0001951757-23-000537.txt : 20231010 0001951757-23-000537.hdr.sgml : 20231010 20231010133506 ACCESSION NUMBER: 0001951757-23-000537 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231010 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231010 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: 231317281 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 09-30-2023 09-30-2023 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 10-10-2023 0 15 103390242 false INFORMATION TABLE 2 F_13F_SWA_Q32023.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 37864165 96420 SH SOLE 0 0 96420 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12057667 160405 SH SOLE 0 0 160405 VANGUARD INDEX FDS GROWTH ETF 922908736 10563296 38791 SH SOLE 0 0 38791 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9300146 161461 SH SOLE 0 0 161461 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7402297 47640 SH SOLE 0 0 47640 VANGUARD INDEX FDS VALUE ETF 922908744 7232023 52433 SH SOLE 0 0 52433 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5790074 80073 SH SOLE 0 0 80073 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 5237879 78107 SH SOLE 0 0 78107 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3344795 23336 SH SOLE 0 0 23336 ISHARES TR SHRT NAT MUN ETF 464288158 1907127 18541 SH SOLE 0 0 18541 ISHARES TR NATIONAL MUN ETF 464288414 1843851 17982 SH SOLE 0 0 17982 EXXON MOBIL CORP COM 30231G102 215407 1832 SH SOLE 0 0 1832 MICROSOFT CORP COM 594918104 214710 680 SH SOLE 0 0 680 JOHNSON & JOHNSON COM 478160104 211353 1357 SH SOLE 0 0 1357 APPLE INC COM 037833100 205452 1200 SH SOLE 0 0 1200