Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BARON FINANCIAL GROUP LLC | 04-30-2024 | 03-31-2024 | 50 | 162,056,767 |
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 | $18,970,204 | 36,267 | 0.01 | 0.01 | -1,469 | -3.89 | 03-31-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 2 | $16,900,774 | 80,365 | 0.01 | 0.01 | -899 | -1.11 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 3 | $13,570,733 | 283,373 | 0.01 | 0.01 | -5,845 | -2.02 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $10,790,982 | 24,303 | 0.01 | 0.01 | -874 | -3.47 | 03-31-2024 |
