Safir Wealth Advisors, LLC
20 holdingsFiling period: 2026-03-31Current AUM: $152.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 93.3K | $55.8M | $64.1M | 42.08% | -471 | 2026-03-31 |
| 2 | BSV | VANGUARD BD INDEX FDS | 199.2K | $15.6M | $15.5M | 10.14% | +775 | 2026-03-31 |
| 3 | VUG | VANGUARD INDEX FDS | 31.8K | $13.9M | $16.3M | 10.68% | -259 | 2026-03-31 |
| 4 | VTV | VANGUARD INDEX FDS | 61.0K | $12.0M | $13.4M | 8.81% | -169 | 2026-03-31 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 53.6K | $11.5M | $12.8M | 8.42% | +878 | 2026-03-31 |
| 6 | BIV | VANGUARD BD INDEX FDS | 135.5K | $10.5M | $10.2M | 6.72% | -405 | 2026-03-31 |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | 107.3K | $6.3M | $6.2M | 4.09% | -135 | 2026-03-31 |
| 8 | VXF | VANGUARD INDEX FDS | 26.8K | $5.5M | $6.3M | 4.16% | -50 | 2026-03-31 |
| 9 | SUB | ISHARES TR | 23.1K | $2.5M | $2.4M | 1.61% | +465 | 2026-03-31 |
| 10 | MUB | ISHARES TR | 23.1K | $2.4M | $2.4M | 1.60% | +465 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 1.8K | $310K | $284K | 0.19% | -- | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 1.8K | $310K | $284K | 0.19% | -- | 2026-03-31 |
| 13 | AAPL | APPLE INC | 1.2K | $304K | $370K | 0.24% | -- | 2026-03-31 |
| 14 | PNRG | PRIMEENERGY RESOURCES CORP | 1.2K | $289K | $228K | 0.15% | -- | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 680 | $251K | $315K | 0.21% | -326 | 2026-03-31 |
| 16 | CVX | CHEVRON CORPORATION | 1.2K | $240K | $228K | 0.15% | -- | 2026-03-31 |
| 17 | IMO | IMPERIAL OIL LTD | 1.8K | $235K | $233K | 0.15% | -- | 2026-03-31 |
| 18 | JNJ | JOHNSON & JOHNSON | 957 | $233K | $244K | 0.16% | -- | 2026-03-31 |
| 19 | MCD | MCDONALDS CORP | 715 | $222K | $193K | 0.13% | -- | 2026-03-31 |
| 20 | PEP | PEPSICO INC | 1.4K | $218K | $196K | 0.13% | -- | 2026-03-31 |
← Scroll →