| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q2 2024 | 14.1% |
| SPDR S&P 500 ETF TR | 16 | Q2 2024 | 12.0% |
| Vanguard Short Inflation | 16 | Q2 2024 | 11.5% |
| ISHARES TR | 16 | Q2 2024 | 6.4% |
| SPDR SER TR | 16 | Q2 2024 | 6.1% |
| ISHARES TR | 16 | Q2 2024 | 4.9% |
| ISHARES TR | 16 | Q2 2024 | 4.9% |
| SPDR Gold Trust | 16 | Q2 2024 | 4.0% |
| INVESCO EXCH TRADED FD TR II | 16 | Q2 2024 | 3.3% |
| Vanguard Reit Index ETF | 16 | Q2 2024 | 3.4% |
View Baron Financial Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-11 |
View Baron Financial Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.