Holdings
Safir Wealth Advisors, LLC
As of Sep 30, 2026, Safir Wealth Advisors, LLC reported 17 positions worth US$156M. Largest: Vanguard S&P 500 ETF, Vanguard Morningstar Growth ETF and Vanguard Short-Term Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard S&P 500 ETF | 94,209 | US$66M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 194K | US$17.5M | new | Sep 30, 2026 |
| Vanguard Short-Term Bond ETF | 221K | US$16.9M | new | Sep 30, 2026 |
| Vanguard Morningstar Value ETF | 61,852 | US$13.4M | new | Sep 30, 2026 |
| Vanguard Dividend Appreciation ETF | 55,455 | US$12.9M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Bond ETF | 149K | US$10.9M | new | Sep 30, 2026 |
| Vanguard Extended Market ETF | 27,007 | US$6.26M | new | Sep 30, 2026 |
| Vanguard Short-Term Treasury ETF | 94,081 | US$5.42M | new | Sep 30, 2026 |
| iShares Short-Term National Muni Bond ETF | 23,631 | US$2.47M | new | Sep 30, 2026 |
| iShares National Muni Bond ETF | 23,654 | US$2.39M | new | Sep 30, 2026 |