$423 Million is the total value of BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's 78 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VWO | New | Vanguard FTSE Emerging Markets ETFftse emr mkt etf | $547,000 | – | 11,068 | +100.0% | 0.13% | – |
| VNQ | New | Vanguard REIT ETFreal estate etf | $261,000 | – | 2,254 | +100.0% | 0.06% | – |
| ABBV | New | AbbVie Inc | $235,000 | – | 1,742 | +100.0% | 0.06% | – |
| COST | New | Costco Wholesale Corp | $208,000 | – | 367 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-31
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 17.5% |
| ISHARES TR | 15 | Q2 2024 | 23.9% |
| ISHARES TR | 15 | Q2 2024 | 9.8% |
| ISHARES INC | 15 | Q2 2024 | 9.9% |
| ISHARES TR | 15 | Q2 2024 | 5.8% |
| ISHARES TR | 15 | Q2 2024 | 8.1% |
| ISHARES TR | 15 | Q2 2024 | 3.8% |
| ISHARES INC | 15 | Q2 2024 | 2.7% |
| ISHARES TR | 15 | Q2 2024 | 6.4% |
| APPLE INC | 15 | Q2 2024 | 2.0% |
View BARON SILVER STEVENS FINANCIAL ADVISORS, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-26 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-26 |
View BARON SILVER STEVENS FINANCIAL ADVISORS, 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.