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CIK: 0001851395
Total reported value
$790.6M
$790.6M
127 檔
23.6%
During the Q1 2024 filing period, Baron Silver Stevens Financial Advisors, LLC (CIK: 0001851395) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $790.6M across 127 reported positions.
During Q1 2024, Baron Silver Stevens Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VTV, IWF) accounted for 23.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.82% | +0.04% | -0.10% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 7.79% | -0.25% | -0.72% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.53% | +0.34% | -3.70% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.36% | -0.01% | -1.60% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.55% | -0.14% | -0.97% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.50% | -0.41% | +4.44% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.44% | +0.01% | +396.85% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.73% | -0.35% | +1.06% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.71% | -0.21% | -2.12% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.33% | +0.18% | -0.10% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.16% | +0.18% | -1.92% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.05% | -0.14% | +0.17% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.81% | -0.37% | -1.23% | |
| 14 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.68% | -0.16% | +0.61% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 2.19% | -0.13% | +0.88% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.12% | -0.60% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.84% | +0.07% | -1.18% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.73% | -0.11% | +0.76% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.65% | +0.14% | -3.27% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.96% | +4.61% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.15% | +0.06% | +20.09% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.09% | +12.36% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.08% | -0.01% | +1.65% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.91% | -0.02% | -1.94% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | +0.01% | +3.82% | |
| 26 | HDV | Ishares Core High Dividend E | ETF-Other | 0.70% | -0.06% | -3.49% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | -0.01% | +3.55% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.07% | +19.46% | |
| 29 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.56% | +0.03% | +9.39% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.52% | -0.01% | +9.97% | |
| 31 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.49% | +0.06% | +0.03% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | — | +17.00% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | — | -2.04% | |
| 34 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.40% | +0.06% | +5.90% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.38% | -0.03% | -15.05% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.08% | +4.59% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.32% | -0.03% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.25% | +19.25% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | +9.53% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.30% | — | -3.20% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | — | +32.55% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | -0.03% | +8.56% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | — | +1.27% | |
| 44 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.27% | — | +21.40% | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.26% | -0.04% | +35.50% | |
| 46 | NEE | Nextera Energy Inc | Stock-Utilities | 0.25% | -0.03% | +1.52% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | — | +16.86% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.02% | +20.54% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.01% | -6.53% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | -0.02% | +13.39% |
According to official SEC Form 13F filings, Baron Silver Stevens Financial Advisors, LLC reported a total U.S. public equity portfolio value of $790.6M across 127 disclosed positions in Q1 2024.
During Q1 2024, Baron Silver Stevens Financial Advisors, LLC's top holdings by market value included IVV (7.8%)、VTV (7.8%)、IWF (7.5%). The largest single position, IVV, represented 7.8% of total portfolio value.
In Q1 2024, Baron Silver Stevens Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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