Baron Financial Group, LLC
54 holdingsFiling period: 2026-03-31Current AUM: $204.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 32.7K | $21.2M | $24.4M | 11.93% | +504 | 2026-03-31 |
| 2 | IWM | ISHARES TR | 73.2K | $18.2M | $21.3M | 10.42% | -548 | 2026-03-31 |
| 3 | VTIP | VANGUARD MALVERN FDS | 264.1K | $13.2M | $13.1M | 6.41% | +7.6K | 2026-03-31 |
| 4 | QQQ | INVESCO QQQ TR | 21.7K | $12.5M | $14.9M | 7.29% | +233 | 2026-03-31 |
| 5 | EFA | ISHARES TR | 74.8K | $7.3M | $7.9M | 3.86% | -449 | 2026-03-31 |
| 6 | GLD | SPDR GOLD TR | 16.3K | $7.0M | $6.0M | 2.96% | -1,447 | 2026-03-31 |
| 7 | CWB | SPDR SERIES TRUST | 72.4K | $6.6M | $7.4M | 3.60% | -115 | 2026-03-31 |
| 8 | IWR | ISHARES TR | 68.0K | $6.6M | $7.5M | 3.65% | +3.0K | 2026-03-31 |
| 9 | VNQ | VANGUARD INDEX FDS | 63.7K | $5.6M | $6.3M | 3.08% | +1.7K | 2026-03-31 |
| 10 | EEM | ISHARES TR | 95.0K | $5.4M | $6.1M | 2.98% | -2,350 | 2026-03-31 |
| 11 | BNDX | VANGUARD CHARLOTTE FDS | 112.0K | $5.4M | $5.3M | 2.62% | +6.5K | 2026-03-31 |
| 12 | CGW | INVESCO EXCH TRADED FD TR II | 83.2K | $5.3M | $5.4M | 2.64% | -1,548 | 2026-03-31 |
| 13 | ICVT | ISHARES TR | 49.8K | $5.1M | $5.6M | 2.76% | +43 | 2026-03-31 |
| 14 | DIVO | AMPLIFY ETF TR | 105.6K | $4.7M | $4.9M | 2.42% | +2.6K | 2026-03-31 |
| 15 | IQLT | ISHARES TR | 100.2K | $4.6M | $5.0M | 2.46% | -1,813 | 2026-03-31 |
| 16 | SUB | ISHARES TR | 40.9K | $4.4M | $4.3M | 2.12% | -15 | 2026-03-31 |
| 17 | VHT | VANGUARD WORLD FD | 14.4K | $3.9M | $4.4M | 2.15% | -22 | 2026-03-31 |
| 18 | IJR | ISHARES TR | 30.7K | $3.8M | $4.5M | 2.18% | -974 | 2026-03-31 |
| 19 | QAI | NEW YORK LIFE INVESTMENTS ET | 98.4K | $3.4M | $3.5M | 1.74% | +1.6K | 2026-03-31 |
| 20 | BWX | SPDR SERIES TRUST | 148.9K | $3.3M | $3.2M | 1.58% | +16.3K | 2026-03-31 |
| 21 | IWF | ISHARES TR | 7.4K | $3.1M | $3.5M | 1.71% | -110 | 2026-03-31 |
| 22 | ESGD | ISHARES TR | 32.1K | $3.1M | $3.4M | 1.64% | -840 | 2026-03-31 |
| 23 | VB | VANGUARD INDEX FDS | 11.6K | $3.0M | $3.4M | 1.67% | +278 | 2026-03-31 |
| 24 | SPDW | SPDR INDEX SHS FDS | 60.6K | $2.8M | $3.0M | 1.48% | -320 | 2026-03-31 |
| 25 | IEMG | ISHARES INC | 39.1K | $2.7M | $3.0M | 1.48% | -3,197 | 2026-03-31 |
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