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CIK: 0001851395
Total reported value
$790.6M
$790.6M
127 檔
27.5%
As reported in its official Q4 2024 Form 13F filing, Baron Silver Stevens Financial Advisors, LLC's tracked investment portfolio stood at $790.6M with 127 total positions.
During Q4 2024, Baron Silver Stevens Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 8.06% | +0.04% | +3.07% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.95% | +0.34% | +1.65% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 7.73% | -0.25% | +1.46% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 7.49% | -0.01% | +2.82% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.62% | -0.41% | +4.39% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.60% | -0.14% | +3.04% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.22% | +0.01% | +2.27% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 3.71% | -0.35% | +8.07% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 3.48% | +0.18% | +2.63% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.40% | -0.21% | -0.26% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.37% | +0.18% | +3.38% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-Other | 2.95% | -0.14% | +4.70% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.63% | -0.16% | +0.71% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 2.48% | -0.37% | -0.18% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.12% | +2.61% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 2.03% | -0.13% | +2.43% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.86% | +0.96% | +2.89% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.82% | +0.07% | +3.06% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.63% | -0.11% | +2.01% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.59% | +0.14% | +3.41% | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.17% | +0.06% | +4.10% | |
| 22 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.09% | -0.01% | +4.34% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | -0.09% | +1.21% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.86% | -0.02% | +5.24% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.86% | -0.07% | +209.87% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | +0.01% | +0.28% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | -0.01% | +0.39% | |
| 28 | HDV | Ishares Core High Dividend E | ETF-Other | 0.59% | -0.06% | +2.10% | |
| 29 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 0.53% | +0.06% | +11.06% | |
| 30 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.50% | +0.03% | +0.30% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.45% | — | -0.82% | |
| 32 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.45% | +0.04% | +38.97% | |
| 33 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.41% | +0.06% | +0.06% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | — | — | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.40% | -0.01% | -5.87% | |
| 36 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.38% | -0.03% | +2.22% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.03% | +2.24% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.33% | +0.08% | +1.09% | |
| 39 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | — | -1.40% | |
| 40 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.32% | +0.25% | +2.40% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.31% | -0.02% | +100.54% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.03% | +2.73% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.29% | — | +0.48% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | -0.02% | — | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.28% | -0.03% | +6.57% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.27% | — | -1.63% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.27% | -0.01% | +2.73% | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.05% | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.26% | — | +1.52% | |
| 50 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.25% | -0.04% | +5.79% |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IWF, VTV) accounted for 27.5% of total reported equity market value during Q4 2024.
During Q4 2024, Baron Silver Stevens Financial Advisors, LLC's top holdings by market value included IVV (8.1%)、IWF (8.0%)、VTV (7.7%). The largest single position, IVV, represented 8.1% of total portfolio value.
In Q4 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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