BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Q2 2025 13F Holdings
- Locationboca raton, FL
- Num holdings
144
- Value ($000)
$624,461
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $50.57M | 8 % | 81,448 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $47.83M | 8 % | 112,659 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $46.36M | 7 % | 262,303 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $44.14M | 7 % | 145,235 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $35.58M | 6 % | 358,649 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $34.26M | 6 % | 167,406 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $24.03M | 4 % | 326,406 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $23.36M | 4 % | 376,608 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $21.59M | 4 % | 49,250 | ||
USMV ISHARES TR | MSCI USA MIN VOL | 46429B697 | $21.29M | 3 % | 226,798 |
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