BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q2 2022 Filing
Filed July 26, 2022
Portfolio Value
$386.7M
Holdings
104
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (104 positions)
| Stock | Value |
|---|---|
VTVVanguard Value ETF | $33.5M |
IVViShares Core SP 500 | $32.6M |
IWFiShares Russell 1000 Growth | $31.0M |
VTIVanguard Total Stock Market ETF | $28.5M |
VIGVanguard Dividend Appreciation ETF | $20.9M |
USMViShares Edge MSCI Min Vol USA | $19.9M |
AGGiShares Core US Aggregate Bond | $18.1M |
IJHiShares Core SP Mid-Cap | $16.6M |
ACWViShares Edge MSCI Min Vol Global | $15.5M |
IJRiShares Core SP Small-Cap | $14.0M |
VXUSVanguard Total International Stock ETF | $12.3M |
VUGVanguard Growth ETF | $11.5M |
MUBiShares National Muni Bond ETF | $11.1M |
VTEBVanguard Tax-Exempt Bond ETF | $9.3M |
IEMGiShares Core MSCI Emerging Markets ETF | $8.8M |
VOOVanguard 500 ETF | $8.6M |
BNDVanguard Total Bond Market ETF | $8.0M |
ITOTiShares Core SP Total US Stock Mkt ETF | $7.3M |
AAPLApple Inc | $6.9M |
VYMVanguard High Dividend Yield ETF | $5.9M |
HDVIshares Core High Dividend Etf | $4.6M |
IXUSiShares Core MSCI Total Intl Stk ETF | $4.1M |
MSFTMicrosoft Corp | $4.0M |
AQLTiShares Core MSCI EAFE | $4.0M |
XTiShares Exponential Technologies | $2.9M |
VBVanguard Small-Cap ETF | $2.7M |
VOVanguard Mid-Cap ETF | $2.5M |
NEENextera Energy Inc | $2.1M |
VTIPVanguard Short-Term Infl-Prot Secs ETF | $1.8M |
IWDiShares Russell 1000 Value | $1.4M |
SPYSPDR SP 500 ETF | $1.4M |
AMZNAmazon.com Inc | $1.4M |
VWOVanguard FTSE Emerging Markets ETF | $1.3M |
GOOGLAlphabet Inc A | $1.3M |
GOOGAlphabet Inc C | $1.2M |
VEAVanguard FTSE Developed Markets ETF | $1.2M |
XLKTechnology Select Sector SPDR ETF | $1.2M |
JNJJohnson Johnson | $1.1M |
GILDGilead Sciences Inc | $1.0M |
PFEPfizer Inc | $876K |
METAMeta Platforms Inc Class A | $825K |
PEPPepsiCo Inc | $735K |
TSLATesla Motors Inc | $708K |
VVisa Inc Class A | $701K |
HUBSHubSpot Inc | $696K |
ABBVAbbVie Inc | $684K |
BRK/BBerkshire Hathaway Inc B | $673K |
MCDMcDonalds Corp | $641K |
IUSBiShares Core Total USD Bond Market ETF | $618K |
FTNTFortinet Inc | $604K |
DISWalt Disney Co | $553K |
PGProcter Gamble Co | $525K |
MRKMerck Co Inc | $522K |
DHRDanaher Corp | $509K |
TXNTexas Instruments Inc | $487K |
JPMJPMorgan Chase Co | $480K |
ESGVVanguard ESG US Stock ETF | $478K |
HDThe Home Depot Inc | $475K |
CMCSAComcast Corp Class A | $436K |
PGXInvesco Preferred ETF | $435K |
CVXChevron Corp | $431K |
RTXRaytheon Technologies Ord | $414K |
LRGFiShares U.S. Equity Factor ETF | $414K |
BACVerizon Communications Inc | $409K |
EEMViShares MSCI Emerg Mkts Min Vol Fctr ETF | $407K |
UNHUnitedHealth Group Inc | $404K |
KOCoca-Cola Co | $392K |
AMATApplied Materials Inc | $387K |
NDQInvesco QQQ Trust | $385K |
HONHoneywell International Inc | $364K |
UNPUnion Pacific Corp | $352K |
LLYEli Lilly and Co | $336K |
BMYBristol-Myers Squibb Company | $333K |
IWMiShares Russell 2000 | $326K |
DUKDuke Energy Corp | $324K |
ESGUiShares ESG Aware MSCI USA ETF | $318K |
COSTCostco Wholesale Corp | $318K |
ADBEAdobe Systems Inc | $307K |
ELThe Estee Lauder Companies Inc Class A | $307K |
TTTrane Technologies PLC | $288K |
WMTWal-Mart Stores Inc | $279K |
GQ9SPDR Gold Shares | $266K |
SPGISPglobal Inc Com | $264K |
ISRGIntuitive Surgical Inc | $263K |
MOAltria Group Inc | $258K |
4I1Philip Morris International Inc | $247K |
PANWPalo Alto Networks Inc | $245K |
MAMastercard Inc A | $242K |
CSCOCisco Systems Inc | $240K |
XOMExxon Mobil Corp | $238K |
GSGoldman Sachs Group Inc | $237K |
EFAViShares MSCI EAFE Min Vol Factor ETF | $231K |
IJJiShares SP Mid-Cap 400 Value ETF | $228K |
JEPIJPMorgan Equity Premium Income ETF | $228K |
IUSViShares Core SP US Value ETF | $226K |
VEUVanguard FTSE All-World ex-US ETF | $214K |
VFMFVanguard US Multifactor ETF | $213K |
IWBiShares Russell 1000 | $212K |
ABTAbbott Laboratories | $210K |
AWCAmerican Water Works Co Inc | $206K |
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