Safir Wealth Advisors, LLC
18 holdingsFiling period: 2026-06-30Current AUM: $154.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 93.4K | $64.1M | $65.0M | 42.00% | +66 | 2026-06-30 |
| 2 | BSV | VANGUARD BD INDEX FDS | 213.7K | $16.6M | $16.4M | 10.59% | +14.6K | 2026-06-30 |
| 3 | VUG | VANGUARD INDEX FDS | 192.4K | $16.6M | $16.7M | 10.82% | +160.5K | 2026-06-30 |
| 4 | VTV | VANGUARD INDEX FDS | 61.3K | $13.4M | $13.6M | 8.81% | +255 | 2026-06-30 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 54.4K | $12.9M | $12.9M | 8.35% | +800 | 2026-06-30 |
| 6 | BIV | VANGUARD BD INDEX FDS | 143.7K | $11.0M | $10.6M | 6.86% | +8.2K | 2026-06-30 |
| 7 | VXF | VANGUARD INDEX FDS | 27.1K | $6.7M | $6.4M | 4.11% | +290 | 2026-06-30 |
| 8 | VGSH | VANGUARD SCOTTSDALE FDS | 98.5K | $5.7M | $5.7M | 3.67% | -8,805 | 2026-06-30 |
| 9 | MUB | ISHARES TR | 23.1K | $2.5M | $2.4M | 1.53% | -- | 2026-06-30 |
| 10 | SUB | ISHARES TR | 23.1K | $2.5M | $2.4M | 1.57% | -- | 2026-06-30 |
| 11 | AAPL | APPLE INC | 1.6K | $465K | $532K | 0.34% | +408 | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 920 | $343K | $457K | 0.30% | +240 | 2026-06-30 |
| 13 | XOM | EXXON MOBIL CORP | 1.8K | $250K | $310K | 0.20% | -- | 2026-06-30 |
| 14 | XOM | EXXON MOBIL CORP | 1.8K | $250K | $310K | 0.20% | -- | 2026-06-30 |
| 15 | JNJ | JOHNSON & JOHNSON | 957 | $243K | $256K | 0.17% | -- | 2026-06-30 |
| 16 | ABBV | ABBVIE INC | 894 | $224K | $234K | 0.15% | -- | 2026-06-30 |
| 17 | PNRG | PRIMEENERGY RESOURCES CORP | 1.2K | $207K | $265K | 0.17% | -- | 2026-06-30 |
| 18 | IMO | IMPERIAL OIL LTD | 1.8K | $201K | $243K | 0.16% | -- | 2026-06-30 |
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