BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
142 holdingsFiling period: 2026-06-30Current AUM: $793.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 87.7K | $65.7M | $66.6M | 8.39% | +418 | 2026-06-30 |
| 2 | IWF | ISHARES TR | 487.1K | $60.5M | $58.7M | 7.40% | +368.9K | 2026-06-30 |
| 3 | VTV | VANGUARD INDEX FDS | 265.4K | $57.8M | $59.1M | 7.45% | -525 | 2026-06-30 |
| 4 | VTI | VANGUARD INDEX FDS | 145.7K | $53.9M | $54.3M | 6.85% | -1,103 | 2026-06-30 |
| 5 | AGG | ISHARES TR | 456.7K | $45.2M | $43.8M | 5.52% | +31.4K | 2026-06-30 |
| 6 | VIG | VANGUARD SPECIALIZED FUNDS | 183.6K | $43.4M | $43.6M | 5.50% | +3.2K | 2026-06-30 |
| 7 | BND | VANGUARD BD INDEX FDS | 423.1K | $31.1M | $30.1M | 3.80% | +23.0K | 2026-06-30 |
| 8 | IJH | ISHARES TR | 381.1K | $29.4M | $27.9M | 3.52% | +2.8K | 2026-06-30 |
| 9 | VXUS | VANGUARD STAR FDS | 310.4K | $26.5M | $26.6M | 3.35% | -2,053 | 2026-06-30 |
| 10 | VUG | VANGUARD INDEX FDS | 298.6K | $25.7M | $26.0M | 3.28% | +250.2K | 2026-06-30 |
| 11 | IJR | ISHARES TR | 170.8K | $25.3M | $23.9M | 3.02% | +3.1K | 2026-06-30 |
| 12 | USMV | ISHARES TR | 221.2K | $21.3M | $21.9M | 2.77% | +5.1K | 2026-06-30 |
| 13 | AAPL | APPLE INC | 66.7K | $19.3M | $22.1M | 2.79% | +26.4K | 2026-06-30 |
| 14 | IEMG | ISHARES INC | 217.1K | $18.0M | $17.4M | 2.19% | +5.7K | 2026-06-30 |
| 15 | VOO | VANGUARD INDEX FDS | 25.5K | $17.5M | $17.8M | 2.24% | +1.3K | 2026-06-30 |
| 16 | ITOT | ISHARES TR | 103.1K | $16.9M | $17.0M | 2.15% | +2.8K | 2026-06-30 |
| 17 | ACWV | ISHARES INC | 128.9K | $15.5M | $16.2M | 2.05% | -5,743 | 2026-06-30 |
| 18 | JMUB | J P MORGAN EXCHANGE TRADED F | 274.1K | $13.9M | $13.3M | 1.68% | +39.2K | 2026-06-30 |
| 19 | IXUS | ISHARES TR | 143.0K | $13.6M | $13.7M | 1.72% | +4.7K | 2026-06-30 |
| 20 | VTEB | VANGUARD MUN BD FDS | 208.8K | $10.6M | $10.1M | 1.27% | +1.6K | 2026-06-30 |
| 21 | VYM | VANGUARD WHITEHALL FDS | 63.6K | $10.1M | $10.3M | 1.30% | -738 | 2026-06-30 |
| 22 | MUB | ISHARES TR | 91.4K | $9.8M | $9.4M | 1.19% | +2.2K | 2026-06-30 |
| 23 | IEFA | ISHARES TR | 96.6K | $9.3M | $9.5M | 1.20% | +5.2K | 2026-06-30 |
| 24 | VFMF | VANGUARD WELLINGTON FD | 43.0K | $7.6M | $8.0M | 1.00% | +3.1K | 2026-06-30 |
| 25 | SCHD | SCHWAB STRATEGIC TR | 221.2K | $7.0M | $7.6M | 0.96% | +4.6K | 2026-06-30 |
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