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| Name: |
Baron Financial Group LLC |
| City: |
FAIR LAWN |
| State: |
NJ |
| Zip: |
07410 |
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data |
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Filing Period: |
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| Holdings
Found :
16 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CWB |
SPDR Barclays Capital Conve... |
6 |
- |
$71.73 |
$5,936,000 |
81,267 |
3.66% |
84,000 |
160 |
0.108 |
N/A |
|
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CGW |
Invesco S&P Global Water ETF |
7 |
- |
$55.81 |
$5,406,000 |
97,360 |
3.34% |
255,000 |
180 |
0.567 |
Packaging & Containers |
|
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VNQ |
Vanguard REIT Index VIPERs |
8 |
- |
$82.96 |
$5,214,000 |
60,295 |
3.22% |
-55,000 |
669 |
0.017 |
Closed - End Fund - E... |
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GLD |
streetTRACKS Gold Trust |
9 |
- |
$211.60 |
$5,162,000 |
25,090 |
3.19% |
396,000 |
160 |
0.006 |
Closed - End Fund - E... |
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IWR |
iShares Tr Rssll MidCap Indx |
10 |
- |
$80.89 |
$4,534,000 |
53,922 |
2.8% |
345,000 |
30 |
0.015 |
Closed - End Fund - E... |
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IQLT |
Ishares Edge Msci Intl Qual... |
14 |
- |
$0.00 |
$4,309,000 |
108,640 |
2.66% |
312,000 |
2,220 |
0.011 |
N/A |
|
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ICVT |
Ishares Convertible Bond Etf |
16 |
- |
$0.00 |
$3,993,000 |
50,015 |
2.46% |
100,000 |
475 |
0.042 |
N/A |
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DIVO |
Amplify Yieldshares Cwp Div... |
17 |
- |
$0.00 |
$3,218,000 |
82,760 |
1.99% |
1,047,000 |
23,370 |
0.092 |
N/A |
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QAI |
Index IQ ETF Trust |
20 |
- |
$30.88 |
$2,940,000 |
95,169 |
1.81% |
260,000 |
6,149 |
0.402 |
Closed - End Fund - Debt |
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IEMG |
Ishares Core Msci Emerging ... |
25 |
- |
$52.95 |
$2,252,000 |
43,651 |
1.39% |
261,000 |
4,280 |
0 |
N/A |
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BNDX |
Vanguard Total Internationa... |
26 |
- |
$48.53 |
$2,190,000 |
44,528 |
1.35% |
1,078,000 |
21,995 |
0.005 |
N/A |
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PXLG |
Invesco Russell Top 200 Pur... |
27 |
- |
$102.17 |
$1,884,000 |
17,690 |
1.16% |
181,000 |
316 |
0.039 |
N/A |
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IJH |
iShares S&P MidCap 400 Index |
28 |
- |
$58.45 |
$1,713,000 |
28,210 |
1.06% |
168,000 |
22,637 |
0.012 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
32 |
- |
$217.92 |
$963,000 |
4,212 |
0.59% |
273,000 |
980 |
0.002 |
Closed - End Fund - E... |
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IBM |
International Business Mach... |
36 |
- |
$170.01 |
$637,000 |
3,337 |
0.39% |
92,000 |
4 |
0 |
Diversified Computer ... |
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BSV |
Vanguard Short-Term Bond |
37 |
- |
$76.29 |
$514,000 |
6,703 |
0.32% |
2,000 |
60 |
0.001 |
Closed - End Fund - E... |
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