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CIK: 0001851395
Total reported value
$790.6M
$790.6M
120 檔
26.5%
The Q3 2024 SEC filing reveals that Baron Silver Stevens Financial Advisors, LLC held a total portfolio value of $790.6M, covering 120 public equity positions.
During Q3 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 VTV, IVV, IWF) accounted for 26.5% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 8.08% | -0.25% | +3.78% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.88% | +0.04% | +1.65% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.52% | +0.34% | -0.06% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.32% | -0.01% | +1.29% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.79% | -0.41% | +6.47% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.66% | -0.14% | +2.38% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.25% | +0.01% | +1.61% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.69% | -0.35% | +3.22% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.61% | -0.21% | +0.21% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.40% | +0.18% | +2.45% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 3.26% | +0.18% | +3.96% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.18% | -0.14% | +1.45% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.73% | -0.16% | +3.91% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.68% | -0.37% | -1.53% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.13% | +0.12% | +1.96% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 2.08% | -0.13% | +2.18% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.77% | +0.07% | +0.23% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.74% | +0.14% | +5.03% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.73% | +0.96% | -3.49% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.65% | -0.11% | +0.28% | |
| 21 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.18% | -0.01% | +10.81% | |
| 22 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.18% | +0.06% | +5.47% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.98% | -0.09% | -2.54% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.94% | -0.02% | +8.26% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.07% | +14.94% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.80% | +0.01% | +3.34% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | -0.01% | +3.79% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.62% | -0.06% | -7.27% | |
| 29 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.52% | +0.03% | -0.64% | |
| 30 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.49% | +0.06% | +21.57% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.45% | -0.01% | -5.39% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.44% | +0.06% | +2.34% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | — | -3.12% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | — | +0.07% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.39% | -0.03% | +3.10% | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.33% | +0.04% | +88.75% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.08% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.30% | — | -4.15% | |
| 39 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.30% | -0.03% | +0.13% | |
| 40 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.29% | — | +18.26% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | +0.03% | +4.78% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.29% | — | — | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.03% | +5.54% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.25% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | +2.72% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.05% | +4.14% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | -0.02% | +0.49% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.25% | — | +0.33% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.24% | -0.04% | +0.65% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.01% | +0.23% |
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 120 disclosed positions in Q3 2024.
During Q3 2024, Baron Silver Stevens Financial Advisors, LLC's top holdings by market value included VTV (8.1%)、IVV (7.9%)、IWF (7.5%). The largest single position, VTV, represented 8.1% of total portfolio value.
In Q3 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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