Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of Dec. 31, 2022

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 97 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 8.9 $36M 257k 140.37
Ishares Tr Core S&p500 Etf (IVV) 8.0 $33M 85k 384.21
Ishares Tr Rus 1000 Grw Etf (IWF) 7.6 $31M 145k 214.24
Vanguard Index Fds Total Stk Mkt (VTI) 7.5 $31M 160k 191.19
Vanguard Specialized Funds Div App Etf (VIG) 5.9 $24M 157k 151.85
Ishares Tr Msci Usa Min Vol (USMV) 4.9 $20M 275k 72.10
Ishares Tr Core S&p Mcp Etf (IJH) 4.5 $18M 75k 241.89
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.4 $18M 364k 49.49
Ishares Msci Gbl Min Vol (ACWV) 3.9 $16M 166k 95.02
Ishares Tr Core Us Aggbd Et (AGG) 3.7 $15M 156k 96.99
Ishares Tr Core S&p Scp Etf (IJR) 3.6 $15M 156k 94.64
Ishares Tr National Mun Etf (MUB) 3.5 $14M 136k 105.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $13M 242k 51.72
Vanguard Index Fds Growth Etf (VUG) 2.7 $11M 51k 213.11
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.5 $10M 142k 71.84
Vanguard Whitehall Fds High Div Yld (VYM) 2.3 $9.2M 85k 108.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.3 $9.2M 26k 351.34
Ishares Tr Core S&p Ttl Stk (ITOT) 1.9 $7.8M 92k 84.80
Ishares Core Msci Emkt (IEMG) 1.9 $7.7M 164k 46.70
Apple (AAPL) 1.4 $5.8M 45k 129.93
Ishares Tr Core Msci Total (IXUS) 1.1 $4.7M 81k 57.88
Ishares Tr Core High Dv Etf (HDV) 1.1 $4.5M 43k 104.24
Ishares Tr Core Msci Eafe (IEFA) 0.9 $3.6M 59k 61.64
Microsoft Corporation (MSFT) 0.7 $3.0M 13k 239.81
Ishares Tr Exponential Tech (XT) 0.7 $2.9M 61k 47.34
Vanguard Index Fds Small Cp Etf (VB) 0.7 $2.8M 16k 183.53
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $2.7M 13k 203.81
Nextera Energy (NEE) 0.5 $2.2M 26k 83.60
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.8M 36k 50.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.8M 4.7k 382.43
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.6M 34k 46.71
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.5M 38k 38.98
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.4M 9.2k 151.64
Gilead Sciences (GILD) 0.3 $1.4M 16k 85.85
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.2M 22k 54.49
Select Sector Spdr Tr Technology (XLK) 0.3 $1.2M 9.4k 124.44
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 26k 41.97
Alphabet Cap Stk Cl A (GOOGL) 0.2 $976k 11k 88.23
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $935k 9.0k 104.27
Johnson & Johnson (JNJ) 0.2 $928k 5.3k 176.63
Amazon (AMZN) 0.2 $894k 11k 84.00
Alphabet Cap Stk Cl C (GOOG) 0.2 $843k 9.5k 88.73
Vanguard Wellington Us Multifactor (VFMF) 0.2 $823k 8.3k 98.83
Pfizer (PFE) 0.2 $743k 15k 51.24
Abbvie (ABBV) 0.2 $711k 4.4k 161.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $693k 2.2k 308.90
Pepsi (PEP) 0.2 $630k 3.5k 180.67
Merck & Co (MRK) 0.1 $588k 5.3k 110.95
Meta Platforms Cl A (META) 0.1 $525k 4.4k 120.34
Fortinet (FTNT) 0.1 $522k 11k 48.89
Visa Com Cl A (V) 0.1 $501k 2.4k 207.79
Walt Disney Company (DIS) 0.1 $500k 5.8k 86.87
Procter & Gamble Company (PG) 0.1 $481k 3.2k 151.57
Home Depot (HD) 0.1 $476k 1.5k 315.86
McDonald's Corporation (MCD) 0.1 $466k 1.8k 263.54
JPMorgan Chase & Co. (JPM) 0.1 $435k 3.2k 134.09
Danaher Corporation (DHR) 0.1 $410k 1.5k 265.48
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $399k 13k 30.53
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $391k 1.5k 266.28
Ishares Tr U S Equity Factr (LRGF) 0.1 $378k 9.7k 39.01
Honeywell International (HON) 0.1 $376k 1.8k 214.25
Deere & Company (DE) 0.1 $375k 874.00 428.76
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $356k 7.1k 50.13
Tesla Motors (TSLA) 0.1 $355k 2.9k 123.18
Applied Materials (AMAT) 0.1 $339k 3.5k 97.38
Trane Technologies SHS (TT) 0.1 $339k 2.0k 168.09
Raytheon Technologies Corp (RTX) 0.1 $335k 3.3k 100.92
Eli Lilly & Co. (LLY) 0.1 $321k 879.00 365.63
Wal-Mart Stores (WMT) 0.1 $316k 2.2k 141.79
Bristol Myers Squibb (BMY) 0.1 $316k 4.4k 71.95
Costco Wholesale Corporation (COST) 0.1 $297k 650.00 456.50
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $292k 4.4k 65.86
Altria (MO) 0.1 $290k 6.3k 45.71
Chevron Corporation (CVX) 0.1 $284k 1.6k 179.49
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $278k 6.7k 41.61
Texas Instruments Incorporated (TXN) 0.1 $272k 1.6k 165.23
Verizon Communications (VZ) 0.1 $269k 6.8k 39.40
Ishares Tr Russell 2000 Etf (IWM) 0.1 $255k 1.5k 174.36
Coca-Cola Company (KO) 0.1 $251k 3.9k 63.62
Ishares Msci Emerg Mrkt (EEMV) 0.1 $244k 4.6k 53.05
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $244k 2.4k 100.80
Spdr Gold Tr Gold Shs (GLD) 0.1 $243k 1.4k 169.64
Intuitive Surgical Com New (ISRG) 0.1 $241k 909.00 265.35
Cisco Systems (CSCO) 0.1 $241k 5.1k 47.64
Goldman Sachs (GS) 0.1 $240k 700.00 343.22
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $239k 3.4k 70.63
Duke Energy Corp Com New (DUK) 0.1 $238k 2.3k 102.97
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $225k 3.5k 63.59
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $225k 2.9k 77.51
Ishares Tr Us Infrastruc (IFRA) 0.1 $216k 5.9k 36.26
Ishares Tr Core Total Usd (IUSB) 0.1 $215k 4.8k 44.93
Ishares Tr Ibonds Dec24 Etf (Principal) (IBDP) 0.1 $212k 8.7k 24.42
American Water Works (AWK) 0.1 $211k 1.4k 152.42
Palo Alto Networks (PANW) 0.1 $206k 1.5k 139.54
Starbucks Corporation (SBUX) 0.1 $205k 2.1k 99.21
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $203k 1.0k 202.94
Adobe Systems Incorporated (ADBE) 0.0 $202k 601.00 336.25