0001951757-24-000293.txt : 20240415 0001951757-24-000293.hdr.sgml : 20240415 20240415141603 ACCESSION NUMBER: 0001951757-24-000293 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 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: 24844218 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 03-31-2024 03-31-2024 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 04-15-2024 0 17 121832580 false INFORMATION TABLE 2 F_13F_SafirAdvisors_Q12024.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 47021657 97819 SH SOLE 0 0 97819 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 12896073 168202 SH SOLE 0 0 168202 VANGUARD INDEX FDS GROWTH ETF 922908736 12737272 37005 SH SOLE 0 0 37005 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9019154 49390 SH SOLE 0 0 49390 VANGUARD INDEX FDS VALUE ETF 922908744 8984589 55168 SH SOLE 0 0 55168 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 8670483 149311 SH SOLE 0 0 149311 VANGUARD BD INDEX FDS INTERMED TERM 921937819 6440626 85419 SH SOLE 0 0 85419 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 6273423 86733 SH SOLE 0 0 86733 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 4265778 24338 SH SOLE 0 0 24338 ISHARES TR SHRT NAT MUN ETF 464288158 2085593 19914 SH SOLE 0 0 19914 ISHARES TR NATIONAL MUN ETF 464288414 2070092 19239 SH SOLE 0 0 19239 MICROSOFT CORP COM 594918104 286090 680 SH SOLE 0 0 680 PEPSICO INC COM 713448108 246764 1410 SH SOLE 0 0 1410 JOHNSON & JOHNSON COM 478160104 214664 1357 SH SOLE 0 0 1357 EXXON MOBIL CORP COM 30231G102 212952 1832 SH SOLE 0 0 1832 APPLE INC COM 037833100 205776 1200 SH SOLE 0 0 1200 MCDONALDS CORP COM 580135101 201594 715 SH SOLE 0 0 715