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  Name: Baron Financial Group LLC
  City: FAIR LAWN
  State: NJ
  Zip: 07410
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $156,814,000
  Total Value Change : $2,874,000
  Securities Held Change : 2
   
All Securities Held : 51
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

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Holdings Found : 53     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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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
   (SPY)1 Year Chart         SPY Standard & Poors Depository... - $511.29 $17,936,000 37,736 % 1,457,000 -812 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx - $201.90 $16,311,000 81,264 % 1,878,000 -400 0    N/A
   (VTIP)1 Year Chart         VTIP Vanguard Short Term Inflati... - $48.02 $13,735,000 289,218 % -467,000 -11,170 0    N/A
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I - $435.48 $10,311,000 25,177 % 1,148,000 -398 0    N/A
   (CWB)1 Year Chart         CWB SPDR Barclays Capital Conve... - $71.19 $5,852,000 81,107 % 321,000 -475 0    N/A
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD - $78.92 $5,786,000 76,787 % 396,000 -1,415 0    N/A
   (VNQ)1 Year Chart         VNQ Vanguard REIT Index VIPERs - $81.30 $5,269,000 59,626 % 980,000 2,941 0    N/A
   (CGW)1 Year Chart         CGW Invesco S&P Global Water ETF - $56.86 $5,151,000 97,180 % 588,000 -910 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust - $212.96 $4,766,000 24,930 % 421,000 -410 0    N/A
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap - $107.13 $4,595,000 42,445 % 530,000 -649 0    N/A
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... - $104.50 $4,554,000 43,190 % -907,000 -9,905 0    N/A
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx - $80.78 $4,189,000 53,892 % 641,000 2,664 0    N/A
   (EEM)1 Year Chart         EEM iShares MSCI Emrg Mkt Income - $42.47 $4,154,000 103,309 % 200,000 -890 0    N/A
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers - $258.02 $4,049,000 16,151 % 175,000 -325 0    N/A
   (IQLT)1 Year Chart         IQLT Ishares Edge Msci Intl Qual... - $0.00 $3,997,000 106,420 % 500,000 2,385 0    N/A
   (ICVT)1 Year Chart         ICVT Ishares Convertible Bond Etf - $0.00 $3,893,000 49,540 % 234,000 240 0    N/A
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth - $331.50 $3,083,000 10,169 % 298,000 -300 0    N/A
   (ESGD)1 Year Chart         ESGD Ishares Trust Ishares Msci ... - $79.11 $2,919,000 38,645 % 245,000 -35 0    N/A
   (BWX)1 Year Chart         BWX Spdr Brcly Cap Int Trs Bon - $21.90 $2,803,000 120,910 % -223,000 -21,535 0    N/A
   (QAI)1 Year Chart         QAI Index IQ ETF Trust - $30.72 $2,680,000 89,020 % 29,000 735 0    N/A
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus - $35.43 $2,482,000 72,986 % 172,000 -1,494 0    N/A
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR - $535.41 $2,340,000 4,613 % 170,000 -139 0    N/A
   (IWD)1 Year Chart         IWD iShares Russell 1000 Value - $173.12 $2,314,000 14,004 % 97,000 -600 0    N/A
   (DIVO)1 Year Chart         DIVO Amplify Yieldshares Cwp Div... New $0.00 $2,171,000 59,390 % 2,171,000 59,390 0.066    N/A
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... - $0.00 $2,136,000 13,616 % -5,476,000 -40,875 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... - $53.44 $1,991,000 39,371 % 182,000 1,355 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $183.38 $1,872,000 9,725 % 208,000 3 0    N/A
   (ESGE)1 Year Chart         ESGE IShares MSCI EM ESG ETF - $33.33 $1,814,000 56,577 % 118,000 575 0    N/A
   (PXLG)1 Year Chart         PXLG Invesco Russell Top 200 Pur... - $101.51 $1,703,000 17,374 % 147,000 325 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... - $253.53 $1,574,000 6,635 % 136,000 -135 0    N/A
   (IJH)1 Year Chart         IJH iShares S&P MidCap 400 Index - $58.53 $1,545,000 5,573 % 199,000 175 0    N/A
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... New $48.68 $1,112,000 22,533 % 1,112,000 22,533 0    N/A
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $406.66 $867,000 2,307 % 139,000 1 0    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp - $116.00 $742,000 7,420 % -142,000 -100 0    N/A
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS New $218.74 $690,000 3,232 % 690,000 3,232 0    N/A
   (PHDG)1 Year Chart         PHDG Invesco S&P 500 Downside He... - $35.52 $580,000 16,950 % -3,372,000 -109,880 0    N/A
   (MUB)1 Year Chart         MUB iShares S&P National Munici... - $106.67 $576,000 5,310 % -666,000 -6,799 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... - $165.71 $545,000 3,333 % 64,000 -95 0    N/A
   (BSV)1 Year Chart         BSV Vanguard Short-Term Bond - $76.22 $512,000 6,643 % -223,000 -3,140 0    N/A
   (ADP)1 Year Chart         ADP Automatic Data Processing Inc - $241.89 $376,000 1,613 % -23,000 -44 0    N/A
   (ARCC)1 Year Chart         ARCC Ares Capital Corp - $20.61 $368,000 18,366 % 21,000 543 0    N/A
   (VGT)1 Year Chart         VGT Vanguard I T VIPERS - $509.46 $316,000 653 % 37,000 -20 0    N/A
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co - $190.51 $294,000 1,730 % 43,000 0 0    N/A
   (CL)1 Year Chart         CL Colgate Palmolive Co - $92.88 $278,000 3,490 % 27,000 -33 0    N/A
   (JNJ)1 Year Chart         JNJ Johnson & Johnson - $149.27 $268,000 1,711 % 2,000 1 0    N/A
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... - $176.94 $233,000 1,367 % 29,000 57 0    N/A
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... - $17.26 $226,000 13,385 % -1,254,000 -79,304 0    N/A
   (IEFA)1 Year Chart         IEFA Ishares Core Msci Eafe - $0.00 $219,000 3,116 % 15,000 -50 0    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc - $131.20 $217,000 1,993 % 12,000 0 0    Drug Manufacturers - ...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. - $163.79 $216,000 1,393 % 8,000 0 0    N/A
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index - $97.61 $204,000 2,245 % 204,000 2,245 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc Closed $27.81 $0 0 0% -212,000 -6,400 0    Drug Manufacturers - ...
   (PEG)1 Year Chart         PEG Public Service Enterprise G... Closed $70.45 $0 0 0% -205,000 -3,596 0    Multi Utilities
      53 Records Found
  1    
Page 1 of 1
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