Safir Wealth Advisors, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$136.3B
Holdings
13
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 97,606 | $55.4B | 40.68% | |
| 2 | VUGVANGUARD INDEX FDS | 34,370 | $15.1B | 11.06% | |
| 3 | BSVVANGUARD BD INDEX FDS | 191,156 | $15.0B | 11.04% | |
| 4 | VIGVANGUARD SPECIALIZED FUNDS | 52,817 | $10.8B | 7.93% | |
| 5 | VTVVANGUARD INDEX FDS | 61,087 | $10.8B | 7.92% | |
| 6 | BIVVANGUARD BD INDEX FDS | 132,411 | $10.2B | 7.51% | |
| 7 | VGSHVANGUARD SCOTTSDALE FDS | 123,018 | $7.2B | 5.31% | |
| 8 | VXFVANGUARD INDEX FDS | 26,857 | $5.2B | 3.80% | |
| 9 | SUBISHARES TR | 25,929 | $2.8B | 2.02% | |
| 10 | MUBISHARES TR | 25,924 | $2.7B | 1.99% | |
| 11 | MSFTMICROSOFT CORP | 1,006 | $500.4M | 0.37% | |
| 12 | MCDMCDONALDS CORP | 923 | $269.7M | 0.20% | |
| 13 | AAPLAPPLE INC | 1,200 | $246.2M | 0.18% |