BARON SILVER STEVENS FINANCIAL ADVISORS 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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| VTV | VANGUARD VALUE INDEX FUND | 269,431 | +313 | +0.12% | $142.15 | 8.14% | 0.04% | 46,541,502 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 82,121 | +1,441 | +1.79% | $378.17 | 8.07% | 0.01% | 46,143,788 | 2025-03-31 | ||||||
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 114,715 | -1,946 | -1.67% | $258.07 | 7.25% | 0.04% | 41,422,336 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 144,210 | -8,093 | -5.31% | $217.39 | 6.93% | 0.01% | 39,634,725 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 345,880 | +4,085 | +1.20% | $103.78 | 5.99% | 0.03% | 34,214,428 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 170,272 | +1,657 | +0.98% | $158.28 | 5.78% | 0.04% | 33,031,090 | 2025-03-31 | ||||||
| IJH | ISHARES CORE S&P MID-CAP ETF | 388,240 | -11,067 | -2.77% | $212.69 | 3.96% | 0.03% | 22,653,831 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 300,698 | -3,193 | -1.05% | $76.68 | 3.86% | 0.02% | 22,086,278 | 2025-03-31 | ||||||
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | 216,768 | -9,131 | -4.04% | $65.63 | 3.55% | 0.08% | 20,302,446 | 2025-03-31 | ||||||
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 286,326 | -8,656 | -2.93% | $63.23 | 3.11% | 0.02% | 17,780,834 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 47,514 | -2,431 | -4.87% | $277.13 | 3.08% | 0.01% | 17,619,128 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 168,358 | -3,839 | -2.23% | $88.45 | 3.08% | 0.02% | 17,605,166 | 2025-03-31 | ||||||
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | 129,791 | -3,808 | -2.85% | $94.56 | 2.64% | 0.45% | 15,103,725 | 2025-03-31 | ||||||
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | 286,888 | -21,682 | -7.03% | $50.53 | 2.49% | 0.04% | 14,235,405 | 2025-03-31 | ||||||
| MUB | ISHARES NATIONAL MUNI BOND ETF | 110,904 | -1,460 | -1.30% | $109.61 | 2.05% | 0.03% | 11,693,696 | 2025-03-31 | ||||||
| VOO | VANGUARD 500 INDEX FUND | 22,741 | -985 | -4.15% | $389.12 | 2.04% | 0.00% | 11,686,610 | 2025-03-31 | ||||||
| ITOT | ISHARES CORE S&P TOTAL US STOCK MARKET ETF | 89,600 | +6,388 | +7.68% | $85.11 | 1.91% | 0.02% | 10,932,081 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 175,432 | -3,616 | -2.02% | $61.24 | 1.66% | 0.01% | 9,468,065 | 2025-03-31 | ||||||
| AAPL | APPLE | 41,981 | -1,848 | -4.22% | $135.57 | 1.63% | 0.00% | 9,325,293 | 2025-03-31 | ||||||
| JMUB | JPMORGAN MUNICIPAL ETF | 179,666 | +42,343 | +30.83% | $49.82 | 1.57% | 0.36% | 8,983,300 | 2025-03-31 | ||||||
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | 68,438 | -6,633 | -8.84% | $106.71 | 1.54% | 0.01% | 8,825,822 | 2025-03-31 | ||||||
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 110,856 | +13,540 | +13.91% | $64.37 | 1.35% | 0.02% | 7,738,886 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 73,535 | +1,267 | +1.75% | $73.26 | 0.97% | 0.00% | 5,562,923 | 2025-03-31 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 194,239 | +8,846 | +4.77% | $24.56 | 0.95% | 0.00% | 5,430,922 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 12,629 | -529 | -4.02% | $256.58 | 0.83% | 0.00% | 4,740,663 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 20,520 | +1,083 | +5.57% | $211.99 | 0.80% | 0.01% | 4,550,267 | 2025-03-31 | ||||||
| VO | VANGUARD MID-CAP INDEX FUND | 15,000 | +1,215 | +8.81% | $232.17 | 0.68% | 0.01% | 3,879,229 | 2025-03-31 | ||||||
| HDV | ISHARES CORE HIGH DIVIDEND ETF | 28,345 | -2,452 | -7.96% | $83.99 | 0.60% | 0.03% | 3,433,161 | 2025-03-31 | ||||||
| VFMF | VANGUARD US MULTIFACTOR ETF | 26,618 | +2,634 | +10.98% | $112.03 | 0.59% | 1.14% | 3,362,114 | 2025-03-31 | ||||||
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | 86,252 | +20,877 | +31.93% | $38.13 | 0.58% | 0.00% | 3,315,527 | 2025-03-31 | ||||||
| XT | ISHARES EXPONENTIAL TECHNOLOGIES ETF | 45,820 | -3,665 | -7.41% | $59.35 | 0.46% | 0.09% | 2,637,399 | 2025-03-31 | ||||||
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | 22,704 | -429 | -1.85% | $93.61 | 0.42% | 0.04% | 2,421,382 | 2025-03-31 | ||||||
| AMZN | AMAZON | 11,851 | -291 | -2.40% | $147.11 | 0.39% | 0.00% | 2,254,771 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 4,010 | 0 | 0.00% | $392.75 | 0.39% | 0.00% | 2,243,154 | 2025-03-31 | ||||||
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | 35,821 | +16,556 | +85.94% | $58.18 | 0.37% | 0.01% | 2,127,767 | 2025-03-31 | ||||||
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 36,673 | -4,079 | -10.01% | $54.99 | 0.37% | 0.01% | 2,095,495 | 2025-03-31 | ||||||
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 32,105 | +3,326 | +11.56% | $50.48 | 0.34% | 0.00% | 1,947,489 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 7,788 | -35 | -0.45% | $148.22 | 0.33% | 0.00% | 1,910,340 | 2025-03-31 | ||||||
| V | VISA | 5,353 | +40 | +0.75% | $235.90 | 0.33% | 0.00% | 1,876,142 | 2025-03-31 | ||||||
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | 36,288 | -9,511 | -20.77% | $49.27 | 0.32% | 0.02% | 1,810,771 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 3,256 | -80 | -2.40% | $0.00 | 0.30% | 0.00% | 1,734,080 | 2025-03-31 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 8,342 | 0 | 0.00% | $142.93 | 0.30% | 0.00% | 1,722,456 | 2025-03-31 | ||||||
| IBDQ | ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | 67,188 | +98 | +0.15% | $24.60 | 0.30% | 0.05% | 1,689,775 | 2025-03-31 | ||||||
| PG | PROCTER & GAMBLE | 9,656 | -1,093 | -10.17% | $155.80 | 0.29% | 0.00% | 1,645,579 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 1,704 | +19 | +1.13% | $568.41 | 0.28% | 0.00% | 1,611,924 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 10,358 | +70 | +0.68% | $132.35 | 0.28% | 0.00% | 1,601,761 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 34,703 | +6,758 | +24.18% | $45.15 | 0.27% | 0.00% | 1,570,677 | 2025-03-31 | ||||||
| META | META | 2,688 | -250 | -8.51% | $185.67 | 0.27% | 0.00% | 1,549,256 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 13,990 | -54 | -0.38% | $40.45 | 0.27% | 0.00% | 1,516,236 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 7,836 | -672 | -7.90% | $157.87 | 0.26% | 0.00% | 1,474,328 | 2025-03-31 | ||||||