BARON FINANCIAL GROUP LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| SPY | SPDR S&P 500 ETF | 32,519 | +62 | +0.19% | $346.74 | 11.44% | 0.00% | 18,190,855 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 74,133 | -487 | -0.65% | $152.23 | 9.30% | 0.02% | 14,788,806 | 2025-03-31 | ||||||
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 262,175 | -715 | -0.27% | $51.72 | 8.23% | 0.11% | 13,082,533 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 21,933 | -142 | -0.64% | $297.07 | 6.47% | 0.00% | 10,285,045 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 22,373 | -362 | -1.59% | $178.49 | 4.06% | 0.01% | 6,446,557 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 76,574 | +1,018 | +1.35% | $64.93 | 3.94% | 0.01% | 6,258,381 | 2025-03-31 | ||||||
| CWB | SPDR(R) BLOOMBERG CONVERTIBLE SECURITIES ETF | 74,773 | -1,127 | -1.48% | $67.01 | 3.60% | 0.15% | 5,729,108 | 2025-03-31 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 58,835 | +154 | +0.26% | $81.18 | 3.35% | 0.02% | 5,326,927 | 2025-03-31 | ||||||
| CGW | GUGGENHEIM S&P GLOBAL WATER INDEX ETF | 91,112 | -576 | -0.63% | $42.60 | 3.19% | 0.57% | 5,074,028 | 2025-03-31 | ||||||
| IWR | ISHARES RUSSELL MID-CAP ETF | 58,129 | +3,429 | +6.27% | $69.78 | 3.11% | 0.01% | 4,945,035 | 2025-03-31 | ||||||
| BNDX | VANGUARD CHARLOTTE FUNDS | 94,335 | +9,000 | +10.55% | $49.12 | 2.90% | 0.01% | 4,605,435 | 2025-03-31 | ||||||
| EEM | ISHARES MSCI EMERGING MARKETS ETF | 100,519 | +2,080 | +2.11% | $43.63 | 2.76% | 0.03% | 4,392,666 | 2025-03-31 | ||||||
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 39,875 | -15 | -0.04% | $107.69 | 2.65% | 0.05% | 4,210,800 | 2025-03-31 | ||||||
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | 106,054 | +849 | +0.81% | $33.55 | 2.65% | 0.05% | 4,209,284 | 2025-03-31 | ||||||
| ICVT | ISHARES CONVERTIBLE BOND ETF | 49,071 | +253 | +0.52% | $72.28 | 2.58% | 0.16% | 4,102,827 | 2025-03-31 | ||||||
| VHT | VANGUARD HEALTH CARE INDEX FUND | 15,164 | +2 | +0.01% | $206.16 | 2.53% | 0.02% | 4,014,366 | 2025-03-31 | ||||||
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 97,847 | +3,127 | +3.30% | $36.51 | 2.51% | 0.00% | 3,989,223 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 34,684 | -560 | -1.59% | $88.31 | 2.28% | 0.00% | 3,626,906 | 2025-03-31 | ||||||
| QAI | IQ HEDGE MULTI-STRATEGY TRACKER ETF | 93,398 | +430 | +0.46% | $25.75 | 1.84% | 0.00% | 2,924,292 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 7,914 | -356 | -4.30% | $210.75 | 1.80% | 0.00% | 2,857,667 | 2025-03-31 | ||||||
| ESGD | ISHARES ESG AWARE MSCI EAFE ETF | 33,921 | -92 | -0.27% | $70.09 | 1.74% | 0.03% | 2,771,007 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 45,427 | +661 | +1.48% | $52.74 | 1.54% | 0.00% | 2,451,696 | 2025-03-31 | ||||||
| BWX | SPDR(R) BLOOMBERG INTERNATIONAL TREASURY BOND ETF | 107,056 | +4,255 | +4.14% | $28.36 | 1.47% | 0.23% | 2,340,245 | 2025-03-31 | ||||||
| SPDW | SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | 63,623 | -1,170 | -1.81% | $28.82 | 1.46% | 0.01% | 2,316,527 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 11,904 | -215 | -1.77% | $118.47 | 1.41% | 0.00% | 2,239,862 | 2025-03-31 | ||||||
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 4,131 | -23 | -0.55% | $339.10 | 1.39% | 0.01% | 2,204,016 | 2025-03-31 | ||||||
| SPGP | INVESCO S&P 500 GARP ETF | 18,335 | +103 | +0.56% | $87.99 | 1.15% | 0.06% | 1,831,304 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 7,730 | +1,224 | +18.81% | $212.77 | 1.08% | 0.00% | 1,714,211 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 6,235 | -50 | -0.80% | $170.94 | 1.08% | 0.00% | 1,713,628 | 2025-03-31 | ||||||
| ESGE | ISHARES ESG AWARE MSCI EM ETF | 46,665 | -558 | -1.18% | $33.86 | 1.03% | 0.04% | 1,630,942 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 25,362 | -403 | -1.56% | $190.98 | 0.93% | 0.00% | 1,479,873 | 2025-03-31 | ||||||
| AAPL | APPLE | 5,993 | -908 | -13.16% | $115.33 | 0.84% | 0.00% | 1,331,299 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 6,670 | 0 | 0.00% | $41.97 | 0.50% | 0.00% | 793,264 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 1,825 | -26 | -1.40% | $223.91 | 0.43% | 0.00% | 685,006 | 2025-03-31 | ||||||
| IBM | IBM | 2,753 | -596 | -17.80% | $123.85 | 0.43% | 0.00% | 684,494 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 6,355 | -30 | -0.47% | $81.62 | 0.31% | 0.00% | 497,470 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 4,495 | -5 | -0.11% | $115.42 | 0.30% | 0.00% | 473,953 | 2025-03-31 | ||||||
| ARCC | ARES CAPITAL | 19,581 | +274 | +1.42% | $16.15 | 0.27% | 0.00% | 433,923 | 2025-03-31 | ||||||
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | 1,735 | -1,201 | -40.91% | $160.86 | 0.22% | 0.00% | 350,696 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 638 | 0 | 0.00% | $316.97 | 0.22% | 0.00% | 346,039 | 2025-03-31 | ||||||
| CL | COLGATE PALMOLIVE | 3,490 | 0 | 0.00% | $76.13 | 0.21% | 0.00% | 327,013 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 1,309 | 0 | 0.00% | $147.06 | 0.17% | 0.00% | 274,262 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 1,367 | 0 | 0.00% | $153.31 | 0.17% | 0.00% | 265,185 | 2025-03-31 | ||||||
| ADP | AUTOMATIC DATA PROCESSING | 852 | +1 | +0.12% | $164.64 | 0.16% | 0.00% | 260,279 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 3,311 | +75 | +2.32% | $62.46 | 0.16% | 0.00% | 250,478 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 581 | -100 | -14.68% | $398.94 | 0.14% | 0.00% | 215,447 | 2025-03-31 | ||||||
| BTE | BAYTEX ENERGY | 13,625 | 0 | 0.00% | $3.62 | 0.02% | 0.00% | 30,384 | 2025-03-31 | ||||||
| BX | BLACKSTONE | 0 | -1,275 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 0 | -1,061 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||
| DSI | ISHARES MSCI KLD 400 SOCIAL ETF | 0 | -1,880 | Closed | $0.00 | 0.00% | 0.00% | 0 | 2025-03-31 | ||||||