Andrew Safir

@Safir Wealth Advisors, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$129.663M

Total holdings16

Assets growth rate-0.31%

Assets growth rate (2-Q avg)3.14%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Safir Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Safir Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 129.663M in assets, with a quarterly growth rate of -0.31% and a 2-quarter average growth rate of 3.14%. The portfolio is managed by Andrew Safir, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BSVVanguard Bd Index Fds Recent Activity Increased 1.87%	10.5%	$13.612M 176,162 shares@ $77.27 avg price	Increased 1.87%
VIGVanguard Specialized Funds Recent Activity Increased 2.66%	7.67%	$9.943M 50,776 shares@ $195.83 avg price	Increased 2.66%
VTVVanguard Index Fds Recent Activity Increased 2.72%	7.57%	$9.814M 57,970 shares@ $169.31 avg price	Increased 2.72%
BIVVanguard Bd Index Fds Recent Activity Increased 1.45%	5.11%	$6.616M 88,534 shares@ $74.74 avg price	Increased 1.45%
VXFVanguard Index Fds Recent Activity Increased 1.07%	3.69%	$4.776M 25,137 shares@ $189.99 avg price	Increased 1.07%
SUBIshares Tr Recent Activity Increased 4.6%	1.76%	$2.28M 21,614 shares@ $105.49 avg price	Increased 4.6%