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Name: |
Safir Wealth Advisors LLC |
City: |
GREENLAND |
State: |
NH |
Zip: |
03840 |
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Holdings
Found :
17 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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VOO |
Vanguard S&P 500 Etf |
1 |
- |
$491.44 |
$47,022,000 |
97,819 |
38.6% |
5,533,000 |
2,834 |
0.011 |
Closed - End Fund - E... |
|
BSV |
Vanguard Short-Term Bond |
2 |
- |
$76.59 |
$12,896,000 |
168,202 |
10.58% |
644,000 |
9,123 |
0.032 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
3 |
- |
$361.50 |
$12,737,000 |
37,005 |
10.45% |
1,013,000 |
-706 |
0.014 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
4 |
- |
$181.51 |
$9,019,000 |
49,390 |
7.4% |
982,000 |
2,222 |
0.013 |
Closed - End Fund - Debt |
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VTV |
Vanguard Value VIPERS |
5 |
- |
$160.64 |
$8,985,000 |
55,168 |
7.37% |
1,121,000 |
2,565 |
0.01 |
Closed - End Fund - E... |
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VGSH |
Vanguard Scottsdale Funds |
6 |
- |
$57.85 |
$8,670,000 |
149,311 |
7.12% |
-354,000 |
-5,401 |
0.017 |
Closed - End Fund - Debt |
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BIV |
Vanguard Intermediate-Term ... |
7 |
- |
$75.06 |
$6,441,000 |
85,419 |
5.29% |
328,000 |
5,388 |
0.053 |
Closed - End Fund - Debt |
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BLV |
Vanguard Long-Term Bond ETF |
8 |
- |
$71.40 |
$6,273,000 |
86,733 |
5.15% |
321,000 |
6,924 |
0.135 |
Closed - End Fund - Debt |
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VXF |
Vanguard Extended Market VI... |
9 |
- |
$168.55 |
$4,266,000 |
24,338 |
3.5% |
450,000 |
1,128 |
0.031 |
Closed - End Fund - E... |
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SUB |
iShares S&P S/T Natnl AMT-F... |
10 |
- |
$104.37 |
$2,086,000 |
19,914 |
1.71% |
-115,000 |
-965 |
0.022 |
Closed - End Fund - Debt |
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MUB |
iShares S&P National Munici... |
11 |
- |
$106.69 |
$2,070,000 |
19,239 |
1.7% |
311,000 |
3,010 |
0.001 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
12 |
- |
$424.52 |
$286,000 |
680 |
0.23% |
30,000 |
0 |
0 |
Application Software |
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PEP |
Pepsico Inc |
13 |
New |
$173.20 |
$247,000 |
1,410 |
0.2% |
247,000 |
1,410 |
0 |
Beverage Soft Drinks... |
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JNJ |
Johnson & Johnson |
14 |
- |
$146.42 |
$215,000 |
1,357 |
0.18% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
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XOM |
Exxon Mobil Corp |
15 |
- |
$113.97 |
$213,000 |
1,832 |
0.17% |
213,000 |
1,832 |
0 |
Integrated Oil & Gas |
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AAPL |
Apple Inc |
16 |
- |
$194.48 |
$206,000 |
1,200 |
0.17% |
-25,000 |
0 |
0 |
Personal Computers |
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MCD |
McDonalds Corp |
17 |
- |
$260.72 |
$202,000 |
715 |
0.17% |
-10,000 |
0 |
0 |
Restaurants |
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