Baron Silver Stevens Financial Advisors, LLC Top Holdings and 13F Report (2021) About Baron Silver Stevens Financial Advisors, LLCInvestment ActivityBaron Silver Stevens Financial Advisors, LLC has $801.59 million in total holdings as of September 30, 2021.Baron Silver Stevens Financial Advisors, LLC owns shares of 155 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 3.63% of the portfolio was purchased this quarter.About 1.89% of the portfolio was sold this quarter.This quarter, Baron Silver Stevens Financial Advisors, LLC has purchased 140 new stocks and bought additional shares in 88 stocks.Baron Silver Stevens Financial Advisors, LLC sold shares of 28 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $68,476,191iShares Russell 1000 Growth ETF $64,220,299Vanguard Value ETF $57,838,898Vanguard Total Stock Market ETF $56,018,509iShares Core U.S. Aggregate Bond ETF $43,443,702 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,120,252 Holding46138J643 - Invesco BulletShares 2028 Corporate Bond ETF $757,626 Holding46138J460 - Invesco BulletShares 2030 Corporate Bond ETF $626,006 Holding46138J577 - Invesco BulletShares 2029 Corporate Bond ETF $545,363 Holding46138J429 - Invesco BulletShares 2031 Corporate Bond ETF $522,160 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 76,007 shares (about $3.29M)iShares Russell 1000 Growth ETF 25,611 shares (about $3.21M)Vanguard Total Stock Market ETF 3,990 shares (about $1.49M)Vanguard Total International Stock ETF 15,977 shares (about $1.36M)iShares Core S&P 500 ETF 1,700 shares (about $1.30M) Largest Sales this Quarter Vanguard Intermediate-Term Treasury ETF 55,985 shares (about $3.17M)Apple 8,366 shares (about $2.79M)Vanguard Tax-Exempt Bond ETF 31,753 shares (about $1.50M)iShares iBonds Dec 2028 Term Corporate ETF 29,869 shares (about $745.54K)iShares iBonds Dec 2029 Term Corporate ETF 28,144 shares (about $638.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBaron Silver Stevens Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$68,476,191$1,301,945 ▲1.9%89,4128.5%ETFIWFiShares Russell 1000 Growth ETF$64,220,299$3,208,040 ▲5.3%512,6958.0%ETFVTVVanguard Value ETF$57,838,898$491,583 ▲0.9%267,6737.2%ETFVTIVanguard Total Stock Market ETF$56,018,509$1,493,218 ▲2.7%149,6867.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$43,443,702$264,618 ▲0.6%459,5275.4%ETFVIGVanguard Dividend Appreciation ETF$43,171,209$343,434 ▲0.8%185,0375.4%ETFBNDVanguard Total Bond Market ETF$30,449,566$770,318 ▲2.6%434,0633.8%ETFVUGVanguard Growth ETF$27,855,321$944,986 ▲3.5%309,1253.5%ETFVXUSVanguard Total International Stock ETF$27,726,663$1,357,408 ▲5.1%326,3493.5%ETFIJHiShares Core S&P Mid-Cap ETF$27,665,646$243,695 ▲0.9%384,5123.5%ETFIJRiShares Core S&P Small-Cap ETF$23,639,829$406,896 ▲1.8%173,7712.9%ETFUSMViShares MSCI USA Min Vol Factor ETF$21,648,649$95,394 ▲0.4%222,1742.7%ETFAAPLApple$19,432,237$2,786,072 ▼-12.5%58,3512.4%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$18,329,723$708,773 ▲4.0%225,8462.3%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$18,075,073$931,340 ▲5.4%108,7022.3%ETFVOOVanguard S&P 500 ETF$17,897,062$3,504 ▼0.0%25,5352.2%ETFACWViShares MSCI Global Min Vol Factor ETF$15,553,669$264,239 ▼-1.7%126,7301.9%ETFIXUSiShares Core MSCI Total International Stock ETF$13,951,862$370,081 ▲2.7%146,8771.7%ETFJ P MORGAN EXCHANGE TRADED F$12,929,651$110,766 ▼-0.8%271,7451.6%MUNICIPAL ETFIEFAiShares Core MSCI EAFE ETF$9,831,919$471,517 ▲5.0%101,4851.2%ETFVYMVanguard High Dividend Yield ETF$9,794,686$81,015 ▼-0.8%63,1101.2%ETFMUBiShares National Muni Bond ETF$9,212,197$26,893 ▼-0.3%91,1191.1%ETFVTEBVanguard Tax-Exempt Bond ETF$8,384,570$1,503,823 ▼-15.2%177,0391.0%ETFVFMFVanguard US Multifactor ETF$7,838,456$153,877 ▲2.0%43,9101.0%ETFSCHDSchwab US Dividend Equity ETF$7,262,715$65,613 ▲0.9%223,2620.9%ETFMSFTMicrosoft$7,185,143$386,237 ▲5.7%14,0080.9%TechnologyDFAUDimensional US Core Equity Market ETF$6,588,749$376,051 ▲6.1%125,8350.8%ETFVBVanguard Small-Cap ETF$6,537,083$28,165 ▼-0.4%22,9780.8%ETFVOVanguard Mid-Cap ETF$5,625,885$63,756 ▲1.1%71,7400.7%ETFJPMJPMorgan Chase & Co.$4,833,350$90,652 ▲1.9%14,6090.6%FinanceFBNDFidelity Total Bond ETF$4,632,970$3,291,103 ▲245.3%106,9970.6%ETFVLUEiShares MSCI USA Value Factor ETF$4,072,032$72,075 ▲1.8%20,5650.5%ETFHDViShares Core High Dividend ETF$3,678,766$20,411 ▼-0.6%131,5720.5%ETFGOOGLAlphabet$3,296,376$150,367 ▲4.8%9,5800.4%Communication ServicesSPYSPDR S&P 500 ETF Trust$3,295,324$70,162 ▲2.2%4,3210.4%ETFAMZNAmazon.com$3,257,387$213,522 ▲7.0%13,0740.4%Consumer DiscretionaryXTiShares Exponential Technologies ETF$3,231,351$117,845 ▼-3.5%38,7450.4%ETFNVDANVIDIA$3,229,522$430,268 ▲15.4%14,1410.4%TechnologyXLKTechnology Select Sector SPDR Fund$3,163,124$3,328 ▲0.1%16,1590.4%ETFISHARES TR$2,853,452$54,771 ▼-1.9%28,3410.4%0-3 MTH TREASURYVWOVanguard FTSE Emerging Markets ETF$2,689,159$93,000 ▼-3.3%45,3400.3%ETFVEUVanguard FTSE All-World ex-US ETF$2,492,986$46,879 ▲1.9%30,0460.3%ETFVEAVanguard FTSE Developed Markets ETF$2,475,395$158,168 ▼-6.0%35,0570.3%ETFGOOGAlphabet$2,394,039$111,081 ▲4.9%7,0260.3%Communication ServicesMETAMeta Platforms$2,232,173$95,727 ▲4.5%3,0780.3%Communication ServicesBRK.BBerkshire Hathaway$1,958,935$93,117 ▲5.0%3,9340.2%FinanceVVisa$1,867,930$22,280 ▲1.2%5,1980.2%FinanceVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,845,602$34,700 ▲1.9%37,4970.2%ETFCOSTCostco Wholesale$1,676,239$27,315 ▲1.7%1,8410.2%Consumer StaplesJNJJohnson & Johnson$1,409,558$18,798 ▲1.4%5,3240.2%HealthcareVGITVanguard Intermediate-Term Treasury ETF$1,377,405$3,172,111 ▼-69.7%24,3100.2%ETFCINFCincinnati Financial$1,279,2630.0%8,0270.2%FinanceAVGOBroadcom$1,277,395$83,240 ▲7.0%3,6370.2%TechnologyTSLATesla$1,229,062$144,408 ▲13.3%3,4640.2%Consumer DiscretionaryPGProcter & Gamble$1,178,280$22,374 ▲1.9%8,1100.1%Consumer StaplesIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,177,050$294,759 ▼-20.0%48,5580.1%ETFPEPPepsiCo$1,129,982$35,989 ▼-3.1%8,9170.1%Consumer StaplesNEENextEra Energy$1,127,844$22,116 ▲2.0%14,8910.1%UtilitiesEXXONMOBIL HOLDINGS CORP$1,120,252$1,120,252 ▲New Holding6,8830.1%COM SHSDISWalt Disney$1,106,590$10,805 ▲1.0%10,5490.1%Communication ServicesGILDGilead Sciences$1,071,670$2,534 ▲0.2%7,1900.1%HealthcareMRKMerck & Co., Inc.$1,040,129$28,190 ▲2.8%7,1580.1%HealthcareLLYEli Lilly and Company$1,005,310$107,712 ▲12.0%8680.1%HealthcareTTTrane Technologies$973,565$33,899 ▲3.6%2,1540.1%IndustrialsCVXChevron$954,069$70,044 ▲7.9%4,6720.1%EnergyAMATApplied Materials$854,596$63,417 ▼-6.9%1,6710.1%TechnologyJPSTJPMorgan Ultra-Short Income ETF$852,017$86,788 ▼-9.2%16,9150.1%ETFWALMART INC$824,437$34,399 ▲4.4%7,9330.1%COMIWDiShares Russell 1000 Value ETF$803,913$483,786 ▼-37.6%3,2420.1%ETFQQQInvesco QQQ$778,978$22,193 ▲2.9%1,0530.1%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$763,591$431,217 ▼-36.1%31,6580.1%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$757,626$757,626 ▲New Holding37,6460.1%ETFGLDSPDR Gold Shares$733,117$22,470 ▲3.2%1,9250.1%ETFLRGFiShares U.S. Equity Factor ETF$722,682$122,770 ▼-14.5%9,2830.1%ETFSOSouthern$697,685$3,730 ▲0.5%8,4170.1%UtilitiesCATCaterpillar$681,064$37,296 ▲5.8%8400.1%IndustrialsBSCRInvesco BulletShares 2027 Corporate Bond ETF$635,682$334,532 ▲111.1%32,5240.1%ETFMAMastercard$633,639$42,463 ▲7.2%1,1490.1%FinanceVTVanguard Total World Stock ETF$630,6110.0%3,9950.1%ETFBSCUInvesco BulletShares 2030 Corporate Bond ETF$626,006$626,006 ▲New Holding38,7860.1%ETFPFEPfizer$624,388$19,023 ▼-3.0%21,8930.1%HealthcareIBDTiShares iBonds Dec 2028 Term Corporate ETF$608,207$745,538 ▼-55.1%24,3670.1%ETFRTXRTX$604,107$66,649 ▲12.4%3,2540.1%IndustrialsUNHUnitedHealth Group$582,556$8,076 ▲1.4%1,5870.1%HealthcareIBDUiShares iBonds Dec 2029 Term Corporate ETF$574,661$638,603 ▼-52.6%25,3260.1%ETFCSCOCisco Systems$572,169$37,456 ▲7.0%5,3160.1%TechnologyMOAltria Group$568,487$10,303 ▲1.8%8,4420.1%Consumer StaplesDFUSDimensional U.S. Equity ETF$554,9730.0%6,6840.1%ETFHDHome Depot$547,217$41,546 ▲8.2%1,9230.1%Consumer DiscretionaryBSCTInvesco BulletShares 2029 Corporate Bond ETF$545,363$545,363 ▲New Holding29,9650.1%ETFAMDAdvanced Micro Devices$544,466$47,105 ▲9.5%8900.1%TechnologyABBVAbbVie$541,753$22,235 ▲4.3%2,0710.1%HealthcareBSCVInvesco BulletShares 2031 Corporate Bond ETF$522,160$522,160 ▲New Holding33,1110.1%ETFVGTVanguard Information Technology ETF$518,137$63,715 ▲14.0%4,1230.1%ETFESGUiShares ESG Aware MSCI USA ETF$483,053$112,090 ▲30.2%2,8960.1%ETFQUALiShares MSCI USA Quality Factor ETF$481,150$23,335 ▲5.1%2,1650.1%ETFMCDMcDonald's$480,711$9,009 ▲1.9%2,0810.1%Consumer DiscretionarySPABSPDR Portfolio Aggregate Bond ETF$464,2040.0%19,0560.1%ETFDUKDuke Energy$445,956$4,105 ▲0.9%3,9110.1%UtilitiesCGMUCapital Group Municipal Income ETF$430,578$430,578 ▲New Holding16,5990.1%ETFShowing largest 100 holdings. 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