Safir Wealth Advisors, LLC Q1 2025 Filing
Filed April 11, 2025
Portfolio Value
$126.0B
Holdings
16
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 95,175 | $48.9B | 38.82% | |
| 2 | BSVVANGUARD BD INDEX FDS | 187,736 | $14.7B | 11.66% | |
| 3 | VUGVANGUARD INDEX FDS | 34,090 | $12.6B | 10.03% | |
| 4 | VTVVANGUARD INDEX FDS | 60,217 | $10.4B | 8.25% | |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 51,932 | $10.1B | 7.99% | |
| 6 | BIVVANGUARD BD INDEX FDS | 131,021 | $10.0B | 7.96% | |
| 7 | VGSHVANGUARD SCOTTSDALE FDS | 127,498 | $7.5B | 5.94% | |
| 8 | VXFVANGUARD INDEX FDS | 26,122 | $4.5B | 3.57% | |
| 9 | SUBISHARES TR | 26,824 | $2.8B | 2.25% | |
| 10 | MUBISHARES TR | 26,469 | $2.8B | 2.21% | |
| 11 | MSFTMICROSOFT CORP | 1,006 | $377.6M | 0.30% | |
| 12 | MCDMCDONALDS CORP | 923 | $288.3M | 0.23% | |
| 13 | PNRGPRIMEENERGY RESOURCES CORP | 1,244 | $283.5M | 0.22% | |
| 14 | AAPLAPPLE INC | 1,200 | $266.6M | 0.21% | |
| 15 | XOMEXXON MOBIL CORP | 1,832 | $217.9M | 0.17% | |
| 16 | PEPPEPSICO INC | 1,410 | $211.4M | 0.17% |