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Size ($ in 1000's)
At 03/31/2024: $121,834
At 12/31/2023: $111,143
Safir Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Safir Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Safir Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Safir Wealth Advisors LLC.
In the Safir Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Safir Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Safir Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| VANGUARD INDEX FDS (VOO) |
97,819 |
+2,834 |
$47,022 | | VOO | 97,819 | +2,834 | $47,022 | | VANGUARD BD INDEX FDS (BSV) |
168,202 |
+9,123 |
$12,896 | | BSV | 168,202 | +9,123 | $12,896 | | VANGUARD INDEX FDS (VUG) |
37,005 |
-706 |
$12,737 | | VUG | 37,005 | -706 | $12,737 | | VANGUARD SPECIALIZED FUNDS (VIG) |
49,390 |
+2,222 |
$9,019 | | VIG | 49,390 | +2,222 | $9,019 | | VANGUARD INDEX FDS (VTV) |
55,168 |
+2,565 |
$8,985 | | VTV | 55,168 | +2,565 | $8,985 | | VANGUARD SCOTTSDALE FDS (VGSH) |
149,311 |
-5,401 |
$8,670 | | VGSH | 149,311 | -5,401 | $8,670 | | VANGUARD BD INDEX FDS (BIV) |
85,419 |
+5,388 |
$6,441 | | BIV | 85,419 | +5,388 | $6,441 | | VANGUARD BD INDEX FDS (BLV) |
86,733 |
+6,924 |
$6,273 | | BLV | 86,733 | +6,924 | $6,273 | | VANGUARD INDEX FDS (VXF) |
24,338 |
+1,128 |
$4,266 | | VXF | 24,338 | +1,128 | $4,266 | | ISHARES TR (SUB) |
19,914 |
-965 |
$2,086 | | SUB | 19,914 | -965 | $2,086 | | ISHARES TR (MUB) |
19,239 |
+3,010 |
$2,070 | | MUB | 19,239 | +3,010 | $2,070 | | MICROSOFT CORP |
680 |
UNCH |
$286 | | MSFT | 680 | UNCH | $286 | | PEPSICO INC |
1,410 |
+1,410 |
$247 | | PEP | 1,410 | +1,410 | $247 | | JOHNSON & JOHNSON |
1,357 |
UNCH |
$215 | | JNJ | 1,357 | UNCH | $215 | | EXXON MOBIL CORP |
1,832 |
+1,832 |
$213 | | XOM | 1,832 | +1,832 | $213 | | APPLE INC |
1,200 |
UNCH |
$206 | | AAPL | 1,200 | UNCH | $206 |
See Full List: All Stocks Held By Safir Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Safir Wealth Advisors LLC
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