0001951757-23-000370.txt : 20230717 0001951757-23-000370.hdr.sgml : 20230717 20230717103707 ACCESSION NUMBER: 0001951757-23-000370 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230717 DATE AS OF CHANGE: 20230717 EFFECTIVENESS DATE: 20230717 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: 231090820 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 06-30-2023 06-30-2023 Safir Wealth Advisors, LLC

63 NIBLICK LANE GREENLAND NH 03840

13F HOLDINGS REPORT 028-20477 N ANDREW SAFIR (603) 430-6001 ANDREW SAFIR GREENLAND NH 07-17-2023 0 16 108127100 false INFORMATION TABLE 2 F_13F_Safir_Q22023.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 40209490 98727 SH SOLE 0 0 98727 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12291566 162651 SH SOLE 0 0 162651 VANGUARD INDEX FDS GROWTH ETF 922908736 11208222 39611 SH SOLE 0 0 39611 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9190378 159196 SH SOLE 0 0 159196 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7857797 48377 SH SOLE 0 0 48377 VANGUARD INDEX FDS VALUE ETF 922908744 7429352 52283 SH SOLE 0 0 52283 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6035817 80232 SH SOLE 0 0 80232 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 5764768 76946 SH SOLE 0 0 76946 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3475005 23349 SH SOLE 0 0 23349 ISHARES TR SHRT NAT MUN ETF 464288158 1779188 17101 SH SOLE 0 0 17101 ISHARES TR NATIONAL MUN ETF 464288414 1768172 16567 SH SOLE 0 0 16567 APPLE INC COM 037833100 232764 1200 SH SOLE 0 0 1200 MICROSOFT CORP COM 594918104 231567 680 SH SOLE 0 0 680 JOHNSON & JOHNSON COM 478160104 224611 1357 SH SOLE 0 0 1357 PEPSICO INC COM 713448108 215040 1161 SH SOLE 0 0 1161 MCDONALDS CORP COM 580135101 213363 715 SH SOLE 0 0 715