Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARON SILVER STEVENS FINANCIAL ADVISORS LLC | 05-02-2024 | 03-31-2024 | 127 | 517,409,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $40,473,487 | 76,985 | 0.01 | 0.01 | -75 | -0.10 | 03-31-2024 |
| VANGUARD INDEX FDS | VALUE ETF | 2 | $40,304,416 | 247,479 | 0.01 | 0.01 | -1,786 | -0.72 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $38,944,901 | 115,546 | 0.01 | 0.01 | -4,436 | -3.70 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $38,084,211 | 146,534 | 0.01 | 0.01 | -2,389 | -1.60 | 03-31-2024 |
