Baron Financial Group

Baron Financial Group as of Dec. 31, 2022

Portfolio Holdings for Baron Financial Group

Baron Financial Group holds 52 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 Malvern Fds Strm Infproidx (VTIP) 10.3 $16M 333k 46.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.9 $15M 39k 382.43
Ishares Tr Russell 2000 Etf (IWM) 9.3 $14M 80k 174.36
Ishares Tr Msci Usa Mmentm (MTUM) 5.3 $8.0M 55k 145.93
Ishares Tr Shrt Nat Mun Etf (SUB) 4.3 $6.5M 63k 104.27
Ishares Tr Msci Eafe Etf (EFA) 3.6 $5.4M 82k 65.64
Invesco Qqq Tr Unit Ser 1 (QQQ) 3.6 $5.4M 20k 266.28
Spdr Ser Tr Bbg Conv Sec Etf (CWB) 3.5 $5.3M 82k 64.34
Spdr Gold Tr Gold Shs (GLD) 3.0 $4.5M 27k 169.64
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 2.9 $4.4M 95k 46.62
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $4.2M 51k 82.48
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $3.8M 41k 94.64
Vanguard World Fds Health Car Etf (VHT) 2.5 $3.8M 15k 248.05
Ishares Tr Msci Emg Mkt Etf (EEM) 2.5 $3.7M 98k 37.90
Invesco Actively Managed Etf S&p500 Downsid (PHDG) 2.3 $3.5M 109k 32.28
Ishares Tr Msci Intl Qualty (IQLT) 2.1 $3.2M 99k 32.39
Ishares Tr Conv Bd Etf (ICVT) 1.9 $2.9M 42k 69.47
Spdr Ser Tr Bloomberg Intl T (BWX) 1.9 $2.8M 127k 22.43
Ishares Tr Rus Mid Cap Etf (IWR) 1.8 $2.7M 40k 67.45
Ishares Tr Rus 1000 Grw Etf (IWF) 1.8 $2.7M 12k 214.24
Ishares Tr Rus 1000 Val Etf (IWD) 1.7 $2.6M 17k 151.65
Ishares Tr Esg Aw Msci Eafe (ESGD) 1.6 $2.5M 38k 65.74
Ishares Tr National Mun Etf (MUB) 1.6 $2.5M 23k 105.52
Indexiq Etf Tr Hedge Mlti Etf (QAI) 1.6 $2.4M 84k 28.46
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.5 $2.3M 5.2k 442.82
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.5 $2.3M 76k 29.69
Ishares Tr Msci Kld400 Soc (DSI) 1.1 $1.7M 24k 71.79
Ishares Core Msci Emkt (IEMG) 1.1 $1.7M 35k 46.70
Ishares Esg Awr Msci Em (ESGE) 1.1 $1.6M 54k 30.07
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.0 $1.6M 94k 16.80
Ishares Tr Core S&p Mcp Etf (IJH) 0.9 $1.3M 5.5k 241.89
Apple (AAPL) 0.8 $1.3M 9.8k 129.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $1.2M 6.4k 191.19
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.8 $1.2M 15k 75.28
First Tr Exchange-traded Dj Internt Idx (FDN) 0.7 $1.1M 8.9k 123.15
Exxon Mobil Corporation (XOM) 0.5 $824k 7.5k 110.30
Microsoft Corporation (MSFT) 0.4 $562k 2.3k 239.80
Ishares Tr Expanded Tech (IGV) 0.4 $542k 2.1k 255.85
International Business Machines (IBM) 0.3 $475k 3.4k 140.90
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $436k 4.5k 96.99
Automatic Data Processing (ADP) 0.3 $432k 1.8k 238.90
Invesco Exchange Traded Fd T Dwa Healthcare (PTH) 0.3 $395k 3.2k 123.01
Pfizer (PFE) 0.2 $341k 6.7k 51.24
Johnson & Johnson (JNJ) 0.2 $325k 1.8k 176.62
Ares Capital Corporation (ARCC) 0.2 $321k 17k 18.47
Colgate-Palmolive Company (CL) 0.2 $284k 3.6k 78.79
Vanguard World Fds Inf Tech Etf (VGT) 0.2 $267k 834.00 319.54
Ishares Tr Core Msci Eafe (IEFA) 0.2 $255k 4.1k 61.64
JPMorgan Chase & Co. (JPM) 0.2 $232k 1.7k 134.10
Abbvie (ABBV) 0.2 $231k 1.4k 161.61
Merck & Co (MRK) 0.1 $222k 2.0k 110.95
Public Service Enterprise (PEG) 0.1 $216k 3.5k 61.27