$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWF | Sell | iShares Russell 1000 Growthrus 1000 grw etf | $42,454,000 | +9.6% | 138,923 | -1.7% | 10.04% | -2.8% |
| IVV | Sell | iShares Core SP 500core s&p500 etf | $38,831,000 | +9.9% | 81,409 | -0.8% | 9.18% | -2.5% |
| USMV | Sell | iShares Edge MSCI Min Vol USAmsci usa min vol | $25,526,000 | -13.4% | 315,529 | -21.3% | 6.04% | -23.2% |
| ACWV | Sell | iShares Edge MSCI Min Vol Globalmsci gbl min vol | $18,661,000 | +3.4% | 172,340 | -1.9% | 4.41% | -8.3% |
| HDV | Sell | Ishares Core High Dividend Etfcore high dv etf | $5,120,000 | -25.4% | 50,706 | -30.4% | 1.21% | -33.8% |
| IWD | Sell | iShares Russell 1000 Valuerus 1000 val etf | $1,541,000 | +3.9% | 9,179 | -3.2% | 0.36% | -7.8% |
| SPY | Sell | SP 500 ETFtr unit | $1,160,000 | +4.9% | 2,443 | -5.2% | 0.27% | -7.1% |
| EEMV | Sell | iShares MSCI Emerg Mkts Min Vol Fctr ETFmsci emerg mrkt | $588,000 | -53.7% | 9,363 | -53.8% | 0.14% | -59.0% |
| EFAV | Sell | iShares MSCI EAFE Min Vol Factor ETFmsci eafe min vl | $352,000 | -32.3% | 4,594 | -33.5% | 0.08% | -40.3% |
| MO | Sell | Altria Group Inc | $258,000 | +2.4% | 5,453 | -1.6% | 0.06% | -9.0% |
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.