Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of June 30, 2023

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 109 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 8.3 $38M 138k 275.18
Ishares Tr Core S&p500 Etf (IVV) 8.1 $37M 83k 445.71
Vanguard Index Fds Value Etf (VTV) 7.9 $36M 252k 142.10
Vanguard Index Fds Total Stk Mkt (VTI) 7.5 $34M 156k 220.28
Vanguard Specialized Funds Div App Etf (VIG) 5.7 $26M 160k 162.43
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $20M 77k 261.48
Ishares Tr Core Us Aggbd Et (AGG) 4.1 $19M 192k 97.95
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 4.0 $18M 365k 50.22
Ishares Tr Msci Usa Min Vol (USMV) 4.0 $18M 243k 74.33
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $16M 160k 99.65
Ishares Msci Gbl Min Vol (ACWV) 3.3 $15M 155k 98.06
Ishares Tr National Mun Etf (MUB) 3.3 $15M 141k 106.73
Vanguard Index Fds Growth Etf (VUG) 3.1 $14M 51k 282.96
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $14M 251k 56.08
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.8 $13M 175k 72.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $10M 25k 407.28
Ishares Tr Core S&p Ttl Stk (ITOT) 2.0 $9.0M 92k 97.84
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $8.9M 84k 106.07
Apple (AAPL) 1.9 $8.7M 45k 193.97
Ishares Core Msci Emkt (IEMG) 1.8 $8.2M 167k 49.29
Ishares Tr Core Msci Total (IXUS) 1.2 $5.3M 84k 62.62
Ishares Tr Core Msci Eafe (IEFA) 0.9 $4.3M 64k 67.50
Microsoft Corporation (MSFT) 0.9 $4.3M 13k 340.53
Ishares Tr Core High Dv Etf (HDV) 0.8 $3.7M 37k 100.79
Ishares Tr Exponential Tech (XT) 0.7 $3.3M 59k 55.60
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.1M 15k 198.90
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $2.8M 13k 220.15
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $2.1M 4.7k 443.28
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $2.0M 37k 54.41
Nextera Energy (NEE) 0.4 $2.0M 27k 74.20
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $1.8M 32k 55.33
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.7M 42k 40.68
Select Sector Spdr Tr Technology (XLK) 0.4 $1.6M 9.4k 173.86
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.6M 33k 47.42
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $1.5M 21k 72.62
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.5M 9.4k 157.82
Amazon (AMZN) 0.3 $1.4M 11k 130.36
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 11k 119.70
Meta Platforms Cl A (META) 0.3 $1.3M 4.6k 286.98
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.2M 27k 46.18
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.2M 9.9k 120.97
Vanguard Wellington Us Multifactor (VFMF) 0.2 $1.1M 11k 103.91
Gilead Sciences (GILD) 0.2 $1.1M 14k 77.07
Johnson & Johnson (JNJ) 0.2 $932k 5.6k 165.53
JPMorgan Chase & Co. (JPM) 0.2 $848k 5.8k 145.43
Procter & Gamble Company (PG) 0.2 $812k 5.4k 151.73
Fortinet (FTNT) 0.2 $807k 11k 75.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $781k 2.3k 341.00
Tesla Motors (TSLA) 0.2 $757k 2.9k 261.77
Costco Wholesale Corporation (COST) 0.2 $736k 1.4k 538.38
Merck & Co (MRK) 0.1 $655k 5.7k 115.39
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $646k 1.7k 369.42
Pepsi (PEP) 0.1 $641k 3.5k 185.23
Visa Com Cl A (V) 0.1 $633k 2.7k 237.51
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $610k 5.9k 104.04
Applied Materials (AMAT) 0.1 $602k 4.2k 144.54
Abbvie (ABBV) 0.1 $584k 4.3k 134.74
McDonald's Corporation (MCD) 0.1 $549k 1.8k 298.42
Pfizer (PFE) 0.1 $528k 14k 36.68
Walt Disney Company (DIS) 0.1 $509k 5.7k 89.28
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.1 $507k 22k 23.47
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.1 $502k 21k 24.38
Home Depot (HD) 0.1 $475k 1.5k 310.71
Eli Lilly & Co. (LLY) 0.1 $461k 983.00 468.74
NVIDIA Corporation (NVDA) 0.1 $437k 1.0k 423.02
Ishares Tr Ibonds Dec24 Etf (Principal) 0.1 $389k 16k 24.62
Trane Technologies SHS (TT) 0.1 $385k 2.0k 191.26
Palo Alto Networks (PANW) 0.1 $378k 1.5k 255.51
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $375k 4.8k 78.35
Danaher Corporation (DHR) 0.1 $373k 1.6k 240.05
Ishares Tr U S Equity Factr (LRGF) 0.1 $371k 8.3k 44.56
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.1 $365k 7.3k 50.14
Texas Instruments Incorporated (TXN) 0.1 $361k 2.0k 180.03
Deere & Company (DE) 0.1 $354k 874.00 405.19
Raytheon Technologies Corp (RTX) 0.1 $353k 3.6k 97.96
Intuitive Surgical Com New (ISRG) 0.1 $335k 981.00 341.94
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $322k 6.7k 48.16
Wal-Mart Stores (WMT) 0.1 $318k 2.0k 157.18
Adobe Systems Incorporated (ADBE) 0.1 $318k 651.00 488.61
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $305k 2.0k 152.25
Chevron Corporation (CVX) 0.1 $297k 1.9k 157.35
Altria (MO) 0.1 $291k 6.4k 45.30
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.1 $290k 12k 23.48
Honeywell International (HON) 0.1 $285k 1.4k 207.44
Ishares Tr Ibonds 24 Trm Ts 0.1 $284k 12k 23.80
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $274k 12k 22.45
Comcast Corp Cl A (CMCSA) 0.1 $268k 6.4k 41.55
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $265k 3.4k 78.26
Coca-Cola Company (KO) 0.1 $263k 4.4k 60.23
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $259k 2.4k 107.13
CSX Corporation (CSX) 0.1 $257k 7.5k 34.10
Spdr Gold Tr Gold Shs (GLD) 0.1 $256k 1.4k 178.27
Cisco Systems (CSCO) 0.1 $256k 4.9k 51.74
Ishares Tr Russell 2000 Etf (IWM) 0.1 $250k 1.3k 187.27
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $248k 8.0k 30.93
Broadcom (AVGO) 0.1 $243k 280.00 867.43
Bristol Myers Squibb (BMY) 0.1 $243k 3.8k 63.95
Ishares Tr Us Infrastruc (IFRA) 0.1 $233k 6.0k 39.08
Verizon Communications (VZ) 0.1 $233k 6.3k 37.19
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $229k 2.9k 79.03
Goldman Sachs (GS) 0.0 $226k 700.00 322.39
Ishares Tr Core Total Usd (IUSB) 0.0 $217k 4.8k 45.47
S&p Global (SPGI) 0.0 $215k 537.00 400.89
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $211k 2.3k 93.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $211k 1.2k 169.81
Ishares Tr Ibonds 23 Trm Ts 0.0 $209k 8.4k 24.81
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $208k 2.1k 97.64
Duke Energy Corp Com New (DUK) 0.0 $205k 2.3k 89.72
Ea Series Trust Alpha Architect (CAOS) 0.0 $204k 2.5k 80.91