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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 $476,737,457
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 249,265 $37,265,068 7.81%
2.
Ishares Trust
 IEF 77,060 $36,806,137 7.72%
3.
Ishares Trust
 IEF 119,982 $36,374,876 7.62%
4.
Vanguard Index Fds
 148,923 $35,327,557 7.41%
5.
Ishares Trust
 IEF 278,068 $27,598,256 5.78%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)