Latest Safir Wealth Advisors, LLC Stock Portfolio
$121Million
Equity Portfolio Value
Last Reported on: 15 Apr, 2024
About Safir Wealth Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Safir Wealth Advisors, LLC reported an equity portfolio of $121.8 Millions as of 31 Mar, 2024.
The top stock holdings of Safir Wealth Advisors, LLC are VOO, BIV, VOO. The fund has invested 38.6% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VOO). Safir Wealth Advisors, LLC opened new stock positions in PEPSICO INC (PEP) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD BD INDEX FDS (BIV) and VANGUARD INDEX FDS (VOO).
The top stock holdings of Safir Wealth Advisors, LLC are VOO, BIV, VOO. The fund has invested 38.6% of it's portfolio in VANGUARD INDEX FDS and 10.6% of portfolio in VANGUARD BD INDEX FDS.
They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD SCOTTSDALE FDS (BNDW) and VANGUARD INDEX FDS (VOO). Safir Wealth Advisors, LLC opened new stock positions in PEPSICO INC (PEP) and EXXON MOBIL CORP (XOM). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD BD INDEX FDS (BIV) and VANGUARD INDEX FDS (VOO).
New Buys
| Ticker | $ Bought |
|---|---|
| PEPSICO INC | 246,764 |
| EXXON MOBIL CORP | 212,952 |
New stocks bought by Safir Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES TR | 18.55 |
| VANGUARD BD INDEX FDS | 8.68 |
| VANGUARD BD INDEX FDS | 6.73 |
| VANGUARD BD INDEX FDS | 5.73 |
| VANGUARD INDEX FDS | 4.88 |
| VANGUARD INDEX FDS | 4.86 |
| VANGUARD SPECIALIZED FUNDS | 4.71 |
| VANGUARD INDEX FDS | 2.98 |
Additions to existing portfolio by Safir Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -4.62 |
| VANGUARD SCOTTSDALE FDS | -3.49 |
| VANGUARD INDEX FDS | -1.87 |
Safir Wealth Advisors, LLC reduced stake in above stock
Sold off
Current Stock Holdings of Safir Wealth Advisors, LLC
Last Reported on: 15 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 0.17 | 1,200 | 205,776 | UNCHANGED | 0.00 | |
| AAXJ | ISHARES TR | 1.71 | 19,914 | 2,085,590 | REDUCED | -4.62 | |
| AAXJ | ISHARES TR | 1.70 | 19,239 | 2,070,090 | ADDED | 18.55 | |
| BIV | VANGUARD BD INDEX FDS | 10.59 | 168,202 | 12,896,100 | ADDED | 5.73 | |
| BIV | VANGUARD BD INDEX FDS | 5.29 | 85,419 | 6,440,630 | ADDED | 6.73 | |
| BIV | VANGUARD BD INDEX FDS | 5.15 | 86,733 | 6,273,420 | ADDED | 8.68 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 7.12 | 149,311 | 8,670,480 | REDUCED | -3.49 | |
| JNJ | JOHNSON & JOHNSON | 0.18 | 1,357 | 214,664 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.16 | 715 | 201,594 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 0.23 | 680 | 286,090 | UNCHANGED | 0.00 | |
| PEP | PEPSICO INC | 0.20 | 1,410 | 246,764 | NEW | ||
| VIG | VANGUARD SPECIALIZED FUNDS | 7.40 | 49,390 | 9,019,150 | ADDED | 4.71 | |
| VOO | VANGUARD INDEX FDS | 38.59 | 97,819 | 47,021,700 | ADDED | 2.98 | |
| VOO | VANGUARD INDEX FDS | 10.46 | 37,005 | 12,737,300 | REDUCED | -1.87 | |
| VOO | VANGUARD INDEX FDS | 7.38 | 55,168 | 8,984,590 | ADDED | 4.88 | |
| VOO | VANGUARD INDEX FDS | 3.50 | 24,338 | 4,265,780 | ADDED | 4.86 | |
| XOM | EXXON MOBIL CORP | 0.17 | 1,832 | 212,952 | NEW |