Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAFIR WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 17 | 121,832,580 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $47,021,657 | 97,819 | 0.04 | 0.04 | 2,834 | 2.98 | 03-31-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 2 | $12,896,073 | 168,202 | 0.01 | 0.01 | 9,123 | 5.73 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 3 | $12,737,272 | 37,005 | 0.01 | 0.01 | -706 | -1.87 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $9,019,154 | 49,390 | 0.01 | 0.01 | 2,222 | 4.71 | 03-31-2024 |
