0001951757-23-000056.txt : 20230125 0001951757-23-000056.hdr.sgml : 20230125 20230125090522 ACCESSION NUMBER: 0001951757-23-000056 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230125 DATE AS OF CHANGE: 20230125 EFFECTIVENESS DATE: 20230125 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Safir Wealth Advisors, LLC CENTRAL INDEX KEY: 0001830103 IRS NUMBER: 814828779 STATE OF INCORPORATION: NH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20477 FILM NUMBER: 23549954 BUSINESS ADDRESS: STREET 1: 63 NIBLICK LANE CITY: GREENLAND STATE: NH ZIP: 03840 BUSINESS PHONE: (603) 430-6001 MAIL ADDRESS: STREET 1: 63 NIBLICK LANE CITY: GREENLAND STATE: NH ZIP: 03840 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001830103 XXXXXXXX 12-31-2022 12-31-2022 Safir Wealth Advisors, LLC
63 NIBLICK LANE GREENLAND NH 03840
13F HOLDINGS REPORT 028-20477 N
Andrew Safir Chief Compliance Officer (603) 430-6001 Andrew Safir Greenland NH 01-25-2023 0 15 98099850 false
INFORMATION TABLE 2 Safir13FQ42022.xml CHEVRON CORP NEW COM 166764100 219516 1223 SH SOLE 0 0 1223 EXXON MOBIL CORP COM 30231G102 221372 2007 SH SOLE 0 0 2007 PEPSICO INC COM 713448108 224199 1241 SH SOLE 0 0 1241 JOHNSON & JOHNSON COM 478160104 239714 1357 SH SOLE 0 0 1357 ISHARES TR NATIONAL MUN ETF 464288414 1086965 10301 SH SOLE 0 0 10301 ISHARES TR SHRT NAT MUN ETF 464288158 1115272 10696 SH SOLE 0 0 10696 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 2875598 21644 SH SOLE 0 0 21644 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 5165635 71309 SH SOLE 0 0 71309 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5643565 75936 SH SOLE 0 0 75936 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7175882 47256 SH SOLE 0 0 47256 VANGUARD INDEX FDS VALUE ETF 922908744 7465431 53184 SH SOLE 0 0 53184 VANGUARD INDEX FDS GROWTH ETF 922908736 8611695 40410 SH SOLE 0 0 40410 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 10209270 176570 SH SOLE 0 0 176570 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 11678103 155129 SH SOLE 0 0 155129 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 36167633 102942 SH SOLE 0 0 102942