Baron Silver Stevens Financial Advisors

Latest statistics and disclosures from Baron Silver Stevens Financial Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Baron Silver Stevens Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Companies in the Baron Silver Stevens Financial Advisors portfolio as of the September 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) 10.3 $39M 141k 274.04
iShares Core SP 500 Core S&p500 Etf (IVV) 9.4 $35M 82k 430.82
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 8.8 $33M 148k 222.06
iShares Edge MSCI Min Vol USA Msci Usa Min Vol (USMV) 7.9 $30M -27% 401k 73.50
Vanguard Value ETF Value Etf (VTV) 6.0 $22M +145% 165k 135.37
iShares Core SP Mid-Cap Core S&p Mcp Etf (IJH) 5.0 $19M +2% 72k 263.06
iShares Edge MSCI Min Vol Global Msci Gbl Min Vol (ACWV) 4.8 $18M -4% 176k 102.73
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 4.8 $18M +4% 117k 153.60
iShares Core SP Small-Cap Core S&p Scp Etf (IJR) 4.3 $16M +3% 147k 109.19
iShares Core US Aggregate Bond Core Us Aggbd Et (AGG) 4.3 $16M +42% 139k 114.82
Vanguard Growth ETF Growth Etf (VUG) 3.7 $14M +4% 48k 290.15
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 3.6 $14M +5% 214k 63.26
Vanguard 500 ETF S&p 500 Etf Shs (VOO) 2.7 $10M +6% 26k 394.38
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 2.7 $10M +49% 163k 61.76

Setup an alert

Baron Silver Stevens Financial Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

iShares Core SP Total US Stock Mkt ETF Core S&p Ttl Stk (ITOT) 2.0 $7.7M 78k 98.37
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 1.8 $6.9M +33% 81k 85.45
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 1.8 $6.9M -36% 73k 94.25
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) 1.6 $6.1M +53% 111k 54.76
Apple (AAPL) 1.4 $5.4M +18% 38k 141.49
iShares National Muni Bond ETF National Mun Etf (MUB) 1.2 $4.5M +7% 39k 116.17
iShares Core MSCI EAFE Core Msci Eafe (IEFA) 1.1 $4.2M +44% 56k 74.25
Microsoft Corporation (MSFT) 0.8 $3.0M -15% 11k 281.86
Vanguard Small-Cap ETF Small Cp Etf (VB) 0.7 $2.7M +2% 13k 218.61
Vanguard High Dividend Yield ETF High Div Yld (VYM) 0.7 $2.5M +68% 24k 103.33
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.7 $2.4M +3% 10k 236.69
Nextera Energy (NEE) 0.6 $2.3M +2% 29k 78.51
iShares Core MSCI Total Intl Stk ETF Core Msci Total (IXUS) 0.5 $2.0M +22% 29k 71.00
iShares Exponential Technologies Exponential Tech (XT) 0.4 $1.6M +46% 26k 62.72
iShares Russell 1000 Value Rus 1000 Val Etf (IWD) 0.4 $1.5M -6% 9.5k 156.45
Technology Select Sector SPDR ETF Technology (XLK) 0.4 $1.4M 9.4k 149.29
iShares MSCI Emerg Mkts Min Vol Fctr ETF Msci Emerg Mrkt (EEMV) 0.3 $1.3M -63% 20k 62.64
Spdr Sp 500 Etf Tr Unit (SPY) 0.3 $1.1M 2.6k 429.01
Gilead Sciences (GILD) 0.3 $1.1M -7% 15k 69.80
iShares Core Total USD Bond Market ETF Core Total Usd (IUSB) 0.3 $958k -12% 18k 53.21
Amazon (AMZN) 0.2 $919k -38% 280.00 3282.14
Alphabet Inc A Cap Stk Cl A (GOOGL) 0.2 $772k +9% 289.00 2671.28
Alphabet Inc C Cap Stk Cl C (GOOG) 0.2 $717k -31% 269.00 2665.43
Johnson & Johnson (JNJ) 0.2 $670k -16% 4.1k 161.52
Walt Disney Company (DIS) 0.2 $583k 3.5k 168.99
Berkshire Hathaway Inc B Cl B New (BRK.B) 0.2 $578k -10% 2.1k 272.77
iShares PreferredIncome Securities ETF Pfd And Incm Sec (PFF) 0.1 $546k NEW 14k 38.74
Meta Platforms Inc Class A Cl A (FB) 0.1 $531k -47% 1.6k 339.30
iShares MSCI EAFE Min Vol Factor ETF Msci Eafe Min Vl (EFAV) 0.1 $520k -59% 6.9k 75.22
Pfizer (PFE) 0.1 $503k -5% 12k 42.97
McDonald's Corporation (MCD) 0.1 $501k -17% 2.1k 240.87
Vanguard Short-Term Infl-Prot Secs ETF Strm Infproidx (VTIP) 0.1 $474k +76% 9.0k 52.50
iShares MSCI USA Multifactor ETF Msci Usa Multift (LRGF) 0.1 $468k +72% 11k 42.08
Vanguard ESG US Stock ETF Esg Us Stk Etf (ESGV) 0.1 $466k +53% 5.8k 79.97
Tesla Motors (TSLA) 0.1 $459k -13% 593.00 774.03
Visa Inc Class A Com Cl A (V) 0.1 $426k -38% 1.9k 222.80
Procter & Gamble Company (PG) 0.1 $415k -5% 3.0k 139.73
Verizon Communications (VZ) 0.1 $397k -2% 7.4k 53.95
Home Depot (HD) 0.1 $395k +17% 1.2k 327.80
Pepsi (PEP) 0.1 $381k -27% 2.5k 150.18
Honeywell International (HON) 0.1 $374k -16% 1.8k 212.26
Danaher Corporation (DHR) 0.1 $374k +4% 1.2k 304.31
Trane Technologies SHS (TT) 0.1 $347k -17% 2.0k 172.21
iShares Gold Trust Ishares New (IAU) 0.1 $331k 9.9k 33.33
iShares Russell 2000 Russell 2000 Etf (IWM) 0.1 $324k 1.5k 218.18
Comcast Corp Class A Cl A (CMCSA) 0.1 $322k -45% 5.8k 55.84
JPMorgan Chase & Co. (JPM) 0.1 $321k -48% 2.0k 163.53
Merck & Co (MRK) 0.1 $319k -7% 4.3k 75.04
Raytheon Technologies Corp (RTX) 0.1 $280k -22% 3.3k 85.78
iShares SP Mid-Cap 400 Value ETF S&p Mc 400vl Etf (IJJ) 0.1 $259k 2.5k 102.78
Altria (MO) 0.1 $252k -13% 5.5k 45.47
Bristol Myers Squibb (BMY) 0.1 $242k -5% 4.1k 58.98
Cisco Systems (CSCO) 0.1 $238k -3% 4.4k 54.41
Vanguard FTSE Developed Markets ETF Ftse Dev Mkt Etf (VEA) 0.1 $230k +10% 4.6k 50.47
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.1 $225k NEW 3.7k 61.21
American Water Works (AWK) 0.1 $224k -6% 1.3k 168.55
Coca-Cola Company (KO) 0.1 $220k -28% 4.2k 52.43
Applied Materials (AMAT) 0.1 $212k 1.7k 128.33
iShares MSCI USA ESG Select ETF Msci Usa Esg Slc (SUSA) 0.1 $211k 2.2k 95.65
Dimensional US Equity ETF Us Equity Etf (DFUS) 0.1 $205k 4.4k 47.08

Past Filings by Baron Silver Stevens Financial Advisors

SEC 13F filings are viewable for Baron Silver Stevens Financial Advisors going back to 2020