SEC Form 13F

Safir Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$153,897,949
Positions17

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$64,145,72093,397
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$16,650,749213,718
VANGUARD INDEX FDSVUGGROWTH ETF$16,571,339192,377
VANGUARD INDEX FDSVTVVALUE ETF$13,351,89261,267
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$12,874,71454,411
VANGUARD BD INDEX FDSBIVINTERMED TERM$11,024,225143,732
VANGUARD INDEX FDSVXFEXTEND MKT ETF$6,670,40127,092
VANGUARD SCOTTSDALE FDSVGSHSHORT TERM TREAS$5,734,19798,526
ISHARES TRMUBNATIONAL MUN ETF$2,483,73823,079
ISHARES TRSUBSHRT NAT MUN ETF$2,454,77223,056

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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