SAFIR WEALTH ADVISORS, LLC
CIK: 0001830103
Securities
Total Securities | Securities Added | Securities Removed | Average Holding Period |
---|---|---|---|
15.00 | 0 | 1 | 9 |
Securities
Market Value | Previous Market Value | Change In Market Value | Change In Market Value (%) |
---|---|---|---|
111.14M | 103.39M | 7.75M | 7.50 % |
Securities
Performance | Performance 1 Year | Performance 3 Years | Performance 5 Years | Performance Since Inception |
---|---|---|---|---|
9.59M | 14.66M | 10.85M | 10.85M | 10.85M |
BSVN
Inst. Shares Owned: 159.08K
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VGSH
Inst. Shares Owned: 154.71K
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VOO
Inst. Shares Owned: 94.99K
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BIV
Inst. Shares Owned: 80.03K
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BLV
Inst. Shares Owned: 79.81K
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VTV
Inst. Shares Owned: 52.60K
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VIG
Inst. Shares Owned: 47.17K
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VUG
Inst. Shares Owned: 37.71K
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VXF
Inst. Shares Owned: 23.21K
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SUB
Inst. Shares Owned: 20.88K
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MUB
Inst. Shares Owned: 16.23K
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JNJ
Inst. Shares Owned: 1.36K
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AAPL
Inst. Shares Owned: 1.20K
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MCD
Inst. Shares Owned: 715.00
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MSFT
Inst. Shares Owned: 680.00
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