Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARON FINANCIAL GROUP LLC | 01-22-2024 | 12-31-2023 | 51 | 156,813,674 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $17,936,327 | 37,736 | 0.01 | 0.01 | -812 | -2.11 | 12-31-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 2 | $16,310,511 | 81,264 | 0.01 | 0.01 | -400 | -0.49 | 12-31-2023 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 3 | $13,734,963 | 289,218 | 0.01 | 0.01 | -11,170 | -3.72 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $10,310,537 | 25,177 | 0.01 | 0.01 | -398 | -1.56 | 12-31-2023 |
