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 |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | COM | 51 | $1,482,742 | 1,641 | 0.00 | 0.00 | 403 | 32.55 | 03-31-2024 |
| META PLATFORMS INC | CL A | 52 | $1,428,091 | 2,941 | 0.00 | 0.00 | 232 | 8.56 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 53 | $1,408,322 | 28,071 | 0.00 | 0.00 | 351 | 1.27 | 03-31-2024 |
| ISHARES TR | IBONDS DEC25 ETF | 54 | $1,392,454 | 56,125 | 0.00 | 0.00 | 9,894 | 21.40 | 03-31-2024 |
