0001951757-24-000061.txt : 20240118 0001951757-24-000061.hdr.sgml : 20240118 20240118085720 ACCESSION NUMBER: 0001951757-24-000061 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240118 DATE AS OF CHANGE: 20240118 EFFECTIVENESS DATE: 20240118 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Safir Wealth Advisors, LLC CENTRAL INDEX KEY: 0001830103 ORGANIZATION NAME: 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: 24540207 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 12-31-2023 12-31-2023 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 01-18-2024 0 15 111144447 false INFORMATION TABLE 2 F_13F_Safir_Q42023.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 41489468 94985 SH SOLE 0 0 94985 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12252234 159079 SH SOLE 0 0 159079 VANGUARD INDEX FDS GROWTH ETF 922908736 11723729 37711 SH SOLE 0 0 37711 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9024379 154712 SH SOLE 0 0 154712 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 8037365 47168 SH SOLE 0 0 47168 VANGUARD INDEX FDS VALUE ETF 922908744 7864080 52603 SH SOLE 0 0 52603 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6112775 80031 SH SOLE 0 0 80031 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 5952131 79809 SH SOLE 0 0 79809 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3816207 23210 SH SOLE 0 0 23210 ISHARES TR SHRT NAT MUN ETF 464288158 2201273 20879 SH SOLE 0 0 20879 ISHARES TR NATIONAL MUN ETF 464288414 1759362 16229 SH SOLE 0 0 16229 MICROSOFT CORP COM 594918104 255707 680 SH SOLE 0 0 680 APPLE INC COM 037833100 231036 1200 SH SOLE 0 0 1200 JOHNSON & JOHNSON COM 478160104 212696 1357 SH SOLE 0 0 1357 MCDONALDS CORP COM 580135101 212005 715 SH SOLE 0 0 715