BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q4 2020 Filing
Filed March 19, 2021
Portfolio Value
$292.1B
Holdings
540
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (540 positions)
| Stock | Value |
|---|---|
USMViShares Edge MSCI Min Vol USA | $44.0M |
IWFiShares Russell 1000 Growth | $34.9M |
IVViShares Core SP 500 | $28.8M |
VTIVanguard Total Stock Market ETF | $27.3M |
ACWViShares Edge MSCI Min Vol Global | $16.8M |
IJHiShares Core SP Mid-Cap | $15.7M |
VIGVanguard Dividend Appreciation ETF | $13.7M |
IJRiShares Core SP Small-Cap | $12.5M |
HDVIshares Core High Dividend Etf | $11.0M |
VXUSVanguard Total International Stock ETF | $10.8M |
VUGVanguard Growth ETF | $8.9M |
VOOVanguard 500 ETF | $6.2M |
ITOTiShares Core SP Total US Stock Mkt ETF | $6.1M |
EEMViShares MSCI Emerg Mkts Min Vol Fctr ETF | $5.2M |
AAPLApple Inc | $3.6M |
MUBiShares National Muni Bond ETF | $3.2M |
IEMGiShares Core MSCI Emerging Markets ETF | $2.2M |
MSFTMicrosoft Corp | $2.2M |
NEENextera Energy Inc | $2.1M |
VBVanguard Small-Cap ETF | $1.8M |
EFAViShares MSCI EAFE Min Vol Factor ETF | $1.8M |
VOVanguard Mid-Cap ETF | $1.5M |
IXUSiShares Core MSCI Total Intl Stk ETF | $1.4M |
IWDiShares Russell 1000 Value | $1.4M |
BNDVanguard Total Bond Market ETF | $1.3M |
XLKTechnology Select Sector SPDR ETF | $1.2M |
AQLTiShares Core MSCI EAFE | $1.1M |
SPYSPDR SP 500 ETF | $920K |
AMZNAmazon.com Inc | $846K |
JNJJohnson Johnson | $619K |
VYMVanguard High Dividend Yield ETF | $594K |
DISWalt Disney Co | $583K |
TSLATesla Motors Inc | $547K |
XTiShares Exponential Technologies | $523K |
BRK/BBerkshire Hathaway Inc B | $491K |
VTEBVanguard Tax-Exempt Bond ETF | $483K |
AGGiShares Core US Aggregate Bond | $477K |
BACVerizon Communications Inc | $476K |
IAUUSDiShares Gold Trust | $443K |
GOOGAlphabet Inc C | $427K |
GOOGLAlphabet Inc A | $422K |
MCDMcDonald's Corp | $421K |
VVisa Inc Class A | $399K |
METAFacebook Inc A | $397K |
PFEPfizer Inc | $386K |
HONHoneywell International Inc | $384K |
PGProcter Gamble Co | $377K |
PEPPepsiCo Inc | $365K |
TTTrane Technologies PLC | $299K |
XPOXPO Logistics Inc | $295K |
MRKMerck Co Inc | $287K |
IWMiShares Russell 2000 | $286K |
NDQInvesco QQQ Trust | $260K |
TATT Inc | $249K |
JPMJPMorgan Chase Co | $227K |
MOAltria Group Inc | $221K |
AWCAmerican Water Works Co Inc | $219K |
IJJiShares SP Mid-Cap 400 Value ETF | $219K |
GILDGilead Sciences Inc | $219K |
HDThe Home Depot Inc | $207K |
CMCSAComcast Corp Class A | $206K |
IUSBiShares Core Total USD Bond Market ETF | $204K |
FTCFirst Trust Large Cap Gr AlphaDEX ETF | $196K |
KOCoca-Cola Co | $196K |
MMM3M Co | $183K |
SUSAiShares MSCI USA ESG Select ETF | $181K |
PEGPublic Service Enterprise Group Inc | $181K |
EDConsolidated Edison Inc | $180K |
BMYBristol-Myers Squibb Company | $176K |
SYYSysco Corp | $176K |
CSCOCisco Systems Inc | $175K |
SBUXStarbucks Corp | $163K |
DUKDuke Energy Corp | $157K |
WMTWal-Mart Stores Inc | $155K |
NFLXNetflix Inc | $153K |
SPLVInvesco SP 500 Low Volatility ETF | $143K |
DHRDanaher Corp | $142K |
AMATApplied Materials Inc | $138K |
ABBVAbbVie Inc | $137K |
DEDeere Co | $135K |
IWBiShares Russell 1000 | $135K |
RTXRaytheon Technologies Ord | $134K |
PYPLPayPal Holdings Inc | $128K |
TMToyota Motor Corporation Ads | $127K |
IPInternational Paper Co | $122K |
VTIPVanguard Short-Term Infl-Prot Secs ETF | $121K |
INTCIntel Corp | $120K |
VGSHVanguard Short-Term Treasury ETF | $119K |
UNPUnion Pacific Corp | $117K |
EIS*iShares MSCI Israel ETF | $113K |
GQ9SPDR Gold Shares | $110K |
COSTCostco Wholesale Corp | $107K |
TXNTexas Instruments Inc | $98K |
XLVSelect Sector Spdr Trust The Health Care Select Sector Spdr Fund | $97K |
ALLEAllegion PLC | $97K |
LMTLockheed Martin Corp | $96K |
WMWaste Management Inc | $94K |
ADPAutomatic Data Processing Inc | $92K |
XOMExxon Mobil Corp | $91K |
VGTVanguard Information Technology ETF | $91K |
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