Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors as of June 30, 2024

Portfolio Holdings for Baron Silver Stevens Financial Advisors

Baron Silver Stevens Financial Advisors holds 112 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 8.0 $42M 77k 547.23
Ishares Tr Rus 1000 Grw Etf (IWF) 7.9 $42M 115k 364.51
Vanguard Index Fds Value Etf (VTV) 7.8 $41M 256k 160.41
Vanguard Index Fds Total Stk Mkt (VTI) 7.4 $39M 146k 267.51
Ishares Tr Core Us Aggbd Et (AGG) 5.7 $30M 308k 97.07
Vanguard Specialized Funds Div App Etf (VIG) 5.5 $29M 160k 182.55
Ishares Tr Core S&p Mcp Etf (IJH) 4.3 $23M 384k 58.52
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $20M 272k 72.05
Ishares Tr Msci Usa Min Vol (USMV) 3.6 $19M 226k 83.96
Vanguard Index Fds Growth Etf (VUG) 3.3 $18M 47k 374.01
Ishares Tr Core S&p Scp Etf (IJR) 3.3 $17M 163k 106.66
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $17M 278k 60.30
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.8 $15M 295k 50.11
Ishares Msci Gbl Min Vol (ACWV) 2.7 $14M 136k 104.64
Ishares Tr National Mun Etf (MUB) 2.2 $11M 107k 106.55
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $11M 23k 500.12
Ishares Tr Core S&p Ttl Stk (ITOT) 1.8 $9.6M 81k 118.78
Apple (AAPL) 1.8 $9.3M 44k 210.62
Ishares Core Msci Emkt (IEMG) 1.7 $8.8M 165k 53.53
Vanguard Whitehall Fds High Div Yld (VYM) 1.7 $8.7M 73k 118.60
J P Morgan Exchange Traded F Municipal Etf (JMUB) 1.2 $6.3M 125k 50.38
Microsoft Corporation (MSFT) 1.1 $6.0M 13k 446.94
Ishares Tr Core Msci Total (IXUS) 1.1 $5.7M 84k 67.56
Ishares Tr Core Msci Eafe (IEFA) 0.9 $4.6M 63k 72.64
Vanguard Index Fds Small Cp Etf (VB) 0.8 $4.1M 19k 218.05
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.8 $4.0M 52k 77.76
Ishares Tr Core High Dv Etf (HDV) 0.7 $3.5M 33k 108.70
Vanguard Index Fds Mid Cap Etf (VO) 0.6 $3.2M 13k 242.10
Ishares Tr Exponential Tech (XT) 0.6 $2.9M 50k 58.83
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.5 $2.6M 46k 56.68
Amazon (AMZN) 0.4 $2.4M 12k 193.25
Ishares Tr Msci Usa Value (VLUE) 0.4 $2.3M 23k 103.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $2.3M 4.1k 544.22
Vanguard Wellington Us Multifactor (VFMF) 0.4 $2.2M 18k 122.41
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.4 $2.1M 44k 48.54
Select Sector Spdr Tr Technology (XLK) 0.4 $1.9M 8.3k 226.23
NVIDIA Corporation (NVDA) 0.3 $1.8M 15k 123.54
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.7M 9.6k 182.15
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.3 $1.6M 27k 58.64
JPMorgan Chase & Co. (JPM) 0.3 $1.5M 7.6k 202.25
Ishares Tr Rus 1000 Val Etf (IWD) 0.3 $1.5M 8.6k 174.46
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ) 0.3 $1.4M 57k 24.86
Visa Com Cl A (V) 0.3 $1.4M 5.3k 262.49
Costco Wholesale Corporation (COST) 0.3 $1.4M 1.6k 850.16
Meta Platforms Cl A (META) 0.3 $1.4M 2.7k 504.22
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.3 $1.4M 57k 23.82
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $1.4M 27k 49.42
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.3M 7.2k 183.42
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M 3.2k 406.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.2M 28k 43.76
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $1.1M 19k 58.23
Nextera Energy (NEE) 0.2 $1.0M 14k 70.81
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $934k 25k 37.49
Procter & Gamble Company (PG) 0.2 $900k 5.5k 164.93
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.2 $873k 37k 23.73
Trane Technologies SHS (TT) 0.2 $832k 2.5k 328.93
Johnson & Johnson (JNJ) 0.2 $816k 5.6k 146.15
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $790k 32k 24.77
Ishares Tr Ibonds Dec 29 (IBDU) 0.1 $734k 32k 22.67
Eli Lilly & Co. (LLY) 0.1 $710k 784.00 905.19
Gilead Sciences (GILD) 0.1 $690k 10k 68.61
Home Depot (HD) 0.1 $651k 1.9k 344.30
Merck & Co (MRK) 0.1 $628k 5.1k 123.80
Tesla Motors (TSLA) 0.1 $614k 3.1k 197.88
Pepsi (PEP) 0.1 $577k 3.5k 164.94
Broadcom (AVGO) 0.1 $542k 337.00 1607.11
Mastercard Incorporated Cl A (MA) 0.1 $503k 1.1k 441.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $493k 1.0k 479.11
Ishares Tr Ibonds Dec24 Etf (Principal) 0.1 $492k 20k 25.13
Wal-Mart Stores (WMT) 0.1 $488k 7.2k 67.71
McDonald's Corporation (MCD) 0.1 $475k 1.9k 254.85
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $450k 4.0k 112.63
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $449k 4.5k 100.71
Danaher Corporation (DHR) 0.1 $442k 1.8k 249.90
Chevron Corporation (CVX) 0.1 $412k 2.6k 156.42
Dimensional Etf Trust Us Equity Etf (DFUS) 0.1 $393k 6.7k 58.85
Applied Materials (AMAT) 0.1 $393k 1.7k 235.99
Abbvie (ABBV) 0.1 $391k 2.3k 171.52
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $374k 6.7k 55.50
UnitedHealth (UNH) 0.1 $349k 685.00 509.26
Ishares Tr U S Equity Factr (LRGF) 0.1 $345k 6.2k 55.69
Ishares Tr Core Total Usd (IUSB) 0.1 $342k 7.6k 45.22
Walt Disney Company (DIS) 0.1 $332k 3.3k 99.28
Honeywell International (HON) 0.1 $321k 1.5k 213.48
Altria (MO) 0.1 $320k 7.0k 45.55
Deere & Company (DE) 0.1 $317k 848.00 373.63
Vanguard World Esg Us Stk Etf (ESGV) 0.1 $316k 3.3k 96.62
Spdr Gold Tr Gold Shs (GLD) 0.1 $309k 1.4k 215.01
Duke Energy Corp Com New (DUK) 0.1 $305k 3.0k 100.22
Comcast Corp Cl A (CMCSA) 0.1 $296k 7.5k 39.16
Qualcomm (QCOM) 0.1 $291k 1.5k 199.18
Thermo Fisher Scientific (TMO) 0.1 $279k 505.00 552.64
Pfizer (PFE) 0.1 $278k 9.9k 27.98
Lockheed Martin Corporation (LMT) 0.1 $274k 588.00 466.70
American Express Company (AXP) 0.1 $272k 1.2k 231.55
Raytheon Technologies Corp (RTX) 0.1 $271k 2.7k 100.39
Coca-Cola Company (KO) 0.1 $270k 4.2k 63.65
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.1 $269k 2.4k 113.46
Ishares Tr Ibonds 24 Trm Ts 0.1 $267k 11k 23.98
CSX Corporation (CSX) 0.1 $265k 7.9k 33.45
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $264k 3.0k 88.13
American Water Works (AWK) 0.0 $249k 1.9k 129.16
Cisco Systems (CSCO) 0.0 $236k 5.0k 47.51
Ishares Tr Russell 2000 Etf (IWM) 0.0 $234k 1.2k 202.89
Vanguard World Inf Tech Etf (VGT) 0.0 $230k 398.00 576.59
Union Pacific Corporation (UNP) 0.0 $214k 946.00 226.14
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 0.0 $212k 4.2k 50.47
Amgen (AMGN) 0.0 $212k 677.00 312.45
Verizon Communications (VZ) 0.0 $207k 5.0k 41.24
Ishares Tr Msci Usa Esg Slc (SUSA) 0.0 $205k 1.8k 112.37
salesforce (CRM) 0.0 $203k 791.00 257.10
Philip Morris International (PM) 0.0 $201k 2.0k 101.35