Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of March 31, 2021

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 48 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Edge MSCI Min Vol USA Msci Usa Min Vol (USMV) 23.9 $44M 636k 69.19
iShares Core S&P 500 Core S&p500 Etf (IVV) 17.5 $32M 81k 397.82
iShares Edge MSCI Min Vol Global Msci Gbl Min Vol (ACWV) 9.9 $18M 185k 98.66
iShares Core S&P Mid-Cap Core S&p Mcp Etf (IJH) 9.8 $18M 69k 260.27
iShares Core S&P Small-Cap Core S&p Scp Etf (IJR) 8.1 $15M 138k 108.52
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 6.4 $12M 124k 94.89
iShares Core S&P Total US Stock Mkt ETF Core S&p Ttl Stk (ITOT) 3.8 $6.9M 76k 91.60
iShares MSCI Emerg Mkts Min Vol Fctr ETF Msci Emerg Mrkt (EEMV) 2.9 $5.4M 86k 63.16
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 2.0 $3.7M 57k 64.35
Apple (AAPL) 1.8 $3.3M 27k 122.15
iShares Core US Aggregate Bond Core Us Aggbd Et (AGG) 1.7 $3.1M 27k 113.81
Microsoft Corporation (MSFT) 1.3 $2.3M 9.8k 235.69
Nextera Energy (NEE) 1.2 $2.1M 28k 75.59
iShares Core MSCI EAFE Core Msci Eafe (IEFA) 1.0 $1.8M 25k 72.01
iShares MSCI EAFE Min Vol Factor ETF Msci Eafe Min Vl (EFAV) 0.9 $1.7M 24k 72.98
iShares Core MSCI Total Intl Stk ETF Core Msci Total (IXUS) 0.8 $1.5M 22k 70.24
Gilead Sciences (GILD) 0.6 $1.0M 16k 64.63
Amazon (AMZN) 0.4 $813k 263.00 3091.25
Johnson & Johnson (JNJ) 0.4 $653k 4.0k 164.28
iShares Exponential Technologies Exponential Tech (XT) 0.3 $601k 10k 59.18
Walt Disney Company (DIS) 0.3 $590k 3.2k 184.38
Berkshire Hathaway Inc B Cl B New (BRK.B) 0.3 $541k 2.1k 255.31
Alphabet Inc C Cap Stk Cl C (GOOG) 0.3 $504k 244.00 2065.57
Alphabet Inc A Cap Stk Cl A (GOOGL) 0.3 $503k 244.00 2061.48
McDonald's Corporation (MCD) 0.2 $442k 2.0k 224.14
Facebook Inc A Cl A (META) 0.2 $428k 1.5k 294.36
Verizon Communications (VZ) 0.2 $425k 7.3k 58.08
Pfizer (PFE) 0.2 $416k 12k 36.17
Tesla Motors (TSLA) 0.2 $396k 593.00 667.79
Visa Inc Class A Com Cl A (V) 0.2 $390k 1.8k 211.38
Procter & Gamble Company (PG) 0.2 $369k 2.7k 135.12
Honeywell International (HON) 0.2 $368k 1.7k 217.11
Pepsi (PEP) 0.2 $348k 2.5k 141.29
Trane Technologies SHS (TT) 0.2 $341k 2.1k 165.13
iShares Gold Trust Ishares 0.2 $336k 21k 16.24
Xpo Logistics Inc equity (XPO) 0.2 $305k 2.5k 122.98
Comcast Corp Class A Cl A (CMCSA) 0.2 $289k 5.4k 53.97
iShares Core Total USD Bond Market ETF Core Total Usd (IUSB) 0.2 $280k 5.3k 52.74
Altria (MO) 0.2 $277k 5.4k 51.01
JPMorgan Chase & Co. (JPM) 0.1 $269k 1.8k 152.15
Merck & Co (MRK) 0.1 $266k 3.5k 76.83
Invesco QQQ Trust Unit Ser 1 (QQQ) 0.1 $265k 831.00 318.89
Bristol Myers Squibb (BMY) 0.1 $244k 3.9k 63.10
Home Depot (HD) 0.1 $241k 790.00 305.06
At&t (T) 0.1 $224k 7.4k 30.18
Applied Materials (AMAT) 0.1 $215k 1.6k 133.62
American Water Works (AWK) 0.1 $214k 1.4k 149.76
Raytheon Technologies Corp (RTX) 0.1 $210k 2.7k 77.04