BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Q1 2025 13F Holdings
- Locationboca raton, FL
- Num holdings
124
- Value ($000)
$571,582
- Date Filed05/07/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $46.54M | 8 % | 269,431 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $46.14M | 8 % | 82,121 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $41.42M | 7 % | 114,715 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $39.63M | 7 % | 144,210 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $34.21M | 6 % | 345,880 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $33.03M | 6 % | 170,272 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $22.65M | 4 % | 388,240 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $22.09M | 4 % | 300,698 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $20.30M | 4 % | 216,768 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $17.78M | 3 % | 286,326 |
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