BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Q4 2024 13F Holdings
- Locationboca raton, FL
- Num holdings
127
- Value ($000)
$589,248
- Date Filed01/17/2025
- Form type13F-HR
- CIK0001851395
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $47.49M | 8 % | 80,680 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $46.85M | 8 % | 116,661 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $45.56M | 8 % | 269,118 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $44.14M | 8 % | 152,303 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $33.12M | 6 % | 341,795 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $33.02M | 6 % | 168,615 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $24.88M | 4 % | 399,307 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $21.85M | 4 % | 303,891 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $20.50M | 4 % | 49,945 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $20.06M | 3 % | 225,899 |
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