| |
|
|
| Name: |
Safir Wealth Advisors LLC |
| City: |
GREENLAND |
| State: |
NH |
| Zip: |
03840 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
17 |
|
View All Holdings |
Currently
Viewing:
ALL |
|
|
Page 1 of 1 |
Menu
 |
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 |
- |
$459.93 |
$47,022,000 |
97,819 |
38.6% |
5,533,000 |
2,834 |
0.011 |
Closed - End Fund - E... |
|
|
BSV |
Vanguard Short-Term Bond |
2 |
- |
$75.84 |
$12,896,000 |
168,202 |
10.58% |
644,000 |
9,123 |
0.032 |
Closed - End Fund - E... |
|
|
VUG |
Vanguard Growth VIPERS |
3 |
- |
$328.89 |
$12,737,000 |
37,005 |
10.45% |
1,013,000 |
-706 |
0.014 |
Closed - End Fund - E... |
|
|
VIG |
Vanguard Dividend Appreciat... |
4 |
- |
$174.34 |
$9,019,000 |
49,390 |
7.4% |
982,000 |
2,222 |
0.013 |
Closed - End Fund - Debt |
|
|
VTV |
Vanguard Value VIPERS |
5 |
- |
$156.02 |
$8,985,000 |
55,168 |
7.37% |
1,121,000 |
2,565 |
0.01 |
Closed - End Fund - E... |
|
|
VGSH |
Vanguard Scottsdale Funds |
6 |
- |
$57.55 |
$8,670,000 |
149,311 |
7.12% |
-354,000 |
-5,401 |
0.017 |
Closed - End Fund - Debt |
|
|
BIV |
Vanguard Intermediate-Term ... |
7 |
- |
$73.32 |
$6,441,000 |
85,419 |
5.29% |
328,000 |
5,388 |
0.053 |
Closed - End Fund - Debt |
|
|
BLV |
Vanguard Long-Term Bond ETF |
8 |
- |
$68.32 |
$6,273,000 |
86,733 |
5.15% |
321,000 |
6,924 |
0.135 |
Closed - End Fund - Debt |
|
|
VXF |
Vanguard Extended Market VI... |
9 |
- |
$164.58 |
$4,266,000 |
24,338 |
3.5% |
450,000 |
1,128 |
0.031 |
Closed - End Fund - E... |
|
|
SUB |
iShares S&P S/T Natnl AMT-F... |
10 |
- |
$104.45 |
$2,086,000 |
19,914 |
1.71% |
-115,000 |
-965 |
0.022 |
Closed - End Fund - Debt |
|
|
MUB |
iShares S&P National Munici... |
11 |
- |
$106.20 |
$2,070,000 |
19,239 |
1.7% |
311,000 |
3,010 |
0.001 |
Closed - End Fund - E... |
|
|
MSFT |
Microsoft Corp |
12 |
- |
$394.94 |
$286,000 |
680 |
0.23% |
30,000 |
0 |
0 |
Application Software |
|
|
PEP |
Pepsico Inc |
13 |
New |
$175.15 |
$247,000 |
1,410 |
0.2% |
247,000 |
1,410 |
0 |
Beverage Soft Drinks... |
|
|
JNJ |
Johnson & Johnson |
14 |
- |
$151.18 |
$215,000 |
1,357 |
0.18% |
2,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
XOM |
Exxon Mobil Corp |
15 |
- |
$116.03 |
$213,000 |
1,832 |
0.17% |
213,000 |
1,832 |
0 |
Integrated Oil & Gas |
|
|
AAPL |
Apple Inc |
16 |
- |
$169.30 |
$206,000 |
1,200 |
0.17% |
-25,000 |
0 |
0 |
Personal Computers |
|
|
MCD |
McDonalds Corp |
17 |
- |
$274.43 |
$202,000 |
715 |
0.17% |
-10,000 |
0 |
0 |
Restaurants |
|
