Baron-Silver-Stevens-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "ACN",
  "ABBV",
  "GOOGL",
  "AXP",
  "CAT",
  "AVGO",
  null,
  null,
  null,
  null,
  "DUK",
  null,
  null,
  "GILD",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "SYBT",
  "AMAT",
  "MUB",
  "META",
  "IJH",
  "RBCAA",
  null,
  "MA",
  "MSFT",
  "IJR",
  "IWD",
  "VGIT",
  null,
  "IWF",
  "PEP",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  null,
  "IEFA",
  null,
  "SHOP",
  "RTX",
  "GLD",
  "IBM",
  "TMO",
  "VO",
  "ACWV",
  "VWO",
  "VIG",
  "VYM",
  "TT",
  "AEP",
  null,
  null,
  "AMZN",
  "MSI",
  null,
  null,
  "VEU",
  "VGT",
  "ESGV",
  "VUG",
  "VEA",
  "VXUS",
  "VTEB",
  "BND",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WMB",
  "IUSG",
  null,
  null,
  "SCHD",
  null,
  "CRM",
  null,
  "IXUS",
  "IUSV",
  null,
  null,
  "BRK-B",
  "CVX",
  "CSCO",
  "KO",
  "CMCSA",
  "COST",
  "CSX",
  "DHR",
  "DE",
  null,
  "IJJ",
  "USMV",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 124
Total Value: 571582224
Accession Number: 0001172661-25-001595
Form Type: 13F-HR
CIK: baron-silver-stevens-financial-advisors
Manager Name: Baron-Silver-Stevens-Financial-Advisors

Data Enrichment

79% identified

98 identified26 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

124 positions • $571.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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922908744

VTV|922908744

Shares:269.4K

Value:$46.5M

% of Portfolio:8.1% ($46.5M/$571.6M)

464287200

IVV|464287200

Shares:82.1K

Value:$46.1M

% of Portfolio:8.1% ($46.1M/$571.6M)

464287614

IWF|464287614

Shares:114.7K

Value:$41.4M

% of Portfolio:7.2% ($41.4M/$571.6M)

922908769

VTI|922908769

Shares:144.2K

Value:$39.6M

% of Portfolio:6.9% ($39.6M/$571.6M)

464287226

Shares:345.9K

Value:$34.2M

% of Portfolio:6.0% ($34.2M/$571.6M)

921908844

VIG|921908844

Shares:170.3K

Value:$33.0M

% of Portfolio:5.8% ($33.0M/$571.6M)

464287507

IJH|464287507

Shares:388.2K

Value:$22.7M

% of Portfolio:4.0% ($22.7M/$571.6M)

921937835

BND|921937835

Shares:300.7K

Value:$22.1M

% of Portfolio:3.9% ($22.1M/$571.6M)

46429B697

USMV|46429B697

Shares:216.8K

Value:$20.3M

% of Portfolio:3.6% ($20.3M/$571.6M)

921909768

VXUS|921909768

Shares:286.3K

Value:$17.8M

% of Portfolio:3.1% ($17.8M/$571.6M)

922908736

VUG|922908736

Shares:47.5K

Value:$17.6M

% of Portfolio:3.1% ($17.6M/$571.6M)

464287804

IJR|464287804

Shares:168.4K

Value:$17.6M

% of Portfolio:3.1% ($17.6M/$571.6M)

464286525

ACWV|464286525

Shares:129.8K

Value:$15.1M

% of Portfolio:2.6% ($15.1M/$571.6M)

922907746

VTEB|922907746

Shares:286.9K

Value:$14.2M

% of Portfolio:2.5% ($14.2M/$571.6M)

464288414

MUB|464288414

Shares:110.9K

Value:$11.7M

% of Portfolio:2.0% ($11.7M/$571.6M)

922908363

VOO|922908363

Shares:22.7K

Value:$11.7M

% of Portfolio:2.0% ($11.7M/$571.6M)

464287150

ITOT|464287150

Shares:89.6K

Value:$10.9M

% of Portfolio:1.9% ($10.9M/$571.6M)

46434G103

IEMG|46434G103

Shares:175.4K

Value:$9.5M

% of Portfolio:1.7% ($9.5M/$571.6M)

Apple Inc.

AAPL|037833100

Shares:42.0K

Value:$9.3M

% of Portfolio:1.6% ($9.3M/$571.6M)

46641Q647

Shares:179.7K

Value:$9.0M

% of Portfolio:1.6% ($9.0M/$571.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTVcusip922908744)	269.4K	QoQ +0.11% (+313) YoY +8.87% (+22.0K)	All Managers (Combined)	$46.5M	8.1% ($46.5M/$571.6M)	QoQ +2.15% (+$979.8K) YoY +15.47% (+$6.2M)
(IVVcusip464287200)	82.1K	QoQ +1.78% (-1.4K) YoY +6.67% (+5.1K)	All Managers (Combined)	$46.1M	8.1% ($46.1M/$571.6M)	QoQ -2.84% (-$1.4M) YoY +14.00% (+$5.7M)
(IWFcusip464287614)	114.7K	QoQ -1.66% (-1.9K) YoY -0.71% (-831)	All Managers (Combined)	$41.4M	7.2% ($41.4M/$571.6M)	QoQ -11.58% (-$5.4M) YoY +6.36% (-$2.5M)
(VTIcusip922908769)	144.2K	QoQ -5.31% (-8.1K) YoY -1.58% (-2.3K)	All Managers (Combined)	$39.6M	6.9% ($39.6M/$571.6M)	QoQ -10.20% (-$4.5M) YoY +4.07% (-$1.6M)
(cusip464287226)✕	345.9K	QoQ +1.19% (+4.1K) YoY +19.10% (+55.5K)	All Managers (Combined)	$34.2M	6.0% ($34.2M/$571.6M)	QoQ +3.30% (+$1.1M) YoY +20.29% (+$5.8M)
(VIGcusip921908844)	170.3K	QoQ +0.98% (+1.7K) YoY +8.30% (+13.1K)	All Managers (Combined)	$33.0M	5.8% ($33.0M/$571.6M)	QoQ +0.03% (+$11.1K) YoY +15.05% (+$4.3M)
(IJHcusip464287507)	388.2K	QoQ -2.77% (-11.1K) YoY +2.59% (-9.8K)	All Managers (Combined)	$22.7M	4.0% ($22.7M/$571.6M)	QoQ -8.95% (-$2.2M) YoY -1.44% (-$332.1K)
(BNDcusip921937835)	300.7K	QoQ -1.05% (-3.2K) YoY +13.03% (+34.7K)	All Managers (Combined)	$22.1M	3.9% ($22.1M/$571.6M)	QoQ +1.06% (-$233.5K) YoY +14.30% (+$2.8M)
(USMVcusip46429B697)	216.8K	QoQ -4.04% (-9.1K) YoY -5.61% (-12.9K)	All Managers (Combined)	$20.3M	3.6% ($20.3M/$571.6M)	QoQ +1.22% (-$244.8K) YoY +5.77% (-$1.1M)
(VXUScusip921909768)	286.3K	QoQ -2.93% (-8.7K) YoY +9.37% (+24.5K)	All Managers (Combined)	$17.8M	3.1% ($17.8M/$571.6M)	QoQ +2.28% (-$397.6K) YoY +12.63% (+$2.0M)
(VUGcusip922908736)	47.5K	QoQ -4.86% (-2.4K) YoY +0.11% (+55)	All Managers (Combined)	$17.6M	3.1% ($17.6M/$571.6M)	QoQ -14.05% (-$2.9M) YoY +7.85% (+$1.3M)
(IJRcusip464287804)	168.4K	QoQ -2.22% (-3.8K) YoY +8.06% (+12.6K)	All Managers (Combined)	$17.6M	3.1% ($17.6M/$571.6M)	QoQ -11.26% (-$2.2M) YoY +2.24% (+$386.6K)
(ACWVcusip464286525)	129.8K	QoQ -2.85% (-3.8K) YoY -5.91% (-8.2K)	All Managers (Combined)	$15.1M	2.6% ($15.1M/$571.6M)	QoQ +3.52% (-$514.7K) YoY +4.00% (-$581.3K)
(VTEBcusip922907746)	286.9K	QoQ -7.02% (-21.7K) YoY +4.51% (+12.4K)	All Managers (Combined)	$14.2M	2.5% ($14.2M/$571.6M)	QoQ -7.97% (-$1.2M) YoY +2.48% (+$345.5K)
(MUBcusip464288414)	110.9K	QoQ -1.29% (-1.5K) YoY +5.50% (+5.8K)	All Managers (Combined)	$11.7M	2.0% ($11.7M/$571.6M)	QoQ -2.32% (-$278.7K) YoY +3.38% (+$383.1K)
(VOOcusip922908363)	22.7K	QoQ -4.15% (-985) YoY +0.07% (+18)	All Managers (Combined)	$11.7M	2.0% ($11.7M/$571.6M)	QoQ -8.58% (-$1.1M) YoY +6.99% (+$763.8K)
(ITOTcusip464287150)	89.6K	QoQ +7.67% (+6.4K) YoY +8.33% (+6.9K)	All Managers (Combined)	$10.9M	1.9% ($10.9M/$571.6M)	QoQ +2.14% (+$229.4K) YoY +14.63% (+$1.4M)
(IEMGcusip46434G103)	175.4K	QoQ -2.01% (-3.6K) YoY +6.32% (+10.4K)	All Managers (Combined)	$9.5M	1.7% ($9.5M/$571.6M)	QoQ +1.26% (-$118.2K) YoY +11.20% (+$953.9K)
Apple Inc.(AAPLcusip037833100)	42.0K	QoQ -4.21% (-1.8K) YoY -6.71% (-3.0K)	All Managers (Combined)	$9.3M	1.6% ($9.3M/$571.6M)	QoQ -15.03% (-$1.7M) YoY +20.83% (-$1.6M)
(cusip46641Q647)✕	179.7K	QoQ +30.83% (+42.3K) YoY +52.71% (+62.0K)	All Managers (Combined)	$9.0M	1.6% ($9.0M/$571.6M)	QoQ +30.44% (+$2.1M) YoY +50.49% (+$3.0M)