands by filing date | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 13,555 | $1,465,000 | thousands by filing date | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 2,810 | $240,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 1,410 | $209,000 | thousands by filing date | |
| Abbott Laboratories | 002824100 | COM | 1,700 | $186,000 | thousands by filing date | |
| YUM BRANDS INC COM | 988498101 | Stock | 1,672 | $182,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 1,329 | $176,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 650 | $114,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 500 | $106,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 638 | $100,000 | thousands by filing date | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 1,672 | $95,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 800 | $86,000 | thousands by filing date | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 100 | $82,000 | thousands by filing date | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 500 | $70,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 311 | $69,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 800 | $68,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 125 | $68,000 | thousands by filing date | |
| Elevance Health, Inc. | 036752103 | COM | 200 | $64,000 | thousands by filing date | |
| HERSHEY CO COM | 427866108 | Stock | 400 | $61,000 | thousands by filing date | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 250 | $59,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,340 | $55,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 300 | $54,000 | thousands by filing date | |
| PRIMEENERGY RESOURCES CORP | 74158E104 | COMMON STOCK | 1,244 | $54,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 200 | $53,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 400 | $51,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 300 | $51,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 140 | $38,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 200 | $30,000 | thousands by filing date | |
| BEYOND MEAT INC | 08862E109 | COM | 200 | $25,000 | thousands by filing date | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 100 | $24,000 | thousands by filing date | |
| QUEST DIAGNOSTICS INC COM | 74834L100 | Stock | 200 | $24,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 400 | $23,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001830103-21-000001 | this filing | 2021-01-28 | acceptance time not in the bulk data set |