Baron Silver Stevens Financial Advisors, LLC Top Holdings and 13F Report (2021) About Baron Silver Stevens Financial Advisors, LLCInvestment ActivityBaron Silver Stevens Financial Advisors, LLC has $572.77 million in total holdings as of September 30, 2021.Baron Silver Stevens Financial Advisors, LLC owns shares of 120 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 3.08% of the portfolio was purchased this quarter.About 0.54% of the portfolio was sold this quarter.This quarter, Baron Silver Stevens Financial Advisors, LLC has purchased 112 new stocks and bought additional shares in 56 stocks.Baron Silver Stevens Financial Advisors, LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Value ETF $46,305,730iShares Core S&P 500 ETF $45,150,731iShares Russell 1000 Growth ETF $43,081,057Vanguard Total Stock Market ETF $41,941,342iShares Core U.S. Aggregate Bond ETF $33,157,889 Largest New Holdings this Quarter Accenture $346,647 HoldingPublic Storage $279,452 HoldingInternational Business Machines $266,622 HoldingMotorola Solutions $216,722 HoldingNorthrop Grumman $215,453 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 19,909 shares (about $2.02M)Vanguard Value ETF 9,659 shares (about $1.69M)Dimensional US Core Equity Market ETF 22,120 shares (about $877.94K)Vanguard Dividend Appreciation ETF 3,804 shares (about $753.42K)iShares Core S&P 500 ETF 1,268 shares (about $731.41K) Largest Sales this Quarter Apple 1,541 shares (about $359.05K)iShares Core High Dividend ETF 2,365 shares (about $278.17K)Gilead Sciences 3,212 shares (about $269.29K)iShares MSCI Global Min Vol Factor ETF 2,080 shares (about $238.22K)JPMorgan Equity Premium Income ETF 2,466 shares (about $146.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Silver Stevens Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVVanguard Value ETF$46,305,730$1,686,171 ▲3.8%265,2568.1%ETFIVViShares Core S&P 500 ETF$45,150,731$731,410 ▲1.6%78,2757.9%ETFIWFiShares Russell 1000 Growth ETF$43,081,057$25,150 ▼-0.1%114,7677.5%ETFVTIVanguard Total Stock Market ETF$41,941,342$532,340 ▲1.3%148,1197.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$33,157,889$2,016,182 ▲6.5%327,4215.8%FinanceVIGVanguard Dividend Appreciation ETF$32,409,473$753,418 ▲2.4%163,6355.7%ETFIJHiShares Core S&P Mid-Cap ETF$24,332,356$385,948 ▲1.6%390,4424.2%ETFBNDVanguard Total Bond Market ETF$21,120,843$658,564 ▲3.2%281,1993.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$20,680,248$43,007 ▲0.2%226,4843.6%ETFIJRiShares Core S&P Small-Cap ETF$19,480,766$465,618 ▲2.4%166,5593.4%ETFVUGVanguard Growth ETF$18,684,714$711,422 ▲4.0%48,6673.3%ETFVXUSVanguard Total International Stock ETF$18,239,562$261,290 ▲1.5%281,7363.2%ETFVTEBVanguard Tax-Exempt Bond ETF$15,662,736$589,719 ▲3.9%306,3922.7%ETFACWViShares MSCI Global Min Vol Factor ETF$15,329,096$238,223 ▼-1.5%133,8432.7%ETFVOOVanguard S&P 500 ETF$12,200,842$234,287 ▲2.0%23,1222.1%ETFMUBiShares National Muni Bond ETF$11,916,322$254,304 ▲2.2%109,6962.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$10,142,841$23,240 ▲0.2%80,7421.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,939,910$475,814 ▲5.0%173,1391.7%ETFAAPLApple$9,925,106$359,053 ▼-3.5%42,5971.7%Computer and TechnologyVYMVanguard High Dividend Yield ETF$9,434,763$26,025 ▲0.3%73,5941.6%ETFIXUSiShares Core MSCI Total International Stock ETF$6,774,200$660,715 ▲10.8%93,2701.2%ManufacturingJMUBJPMorgan Municipal ETF$6,763,333$350,533 ▲5.5%131,9161.2%ETFMSFTMicrosoft$5,594,173$145,868 ▼-2.5%13,0011.0%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$5,359,850$408,748 ▲8.3%68,6720.9%ETFSCHDSchwab US Dividend Equity ETF$5,057,345$657,305 ▲14.9%59,8290.9%ETFVBVanguard Small-Cap ETF$4,597,847$148,494 ▲3.3%19,3830.8%ETFVOVanguard Mid-Cap ETF$3,622,601$132,441 ▲3.8%13,7310.6%ETFHDViShares Core High Dividend ETF$3,548,003$278,171 ▼-7.3%30,1650.6%ETFXTiShares Exponential Technologies ETF$3,003,697$19,482 ▼-0.6%49,3380.5%ManufacturingVFMFVanguard US Multifactor ETF$2,816,008$499,673 ▲21.6%21,5960.5%ETFJEPIJPMorgan Equity Premium Income ETF$2,576,508$146,753 ▼-5.4%43,2950.4%ETFVLUEiShares MSCI USA Value Factor ETF$2,520,787$57,682 ▲2.3%23,1180.4%ETFSPYSPDR S&P 500 ETF Trust$2,300,778$74,015 ▼-3.1%4,0100.4%FinanceAMZNAmazon.com$2,281,052$1,491 ▲0.1%12,2420.4%Retail/WholesaleVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,209,335$66,470 ▲3.1%44,8050.4%ManufacturingDFAUDimensional US Core Equity Market ETF$1,867,137$877,943 ▲88.8%47,0430.3%ETFXLKTechnology Select Sector SPDR Fund$1,862,9720.0%8,2520.3%ETFNVDANVIDIA$1,729,791$74,807 ▼-4.1%14,2440.3%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$1,701,378$2,142 ▲0.1%27,0060.3%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,675,865$258,779 ▲18.3%66,7680.3%ETFGOOGLAlphabet$1,668,949$76,125 ▲4.8%10,0630.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$1,641,4850.0%8,6490.3%ETFMETAMeta Platforms$1,637,178$85,866 ▲5.5%2,8600.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,610,9220.0%7,6400.3%FinanceBRK.BBerkshire Hathaway$1,512,414$40,043 ▲2.7%3,2860.3%FinanceCOSTCostco Wholesale$1,494,082$59,409 ▲4.1%1,6850.3%Retail/WholesaleVVisa$1,460,911$7,149 ▲0.5%5,3130.3%Business ServicesVEAVanguard FTSE Developed Markets ETF$1,451,747$4,753 ▲0.3%27,4900.3%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,397,918$9,064 ▲0.7%57,5270.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,334,723$3,015 ▲0.2%27,8940.2%ETFNEENextEra Energy$1,190,248$16,906 ▼-1.4%14,0810.2%UtilitiesVGITVanguard Intermediate-Term Treasury Index ETF$1,159,943$37,944 ▲3.4%19,1980.2%ETFGOOGAlphabet$1,131,375$79,582 ▼-6.6%6,7670.2%Computer and TechnologyTSLATesla$987,130$175,554 ▲21.6%3,7730.2%Auto/Tires/TrucksPGProcter & Gamble$928,289$16,626 ▼-1.8%5,3600.2%Consumer StaplesTTTrane Technologies$914,293$68,805 ▼-7.0%2,3520.2%ConstructionIBDSiShares iBonds Dec 2027 Term Corporate ETF$905,071$8,432 ▲0.9%37,1390.2%ETFJNJJohnson & Johnson$900,385$4,213 ▼-0.5%5,5560.2%MedicalIBDTiShares iBonds Dec 2028 Term Corporate ETF$822,754$8,093 ▲1.0%32,2270.1%ETFLLYEli Lilly and Company$765,304$70,861 ▲10.2%8640.1%MedicalHDHome Depot$752,591$13,374 ▼-1.7%1,8570.1%Retail/WholesaleMRKMerck & Co., Inc.$630,826$55,077 ▲9.6%5,5550.1%MedicalAVGOBroadcom$615,710$557,572 ▲959.1%3,5690.1%Computer and TechnologyWMTWalmart$605,060$22,933 ▲3.9%7,4930.1%Retail/WholesalePEPPepsiCo$594,5210.0%3,4960.1%Consumer StaplesMCDMcDonald's$591,066$23,143 ▲4.1%1,9410.1%Retail/WholesaleGILDGilead Sciences$574,220$269,294 ▼-31.9%6,8490.1%MedicalMAMastercard$545,155$17,283 ▼-3.1%1,1040.1%Business ServicesIBDPiShares iBonds Dec 2024 Term Corporate ETF$495,843$1,992 ▲0.4%19,6690.1%ETFDHRDanaher$491,9090.0%1,7690.1%Multi-Sector ConglomeratesVTVanguard Total World Stock ETF$478,2020.0%3,9950.1%ETFABBVAbbVie$469,805$19,748 ▲4.4%2,3790.1%MedicalQQQInvesco QQQ$450,489$51,247 ▼-10.2%9230.1%FinanceSGOViShares 0-3 Month Treasury Bond ETF$438,434$10,072 ▼-2.2%4,3530.1%ETFUNHUnitedHealth Group$429,740$29,234 ▲7.3%7350.1%MedicalDFUSDimensional U.S. Equity ETF$415,7450.0%6,6840.1%ETFCVXChevron$409,558$21,354 ▲5.5%2,7810.1%Oils/EnergyJEPQJPMorgan Nasdaq Equity Premium Income ETF$369,6240.0%6,7290.1%ETFLRGFiShares U.S. Equity Factor ETF$363,9040.0%6,1920.1%ETFIUSBiShares Core Total USD Bond Market ETF$356,7460.0%7,5710.1%ManufacturingDUKDuke Energy$351,0360.0%3,0450.1%UtilitiesGLDSPDR Gold Shares$348,7910.0%1,4350.1%FinanceACNAccenture$346,647$346,647 ▲New Holding9810.1%Computer and TechnologyLMTLockheed Martin$343,4290.0%5880.1%AerospaceESGVVanguard ESG US Stock ETF$343,374$10,775 ▲3.2%3,3780.1%ETFAMATApplied Materials$336,4130.0%1,6650.1%Computer and TechnologyMOAltria Group$336,203$21,896 ▼-6.1%6,5870.1%Consumer StaplesDEDeere & Company$334,281$19,614 ▼-5.5%8010.1%Industrial ProductsRTXRTX$323,256$3,514 ▼-1.1%2,6680.1%AerospaceAXPAmerican Express$318,3890.0%1,1740.1%FinanceCMCSAComcast$315,2380.0%7,5470.1%Consumer DiscretionaryTMOThermo Fisher Scientific$312,1720.0%5050.1%MedicalKOCoca-Cola$302,387$2,300 ▼-0.8%4,2080.1%Consumer StaplesDISWalt Disney$299,972$22,024 ▼-6.8%3,1190.1%Consumer DiscretionaryHONHoneywell International$295,094$15,499 ▼-5.0%1,4280.1%Multi-Sector ConglomeratesIJJiShares S&P Mid-Cap 400 Value ETF$293,4740.0%2,3740.1%ETFPSAPublic Storage$279,452$279,452 ▲New Holding7680.0%FinancePFEPfizer$274,949$12,241 ▼-4.3%9,5010.0%MedicalCSXCSX$273,9960.0%7,9350.0%TransportationIBTEiShares iBonds Dec 2024 Term Treasury ETF$270,318$3,288 ▲1.2%11,2630.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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