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
Chief Compliance Officer
(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