Safir Wealth Advisors, LLC Portfolio Holdings by Sector

Safir Wealth Advisors, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO BSV VUG VIG VTV VGSH BIV BLV 11 stocks	$120,460 98.88% of portfolio	8	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$286 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$246 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$214 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$212 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$205 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$201 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Safir Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Safir Wealth Advisors, LLC with notifications on news.