HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VTV) |
249,265 | -14,101 | $37,265 |
| VTV | 249,265 | -14,101 | $37,265 |
| ISHARES TR (IVV) |
77,060 | -1,984 | $36,806 |
| IVV | 77,060 | -1,984 | $36,806 |
| ISHARES TR (IWF) |
119,982 | -8,984 | $36,375 |
| IWF | 119,982 | -8,984 | $36,375 |
| VANGUARD INDEX FDS (VTI) |
148,923 | -2,515 | $35,328 |
| VTI | 148,923 | -2,515 | $35,328 |
| ISHARES TR (AGG) |
278,068 | +3,766 | $27,598 |
| AGG | 278,068 | +3,766 | $27,598 |
| VANGUARD SPECIALIZED FUNDS (VIG) |
158,752 | -3,356 | $27,051 |
| VIG | 158,752 | -3,356 | $27,051 |
| ISHARES TR (IJH) |
76,167 | -1,263 | $21,110 |
| IJH | 76,167 | -1,263 | $21,110 |
| VANGUARD BD INDEX FDS (BND) |
263,237 | +50,887 | $19,361 |
| BND | 263,237 | +50,887 | $19,361 |
| ISHARES TR (USMV) |
234,624 | -2,607 | $18,308 |
| USMV | 234,624 | -2,607 | $18,308 |
| ISHARES TR (IJR) |
155,950 | -6,643 | $16,882 |
| IJR | 155,950 | -6,643 | $16,882 |
| VANGUARD STAR FDS (VXUS) |
261,347 | +7,603 | $15,148 |
| VXUS | 261,347 | +7,603 | $15,148 |
| VANGUARD INDEX FDS (VUG) |
48,387 | -1,318 | $15,043 |
| VUG | 48,387 | -1,318 | $15,043 |
| ISHARES INC (ACWV) |
139,665 | -10,843 | $14,015 |
| ACWV | 139,665 | -10,843 | $14,015 |
| VANGUARD MUN BD FDS (VTEB) |
272,835 | -43,808 | $13,928 |
| VTEB | 272,835 | -43,808 | $13,928 |
| ISHARES TR (MUB) |
104,198 | -19,918 | $11,296 |
| MUB | 104,198 | -19,918 | $11,296 |
| VANGUARD INDEX FDS (VOO) |
22,861 | -227 | $9,986 |
| VOO | 22,861 | -227 | $9,986 |
| ISHARES TR (ITOT) |
83,697 | -3,132 | $8,807 |
| ITOT | 83,697 | -3,132 | $8,807 |
| ISHARES INC (IEMG) |
170,574 | +4,233 | $8,628 |
| IEMG | 170,574 | +4,233 | $8,628 |
| APPLE INC |
43,022 | -1,778 | $8,283 |
| AAPL | 43,022 | -1,778 | $8,283 |
| VANGUARD WHITEHALL FDS (VYM) |
73,539 | -4,372 | $8,209 |
| VYM | 73,539 | -4,372 | $8,209 |
| ISHARES TR (IXUS) |
80,956 | -5,478 | $5,256 |
| IXUS | 80,956 | -5,478 | $5,256 |
| J P MORGAN EXCHANGE TRADED F (JMUB) |
97,963 | +59,958 | $4,992 |
| JMUB | 97,963 | +59,958 | $4,992 |
| MICROSOFT CORP |
12,547 | -691 | $4,718 |
| MSFT | 12,547 | -691 | $4,718 |
| ISHARES TR (IEFA) |
64,538 | -603 | $4,540 |
| IEFA | 64,538 | -603 | $4,540 |
| VANGUARD INDEX FDS (VB) |
18,016 | +3,026 | $3,843 |
| VB | 18,016 | +3,026 | $3,843 |
| ISHARES TR (HDV) |
33,856 | -600 | $3,453 |
| HDV | 33,856 | -600 | $3,453 |
| VANGUARD INDEX FDS (VO) |
12,791 | +624 | $2,976 |
| VO | 12,791 | +624 | $2,976 |
| ISHARES TR (XT) |
44,575 | -2,009 | $2,669 |
| XT | 44,575 | -2,009 | $2,669 |
| SCHWAB STRATEGIC TR |
33,635 | +8,530 | $2,561 |
| SCHD | 33,635 | +8,530 | $2,561 |
| ISHARES TR (VLUE) |
23,489 | +23,489 | $2,376 |
| VLUE | 23,489 | +23,489 | $2,376 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
42,439 | -11,901 | $2,333 |
| JEPI | 42,439 | -11,901 | $2,333 |
| VANGUARD MALVERN FDS (VTIP) |
48,726 | -11,422 | $2,314 |
| VTIP | 48,726 | -11,422 | $2,314 |
| SPDR S&P 500 ETF TR (SPY) |
4,225 | -289 | $2,008 |
| SPY | 4,225 | -289 | $2,008 |
| VANGUARD WELLINGTON FD (VFMF) |
15,551 | +4,555 | $1,786 |
| VFMF | 15,551 | +4,555 | $1,786 |
| AMAZON COM INC |
10,899 | -1,328 | $1,656 |
| AMZN | 10,899 | -1,328 | $1,656 |
| VANGUARD INTL EQUITY INDEX F (VEU) |
28,337 | -3,000 | $1,591 |
| VEU | 28,337 | -3,000 | $1,591 |
| SELECT SECTOR SPDR TR (XLK) |
7,890 | UNCH | $1,519 |
| XLK | 7,890 | UNCH | $1,519 |
| ISHARES TR (IWD) |
8,972 | -381 | $1,483 |
| IWD | 8,972 | -381 | $1,483 |
| VANGUARD TAX MANAGED FDS (VEA) |
27,720 | +678 | $1,328 |
| VEA | 27,720 | +678 | $1,328 |
| ALPHABET INC |
9,427 | -3,415 | $1,317 |
| GOOGL | 9,427 | -3,415 | $1,317 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
30,618 | -10,517 | $1,258 |
| VWO | 30,618 | -10,517 | $1,258 |
| NEXTERA ENERGY INC |
20,021 | -4,879 | $1,216 |
| NEE | 20,021 | -4,879 | $1,216 |
| JPMORGAN CHASE & CO |
6,805 | +472 | $1,157 |
| JPM | 6,805 | +472 | $1,157 |
| ISHARES TR (IBDQ) |
46,231 | +30,551 | $1,145 |
| IBDQ | 46,231 | +30,551 | $1,145 |
| GILEAD SCIENCES INC |
12,970 | -1,100 | $1,051 |
| GILD | 12,970 | -1,100 | $1,051 |
| ISHARES TR (IBDR) |
41,915 | +29,054 | $1,002 |
| IBDR | 41,915 | +29,054 | $1,002 |
| COSTCO WHSL CORP NEW |
1,498 | +5 | $989 |
| COST | 1,498 | +5 | $989 |
| META PLATFORMS INC |
2,709 | -2,000 | $959 |
| META | 2,709 | -2,000 | $959 |
| ALPHABET INC |
6,523 | -3,675 | $919 |
| GOOG | 6,523 | -3,675 | $919 |
 BERKSHIRE HATHAWAY INC DEL |
$888 | ||
| BRK.B | 2,491 | +179 | $888 |
See Full List: All Stocks Held By Baron Silver Stevens Financial Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Baron Silver Stevens Financial Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $476,735 At 09/30/2023: $441,905 Baron Silver Stevens Financial Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Baron Silver Stevens Financial Advisors LLC 13F filings. Link to 13F filings: SEC filings |
