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| Name: |
Safir Wealth Advisors LLC |
| City: |
GREENLAND |
| State: |
NH |
| Zip: |
03840 |
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data |
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Filing Period: |
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| Holdings
Found :
9 |
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Increased Positions |
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Page 1 of 1 |
Menu
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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 |
|
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... |
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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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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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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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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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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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