BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
136 holdingsFiling period: 2026-03-31Current AUM: $758.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 87.3K | $57.0M | $65.5M | 8.64% | +420 | 2026-03-31 |
| 2 | VTV | VANGUARD INDEX FDS | 265.9K | $52.2M | $58.5M | 7.71% | +66 | 2026-03-31 |
| 3 | IWF | ISHARES TR | 118.2K | $50.4M | $55.9M | 7.38% | +2.5K | 2026-03-31 |
| 4 | VTI | VANGUARD INDEX FDS | 146.8K | $47.1M | $54.1M | 7.13% | -815 | 2026-03-31 |
| 5 | AGG | ISHARES TR | 425.4K | $42.2M | $41.4M | 5.46% | +36.5K | 2026-03-31 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 180.4K | $38.8M | $43.1M | 5.69% | +2.4K | 2026-03-31 |
| 7 | BND | VANGUARD BD INDEX FDS | 400.1K | $29.5M | $28.9M | 3.81% | +34.9K | 2026-03-31 |
| 8 | IJH | ISHARES TR | 378.3K | $25.5M | $28.5M | 3.76% | +5.9K | 2026-03-31 |
| 9 | VXUS | VANGUARD STAR FDS | 312.4K | $24.1M | $26.4M | 3.49% | +13.0K | 2026-03-31 |
| 10 | VUG | VANGUARD INDEX FDS | 48.4K | $21.1M | $24.7M | 3.26% | +51 | 2026-03-31 |
| 11 | IJR | ISHARES TR | 167.7K | $20.8M | $24.4M | 3.22% | +3.8K | 2026-03-31 |
| 12 | USMV | ISHARES TR | 216.1K | $20.0M | $21.2M | 2.79% | -8,408 | 2026-03-31 |
| 13 | ACWV | ISHARES INC | 134.6K | $16.1M | $16.8M | 2.21% | -6,452 | 2026-03-31 |
| 14 | IEMG | ISHARES INC | 211.4K | $14.7M | $16.4M | 2.16% | +13.0K | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 24.2K | $14.5M | $16.6M | 2.19% | +776 | 2026-03-31 |
| 16 | ITOT | ISHARES TR | 100.3K | $14.3M | $16.4M | 2.16% | +2.9K | 2026-03-31 |
| 17 | IXUS | ISHARES TR | 138.3K | $12.0M | $13.1M | 1.72% | +3.0K | 2026-03-31 |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | 234.8K | $11.7M | $11.7M | 1.54% | +16.2K | 2026-03-31 |
| 19 | VTEB | VANGUARD MUN BD FDS | 207.2K | $10.3M | $10.3M | 1.36% | +11.4K | 2026-03-31 |
| 20 | AAPL | APPLE INC | 40.3K | $10.2M | $12.4M | 1.64% | -1,717 | 2026-03-31 |
| 21 | VYM | VANGUARD WHITEHALL FDS | 64.4K | $9.5M | $10.4M | 1.37% | -976 | 2026-03-31 |
| 22 | MUB | ISHARES TR | 89.2K | $9.5M | $9.4M | 1.24% | +3.3K | 2026-03-31 |
| 23 | IEFA | ISHARES TR | 91.4K | $8.3M | $9.0M | 1.18% | +7.5K | 2026-03-31 |
| 24 | SCHD | SCHWAB STRATEGIC TR | 216.7K | $6.6M | $7.3M | 0.96% | +9.9K | 2026-03-31 |
| 25 | VFMF | VANGUARD WELLINGTON FD | 39.9K | $6.2M | $7.3M | 0.96% | +3.7K | 2026-03-31 |
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