Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of Dec. 31, 2021

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 78 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF) 10.0 $43M 139k 305.59
iShares Core SP 500 Core S&p500 Etf (IVV) 9.2 $39M 81k 476.99
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 8.5 $36M 150k 241.44
Vanguard Value ETF Value Etf (VTV) 7.6 $32M 217k 147.11
iShares Edge MSCI Min Vol USA Msci Usa Min Vol (USMV) 6.0 $26M 316k 80.90
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 5.8 $24M 142k 171.75
iShares Core SP Mid-Cap Core S&p Mcp Etf (IJH) 4.9 $21M 73k 283.07
iShares Edge MSCI Min Vol Global Msci Gbl Min Vol (ACWV) 4.4 $19M 172k 108.28
iShares Core US Aggregate Bond Core Us Aggbd Et (AGG) 4.4 $19M 163k 114.07
iShares Core SP Small-Cap Core S&p Scp Etf (IJR) 4.1 $17M 151k 114.50
Vanguard Growth ETF Growth Etf (VUG) 3.7 $16M 49k 320.89
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 3.5 $15M 236k 63.57
Vanguard 500 ETF S&p 500 Etf Shs (VOO) 2.8 $12M 27k 436.56
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 2.6 $11M 183k 59.86
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 2.0 $8.5M 100k 84.74
iShares Core SP Total US Stock Mkt ETF Core S&p Ttl Stk (ITOT) 2.0 $8.4M 78k 106.98
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) 1.9 $8.0M 145k 54.91
Apple (AAPL) 1.6 $6.9M 39k 177.55
iShares Core MSCI EAFE Core Msci Eafe (IEFA) 1.3 $5.3M 71k 74.63
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 1.2 $5.1M 51k 100.97
iShares National Muni Bond ETF National Mun Etf (MUB) 1.2 $5.0M 43k 116.27
Microsoft Corporation (MSFT) 0.9 $3.8M 11k 336.31
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.7 $3.0M 13k 226.00
Vanguard High Dividend Yield ETF High Div Yld (VYM) 0.7 $2.8M 25k 112.09
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.7 $2.8M 11k 254.74
iShares Exponential Technologies Exponential Tech (XT) 0.7 $2.8M 42k 66.05
Nextera Energy (NEE) 0.6 $2.7M 29k 93.35
iShares Core MSCI Total Intl Stk ETF Core Msci Total (IXUS) 0.5 $2.2M 32k 70.93
Technology Select Sector SPDR ETF Technology (XLK) 0.4 $1.6M 9.4k 173.85
iShares Russell 1000 Value Rus 1000 Val Etf (IWD) 0.4 $1.5M 9.2k 167.88
Vanguard Short-Term Infl-Prot Secs ETF Strm Infproidx (VTIP) 0.3 $1.4M 27k 51.37
Sp 500 Etf Tr Unit (SPY) 0.3 $1.2M 2.4k 474.83
Gilead Sciences (GILD) 0.3 $1.1M 15k 72.57
iShares Core Total USD Bond Market ETF Core Total Usd (IUSB) 0.2 $975k 18k 52.89
Amazon (AMZN) 0.2 $970k 291.00 3333.33
Alphabet Inc A Cap Stk Cl A (GOOGL) 0.2 $863k 298.00 2895.97
Johnson & Johnson (JNJ) 0.2 $786k 4.6k 170.98
Alphabet Inc C Cap Stk Cl C (GOOG) 0.2 $778k 269.00 2892.19
Pfizer (PFE) 0.2 $744k 13k 59.04
Tesla Motors (TSLA) 0.2 $715k 677.00 1056.13
Berkshire Hathaway Inc B Cl B New (BRK.B) 0.2 $671k 2.2k 299.02
iShares MSCI USA Multifactor ETF Msci Usa Multift (LRGF) 0.1 $624k 13k 46.52
iShares MSCI Emerg Mkts Min Vol Fctr ETF Msci Emerg Mrkt (EEMV) 0.1 $588k 9.4k 62.80
Home Depot (HD) 0.1 $574k 1.4k 415.04
Walt Disney Company (DIS) 0.1 $571k 3.7k 154.70
iShares PreferredIncome Securities ETF Pfd And Incm Sec (PFF) 0.1 $566k 14k 39.38
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV) 0.1 $565k 6.4k 87.86
McDonald's Corporation (MCD) 0.1 $557k 2.1k 267.79
Meta Platforms Inc Class A Cl A (META) 0.1 $549k 1.6k 336.19
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.1 $547k 11k 49.42
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.1 $512k 8.4k 60.75
Procter & Gamble Company (PG) 0.1 $500k 3.1k 163.35
Danaher Corporation (DHR) 0.1 $492k 1.5k 328.66
Pepsi (PEP) 0.1 $454k 2.6k 173.48
Visa Inc Class A Com Cl A (V) 0.1 $439k 2.0k 216.58
Verizon Communications (VZ) 0.1 $412k 7.9k 51.88
Trane Technologies SHS (TT) 0.1 $407k 2.0k 201.99
Merck & Co (MRK) 0.1 $369k 4.8k 76.44
Honeywell International (HON) 0.1 $367k 1.8k 208.29
iShares MSCI EAFE Min Vol Factor ETF Msci Eafe Min Vl (EFAV) 0.1 $352k 4.6k 76.62
iShares Gold Trust Ishares New (IAU) 0.1 $345k 9.9k 34.74
JPMorgan Chase & Co. (JPM) 0.1 $341k 2.2k 158.02
iShares Russell 2000 Russell 2000 Etf (IWM) 0.1 $330k 1.5k 222.22
Cisco Systems (CSCO) 0.1 $305k 4.8k 63.32
Comcast Corp Class A Cl A (CMCSA) 0.1 $298k 5.9k 50.28
Raytheon Technologies Corp (RTX) 0.1 $280k 3.3k 85.78
iShares SP Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $278k 2.5k 110.32
Coca-Cola Company (KO) 0.1 $270k 4.6k 59.15
Vanguard REIT ETF Real Estate Etf (VNQ) 0.1 $261k 2.3k 115.79
Applied Materials (AMAT) 0.1 $260k 1.7k 157.38
Altria (MO) 0.1 $258k 5.5k 47.31
Bristol Myers Squibb (BMY) 0.1 $255k 4.1k 62.15
American Water Works (AWK) 0.1 $251k 1.3k 188.86
Abbvie (ABBV) 0.1 $235k 1.7k 134.90
iShares MSCI USA ESG Select ETF Msci Usa Esg Slc (SUSA) 0.1 $234k 2.2k 106.07
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.1 $232k 4.6k 50.91
Dimensional U S Equity Etf Us Equity Etf (DFUS) 0.1 $225k 4.4k 51.68
Costco Wholesale Corporation (COST) 0.0 $208k 367.00 566.76