Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of March 31, 2023

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 102 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.2 $32M 77k 411.08
Vanguard Index Fds Value Etf (VTV) 7.9 $31M 221k 138.11
Vanguard Index Fds Total Stk Mkt (VTI) 7.8 $30M 147k 204.10
Ishares Tr Rus 1000 Grw Etf (IWF) 7.7 $30M 122k 244.33
Vanguard Specialized Funds Div App Etf (VIG) 5.5 $21M 138k 154.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.6 $18M 348k 50.66
Ishares Tr Msci Usa Min Vol (USMV) 4.5 $17M 237k 72.74
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $16M 66k 250.16
Ishares Msci Gbl Min Vol (ACWV) 3.9 $15M 157k 96.75
Ishares Tr Core Us Aggbd Et (AGG) 3.5 $14M 136k 99.64
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $13M 137k 96.70
Ishares Tr National Mun Etf (MUB) 3.3 $13M 118k 107.74
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.3 $13M 226k 55.21
Vanguard Index Fds Growth Etf (VUG) 3.0 $12M 46k 249.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.4 $9.4M 127k 73.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $7.9M 21k 376.07
Apple (AAPL) 2.0 $7.5M 46k 164.90
Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $7.3M 69k 105.50
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $7.1M 78k 90.55
Ishares Core Msci Emkt (IEMG) 1.8 $7.0M 144k 48.79
Ishares Tr Core Msci Total (IXUS) 1.2 $4.5M 73k 61.95
Ishares Tr Core High Dv Etf (HDV) 1.0 $3.9M 38k 101.66
Microsoft Corporation (MSFT) 1.0 $3.8M 13k 288.29
Ishares Tr Core Msci Eafe (IEFA) 0.9 $3.3M 50k 66.85
Ishares Tr Exponential Tech (XT) 0.7 $2.6M 49k 52.70
Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.3M 12k 189.57
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.2M 10k 210.91
Nextera Energy (NEE) 0.5 $2.0M 26k 77.08
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.9M 36k 53.47
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $1.5M 30k 47.82
Select Sector Spdr Tr Technology (XLK) 0.4 $1.4M 9.4k 151.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.4M 9.2k 152.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.4M 34k 40.40
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $1.3M 24k 54.60
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $1.3M 3.2k 409.39
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.2M 11k 103.73
Gilead Sciences (GILD) 0.3 $1.2M 14k 82.97
Amazon (AMZN) 0.3 $1.2M 11k 103.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.1M 24k 45.17
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.0M 9.9k 104.00
Meta Platforms Cl A (META) 0.2 $903k 4.3k 211.94
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $814k 7.8k 104.68
Vanguard Wellington Us Multifactor (VFMF) 0.2 $810k 8.2k 99.10
Johnson & Johnson (JNJ) 0.2 $799k 5.2k 154.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $729k 2.4k 308.77
Abbvie (ABBV) 0.2 $714k 4.5k 159.38
Fortinet (FTNT) 0.2 $710k 11k 66.46
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $678k 9.3k 73.16
Pepsi (PEP) 0.2 $667k 3.7k 182.31
Walt Disney Company (DIS) 0.2 $606k 6.0k 100.12
Tesla Motors (TSLA) 0.2 $604k 2.9k 207.46
Visa Com Cl A (V) 0.2 $601k 2.7k 225.49
Pfizer (PFE) 0.2 $580k 14k 40.80
Merck & Co (MRK) 0.1 $561k 5.3k 106.39
McDonald's Corporation (MCD) 0.1 $528k 1.9k 279.62
Applied Materials (AMAT) 0.1 $512k 4.2k 122.83
JPMorgan Chase & Co. (JPM) 0.1 $473k 3.6k 130.30
Procter & Gamble Company (PG) 0.1 $457k 3.1k 148.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $457k 1.4k 320.93
Home Depot (HD) 0.1 $457k 1.5k 295.12
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.1 $433k 18k 23.73
Danaher Corporation (DHR) 0.1 $389k 1.5k 252.09
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.1 $382k 16k 24.53
Texas Instruments Incorporated (TXN) 0.1 $373k 2.0k 186.02
Trane Technologies SHS (TT) 0.1 $371k 2.0k 183.98
Deere & Company (DE) 0.1 $361k 874.00 412.88
Raytheon Technologies Corp (RTX) 0.1 $357k 3.6k 97.93
Costco Wholesale Corporation (COST) 0.1 $333k 670.00 496.87
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $330k 6.6k 50.32
Wal-Mart Stores (WMT) 0.1 $329k 2.2k 147.45
Eli Lilly & Co. (LLY) 0.1 $317k 922.00 343.23
Chevron Corporation (CVX) 0.1 $308k 1.9k 163.16
Ishares Tr U S Equity Factr (LRGF) 0.1 $299k 7.2k 41.44
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $297k 6.7k 44.43
Palo Alto Networks (PANW) 0.1 $295k 1.5k 199.74
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.1 $294k 12k 23.82
NVIDIA Corporation (NVDA) 0.1 $287k 1.0k 277.77
Altria (MO) 0.1 $287k 6.4k 44.62
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $279k 3.9k 71.71
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $278k 12k 22.88
Bristol Myers Squibb (BMY) 0.1 $277k 4.0k 69.32
Coca-Cola Company (KO) 0.1 $270k 4.4k 62.04
Verizon Communications (VZ) 0.1 $267k 6.9k 38.89
Cisco Systems (CSCO) 0.1 $265k 5.1k 52.28
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $264k 11k 24.01
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $263k 1.0k 263.19
Spdr Gold Tr Gold Shs (GLD) 0.1 $263k 1.4k 183.22
Honeywell International (HON) 0.1 $263k 1.4k 191.06
Intuitive Surgical Com New (ISRG) 0.1 $251k 981.00 255.47
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $250k 8.0k 31.22
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $250k 3.4k 73.78
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $249k 2.4k 102.77
Adobe Systems Incorporated (ADBE) 0.1 $245k 637.00 385.07
Comcast Corp Cl A (CMCSA) 0.1 $236k 6.2k 37.91
Goldman Sachs (GS) 0.1 $229k 700.00 326.96
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $226k 2.8k 80.22
Duke Energy Corp Com New (DUK) 0.1 $223k 2.3k 96.45
Ishares Tr Us Infrastruc (IFRA) 0.1 $222k 6.0k 37.32
Ishares Tr Russell 2000 Etf (IWM) 0.1 $220k 1.2k 178.40
Starbucks Corporation (SBUX) 0.1 $219k 2.1k 104.14
Philip Morris International (PM) 0.1 $214k 2.2k 97.26
Lauder Estee Cos Cl A (EL) 0.1 $206k 836.00 246.46