StockDriftsStockDriftsTop 19 Safir Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 40.34% | 93.3K | $55.8M | -0.50%(-471) | $340.44(+95.42%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS | 11.29% | 199.2K | $15.6M | +0.39%(+775) | $81.33(-4.09%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 10.06% | 31.8K | $13.9M | -0.81%(-259) | $40.37(+108.84%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 8.66% | 61.0K | $12.0M | -0.28%(-169) | $122.02(+69.25%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 8.34% | 53.6K | $11.5M | +1.66%(+878) | $143.59(+59.40%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 7.56% | 135.5K | $10.5M | -0.30%(-405) | $85.24(-10.03%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.54% | 107.3K | $6.3M | -0.13%(-135) | $61.54(-5.32%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.99% | 26.8K | $5.5M | -0.19%(-50) | $156.16(+46.83%) | 2026-03-31 | |
| SUB | ISHARES TR | 1.78% | 23.1K | $2.5M | +2.06%(+465) | $105.96(+0.31%) | 2026-03-31 | |
| MUB | ISHARES TR | 1.77% | 23.1K | $2.4M | +2.06%(+465) | $109.86(-2.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.59% | +35.25% |
| Top 20 Holdings Unweighted | +5.37% | +16.98% |
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