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Home > Institutional Investor > Baron Silver Stevens Financial Advisors, Llc > Profile

Instuitional Investor - Baron Silver Stevens Financial Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Baron Silver Stevens Financial Advisors, Llc
Portfolio Value $571,582,224
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - VALUE ETF
 269,431 $46,541,502 8.14%
2.
Ishares Trust
 IEF 82,121 $46,143,788 8.07%
3.
Ishares Trust
 IEF 114,715 $41,422,336 7.25%
4.
Vanguard Index Fds
 144,210 $39,634,725 6.93%
5.
Ishares Trust
 IEF 345,880 $34,214,428 5.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)