Safir Wealth Advisors, LLC
18 holdingsFiling period: 2026-06-30Current AUM: $152.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard Index Fds | 93.4K | $64.1M | $63.1M | 41.46% | +66 | 2026-06-30 |
| 2 | BSV | Vanguard BD Index Fds | 213.7K | $16.6M | $16.5M | 10.80% | +14.6K | 2026-06-30 |
| 3 | VUG | Vanguard Index Fds | 192.4K | $16.6M | $15.8M | 10.38% | +160.5K | 2026-06-30 |
| 4 | VTV | Vanguard Index Fds | 61.3K | $13.4M | $13.7M | 8.97% | +255 | 2026-06-30 |
| 5 | VIG | Vanguard Specialized Funds | 54.4K | $12.9M | $13.2M | 8.69% | +800 | 2026-06-30 |
| 6 | BIV | Vanguard BD Index Fds | 143.7K | $11.0M | $10.7M | 7.03% | +8.2K | 2026-06-30 |
| 7 | VXF | Vanguard Index Fds | 27.1K | $6.7M | $6.1M | 4.00% | +290 | 2026-06-30 |
| 8 | VGSH | Vanguard Scottsdale Fds | 98.5K | $5.7M | $5.7M | 3.74% | -8,805 | 2026-06-30 |
| 9 | MUB | iShares TR | 23.1K | $2.5M | $2.4M | 1.59% | -- | 2026-06-30 |
| 10 | SUB | iShares TR | 23.1K | $2.5M | $2.4M | 1.61% | -- | 2026-06-30 |
| 11 | AAPL | Apple Inc | 1.6K | $465K | $550K | 0.36% | +408 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 920 | $343K | $488K | 0.32% | +240 | 2026-06-30 |
| 13 | XOM | Exxon Mobil Corp | 1.8K | $250K | $303K | 0.20% | -- | 2026-06-30 |
| 14 | XOM | Exxon Mobil Corp | 1.8K | $250K | $303K | 0.20% | -- | 2026-06-30 |
| 15 | JNJ | Johnson & Johnson | 957 | $243K | $264K | 0.17% | -- | 2026-06-30 |
| 16 | ABBV | Abbvie Inc | 894 | $224K | $259K | 0.17% | -- | 2026-06-30 |
| 17 | PNRG | Primeenergy Resources Corp | 1.2K | $207K | $230K | 0.15% | -- | 2026-06-30 |
| 18 | IMO | Imperial Oil Ltd | 1.8K | $201K | $224K | 0.15% | -- | 2026-06-30 |
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