BS
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Baron Silver Stevens Financial Advisors, LLC13F | |
| Baron Silver Stevens Financial Advisors, LLC | |
| Last update 2025-05-07 | 124 Stocks (5 new) |
| Value $572.00 Mil | Turnover 2 % |
Baron Silver Stevens Financial... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV | Vanguard Value ETF | 269,431 | 46,541.5 | +0.12% | 8.140 | +0.01% | 0.030 | +10.76% | +6.49% | 132,298.5 | ||
IVV | iShares Core S&P 500 ETF | 82,121 | 46,143.8 | +1.79% | 8.070 | +0.14% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
IWF | iShares Russell 1000 Growth ETF | 114,715 | 41,422.3 | -1.67% | 7.250 | -0.13% | 0.040 | +22.27% | +6.69% | 112,514.3 | ||
VTI | Vanguard Total Stock Market ETF | 144,210 | 39,634.7 | -5.31% | 6.930 | -0.40% | 0.010 | +17.65% | +6.63% | 471,718.0 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 345,880 | 34,214.4 | +1.20% | 5.990 | +0.07% | 0.030 | +2.03% | +3.17% | 127,710.7 | ||
VIG | Vanguard Dividend Appreciation FTF | 170,272 | 33,031.1 | +0.98% | 5.780 | +0.06% | 0.040 | +11.94% | +6.12% | 88,455.6 | ||
IJH | iShares Core S&P Mid-Cap ETF | 388,240 | 22,653.8 | -2.77% | 3.960 | -0.12% | 0.030 | +17.05% | +2.42% | 96,994.3 | ||
BND | Vanguard Total Bond Market ETF | 300,698 | 22,086.3 | -1.05% | 3.860 | -0.04% | 0.020 | +2.07% | +3.20% | 126,972.4 | ||
USMV | iShares MSCI USA Min Vol Factor ETF | 216,768 | 20,302.5 | -4.04% | 3.550 | -0.14% | 0.080 | +3.43% | +5.18% | 23,583.0 | ||
VXUS | Vanguard Total International Stock | 286,326 | 17,780.8 | -2.93% | 3.110 | -0.09% | 0.020 | +15.77% | +18.29% | 91,269.6 |
Baron Silver Stevens Financial Advisors, LLC's Historical Top Holdings Breakdowns
Baron Silver Stevens Financial Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -0.40% | 271.18 ($290.53) 303.12 | $307.02 | 5.68% | Reduce -5.31% | 144,210 | -8,093 | |
JMUB | JPMorgan Municipal ETF | 2025-03-31 | Add Add | +0.37% | 49.69 ($50.25) 50.78 | $49.39 | -1.71% | Add 30.83% | 179,666 | 42,343 | |
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Reduce Reduce | -0.18% | 49.25 ($50.03) 50.66 | $48.82 | -2.42% | Reduce -7.03% | 286,888 | -21,682 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.17% | 369.1 ($404.54) 427.61 | $441.63 | 9.17% | Reduce -4.87% | 47,514 | -2,431 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Add Add | +0.17% | 57.44 ($58.5) 59.4 | $59.15 | 1.11% | Add 85.94% | 35,821 | 16,556 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-03-31 | Add Add | +0.16% | 65.06 ($69.34) 72.31 | $77.26 | 11.42% | Add 13.91% | 110,856 | 13,540 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Add Add | +0.14% | 37.84 ($40.57) 42.31 | $42.85 | 5.62% | Add 31.93% | 86,252 | 20,877 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.14% | 120.29 ($128.89) 134.6 | $136.39 | 5.82% | Add 7.68% | 89,600 | 6,388 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -0.14% | 87.68 ($92.03) 94.57 | $92.74 | 0.77% | Reduce -4.04% | 216,768 | -9,131 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.14% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Add 1.79% | 82,121 | 1,441 |
Baron Silver Stevens Financial Advisors, LLC Total Holding History ($B)
Baron Silver Stevens Financial Advisors, LLC's Asset Allocation
Baron Silver Stevens Financial Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Baron Silver Stevens Financial Advisors, LLC's Hypothetical Growth since 2025-03-31
Baron Silver Stevens Financial Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Baron Silver Stevens Financial Advisors, LLC's Holdings Heat Map
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Baron Silver Stevens Financial Advisors, LLC's Holdings Bubble Chart
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