Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of Sept. 30, 2022

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 103 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Utilities ETF Utilities Etf (VPU) 8.6 $32k 60.00 528.52
iShares Core MSCI Total Intl Stk ETF Core Msci Total (IXUS) 8.4 $31k 84k 0.37
iShares Russell 1000 Rus 1000 Etf (IWB) 8.3 $30k 583.00 52.11
Vanguard Total International Stock ETF Vg Tl Intl Stk F (VXUS) 7.5 $28k 245k 0.11
Vanguard 500 ETF S&p 500 Etf Shs (VOO) 5.6 $21k 25k 0.83
iShares Edge MSCI Min Vol Global Msci Gbl Min Vol (ACWV) 5.0 $18k 166k 0.11
Ishares Core U S Growth Etf Core S&p Us Gwt (IUSG) 4.5 $17k 2.1k 7.84
iShares Core SP 500 Core S&p500 Etf (IVV) 4.4 $16k 86k 0.19
iShares Core US Aggregate Bond Core Us Aggbd Et (AGG) 4.0 $15k 173k 0.08
iShares Core SP Mid-Cap Core S&p Mcp Etf (IJH) 3.6 $13k 74k 0.18
iShares Nasdaq Biotechnology Ishares Biotech (IBB) 3.2 $12k 366.00 31.98
Vanguard Small-Cap ETF Small Cp Etf (VB) 3.2 $12k 16k 0.72
Vanguard FTSE Emerging Markets ETF Ftse Emr Mkt Etf (VWO) 3.1 $11k 32k 0.36
Vanguard Total Bond Market ETF Total Bnd Mrkt (BND) 3.1 $11k 120k 0.09
Vanguard Tax-Exempt Bond ETF Tax Exempt Bd (VTEB) 2.3 $8.5k 242k 0.04
VanEck Semiconductor ETF Semiconductr Etf (SMH) 2.2 $8.2k 1.0k 8.17
iShares Core MSCI EAFE Core Msci Eafe (IEFA) 2.0 $7.3k 60k 0.12
iShares Core SP Small-Cap Core S&p Scp Etf (IJR) 2.0 $7.3k 154k 0.05
Vanguard Growth ETF Growth Etf (VUG) 1.9 $7.1k 53k 0.13
Appian Corp Cl A Cl A (APPN) 1.7 $6.2k 14.00 444.50
iShares Core MSCI Emerging Markets ETF Core Msci Emkt (IEMG) 1.2 $4.3k 170k 0.03
iShares Broad USD Invm Grd Corp Bd ETF Usd Inv Grde Etf (USIG) 1.1 $4.0k 388.00 10.27
Ishares Core High Dividend Etf Core High Dv Etf (HDV) 0.9 $3.1k 44k 0.07
Micron Technology (MU) 0.8 $2.9k 124.00 23.73
Vanguard Short-Term Treasury ETF Short Term Treas (VGSH) 0.7 $2.8k 2.3k 1.21
iShares ESG Aware MSCI USA ETF Esg Awr Msci Usa (ESGU) 0.7 $2.7k 2.6k 1.05
Vanguard Large-Cap ETF Large Cap Etf (VV) 0.7 $2.5k 65.00 38.92
Vanguard Short-Term Corporate Bond ETF Shrt Trm Corp Bd (VCSH) 0.5 $1.8k 132.00 13.83
Newtek Business Services Corp Com New (NEWT) 0.4 $1.4k 200.00 6.79
SPDR Portfolio SP 400 Mid Cap ETF Portfolio S&p400 (SPMD) 0.4 $1.3k 2.2k 0.60
iShares Russell 1000 Growth Rus 1000 Grw Etf (IWF) 0.3 $1.2k 144k 0.01
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA) 0.3 $1.2k 30k 0.04
TE Connectivity SHS 0.3 $1.1k 201.00 5.58
Vanguard FTSE All-World ex-US ETF Allwrld Ex Us (VEU) 0.3 $1.1k 21k 0.05
Allstate Corporation (ALL) 0.3 $1.1k 680.00 1.55
iShares Short Treasury Bond Short Treas Bd (SHV) 0.3 $1.0k 64.00 15.80
Genuine Parts Company (GPC) 0.3 $992.001600 48.00 20.67
Vanguard Financials ETF Financials Etf (VFH) 0.3 $931.032000 670.00 1.39
Alphabet Inc A Cap Stk Cl A (GOOGL) 0.2 $913.000000 11k 0.08
JetBlue Airways Corporation (JBLU) 0.2 $857.990000 340.00 2.52
JPMorgan Chase & Co. (JPM) 0.2 $849.972900 3.2k 0.27
Howmet Aerospace (HWM) 0.2 $830.002500 333.00 2.49
Technology Select Sector SPDR ETF Technology (XLK) 0.2 $722.542500 9.4k 0.08
Pepsi (PEP) 0.2 $642.982500 3.5k 0.18
Becton, Dickinson and (BDX) 0.2 $624.998400 39.00 16.03
Vanguard Total World Stock ETF Tt Wrld St Etf (VT) 0.2 $598.997500 295.00 2.03
Abbott Laboratories (ABT) 0.2 $596.025800 778.00 0.77
Merck & Co (MRK) 0.2 $595.190000 5.3k 0.11
Pentair SHS (PNR) 0.2 $568.001700 41.00 13.85
Wal-Mart Stores (WMT) 0.1 $547.911000 2.2k 0.25
Ford Motor Company (F) 0.1 $523.807000 9.5k 0.06
Match Group (MTCH) 0.1 $495.999800 37.00 13.41
MercadoLibre (MELI) 0.1 $456.000000 15.00 30.40
Virtus Investment Partners (VRTS) 0.1 $437.000200 13.00 33.62
Hershey Company (HSY) 0.1 $414.997200 102.00 4.07
Precigen (PGEN) 0.1 $400.140000 3.8k 0.11
D.R. Horton (DHI) 0.1 $398.000000 100.00 3.98
iShares National Muni Bond ETF National Mun Etf (MUB) 0.1 $387.936600 114k 0.00
iShares TIPS Bond Tips Bd Etf (TIP) 0.1 $363.992200 178.00 2.04
Invesco Preferred ETF Pfd Etf (PGX) 0.1 $358.997800 46.00 7.80
Apple (AAPL) 0.1 $337.740000 45k 0.01
Brighthouse Finl (BHF) 0.1 $333.000000 24.00 13.88
Johnson Controls International SHS (JCI) 0.1 $333.072800 1.9k 0.18
Vanguard Dividend Appreciation ETF Div App Etf (VIG) 0.1 $322.377300 154k 0.00
Corteva (CTVA) 0.1 $312.996400 284.00 1.10
iShares Core SP Total US Stock Mkt ETF Core S&p Ttl Stk (ITOT) 0.1 $312.205000 92k 0.00
Toyota Motor Corporation Ads Ads (TM) 0.1 $291.036500 815.00 0.36
Walgreen Boots Alliance (WBA) 0.1 $288.992400 219.00 1.32
Hilton Worldwide Holdings (HLT) 0.1 $287.000000 350.00 0.82
Edwards Lifesciences (EW) 0.1 $283.996800 912.00 0.31
Ranger Oil Corp Class A Com 0.1 $277.000200 9.00 30.78
Veritiv Corp - When Issued 0.1 $275.000400 9.00 30.56
Alphabet Inc C Cap Stk Cl C (GOOG) 0.1 $261.332500 9.5k 0.03
Vanguard Intermediate-Term Bond ETF Intermed Term (BIV) 0.1 $260.004000 94.00 2.77
iShares MSCI EAFE Min Vol Factor ETF Msci Eafe Min Vl (EFAV) 0.1 $257.857600 3.5k 0.07
Teva Pharmaceutical Industries Sponsored Ads (TEVA) 0.1 $254.000000 1.0k 0.25
Vanguard Mid-Cap Value ETF Mcap Vl Idxvip (VOE) 0.1 $252.000000 28.00 9.00
iShares Russell 1000 Value Rus 1000 Val Etf (IWD) 0.1 $244.161400 9.2k 0.03
Cme (CME) 0.1 $237.990600 327.00 0.73
Ptc (PTC) 0.1 $231.000000 1.00 231.00
SPDR Dow Jones Industrial Average ETF Ut Ser 1 (DIA) 0.1 $220.997000 131.00 1.69
iShares SP Mid-Cap 400 Growth S&p Mc 400gr Etf (IJK) 0.1 $217.042000 1.0k 0.21
Charles Schwab Corporation (SCHW) 0.1 $214.999200 18.00 11.94
iShares Core SP US Value ETF Core S&p Us Vlu (IUSV) 0.1 $211.968900 4.9k 0.04
iShares Edge MSCI Min Vol USA Msci Usa Min Vol (USMV) 0.1 $194.838000 278k 0.00
Goldman Sachs ActiveBetaUS LgCp Eq ETF Activebeta Us Lg (GSLC) 0.1 $204.994800 111.00 1.85
Cintas Corporation (CTAS) 0.1 $204.000000 60.00 3.40
iShares MSCI EAFE Msci Eafe Etf (EFA) 0.1 $201.013500 435.00 0.46
Pfizer (PFE) 0.0 $173.507200 15k 0.01
Vanguard Short-Term Infl-Prot Secs ETF Strm Infproidx (VTIP) 0.0 $132.779500 38k 0.00
iShares PreferredIncome Securities ETF Pfd And Incm Sec (PFF) 0.0 $115.140000 12k 0.01
JPMorgan Equity Premium Income ETF Equity Premium (JEPI) 0.0 $96.291600 17k 0.01
Amazon (AMZN) 0.0 $61.932300 11k 0.01
Vanguard Mid-Cap ETF Mid Cap Etf (VO) 0.0 $24.231600 14k 0.00
Vanguard Total Stock Market ETF Total Stk Mkt (VTI) 0.0 $15.383400 154k 0.00
iShares U.S. Equity Factor ETF U S Equity Factr (LRGF) 0.0 $22.158400 10k 0.00
Fortinet (FTNT) 0.0 $13.885300 11k 0.00
Vanguard High Dividend Yield ETF High Div Yld (VYM) 0.0 $7.461100 75k 0.00
iShares Exponential Technologies Exponential Tech (XT) 0.0 $0 62k 0.00
Nextera Energy (NEE) 0.0 $1.731400 17k 0.00
Microsoft Corporation (MSFT) 0.0 $0 13k 0.00
Gilead Sciences (GILD) 0.0 $0 16k 0.00
Vanguard Value ETF Value Etf (VTV) 0.0 $0 257k 0.00