Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of March 31, 2024

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 127 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 7.8 $41M 77k 525.73
Vanguard Index Fds Value Etf (VTV) 7.8 $40M 248k 162.86
Ishares Tr Rus 1000 Grw Etf (IWF) 7.5 $39M 116k 337.05
Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $38M 147k 259.90
Vanguard Specialized Funds Div App Etf (VIG) 5.5 $29M 157k 182.61
Ishares Tr Core Us Aggbd Et (AGG) 5.5 $28M 290k 97.94
Ishares Tr Core S&p Mcp Etf (IJH) 4.4 $23M 378k 60.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $19M 266k 72.63
Ishares Tr Msci Usa Min Vol (USMV) 3.7 $19M 230k 83.58
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $17M 156k 110.52
Vanguard Index Fds Growth Etf (VUG) 3.2 $16M 48k 344.20
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.1 $16M 262k 60.30
Ishares Msci Gbl Min Vol (ACWV) 2.8 $15M 138k 105.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $14M 275k 50.60
Ishares Tr National Mun Etf (MUB) 2.2 $11M 105k 107.60
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.1 $11M 23k 480.69
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $9.5M 83k 115.30
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $9.0M 74k 120.99
Ishares Core Msci Emkt (IEMG) 1.6 $8.5M 165k 51.60
Apple (AAPL) 1.5 $7.7M 45k 171.48
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.2 $6.0M 118k 50.74
Microsoft Corporation (MSFT) 1.1 $5.9M 14k 420.71
Ishares Tr Core Msci Total (IXUS) 1.1 $5.6M 82k 67.86
Ishares Tr Core Msci Eafe (IEFA) 0.9 $4.7M 63k 74.22
Vanguard Index Fds Small Cp Etf (VB) 0.8 $4.3M 19k 228.60
Ishares Tr Core High Dv Etf (HDV) 0.7 $3.6M 33k 110.21
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $3.3M 13k 249.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $3.2M 40k 80.63
Ishares Tr Exponential Tech (XT) 0.6 $2.9M 49k 59.62
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $2.7M 47k 57.86
Ishares Tr Msci Usa Value (VLUE) 0.5 $2.5M 24k 108.31
Amazon (AMZN) 0.4 $2.3M 13k 180.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.2M 4.1k 523.07
Vanguard Wellington Us Multifactor (VFMF) 0.4 $2.1M 17k 126.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $2.0M 41k 47.89
Select Sector Spdr Tr Technology (XLK) 0.3 $1.7M 8.3k 208.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.7M 28k 58.65
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 8.1k 200.29
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.6M 10k 150.93
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.6M 8.7k 179.10
NVIDIA Corporation (NVDA) 0.3 $1.5M 1.6k 903.56
Meta Platforms Cl A (META) 0.3 $1.4M 2.9k 485.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.4M 28k 50.17
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.3 $1.4M 56k 24.81
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.3 $1.4M 57k 23.85
Nextera Energy (NEE) 0.3 $1.3M 20k 63.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.2M 2.9k 420.52
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 7.9k 152.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.2M 29k 41.77
Visa Com Cl A (V) 0.2 $1.0M 3.7k 279.11
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $1.0M 18k 58.55
Costco Wholesale Corporation (COST) 0.2 $985k 1.3k 732.63
Gilead Sciences (GILD) 0.2 $960k 13k 73.25
Procter & Gamble Company (PG) 0.2 $924k 5.7k 162.26
Johnson & Johnson (JNJ) 0.2 $915k 5.8k 158.20
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.2 $868k 37k 23.80
Ishares Tr Core Total Usd (IUSB) 0.2 $804k 18k 45.59
Home Depot (HD) 0.2 $804k 2.1k 383.66
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $799k 35k 22.82
Ishares Tr Ibds Dec28 Etf (IBDT) 0.2 $787k 32k 24.91
Merck & Co (MRK) 0.1 $754k 5.7k 131.95
Trane Technologies SHS (TT) 0.1 $722k 2.4k 300.20
Eli Lilly & Co. (LLY) 0.1 $655k 842.00 777.50
Pepsi (PEP) 0.1 $645k 3.7k 175.02
McDonald's Corporation (MCD) 0.1 $573k 2.0k 281.96
Tesla Motors (TSLA) 0.1 $554k 3.1k 175.79
Mastercard Incorporated Cl A (MA) 0.1 $551k 1.1k 481.57
Danaher Corporation (DHR) 0.1 $497k 2.0k 249.76
UnitedHealth (UNH) 0.1 $491k 993.00 494.70
Ishares Tr Ibonds Dec24 Etf (Principal) 0.1 $489k 20k 25.05
Chevron Corporation (CVX) 0.1 $489k 3.1k 157.74
Ishares Tr U S Equity Factr (LRGF) 0.1 $475k 8.8k 53.81
Abbvie (ABBV) 0.1 $462k 2.5k 182.10
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.1 $449k 12k 36.54
Comcast Corp Cl A (CMCSA) 0.1 $447k 10k 43.35
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $441k 4.0k 110.50
Broadcom (AVGO) 0.1 $435k 328.00 1326.75
Walt Disney Company (DIS) 0.1 $426k 3.5k 122.34
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $414k 4.4k 93.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $410k 923.00 444.01
Wal-Mart Stores (WMT) 0.1 $383k 6.4k 60.17
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $381k 6.7k 56.98
Applied Materials (AMAT) 0.1 $373k 1.8k 206.23
Deere & Company (DE) 0.1 $355k 864.00 410.74
Pfizer (PFE) 0.1 $341k 12k 27.75
Raytheon Technologies Corp (RTX) 0.1 $327k 3.4k 97.53
Honeywell International (HON) 0.1 $320k 1.6k 205.19
Union Pacific Corporation (UNP) 0.1 $311k 1.3k 245.83
Duke Energy Corp Com New (DUK) 0.1 $311k 3.2k 96.70
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $308k 5.7k 54.24
Altria (MO) 0.1 $304k 7.0k 43.62
American Express Company (AXP) 0.1 $298k 1.3k 227.69
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $296k 1.6k 186.81
Spdr Gold Tr Gold Shs (GLD) 0.1 $295k 1.4k 205.72
CSX Corporation (CSX) 0.1 $294k 7.9k 37.07
Thermo Fisher Scientific (TMO) 0.1 $294k 506.00 580.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $291k 1.8k 164.35
Coca-Cola Company (KO) 0.1 $290k 4.7k 61.18
Cisco Systems (CSCO) 0.1 $290k 5.8k 49.91
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $281k 2.4k 118.29
salesforce (CRM) 0.1 $278k 924.00 301.18
Qualcomm (QCOM) 0.1 $269k 1.6k 169.30
Lockheed Martin Corporation (LMT) 0.1 $267k 588.00 454.48
Novo-nordisk A S Adr (NVO) 0.1 $266k 2.1k 128.40
Ishares Tr Ibonds 24 Trm Ts 0.1 $263k 11k 23.94
Texas Instruments Incorporated (TXN) 0.0 $252k 1.4k 174.22
Asml Holding N V N Y Registry Shs (ASML) 0.0 $248k 255.00 970.47
Verizon Communications (VZ) 0.0 $242k 5.8k 41.96
Philip Morris International (PM) 0.0 $242k 2.6k 91.63
Ishares Tr Russell 2000 Etf (IWM) 0.0 $242k 1.2k 210.30
Exxon Mobil Corporation (XOM) 0.0 $238k 2.1k 116.24
Toyota Motor Corp Ads (TM) 0.0 $228k 904.00 251.68
Adobe Systems Incorporated (ADBE) 0.0 $227k 450.00 504.04
Amgen (AMGN) 0.0 $220k 774.00 284.32
SYSCO Corporation (SYY) 0.0 $217k 2.7k 81.18
Starbucks Corporation (SBUX) 0.0 $217k 2.4k 91.40
American Water Works (AWK) 0.0 $213k 1.7k 122.21
Progressive Corporation (PGR) 0.0 $213k 1.0k 206.82
Northrop Grumman Corporation (NOC) 0.0 $212k 443.00 478.66
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $212k 2.3k 90.44
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $212k 1.9k 109.17
Vanguard World Inf Tech Etf (VGT) 0.0 $209k 398.00 524.34
Morgan Stanley Com New (MS) 0.0 $203k 2.2k 94.16
Advanced Micro Devices (AMD) 0.0 $202k 1.1k 180.49
Lowe's Companies (LOW) 0.0 $201k 789.00 254.75
Ishares Tr Us Infrastruc (IFRA) 0.0 $201k 4.6k 43.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $200k 2.4k 84.44