BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationboca raton, FL
- CIK0001851395
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
---|---|---|---|---|---|---|---|
127 | $589.25M | IVV, IWF, VTV, VTI | 13F-HR | Jan 17, 2025 | 000117266125000267 | ||
120 | $572.77M | VTV, IVV, IWF, VTI | 13F-HR | Oct 28, 2024 | 000117266124004381 | ||
112 | $527.47M | IVV, IWF, VTV, VTI | 13F-HR | Jul 18, 2024 | 000117266124002824 | ||
127 | $517.41M | IVV, VTV, IWF, VTI | 13F-HR | May 2, 2024 | 000117266124001991 | ||
105 | $476.74M | VTV, IVV, IWF, VTI | 13F-HR | Feb 7, 2024 | 000117266124000510 | ||
106 | $441.91M | VTV, IWF, IVV, VTI | 13F-HR | Oct 31, 2023 | 000117266123003550 | ||
109 | $455.83M | IWF, IVV, VTV, VTI | 13F-HR | Jul 24, 2023 | 000117266123002605 | ||
102 | $384.13M | IVV, VTV, VTI, IWF | 13F-HR | Apr 18, 2023 | 000117266123001716 | ||
97 | $406.54M | VTV, IVV, IWF, VTI | 13F-HR | Jan 30, 2023 | 000117266123000351 | ||
103 | $367.28M | VANGUARD WORLD FDS, IXUS, IWB, VANGUARD STAR FDS | 13F-HR | Nov 2, 2022 | 000160658722002101 | ||
104 | $386.65M | VTV, IVV, IWF, VTI | 13F-HR | Jul 26, 2022 | 000160658722001466 | ||
95 | $426.57M | IWF, IVV, VTV, VTI | 13F-HR | May 3, 2022 | 000160658722000875 | ||
78 | $422.81M | IWF, IVV, VTI, VTV | 13F-HR | Jan 31, 2022 | 000160658722000185 | ||
74 | $375.14M | IWF, IVV, VTI, USMV | 13F-HR | Nov 12, 2021 | 000160658721001592 | ||
87 | $368.65M | USMV, IWF, IVV, VTI | 13F-HR | Jul 27, 2021 | 000160658721000912 | ||
48 | $183.87M | USMV, IVV, ACWV, IJH | 13F-HR | Apr 27, 2021 | 000160658721000443 | ||
540 | $292.13M | USMV, IWF, IVV, VTI | 13F-HR | Mar 19, 2021 | 000160658721000368 |