BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Filed: 1/17/2025ACC: 0001172661-25-000267

📋 What this filing means

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 127 equity positions with a total reported market value of $589.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

127

Positions

$589.25M

Total AUM (reported)

5.04M

Total Shares

Allocation by class

CORE S&P500 ETF$47.49M8.1%

RUS 1000 GRW ETF$46.85M8.0%

VALUE ETF$45.56M7.7%

COM$44.51M7.6%

TOTAL STK MKT$44.14M7.5%

CORE US AGGBD ET$33.12M5.6%

DIV APP ETF$33.02M5.6%

Portfolio Concentration

Top 3$139.91M23.7%

4–10$197.57M33.5%

11–25$161.66M27.4%

Rest$90.12M15.3%

Top 3 weight

23.7%

Top 10 weight

57.3%

Voting Authority Distribution

Total shares with voting rights: 5.04M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.04M

% of voting shares100.0%

Investment Discretion (by position count)

Sole127

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings127

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares80.68K

TypeSH

Market value$47.49M

8.06%

Sole

0.00

Shared

0.00

None

80.68K

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares116.66K

TypeSH

Market value$46.85M

7.95%

Sole

0.00

Shared

0.00

None

116.66K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares269.12K

TypeSH

Market value$45.56M

7.73%

Sole

0.00

Shared

0.00

None

269.12K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares152.30K

TypeSH

Market value$44.14M

7.49%

Sole

0.00

Shared

0.00

None

152.30K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares341.80K

TypeSH

Market value$33.12M

5.62%

Sole

0.00

Shared

0.00

None

341.80K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares168.62K

TypeSH

Market value$33.02M

5.60%

Sole

0.00

Shared

0.00

None

168.62K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares399.31K

TypeSH

Market value$24.88M

4.22%

Sole

0.00

Shared

0.00

None

399.31K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares303.89K

TypeSH

Market value$21.85M

3.71%

Sole

0.00

Shared

0.00

None

303.89K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares49.95K

TypeSH

Market value$20.50M

3.48%

Sole

0.00

Shared

0.00

None

49.95K

ISHARES TR

SOLE

MSCI USA MIN VOL

Shares225.90K

TypeSH

Market value$20.06M

3.40%

Sole

0.00

Shared

0.00

None

225.90K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares172.20K

TypeSH

Market value$19.84M

3.37%

Sole

0.00

Shared

0.00

None

172.20K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares294.98K

TypeSH

Market value$17.38M

2.95%

Sole

0.00

Shared

0.00

None

294.98K

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares308.57K

TypeSH

Market value$15.47M

2.63%

Sole

0.00

Shared

0.00

None

308.57K

ISHARES INC

SOLE

MSCI GBL MIN VOL

Shares133.60K

TypeSH

Market value$14.59M

2.48%

Sole

0.00

Shared

0.00

None

133.60K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares23.73K

TypeSH

Market value$12.78M

2.17%

Sole

0.00

Shared

0.00

None

23.73K

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares112.36K

TypeSH

Market value$11.97M

2.03%

Sole

0.00

Shared

0.00

None

112.36K

APPLE INC

SOLE

COM

Shares43.83K

TypeSH

Market value$10.98M

1.86%

Sole

0.00

Shared

0.00

None

43.83K

ISHARES TR

SOLE

CORE S&P TTL STK

Shares83.21K

TypeSH

Market value$10.70M

1.82%

Sole

0.00

Shared

0.00

None

83.21K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares75.07K

TypeSH

Market value$9.58M

1.63%

Sole

0.00

Shared

0.00

None

75.07K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares179.05K

TypeSH

Market value$9.35M

1.59%

Sole

0.00

Shared

0.00

None

179.05K

J P MORGAN EXCHANGE TRADED F

SOLE

MUNICIPAL ETF

Shares137.32K

TypeSH

Market value$6.89M

1.17%

Sole

0.00

Shared

0.00

None

137.32K

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares97.32K

TypeSH

Market value$6.44M

1.09%

Sole

0.00

Shared

0.00

None

97.32K

MICROSOFT CORP

SOLE

COM

Shares13.16K

TypeSH

Market value$5.55M

0.94%

Sole

0.00

Shared

0.00

None

13.16K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares72.27K

TypeSH

Market value$5.08M

0.86%

Sole

0.00

Shared

0.00

None

72.27K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares185.39K

TypeSH

Market value$5.06M

0.86%

Sole

0.00

Shared

0.00

None

185.39K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	80.68K	SH	$47.49M 8.06%	80.68K
ISHARES TRSOLE	RUS 1000 GRW ETF	116.66K	SH	$46.85M 7.95%	116.66K
VANGUARD INDEX FDSSOLE	VALUE ETF	269.12K	SH	$45.56M 7.73%	269.12K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	152.30K	SH	$44.14M 7.49%	152.30K
ISHARES TRSOLE	CORE US AGGBD ET	341.80K	SH	$33.12M 5.62%	341.80K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	168.62K	SH	$33.02M 5.60%	168.62K
ISHARES TRSOLE	CORE S&P MCP ETF	399.31K	SH	$24.88M 4.22%	399.31K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	303.89K	SH	$21.85M 3.71%	303.89K
VANGUARD INDEX FDSSOLE	GROWTH ETF	49.95K	SH	$20.50M 3.48%	49.95K
ISHARES TRSOLE	MSCI USA MIN VOL	225.90K	SH	$20.06M 3.40%	225.90K
ISHARES TRSOLE	CORE S&P SCP ETF	172.20K	SH	$19.84M 3.37%	172.20K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	294.98K	SH	$17.38M 2.95%	294.98K
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	308.57K	SH	$15.47M 2.63%	308.57K
ISHARES INCSOLE	MSCI GBL MIN VOL	133.60K	SH	$14.59M 2.48%	133.60K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	23.73K	SH	$12.78M 2.17%	23.73K
ISHARES TRSOLE	NATIONAL MUN ETF	112.36K	SH	$11.97M 2.03%	112.36K
APPLE INCSOLE	COM	43.83K	SH	$10.98M 1.86%	43.83K
ISHARES TRSOLE	CORE S&P TTL STK	83.21K	SH	$10.70M 1.82%	83.21K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	75.07K	SH	$9.58M 1.63%	75.07K
ISHARES INCSOLE	CORE MSCI EMKT	179.05K	SH	$9.35M 1.59%	179.05K
J P MORGAN EXCHANGE TRADED FSOLE	MUNICIPAL ETF	137.32K	SH	$6.89M 1.17%	137.32K
ISHARES TRSOLE	CORE MSCI TOTAL	97.32K	SH	$6.44M 1.09%	97.32K
MICROSOFT CORPSOLE	COM	13.16K	SH	$5.55M 0.94%	13.16K
ISHARES TRSOLE	CORE MSCI EAFE	72.27K	SH	$5.08M 0.86%	72.27K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	185.39K	SH	$5.06M 0.86%	185.39K

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