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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