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| Name: |
Baron Silver Stevens Financial Advisors LLC |
| City: |
Boca Raton |
| State: |
FL |
| Zip: |
33431 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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Unchanged Positions |
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Page 1 of 1 |
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 |
|
VEU |
Vanguard FTSE All-World ETF |
37 |
- |
$57.31 |
$1,662,000 |
28,337 |
0.32% |
71,000 |
0 |
0.006 |
Closed - End Fund - F... |
|
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TT |
Trane Technologies (Ingerso... |
58 |
- |
$328.64 |
$722,000 |
2,404 |
0.14% |
136,000 |
0 |
0.001 |
Diversified Machinery |
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VT |
Vanguard Total World Stock ... |
71 |
- |
$112.48 |
$441,000 |
3,995 |
0.09% |
30,000 |
0 |
0.002 |
Closed - End Fund - E... |
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ESGV |
Vanguard Esg Us Stock Etf |
74 |
- |
$0.00 |
$413,000 |
4,437 |
0.08% |
36,000 |
0 |
0.012 |
N/A |
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QQQ |
Invesco QQQ Trust Series I |
75 |
- |
$451.76 |
$410,000 |
923 |
0.08% |
32,000 |
0 |
0 |
Closed - End Fund - Debt |
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DFUS |
Dimensional U S Equity Etf |
77 |
- |
$57.62 |
$381,000 |
6,684 |
0.07% |
35,000 |
0 |
0.001 |
N/A |
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GLD |
streetTRACKS Gold Trust |
89 |
- |
$223.66 |
$295,000 |
1,435 |
0.06% |
21,000 |
0 |
0 |
Closed - End Fund - E... |
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CSX |
CSX Corp |
91 |
- |
$33.52 |
$294,000 |
7,935 |
0.06% |
19,000 |
0 |
0 |
Railroads |
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IWM |
iShares Tr Russell 2000 Indx |
105 |
- |
$208.08 |
$242,000 |
1,151 |
0.05% |
11,000 |
0 |
0 |
Closed - End Fund - E... |
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AWK |
American Water Works Compan... |
112 |
- |
$133.76 |
$213,000 |
1,746 |
0.04% |
-17,000 |
0 |
0.001 |
Multi Utilities |
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