BARON SILVER STEVENS FINANCIAL ADVISORS, LLC Q4 2023 Filing
Filed February 7, 2024
Portfolio Value
$476.7M
Holdings
105
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (105 positions)
| Stock | Value |
|---|---|
VTVVANGUARD INDEX FDS | $37.0M |
IWFISHARES TR | $36.0M |
IVVISHARES TR | $36.0M |
VTIVANGUARD INDEX FDS | $35.0M |
AGGISHARES TR | $27.0M |
VIGVANGUARD SPECIALIZED FUNDS | $27.0M |
IJHISHARES TR | $21.0M |
BNDVANGUARD BD INDEX FDS | $19.0M |
USMVISHARES TR | $18.0M |
IJRISHARES TR | $16.0M |
VUGVANGUARD INDEX FDS | $15.0M |
VXUSVANGUARD STAR FDS | $15.0M |
ACWVISHARES INC | $14.0M |
VTEBVANGUARD MUN BD FDS | $13.0M |
MUBISHARES TR | $11.0M |
VOOVANGUARD INDEX FDS | $9.0M |
IEMGISHARES INC | $8.0M |
ITOTISHARES TR | $8.0M |
AAPLAPPLE INC | $8.0M |
VYMVANGUARD WHITEHALL FDS | $8.0M |
IXUSISHARES TR | $5.0M |
JMUBJ P MORGAN EXCHANGE TRADED F | $4.0M |
AQLTISHARES TR | $4.0M |
MSFTMICROSOFT CORP | $4.0M |
VBVANGUARD INDEX FDS | $3.0M |
HDVISHARES TR | $3.0M |
VTIPVANGUARD MALVERN FDS | $2.0M |
JEPIJ P MORGAN EXCHANGE TRADED F | $2.0M |
VOVANGUARD INDEX FDS | $2.0M |
VLUEISHARES TR | $2.0M |
SCHDSCHWAB STRATEGIC TR | $2.0M |
SPYSPDR S&P 500 ETF TR | $2.0M |
XTISHARES TR | $2.0M |
VEAVANGUARD TAX-MANAGED FDS | $1.0M |
IBDQISHARES TR | $1.0M |
VFMFVANGUARD WELLINGTON FD | $1.0M |
IWDISHARES TR | $1.0M |
VWOVANGUARD INTL EQUITY INDEX F | $1.0M |
IBDRISHARES TR | $1.0M |
GILDGILEAD SCIENCES INC | $1.0M |
JPMJPMORGAN CHASE & CO | $1.0M |
AMZNAMAZON COM INC | $1.0M |
VEUVANGUARD INTL EQUITY INDEX F | $1.0M |
NEENEXTERA ENERGY INC | $1.0M |
XLKSELECT SECTOR SPDR TR | $1.0M |
GOOGLALPHABET INC | $1.0M |
COSTCOSTCO WHSL CORP NEW | $989K |
METAMETA PLATFORMS INC | $959K |
GOOGALPHABET INC | $919K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $888K |
VVISA INC | $860K |
JNJJOHNSON & JOHNSON | $854K |
PGPROCTER AND GAMBLE CO | $800K |
IBDSISHARES TR | $772K |
IBDTISHARES TR | $709K |
VGITVANGUARD SCOTTSDALE FDS | $698K |
TSLATESLA INC | $660K |
MRKMERCK & CO INC | $623K |
NVDANVIDIA CORPORATION | $613K |
HDHOME DEPOT INC | $590K |
TTTRANE TECHNOLOGIES PLC | $586K |
PEPPEPSICO INC | $566K |
MCDMCDONALDS CORP | $553K |
LLYELI LILLY & CO | $510K |
IBDPISHARES TR | $495K |
VTVANGUARD INTL EQUITY INDEX F | $411K |
DHRDANAHER CORPORATION | $409K |
LRGFISHARES TR | $406K |
UNHUNITEDHEALTH GROUP INC | $404K |
WMTWALMART INC | $399K |
JEPQJ P MORGAN EXCHANGE TRADED F | $392K |
NDQINVESCO QQQ TR | $378K |
ESGVVANGUARD WORLD FD | $377K |
MAMASTERCARD INCORPORATED | $373K |
DFUSDIMENSIONAL ETF TRUST | $346K |
PFEPFIZER INC | $340K |
DEDEERE & CO | $339K |
CVXCHEVRON CORP NEW | $337K |
IUSBISHARES TR | $336K |
CMCSACOMCAST CORP NEW | $326K |
AVGOBROADCOM INC | $316K |
MOALTRIA GROUP INC | $296K |
ABBVABBVIE INC | $295K |
DUKDUKE ENERGY CORP NEW | $290K |
DISDISNEY WALT CO | $290K |
IBTEISHARES TR | $287K |
KOCOCA COLA CO | $286K |
HONHONEYWELL INTL INC | $283K |
LMTLOCKHEED MARTIN CORP | $276K |
IJJISHARES TR | $276K |
CSXCSX CORP | $275K |
GQ9SPDR GOLD TR | $274K |
AMATAPPLIED MATLS INC | $270K |
DFAUDIMENSIONAL ETF TRUST | $267K |
CSCOCISCO SYS INC | $267K |
JPSTJ P MORGAN EXCHANGE TRADED F | $251K |
TMOTHERMO FISHER SCIENTIFIC INC | $249K |
IFRAISHARES TR | $241K |
4I1PHILIP MORRIS INTL INC | $235K |
IWMISHARES TR | $231K |
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