Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of March 31, 2022

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 95 positions in its portfolio as reported in the March 2022 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) 9.2 $39M 141k 277.63
iShares Core SP 500 Core S&p500 Etf (IVV) 8.8 $38M 83k 453.68
Vanguard Value ETF Value Etf (VTV) 8.7 $37M 251k 147.78
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 8.0 $34M 150k 227.67
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 5.7 $24M 149k 162.16
iShares Edge MSCI Min Vol USA Msci Usa Min Vol (USMV) 5.2 $22M 285k 77.57
iShares Core SP Mid-Cap Core S&p Mcp Etf (IJH) 4.5 $19M 72k 268.33
iShares Edge MSCI Min Vol Global Msci Gbl Min Vol (ACWV) 4.0 $17M 165k 104.82
iShares Core US Aggregate Bond Core Us Aggbd Et (AGG) 4.0 $17M 160k 107.10
iShares Core SP Small-Cap Core S&p Scp Etf (IJR) 3.7 $16M 147k 107.88
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 3.4 $15M 245k 59.74
Vanguard Growth ETF Growth Etf (VUG) 3.4 $15M 51k 287.59
iShares National Muni Bond ETF National Mun Etf (MUB) 2.8 $12M 110k 109.64
Vanguard 500 ETF S&p 500 Etf Shs (VOO) 2.7 $12M 28k 415.17
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 2.3 $9.9M 177k 55.55
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 2.2 $9.3M 117k 79.53
iShares Core SP Total US Stock Mkt ETF Core S&p Ttl Stk (ITOT) 1.9 $7.9M 79k 100.93
Apple (AAPL) 1.8 $7.8M 45k 174.61
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 1.1 $4.9M 46k 106.88
iShares Core MSCI EAFE Core Msci Eafe (IEFA) 1.1 $4.8M 69k 69.51
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) 1.1 $4.8M 93k 51.54
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.9 $3.9M 18k 212.47
Vanguard High Dividend Yield ETF High Div Yld (VYM) 0.9 $3.8M 34k 112.22
Microsoft Corporation (MSFT) 0.9 $3.7M 12k 308.24
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.8 $3.5M 15k 237.78
iShares Exponential Technologies Exponential Tech (XT) 0.7 $3.1M 53k 59.03
iShares Core MSCI Total Intl Stk ETF Core Msci Total (IXUS) 0.6 $2.5M 38k 66.58
Nextera Energy (NEE) 0.5 $2.2M 26k 84.67
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 0.5 $2.1M 46k 46.13
iShares Russell 1000 Value Rus 1000 Val Etf (IWD) 0.4 $1.5M 9.2k 165.90
Technology Select Sector SPDR ETF Technology (XLK) 0.4 $1.5M 9.4k 158.92
Amazon (AMZN) 0.3 $1.5M 451.00 3259.42
Spdr Sp 500 Etf Tr Unit (SPY) 0.3 $1.5M 3.3k 451.58
Vanguard Short-Term Infl-Prot Secs ETF Strm Infproidx (VTIP) 0.3 $1.4M 28k 51.19
Alphabet Inc A Cap Stk Cl A (GOOGL) 0.3 $1.4M 507.00 2781.07
Alphabet Inc C Cap Stk Cl C (GOOG) 0.3 $1.3M 469.00 2791.04
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.3 $1.2M 25k 48.02
Gilead Sciences (GILD) 0.2 $960k 16k 59.40
Tesla Motors (TSLA) 0.2 $957k 889.00 1076.49
iShares MSCI USA Multifactor ETF Msci Usa Multift (LRGF) 0.2 $945k 21k 44.46
Meta Platforms Inc Class A Cl A (META) 0.2 $925k 4.2k 222.20
Johnson & Johnson (JNJ) 0.2 $877k 5.0k 177.10
Walt Disney Company (DIS) 0.2 $802k 5.9k 137.07
Berkshire Hathaway Inc B Cl B New (BRK.B) 0.2 $791k 2.2k 352.50
Pfizer (PFE) 0.2 $765k 15k 51.72
Fortinet (FTNT) 0.2 $726k 2.1k 341.65
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV) 0.2 $679k 8.4k 81.04
Abbvie (ABBV) 0.2 $671k 4.1k 162.00
Applied Materials (AMAT) 0.1 $547k 4.2k 131.74
Pepsi (PEP) 0.1 $527k 3.2k 167.20
McDonald's Corporation (MCD) 0.1 $526k 2.1k 246.95
Visa Inc Class A Com Cl A (V) 0.1 $502k 2.3k 221.54
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.1 $498k 1.4k 361.92
iShares Core Total USD Bond Market ETF Core Total Usd (IUSB) 0.1 $485k 9.8k 49.54
Invesco Preferred ETF Pfd Etf (PGX) 0.1 $478k 35k 13.56
Danaher Corporation (DHR) 0.1 $439k 1.5k 293.25
Procter & Gamble Company (PG) 0.1 $439k 2.9k 152.59
Home Depot (HD) 0.1 $434k 1.5k 299.10
Verizon Communications (VZ) 0.1 $412k 8.1k 50.94
Merck & Co (MRK) 0.1 $400k 4.9k 81.87
iShares Russell 2000 Russell 2000 Etf (IWM) 0.1 $382k 1.9k 205.16
iShares MSCI Emerg Mkts Min Vol Fctr ETF Msci Emerg Mrkt (EEMV) 0.1 $374k 6.1k 60.95
Costco Wholesale Corporation (COST) 0.1 $365k 635.00 574.80
Honeywell International (HON) 0.1 $334k 1.7k 194.07
Raytheon Technologies Corp (RTX) 0.1 $323k 3.3k 98.93
Cisco Systems (CSCO) 0.1 $320k 5.7k 55.66
JPMorgan Chase & Co. (JPM) 0.1 $317k 2.3k 136.05
Trane Technologies SHS (TT) 0.1 $307k 2.0k 152.36
Bristol Myers Squibb (BMY) 0.1 $299k 4.1k 72.84
Texas Instruments Incorporated (TXN) 0.1 $293k 1.6k 183.47
Coca-Cola Company (KO) 0.1 $288k 4.7k 61.82
SPDR Gold Shares Gold Shs (GLD) 0.1 $286k 1.6k 180.56
Wal-Mart Stores (WMT) 0.1 $286k 1.9k 148.73
Altria (MO) 0.1 $284k 5.5k 52.08
Intuitive Surgical Com New (ISRG) 0.1 $276k 915.00 301.64
VanEck Semiconductor ETF Semiconductr Etf (SMH) 0.1 $269k 1.0k 269.00
iShares SP Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $265k 2.4k 109.50
iShares MSCI EAFE Min Vol Factor ETF Msci Eafe Min Vl (EFAV) 0.1 $264k 3.7k 72.13
Comcast Corp Class A Cl A (CMCSA) 0.1 $263k 5.6k 46.81
Duke Energy Corp Com New (DUK) 0.1 $258k 2.3k 111.45
Select Sector Spdr Fund Shs Ben Consumer Discretionary Sbi Cons Discr (XLY) 0.1 $257k 1.4k 184.76
Palo Alto Networks (PANW) 0.1 $257k 413.00 622.28
iShares Core SP US Value ETF Core S&p Us Vlu (IUSV) 0.1 $256k 3.4k 75.65
Eli Lilly & Co. (LLY) 0.1 $251k 879.00 285.55
Adobe Systems Incorporated (ADBE) 0.1 $251k 553.00 453.89
Chevron Corporation (CVX) 0.1 $244k 1.5k 162.78
Goldman Sachs (GS) 0.1 $230k 700.00 328.57
Ishares Core U S Growth Etf Core S&p Us Gwt (IUSG) 0.1 $225k 2.1k 105.58
American Water Works (AWK) 0.1 $219k 1.3k 164.79
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP) 0.1 $214k 2.1k 100.42
iShares MSCI USA ESG Select ETF Msci Usa Esg Slc (SUSA) 0.0 $213k 2.2k 96.55
Deere & Company (DE) 0.0 $213k 514.00 414.40
Dimensional U S Equity Etf Us Equity Etf (DFUS) 0.0 $213k 4.4k 48.92
Schwab US Large-Cap ETF Us Lrg Cap Etf (SCHX) 0.0 $207k 3.8k 53.79
Estee Lauder Companies Inc Class A Cl A (EL) 0.0 $205k 756.00 271.16