13F-HR filed by Safir Wealth Advisors, LLC
Safir Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-04-15, with 17 holding rows worth $121,832,580.
- Accession
- 0001951757-24-000293
- Filer
- CIK 1830103
- Filed
- 2024-04-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 17 entries on the cover page, a total value of $121,832,580 stated on the cover page (in dollars after the unit check, H1), rows summing to $121,832,580 with VALUE read as dollars as filed, 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 | 97,819 | $47,021,657 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 168,202 | $12,896,073 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 37,005 | $12,737,272 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 49,390 | $9,019,154 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 55,168 | $8,984,589 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 149,311 | $8,670,483 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 85,419 | $6,440,626 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 86,733 | $6,273,423 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 24,338 | $4,265,778 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 19,914 | $2,085,593 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 19,239 | $2,070,092 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 680 | $286,090 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 1,410 | $246,764 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,357 | $214,664 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,832 | $212,952 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,200 | $205,776 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 715 | $201,594 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-24-000293 | this filing | 2024-04-15 | acceptance time not in the bulk data set |